Natural Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Natural Investments, LLC reported 301 stock positions worth $455.2 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Microsoft (MSFT, 4.0%). Compared with Q1 2026, it opened 32 new positions, sold out of 19, added to 145 and reduced 99. The biggest buy was US Vegan Climate ETF (VEGN, shares +5%) and the biggest sale Amazon.com (AMZN, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CA
- CIK
- 0001800245
- Portfolio Value
- $455.2M (Q2 2026)
- SEC Filing
- 0001800245-26-000003 ↗ filed Jul 31, 2026
Holdings Value
Holdings 301 stocks · $455.2M
| AAPL Apple Inc. | 7.48% | 117,657 | $34.0M | Add +1.8% |
| NVDA Nvidia Corp. | 5.10% | 115,946 | $23.2M | Add +4.5% |
| MSFT Microsoft Corp. | 4.02% | 49,008 | $18.3M | Add +2.8% |
| VEGN US Vegan Climate ETF | 3.79% | 209,479 | $17.2M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 2.95% | 37,638 | $13.4M | Add +5.3% |
| JSTC Adasina Social Justice GLB | 2.88% | 573,564 | $13.1M | Reduce -1.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.77% | 88,429 | $12.6M | Reduce -9.6% |
| CHGX Stance Sustainable Beta ETF | 2.70% | 369,592 | $12.3M | Add +17.4% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 2.20% | 880,979 | $10.0M | Add +8.5% |
| GRNB Vaneck Green Bond ETF | 1.89% | 355,772 | $8.6M | Add +20.0% |
| ABBV Abbvie Inc. | 1.84% | 33,331 | $8.4M | Add +2.8% |
| NXTE Axs Green Alpha ETF | 1.69% | 141,248 | $7.7M | Reduce -9.8% |
| HASI Ha Sustainable Infrastructur | 1.66% | 193,258 | $7.5M | Reduce -4.4% |
| HD Home Depot Inc. | 1.48% | 19,131 | $6.7M | Add +7.6% |
| LLY Eli Lilly & Co. | 1.48% | 5,609 | $6.7M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.22% | 17,036 | $5.6M | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.21% | 11,518 | $5.5M | Reduce -45.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.15% | 7 | $5.2M | No change |
| PANW Palo Alto Networks Inc. | 1.14% | 15,212 | $5.2M | Reduce -12.5% |
| OWNS CCM Affordable Hous MBS ETF | 1.12% | 295,066 | $5.1M | Add +15.1% |
| MA Mastercard Inc. Class A | 0.96% | 8,532 | $4.4M | Add +7.5% |
| GOOG Alphabet Inc. Class C | 0.95% | 12,260 | $4.3M | Add +5.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.85% | 1,950 | $3.9M | Reduce -35.8% |
| COST Costco Wholesale Corp. | 0.85% | 4,144 | $3.9M | Add +24.0% |
| ETHO Amplify Etho Climate Leaders | 0.78% | 43,995 | $3.5M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.76% | 23,677 | $3.5M | Add +4.3% |
| AMD Advanced Micro Devices | 0.75% | 5,900 | $3.4M | Add +104.1% |
| ABT Abbott Laboratories | 0.71% | 35,541 | $3.2M | Add +0.2% |
| BEPC Brookfield Renewable Corp. | 0.65% | 79,241 | $2.9M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 3,894 | $2.9M | Add +80.4% |
| AXP American Express Co. | 0.63% | 8,506 | $2.9M | Add +2.1% |
| UPS United Parcel Service Class B | 0.60% | 25,520 | $2.7M | Reduce -3.3% |
| V Visa Inc. Class A | 0.57% | 7,586 | $2.6M | Add +6.4% |
| CVMC Calvert US Mcap Core Resp | 0.56% | 33,504 | $2.5M | Add +6.8% |
| AZN Astrazeneca PLC | 0.56% | 13,360 | $2.5M | New |
| ETN Eaton Corp. PLC | 0.55% | 5,929 | $2.5M | Add +1.1% |
| JNJ Johnson & Johnson | 0.54% | 9,613 | $2.4M | Add +11.7% |
| UL Unilever PLC-Sponsored ADR | 0.50% | 37,894 | $2.3M | Add +0.1% |
| ECL Ecolab Inc. | 0.49% | 8,021 | $2.2M | Add +0.2% |
| UNP Union Pacific Corp. | 0.47% | 7,832 | $2.1M | Add +15.9% |
| AVGO Broadcom Inc. | 0.45% | 5,412 | $2.0M | Add +6.1% |
| LRCX Lam Research Corp. | 0.45% | 4,717 | $2.0M | Add +17.0% |
| PNC PNC Financial Services Group | 0.45% | 8,232 | $2.0M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.44% | 15,454 | $2.0M | Add +5.9% |
| PLD Prologis Inc. | 0.43% | 14,349 | $1.9M | Add +13.7% |
| FTSD Franklin Short Duration U.S. | 0.42% | 20,933 | $1.9M | Add +4.1% |
| CSCO Cisco Systems Inc. | 0.41% | 16,082 | $1.9M | Add +3.3% |
| TT Trane Technologies PLC | 0.41% | 3,786 | $1.9M | Reduce -32.3% |
| AWK American Water Works Co. Inc. | 0.41% | 14,038 | $1.8M | Reduce -3.7% |
| LIN Linde PLC | 0.40% | 3,468 | $1.8M | Reduce -47.1% |
| FSLR First Solar Inc. | 0.39% | 7,536 | $1.8M | Add +16.4% |
| INTC Intel Corp. | 0.39% | 12,717 | $1.8M | Reduce -0.3% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.38% | 43,327 | $1.7M | Add +63.6% |
| XYL Xylem Inc. | 0.38% | 14,557 | $1.7M | Reduce -4.6% |
| TRV The Travelers Cos Inc. | 0.37% | 5,170 | $1.7M | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 6,050 | $1.7M | Add +3.6% |
| EHC Encompass Health Corp. | 0.37% | 16,818 | $1.7M | Add +3.8% |
| DE Deere & Co. | 0.37% | 2,630 | $1.7M | Add +15.8% |
| ROK Rockwell Automation Inc. | 0.36% | 3,336 | $1.7M | Add +33.9% |
| PEP Pepsico Inc. | 0.35% | 11,834 | $1.6M | Reduce -10.5% |
| AMT American Tower Corp. | 0.35% | 9,674 | $1.6M | Add +0.8% |
| SHOP Shopify Inc. Class A | 0.34% | 13,600 | $1.6M | Reduce -14.6% |
| WAB Wabtec Corp. | 0.33% | 5,647 | $1.5M | Reduce -9.6% |
| NOW ServiceNow Inc. | 0.33% | 14,928 | $1.5M | Reduce -7.8% |
| ICE Intercontinental Exchange Inc. | 0.32% | 11,677 | $1.4M | Reduce -8.2% |
| GLW Corning Inc. | 0.31% | 5,575 | $1.4M | Add +31.4% |
| NXT Nextpower Inc. | 0.31% | 11,857 | $1.4M | Reduce -3.4% |
| AMGN Amgen Inc. | 0.31% | 3,879 | $1.4M | Reduce -14.0% |
| AMZN Amazon.com Inc. | 0.31% | 5,844 | $1.4M | Reduce -72.5% |
| LRGE Clearbridge Large Cap Growth | 0.30% | 16,181 | $1.4M | Add +5.5% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 3,708 | $1.4M | Add +100.9% |
| VRSK Verisk Analytics Inc. | 0.29% | 7,474 | $1.3M | Add +24.4% |
| TXN Texas Instruments Inc. | 0.29% | 4,451 | $1.3M | Add +0.8% |
| MMM 3M Co. | 0.28% | 7,976 | $1.3M | Reduce -10.0% |
| BAC Bank of America Corp. | 0.28% | 21,992 | $1.3M | Add +12.8% |
| PRXG Praxis Impact Large Cap ETF | 0.27% | 30,936 | $1.2M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,621 | $1.2M | Add +26.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 2,384 | $1.2M | Reduce -13.0% |
| GEV GE Vernova Inc. | 0.26% | 989 | $1.2M | Add +8.9% |
| AMAT Applied Materials Inc. | 0.25% | 1,602 | $1.2M | Reduce -43.6% |
| WFC Wells Fargo & Co. | 0.25% | 14,022 | $1.2M | Add +62.1% |
| RNRG Global X Renewable Ener Prod | 0.25% | 32,048 | $1.1M | Add +7.5% |
| BEP Brookfield Renewable Partner | 0.25% | 32,860 | $1.1M | Reduce -5.5% |
| EWBC East West Bancorp Inc. | 0.25% | 8,756 | $1.1M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.24% | 2,804 | $1.1M | Add +1.2% |
| NFLX Netflix Inc. | 0.24% | 15,045 | $1.1M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 0.23% | 1,420 | $1.1M | Add +206.0% |
| CB Chubb Ltd. | 0.23% | 3,100 | $1.1M | Add +0.8% |
| MSCI MSCI Inc. | 0.23% | 1,845 | $1.0M | Add +26.0% |
| RY Royal Bank of Canada | 0.22% | 4,935 | $1.0M | Reduce -1.6% |
| AMAL Amalgamated Financial Corp. | 0.22% | 22,061 | $1.0M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.22% | 5,739 | $1.0M | Reduce -24.1% |
| ADP Automatic Data Processing | 0.22% | 4,507 | $1.0M | Add +19.4% |
| USB US Bancorp | 0.22% | 16,679 | $1.0M | Add +17.1% |
| TAN Invesco Solar ETF | 0.22% | 16,946 | $1.0M | Reduce -2.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.22% | 14,847 | $996K | Reduce -16.7% |
| ADSK Autodesk Inc. | 0.22% | 5,065 | $984K | Reduce -4.2% |
| SBUX Starbucks Corp. | 0.21% | 9,532 | $974K | Add +26.9% |
| MELI MercadoLibre Inc. | 0.21% | 563 | $955K | Reduce -38.1% |
| URI United Rentals Inc. | 0.21% | 844 | $955K | Reduce -0.9% |
Portfolio Sells Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Reduce -72.5% | 0.31% | −0.79 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -45.2% | 1.21% | −0.54 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.42 |
| LIN Linde PLC | Reduce -47.1% | 0.40% | −0.41 |
| SHG Shinhan Financial Group-ADR | Reduce -88.0% | 0.05% | −0.39 |
| NVT Nvent Electric PLC | Reduce -83.9% | 0.07% | −0.26 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.26 |
| BAP Credicorp Ltd. | Sold out | 0.00% | −0.25 |
| HLN Haleon PLC-ADR | Reduce -48.2% | 0.18% | −0.24 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.24 |
| HDB HDFC Bank Ltd.-ADR | Reduce -65.2% | 0.11% | −0.23 |
| TEL Te Connectivity PLC | Reduce -72.0% | 0.07% | −0.23 |
| SAP Sap SE-Sponsored ADR | Reduce -77.2% | 0.05% | −0.22 |
| CP Canadian Pacific Kansas City | Reduce -76.5% | 0.06% | −0.22 |
| ITUB Itau Unibanco H-Spon PRF ADR | Reduce -79.5% | 0.04% | −0.19 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -56.7% | 0.11% | −0.18 |
| MELI MercadoLibre Inc. | Reduce -38.1% | 0.21% | −0.18 |
| ICE Intercontinental Exchange Inc. | Reduce -8.2% | 0.32% | −0.18 |
| HASI Ha Sustainable Infrastructur | Reduce -4.4% | 1.66% | −0.17 |
| TT Trane Technologies PLC | Reduce -32.3% | 0.41% | −0.17 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -9.6% | 2.77% | −0.16 |
| PEP Pepsico Inc. | Reduce -10.5% | 0.35% | −0.15 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.15 |
| BEPC Brookfield Renewable Corp. | Reduce -0.7% | 0.65% | −0.14 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -35.8% | 0.85% | −0.14 |
| TJX TJX Companies Inc. | Reduce -30.1% | 0.18% | −0.13 |
| SHOP Shopify Inc. Class A | Reduce -14.6% | 0.34% | −0.13 |
| T AT&T Inc. | Sold out | 0.00% | −0.12 |
| KO The Coca-Cola Co. | Reduce -45.7% | 0.12% | −0.11 |
| ALC Alcon Inc. | Reduce -16.7% | 0.22% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -41.2% | 0.11% | −0.11 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.10 |
| ADSK Autodesk Inc. | Reduce -4.2% | 0.22% | −0.10 |
| NOW ServiceNow Inc. | Reduce -7.8% | 0.33% | −0.09 |
| AWK American Water Works Co. Inc. | Reduce -3.7% | 0.41% | −0.08 |
| AMGN Amgen Inc. | Reduce -14.0% | 0.31% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -67.9% | 0.06% | −0.08 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.07 |
| XYL Xylem Inc. | Reduce -4.6% | 0.38% | −0.07 |
| SMFG Sumitomo Mitsui-Spons ADR | Sold out | 0.00% | −0.07 |
| MDT Medtronic PLC | Reduce -38.8% | 0.06% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.0% | 0.26% | −0.06 |
| ACN Accenture PLC Class A | Reduce -2.0% | 0.07% | −0.06 |
| TRMB Trimble Inc. | Sold out | 0.00% | −0.06 |
| NXT Nextpower Inc. | Reduce -3.4% | 0.31% | −0.05 |
| SGOL Abrdn Physical Gold Shares | Sold out | 0.00% | −0.05 |
| TBLU Tortoise Global Water ETF | Reduce -33.6% | 0.08% | −0.05 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.05 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.05 |
| WAB Wabtec Corp. | Reduce -9.6% | 0.33% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| VEGN US Vegan Climate ETF | Add +5.1% | 3.79% | +1.01 |
| CHGX Stance Sustainable Beta ETF | Add +17.4% | 2.70% | +0.61 |
| AMD Advanced Micro Devices | Add +104.1% | 0.75% | +0.61 |
| AZN Astrazeneca PLC | New | 0.56% | +0.56 |
| GOOGL Alphabet Inc. Class A | Add +5.3% | 2.95% | +0.42 |
| NVDA Nvidia Corp. | Add +4.5% | 5.10% | +0.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +80.4% | 0.64% | +0.29 |
| AAPL Apple Inc. | Add +1.8% | 7.48% | +0.24 |
| LRCX Lam Research Corp. | Add +17.0% | 0.45% | +0.24 |
| LLY Eli Lilly & Co. | Add +2.0% | 1.48% | +0.23 |
| GE General Electric | Add +100.9% | 0.30% | +0.18 |
| GLW Corning Inc. | Add +31.4% | 0.31% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +206.0% | 0.23% | +0.16 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +63.6% | 0.38% | +0.14 |
| VMI Valmont Industries | Add +181.6% | 0.20% | +0.14 |
| ROK Rockwell Automation Inc. | Add +33.9% | 0.36% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.14% | +0.14 |
| VGSR Vert GLB Sust Re ETF | Add +8.5% | 2.20% | +0.13 |
| GRNB Vaneck Green Bond ETF | Add +20.0% | 1.89% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 0.95% | +0.12 |
| CSCO Cisco Systems Inc. | Add +3.3% | 0.41% | +0.12 |
| EVYM Eaton Vance High Income Muni | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +2.8% | 1.84% | +0.10 |
| CDNS Cadence Design SYS Inc. | New | 0.10% | +0.10 |
| KLAC KLA Corp. | Add +3.3% | 0.20% | +0.10 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| WFC Wells Fargo & Co. | Add +62.1% | 0.25% | +0.08 |
| TXN Texas Instruments Inc. | Add +0.8% | 0.29% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +26.5% | 0.26% | +0.08 |
| IJH iShares Core S&P Midcap ETF | New | 0.08% | +0.08 |
| UBS UBS Group AG-Reg | New | 0.08% | +0.08 |
| FSLR First Solar Inc. | Add +16.4% | 0.39% | +0.08 |
| BBEU JPMorgan Betabuilders Europe | New | 0.07% | +0.07 |
| ESGU iShares ESG Aware MSCI USA | New | 0.07% | +0.07 |
| CVMC Calvert US Mcap Core Resp | Add +6.8% | 0.56% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +57.5% | 0.15% | +0.06 |
| UNP Union Pacific Corp. | Add +15.9% | 0.47% | +0.06 |
| HPE Hewlett Packard Enterprise | New | 0.06% | +0.06 |
| BMO Bank of Montreal | New | 0.06% | +0.06 |
| NUSC Nuveen ESG Small-Cap ETF | Add +50.7% | 0.18% | +0.06 |
| FITB Fifth Third Bancorp | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +8.9% | 0.26% | +0.06 |
| AVGO Broadcom Inc. | Add +6.1% | 0.45% | +0.06 |
| NUEM Nuveen ESG Emerging Markets | Add +57.1% | 0.16% | +0.06 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| TER Teradyne Inc. | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +99.5% | 0.12% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | Add +15.8% | 0.37% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 301 | $455.2M | AAPL, NVDA, MSFT, VEGN, GOOGL |
| Q1 2026 | 288 | $405.4M | AAPL, NVDA, MSFT, DSI, JSTC |
| Q4 2025 | 280 | $401.8M | AAPL, MSFT, NVDA, DSI, GOOGL |
| Q3 2025 | 238 | $402.5M | MSFT, AAPL, NVDA, OEF, GOOG |
| Q2 2025 | 255 | $386.6M | MSFT, AAPL, NVDA, NXTE, DSI |
| Q1 2025 | 246 | $352.7M | AAPL, MSFT, NXTE, NVDA, DSI |
| Q4 2024 | 246 | $361.3M | AAPL, MSFT, NXTE, NVDA, DSI |