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 | — |
| SHEN Shenandoah Telecommunication | 0.24% | 67,778 | $854K | — |
| HLN Haleon PLC-ADR | 0.23% | 88,100 | $840K | — |
| NVT Nvent Electric PLC | 0.23% | 12,239 | $834K | — |
| VEGN US Vegan Climate ETF | 0.23% | 15,355 | $825K | — |
| CSCO Cisco Systems Inc. | 0.23% | 13,810 | $817K | — |
| CB Chubb Ltd. | 0.22% | 2,918 | $806K | — |
| USB US Bancorp | 0.22% | 16,823 | $804K | — |
| ROG Rogers Corp. | 0.21% | 7,614 | $773K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 6,402 | $773K | — |
| ICE Intercontinental Exchange Inc. | 0.21% | 5,041 | $751K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 16,882 | $741K | — |
| TEL Te Connectivity PLC | 0.20% | 5,164 | $738K | — |
| TMUS T-Mobile US Inc. | 0.20% | 3,277 | $723K | — |
| ITW Illinois Tool Works | 0.20% | 2,832 | $718K | — |
| RELX Relx PLC - Spon ADR | 0.20% | 15,535 | $705K | — |
| NEE Nextera Energy Inc. | 0.19% | 9,750 | $698K | — |
| AMAL Amalgamated Financial Corp. | 0.19% | 20,648 | $691K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.19% | 22,979 | $690K | — |
| BBN BlackRock Taxable Muni BND | 0.19% | 42,770 | $689K | — |
| TAN Invesco Solar ETF | 0.19% | 20,817 | $689K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,328 | $678K | — |
| NGG National Grid PLC-SP ADR | 0.19% | 11,351 | $674K | — |
| LRGE Clearbridge Large Cap Growth | 0.19% | 8,931 | $672K | — |
| DE Deere & Co. | 0.18% | 1,531 | $648K | — |
| CI The Cigna Group | 0.18% | 2,293 | $633K | — |
| CVLC Calvert US L-C CR Resp Index | 0.16% | 8,109 | $594K | — |
| CRM Salesforce Inc. | 0.16% | 1,756 | $587K | — |
| ELV Elevance Health Inc. | 0.16% | 1,582 | $583K | — |
| INTU Intuit Inc. | 0.16% | 919 | $577K | — |
| NUBD Nuveen ESG US Aggregate Bond | 0.15% | 25,741 | $560K | — |
| AMD Advanced Micro Devices | 0.15% | 4,634 | $559K | — |
| TD Toronto-Dominion Bank | 0.15% | 10,467 | $557K | — |
| BAP Credicorp Ltd. | 0.15% | 3,017 | $553K | — |
| CMCSA Comcast Corp. Class A | 0.15% | 14,421 | $541K | — |
| PFE Pfizer Inc. | 0.15% | 20,152 | $534K | — |
| ZTS Zoetis Inc. | 0.14% | 3,221 | $524K | — |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 0.14% | 28,336 | $504K | — |
| WAT Waters Corp. | 0.14% | 1,338 | $496K | — |
| DLR Digital Realty Trust Inc. | 0.14% | 2,754 | $488K | — |
| BDX Becton Dickinson and Co. | 0.13% | 2,136 | $484K | — |
| CINF Cincinnati Financial Corp. | 0.13% | 3,319 | $476K | — |
| CNI Canadian Natl Railway Co. | 0.13% | 4,637 | $470K | — |
| TXN Texas Instruments Inc. | 0.13% | 2,479 | $464K | — |
| VZ Verizon Communications Inc. | 0.13% | 11,602 | $463K | — |
| GILD Gilead Sciences Inc. | 0.13% | 4,987 | $460K | — |
| CVSB Calvert Ult-SHRT Inv GRD ETF | 0.13% | 9,060 | $459K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 4,080 | $454K | — |
| KO The Coca-Cola Co. | 0.12% | 7,167 | $446K | — |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.12% | 89,744 | $445K | — |
| MORGAN STANLEY ETF TRUST | 0.12% | 6,373 | $431K | — |
| TSLA Tesla Inc. | 0.12% | 1,053 | $425K | — |
| CL Colgate-Palmolive Co. | 0.12% | 4,667 | $424K | — |
| SPGI S&P Global Inc. | 0.12% | 842 | $419K | — |
| A Agilent Technologies Inc. | 0.12% | 3,104 | $416K | — |
| DFAC Dimensional US Core Equity 2 | 0.11% | 11,969 | $414K | — |
| ICLN iShares Global Clean Energy | 0.11% | 36,083 | $410K | — |
| QCOM Qualcomm Inc. | 0.11% | 2,603 | $399K | — |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 3,813 | $399K | — |
| APD Air Products & Chemicals Inc. | 0.11% | 1,363 | $395K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.11% | 6,971 | $395K | — |
| BMY Bristol-Myers Squibb Co. | 0.11% | 6,956 | $393K | — |
| EW Edwards Lifesciences Corp. | 0.11% | 5,303 | $392K | — |
| CVMC Calvert US Mcap Core Resp | 0.11% | 6,611 | $392K | — |
| MNST Monster Beverage Corp. | 0.11% | 7,443 | $391K | — |
| MCD McDonald's Corp. | 0.11% | 1,322 | $383K | — |
| EQIX Equinix Inc. | 0.11% | 405 | $381K | — |
| NUSC Nuveen ESG Small-Cap ETF | 0.11% | 9,081 | $380K | — |
| NVS Novartis AG-Sponsored ADR | 0.10% | 3,851 | $374K | — |
| TGT Target Corp. | 0.10% | 2,767 | $374K | — |
| PCH Potlatchdeltic Corp. | 0.10% | 9,450 | $370K | — |
| FDS Factset Research Systems Inc. | 0.10% | 757 | $363K | — |
| T AT&T Inc. | 0.10% | 15,926 | $362K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.10% | 3,439 | $361K | — |
| BND Vanguard Total Bond Market | 0.10% | 5,011 | $360K | — |
| SUSA iShares ESG Optimized MSCI U | 0.10% | 2,950 | $358K | — |
| GL Globe Life Inc. | 0.10% | 3,200 | $356K | — |
| IWM iShares Russell 2000 ETF | 0.10% | 1,607 | $355K | — |
| DECK Deckers Outdoor Corp. | 0.10% | 1,744 | $354K | — |
| ERTH Invesco MSCI Sustainable Fut | 0.09% | 8,288 | $335K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.09% | 6,760 | $334K | — |
| STE Steris PLC | 0.09% | 1,628 | $334K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.09% | 970 | $333K | — |
| MCK McKesson Corp. | 0.09% | 572 | $325K | — |
| FIW First Trust Water ETF | 0.09% | 3,161 | $322K | — |
| ADI Analog Devices Inc. | 0.09% | 1,488 | $316K | — |
| BKNG Booking Holdings Inc. | 0.09% | 63 | $312K | — |
| HYXF iShares ESG Adv High Yield | 0.09% | 6,675 | $308K | — |
| NXPI NXP Semiconductors NV | 0.09% | 1,482 | $308K | — |
| UBSI United Bankshares Inc. | 0.08% | 8,101 | $304K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.08% | 3,526 | $302K | — |
| FGDL Franklin Resp Sourced Gold | 0.08% | 8,442 | $296K | — |
| QCLN First Trust Nasdaq Clean Edg | 0.08% | 8,671 | $294K | — |
| SSGA ACTIVE TR | 0.08% | 9,993 | $293K | — |
| TRMB Trimble Inc. | 0.08% | 4,133 | $292K | — |
| SPOT Spotify Technology SA | 0.08% | 655 | $292K | — |
| MDT Medtronic PLC | 0.08% | 3,644 | $291K | — |
| TRP TC Energy Corp. | 0.08% | 6,250 | $290K | — |
| VGIT Vanguard Intermediate-Term T | 0.08% | 4,895 | $283K | — |
| META Meta Platforms Inc. Class A | 0.08% | 482 | $282K | — |
| GVI iShares Intermediate Governm | 0.08% | 2,700 | $281K | — |
| CATH Global X S&P 500 Ca Val ETF | 0.08% | 3,925 | $278K | — |
| CVIE Cal Intl Responsible Index | 0.08% | 4,958 | $273K | — |
| AMP Ameriprise Financial Inc. | 0.08% | 512 | $272K | — |
| FISV Fiserv Inc. | 0.07% | 1,305 | $267K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.07% | 2,234 | $262K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 630 | $253K | — |
| AFL Aflac Inc. | 0.07% | 2,410 | $249K | — |
| GE General Electric filed as GE AEROSPACE | 0.07% | 1,494 | $249K | — |
| C Citigroup Inc. | 0.07% | 3,537 | $248K | — |
| EMR Emerson Electric Co. | 0.07% | 1,998 | $247K | — |
| GIS General Mills Inc. | 0.07% | 3,854 | $245K | — |
| TWLO Twilio Inc. Class A | 0.07% | 2,268 | $245K | — |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.07% | 11,406 | $241K | — |
| EMNT PIMCO Enhcd St M-Active ESG | 0.07% | 2,434 | $239K | — |
| PDI PIMCO Dynamic Income Fund | 0.07% | 13,032 | $239K | — |
| WM Waste Management Inc. | 0.07% | 1,189 | $239K | — |
| KMB Kimberly-Clark Corp. | 0.07% | 1,800 | $235K | — |
| PYPL PayPal Holdings Inc. | 0.06% | 2,739 | $233K | — |
| IVV iShares Core S&P 500 ETF | 0.06% | 388 | $228K | — |
| CME Cme Group Inc. | 0.06% | 979 | $227K | — |
| TTEK Tetra Tech Inc. | 0.06% | 5,655 | $225K | — |
| ROST Ross Stores Inc. | 0.06% | 1,485 | $224K | — |
| AZO AutoZone Inc. | 0.06% | 70 | $223K | — |
| MDLZ Mondelez International Inc. Class A | 0.06% | 3,735 | $223K | — |
| PWR Quanta Services Inc. | 0.06% | 686 | $216K | — |
| PGR Progressive Corp. | 0.06% | 897 | $214K | — |
| ANET Arista Networks Inc. | 0.06% | 1,925 | $212K | — |
| LPLA LPL Financial Holdings Inc. | 0.06% | 651 | $212K | — |
| PBW Invesco Wilderhill Clean Ene | 0.06% | 10,555 | $211K | — |
| LRCX Lam Research Corp. | 0.06% | 2,904 | $209K | — |
| SGOL Abrdn Physical Gold Shares | 0.06% | 8,332 | $208K | — |
| WELL Welltower Inc. | 0.06% | 1,641 | $206K | — |
| IVW iShares S&P 500 Growth ETF | 0.06% | 2,004 | $203K | — |
| MU Micron Technology Inc. | 0.06% | 2,382 | $200K | — |
| AON Aon PLC Class A | 0.06% | 559 | $200K | — |
| PML PIMCO Municipal Income FD II | 0.05% | 24,178 | $195K | — |
| ING ING Groep N.V.-Sponsored ADR | 0.05% | 10,962 | $171K | — |
| XBTAX BlackRock LNG-TRM Muni Adv | 0.04% | 15,985 | $156K | — |
| SAN Banco Santander SA-Spon ADR | 0.04% | 30,888 | $140K | — |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 48,891 | $132K | — |
| WIT Wipro Ltd.-ADR | 0.04% | 37,567 | $132K | — |
| AQN Algonquin Power & Utilities | 0.03% | 23,954 | $106K | — |
| LPL LG Display Co. Ltd.-ADR | 0.03% | 30,870 | $94K | — |
| TELFY Telefonica SA-Spon ADR | 0.03% | 23,533 | $94K | — |
| UMC United Microelectron-SP ADR | 0.02% | 11,511 | $74K | — |
| AVAL Grupo Aval Acciones Y Valore | 0.01% | 17,124 | $34K | — |
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 |