Natural Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Natural Investments, LLC reported 246 stock positions worth $361.3 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Axs Green Alpha ETF (NXTE, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CA
- CIK
- 0001800245
- Portfolio Value
- $361.3M (Q4 2024)
- SEC Filing
- 0001800586-25-000004 ↗ filed Feb 7, 2025
Holdings Value
Holdings 246 stocks · $361.3M
| AAPL Apple Inc. | 6.57% | 94,798 | $23.7M | — |
| MSFT Microsoft Corp. | 5.90% | 50,589 | $21.3M | — |
| NXTE Axs Green Alpha ETF | 4.13% | 469,470 | $14.9M | — |
| NVDA Nvidia Corp. | 4.11% | 110,611 | $14.9M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 2.48% | 81,269 | $9.0M | — |
| HD Home Depot Inc. | 2.10% | 19,490 | $7.6M | — |
| ABBV Abbvie Inc. | 2.08% | 42,395 | $7.5M | — |
| HASI Ha Sustainable Infrastructur | 1.76% | 236,745 | $6.4M | — |
| GOOGL Alphabet Inc. Class A | 1.75% | 33,341 | $6.3M | — |
| JSTC Adasina Social Justice GLB | 1.62% | 319,680 | $5.9M | — |
| MA Mastercard Inc. Class A | 1.59% | 10,906 | $5.7M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.48% | 27,071 | $5.3M | — |
| NOW ServiceNow Inc. | 1.41% | 4,808 | $5.1M | — |
| ABT Abbott Laboratories | 1.31% | 41,835 | $4.7M | — |
| PANW Palo Alto Networks Inc. | 1.28% | 25,454 | $4.6M | — |
| LLY Eli Lilly & Co. | 1.16% | 5,422 | $4.2M | — |
| LIN Linde PLC | 1.07% | 9,234 | $3.9M | — |
| JPM JPMorgan Chase & Co. | 1.04% | 15,734 | $3.8M | — |
| EA SERIES TRUST | 0.97% | 143,152 | $3.5M | — |
| INVESTMENT MANAGERS SER TR I | 0.93% | 88,870 | $3.4M | — |
| ADBE Adobe Inc. | 0.93% | 7,556 | $3.4M | — |
| SHOP Shopify Inc. Class A | 0.92% | 31,301 | $3.3M | — |
| UPS United Parcel Service Class B | 0.89% | 25,395 | $3.2M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.88% | 4,600 | $3.2M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.84% | 46,154 | $3.0M | — |
| AMT American Tower Corp. | 0.83% | 16,318 | $3.0M | — |
| BEPC Brookfield Renewable Corp. | 0.79% | 103,578 | $2.9M | — |
| COST Costco Wholesale Corp. | 0.78% | 3,077 | $2.8M | — |
| TMO Thermo Fisher Scientific Inc. | 0.78% | 5,389 | $2.8M | — |
| TRV The Travelers Cos Inc. | 0.77% | 11,558 | $2.8M | — |
| ETN Eaton Corp. PLC | 0.77% | 8,380 | $2.8M | — |
| UL Unilever PLC | 0.74% | 47,456 | $2.7M | — |
| VRSK Verisk Analytics Inc. | 0.74% | 9,717 | $2.7M | — |
| PNC PNC Financial Services Group | 0.68% | 12,700 | $2.4M | — |
| MKC McCormick & Co.-Non VTG SHRS | 0.66% | 31,385 | $2.4M | — |
| AXP American Express Co. | 0.66% | 8,011 | $2.4M | — |
| ACN Accenture PLC Class A | 0.65% | 6,662 | $2.3M | — |
| ECL Ecolab Inc. | 0.64% | 9,805 | $2.3M | — |
| UNP Union Pacific Corp. | 0.63% | 9,929 | $2.3M | — |
| CMG Chipotle Mexican Grill Inc. | 0.62% | 37,374 | $2.3M | — |
| SAP Sap SE-Sponsored ADR | 0.62% | 9,110 | $2.2M | — |
| ADSK Autodesk Inc. | 0.62% | 7,547 | $2.2M | — |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.61% | 218,868 | $2.2M | — |
| ETHO Amplify Etho Climate Leaders | 0.60% | 36,527 | $2.2M | — |
| MSCI MSCI Inc. | 0.60% | 3,620 | $2.2M | — |
| ALC Alcon Inc. filed as ALCON AG | 0.60% | 25,363 | $2.2M | — |
| AVGO Broadcom Inc. | 0.60% | 9,279 | $2.2M | — |
| PG The Procter & Gamble Co. | 0.59% | 12,652 | $2.1M | — |
| GOOG Alphabet Inc. Class C | 0.56% | 10,665 | $2.0M | — |
| BFAM Bright Horizons Family Solut | 0.55% | 18,096 | $2.0M | — |
| PEP Pepsico Inc. | 0.55% | 13,178 | $2.0M | — |
| MELI MercadoLibre Inc. | 0.55% | 1,161 | $2.0M | — |
| AWK American Water Works Co. Inc. | 0.54% | 15,723 | $2.0M | — |
| WAB Wabtec Corp. | 0.51% | 9,643 | $1.8M | — |
| PLD Prologis Inc. | 0.50% | 17,217 | $1.8M | — |
| LULU Lululemon Athletica Inc. | 0.49% | 4,621 | $1.8M | — |
| FSLR First Solar Inc. | 0.48% | 9,921 | $1.7M | — |
| XYL Xylem Inc. | 0.46% | 14,428 | $1.7M | — |
| V Visa Inc. Class A | 0.45% | 5,146 | $1.6M | — |
| EWBC East West Bancorp Inc. | 0.43% | 16,075 | $1.5M | — |
| FTSD Franklin Short Duration U.S. | 0.42% | 16,965 | $1.5M | — |
| SYK Stryker Corp. | 0.42% | 4,245 | $1.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,583 | $1.5M | — |
| ADP Automatic Data Processing | 0.40% | 4,981 | $1.5M | — |
| SONY Sony Group Corp. - SP ADR | 0.40% | 68,734 | $1.5M | — |
| TBLU Managed Portfolio Series | 0.40% | 30,893 | $1.4M | — |
| OWNS CCM Affordable Hous MBS ETF | 0.39% | 84,251 | $1.4M | — |
| MRK Merck & Co. Inc. | 0.39% | 13,984 | $1.4M | — |
| NFLX Netflix Inc. | 0.38% | 1,523 | $1.4M | — |
| ORA Ormat Technologies Inc. | 0.37% | 19,881 | $1.3M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.37% | 15,646 | $1.3M | — |
| NKE Nike Inc. Class B | 0.37% | 17,730 | $1.3M | — |
| GRNB Vaneck Green Bond ETF | 0.37% | 55,675 | $1.3M | — |
| SBUX Starbucks Corp. | 0.36% | 14,196 | $1.3M | — |
| BALL Ball Corp. | 0.35% | 22,665 | $1.2M | — |
| AMGN Amgen Inc. | 0.35% | 4,791 | $1.2M | — |
| HDB HDFC Bank Ltd.-ADR | 0.34% | 19,250 | $1.2M | — |
| UNH Unitedhealth Group Inc. | 0.34% | 2,419 | $1.2M | — |
| ALL Allstate Corp. | 0.33% | 6,226 | $1.2M | — |
| TT Trane Technologies PLC | 0.32% | 3,166 | $1.2M | — |
| GPN Global Payments Inc. | 0.32% | 10,360 | $1.2M | — |
| BEP Brookfield Renewable Partner | 0.32% | 50,372 | $1.1M | — |
| MMM 3M Co. | 0.31% | 8,797 | $1.1M | — |
| CP Canadian Pacific Kansas City | 0.31% | 15,613 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,376 | $1.1M | — |
| WMT Walmart Inc. | 0.29% | 11,612 | $1.0M | — |
| AMZN Amazon.com Inc. | 0.29% | 4,752 | $1.0M | — |
| CDEI Calvert US L-C Dei Index ETF | 0.29% | 14,492 | $1.0M | — |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.28% | 27,734 | $1.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 4,605 | $1.0M | — |
| DHR Danaher Corp. | 0.28% | 4,351 | $998K | — |
| JNJ Johnson & Johnson | 0.27% | 6,823 | $986K | — |
| LOW Lowe's Cos Inc. | 0.27% | 3,907 | $964K | — |
| RNRG Global X Renewable Ener Prod | 0.27% | 110,704 | $960K | — |
| FERG Ferguson Enterprises Inc. | 0.26% | 5,399 | $937K | — |
| SMI Vaneck Hip Sustainable Muni | 0.26% | 20,200 | $928K | — |
| SHG Shinhan Financial Group-ADR | 0.25% | 27,126 | $891K | — |
| ORCL Oracle Corp. | 0.24% | 5,268 | $877K | — |
| VITL Vital Farms Inc. | 0.24% | 22,947 | $864K | — |
| MBB iShares MBS ETF | 0.24% | 9,399 | $861K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |