Natural Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Natural Investments, LLC reported 246 stock positions worth $352.7 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Axs Green Alpha ETF (NXTE, 4.0%). Compared with Q4 2024, it opened 17 new positions, sold out of 17, added to 90 and reduced 120. The biggest buy was US Vegan Climate ETF (VEGN, shares +614%) and the biggest sale Adobe (ADBE, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CA
- CIK
- 0001800245
- Portfolio Value
- $352.7M (Q1 2025)
- SEC Filing
- 0001842974-25-000006 ↗ filed May 9, 2025
Holdings Value
Holdings 246 stocks · $352.7M
| AAPL Apple Inc. | 5.94% | 94,258 | $20.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 5.49% | 51,548 | $19.4M | Add +1.9% |
| NXTE Axs Green Alpha ETF | 4.02% | 477,247 | $14.2M | Add +1.7% |
| NVDA Nvidia Corp. | 3.38% | 110,073 | $11.9M | Reduce -0.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.73% | 94,028 | $9.6M | Add +15.7% |
| ABBV Abbvie Inc. | 2.51% | 42,234 | $8.8M | Reduce -0.4% |
| HD Home Depot Inc. | 1.95% | 18,789 | $6.9M | Reduce -3.6% |
| MA Mastercard Inc. Class A | 1.93% | 12,422 | $6.8M | Add +13.9% |
| HASI Ha Sustainable Infrastructur | 1.93% | 232,292 | $6.8M | Reduce -1.9% |
| JSTC Adasina Social Justice GLB | 1.79% | 348,869 | $6.3M | Add +9.1% |
| ABT Abbott Laboratories | 1.57% | 41,827 | $5.5M | Reduce -0.0% |
| VEGN US Vegan Climate ETF | 1.54% | 109,567 | $5.4M | Add +613.6% |
| GOOGL Alphabet Inc. Class A | 1.45% | 33,136 | $5.1M | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.28% | 27,144 | $4.5M | Add +0.3% |
| LLY Eli Lilly & Co. | 1.26% | 5,399 | $4.5M | Reduce -0.4% |
| LIN Linde PLC | 1.21% | 9,201 | $4.3M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.10% | 15,765 | $3.9M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 1.08% | 22,292 | $3.8M | Reduce -12.4% |
| AMT American Tower Corp. | 0.99% | 16,095 | $3.5M | Reduce -1.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.95% | 45,662 | $3.4M | Reduce -1.1% |
| EA SERIES TRUST | 0.95% | 140,697 | $3.3M | Reduce -1.7% |
| INVESTMENT MANAGERS SER TR I | 0.94% | 90,511 | $3.3M | Add +1.9% |
| NOW ServiceNow Inc. | 0.94% | 4,161 | $3.3M | Reduce -13.5% |
| ECL Ecolab Inc. | 0.90% | 12,503 | $3.2M | Add +27.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.86% | 4,601 | $3.0M | Add +0.0% |
| TRV The Travelers Cos Inc. | 0.86% | 11,417 | $3.0M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.84% | 3,127 | $3.0M | Add +1.6% |
| VRSK Verisk Analytics Inc. | 0.81% | 9,622 | $2.9M | Reduce -1.0% |
| UPS United Parcel Service Class B | 0.78% | 25,036 | $2.8M | Reduce -1.4% |
| TT Trane Technologies PLC | 0.77% | 8,079 | $2.7M | Add +155.2% |
| BFAM Bright Horizons Family Solut | 0.77% | 21,386 | $2.7M | Add +18.2% |
| ETN Eaton Corp. PLC | 0.75% | 9,792 | $2.7M | Add +16.9% |
| BEPC Brookfield Renewable Corp. | 0.75% | 94,897 | $2.6M | Reduce -8.4% |
| TMO Thermo Fisher Scientific Inc. | 0.75% | 5,324 | $2.6M | Reduce -1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.73% | 31,203 | $2.6M | Reduce -0.6% |
| SHOP Shopify Inc. Class A | 0.72% | 26,705 | $2.5M | Reduce -14.7% |
| UL Unilever PLC | 0.70% | 41,209 | $2.5M | Reduce -13.2% |
| SAP Sap SE-Sponsored ADR | 0.69% | 9,074 | $2.4M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.69% | 10,293 | $2.4M | Add +3.7% |
| ICE Intercontinental Exchange Inc. | 0.68% | 13,915 | $2.4M | Add +176.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.68% | 25,140 | $2.4M | Reduce -0.9% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.67% | 232,125 | $2.4M | Add +6.1% |
| MELI MercadoLibre Inc. | 0.66% | 1,199 | $2.3M | Add +3.3% |
| AWK American Water Works Co. Inc. | 0.65% | 15,560 | $2.3M | Reduce -1.0% |
| PNC PNC Financial Services Group | 0.63% | 12,739 | $2.2M | Add +0.3% |
| AXP American Express Co. | 0.62% | 8,158 | $2.2M | Add +1.8% |
| PG The Procter & Gamble Co. | 0.62% | 12,745 | $2.2M | Add +0.7% |
| ETHO Amplify Etho Climate Leaders | 0.60% | 38,415 | $2.1M | Add +5.2% |
| ACN Accenture PLC Class A | 0.59% | 6,675 | $2.1M | Add +0.2% |
| ADSK Autodesk Inc. | 0.55% | 7,426 | $1.9M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.55% | 12,960 | $1.9M | Reduce -1.6% |
| PLD Prologis Inc. | 0.54% | 17,058 | $1.9M | Reduce -0.9% |
| V Visa Inc. Class A | 0.53% | 5,362 | $1.9M | Add +4.2% |
| CMG Chipotle Mexican Grill Inc. | 0.53% | 37,258 | $1.9M | Reduce -0.3% |
| SONY Sony Group Corp. - SP ADR | 0.49% | 68,657 | $1.7M | Reduce -0.1% |
| WAB Wabtec Corp. | 0.49% | 9,530 | $1.7M | Reduce -1.2% |
| XYL Xylem Inc. | 0.48% | 14,211 | $1.7M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.47% | 10,685 | $1.7M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 2 | $1.6M | New |
| OWNS CCM Affordable Hous MBS ETF | 0.44% | 89,885 | $1.5M | Add +6.7% |
| AVGO Broadcom Inc. | 0.44% | 9,194 | $1.5M | Reduce -0.9% |
| FTSD Franklin Short Duration U.S. | 0.43% | 16,905 | $1.5M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.43% | 4,995 | $1.5M | Add +0.3% |
| TBLU Managed Portfolio Series | 0.42% | 31,495 | $1.5M | Add +1.9% |
| AMGN Amgen Inc. | 0.42% | 4,737 | $1.5M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 2,593 | $1.4M | Add +0.4% |
| GRNB Vaneck Green Bond ETF | 0.41% | 60,014 | $1.4M | Add +7.8% |
| EWBC East West Bancorp Inc. | 0.40% | 15,855 | $1.4M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.40% | 1,521 | $1.4M | Reduce -0.1% |
| ORA Ormat Technologies Inc. | 0.39% | 19,333 | $1.4M | Reduce -2.8% |
| LULU Lululemon Athletica Inc. | 0.37% | 4,588 | $1.3M | Reduce -0.7% |
| HDB HDFC Bank Ltd.-ADR | 0.36% | 19,211 | $1.3M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,376 | $1.3M | No change |
| NKE Nike Inc. Class B | 0.36% | 19,928 | $1.3M | Add +12.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 18,208 | $1.3M | Add +16.4% |
| MMM 3M Co. | 0.35% | 8,488 | $1.2M | Reduce -3.5% |
| FSLR First Solar Inc. | 0.35% | 9,827 | $1.2M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.34% | 2,299 | $1.2M | Reduce -5.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 4,783 | $1.2M | Add +3.9% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.33% | 27,532 | $1.2M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.32% | 12,571 | $1.1M | Reduce -10.1% |
| SYK Stryker Corp. | 0.31% | 2,950 | $1.1M | Reduce -30.5% |
| CP Canadian Pacific Kansas City | 0.31% | 15,593 | $1.1M | Reduce -0.1% |
| WMT Walmart Inc. | 0.31% | 12,341 | $1.1M | Add +6.3% |
| JNJ Johnson & Johnson | 0.31% | 6,519 | $1.1M | Reduce -4.5% |
| GPN Global Payments Inc. | 0.29% | 10,360 | $1.0M | No change |
| SMI Vaneck Hip Sustainable Muni | 0.29% | 22,236 | $1.0M | Add +10.1% |
| RNRG Global X Renewable Ener Prod | 0.26% | 110,980 | $911K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.26% | 4,768 | $907K | Add +0.3% |
| HLN Haleon PLC-ADR | 0.26% | 88,095 | $906K | Reduce -0.0% |
| MBB iShares MBS ETF | 0.25% | 9,595 | $899K | Add +2.1% |
| CB Chubb Ltd. | 0.25% | 2,922 | $882K | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.25% | 3,270 | $872K | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.25% | 8,879 | $870K | Reduce -37.5% |
| SHG Shinhan Financial Group-ADR | 0.25% | 27,085 | $868K | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.25% | 14,028 | $865K | Add +1.6% |
| DHR Danaher Corp. | 0.25% | 4,221 | $865K | Reduce -3.0% |
| FERG Ferguson Enterprises Inc. | 0.24% | 5,365 | $859K | Reduce -0.6% |
| SHEN Shenandoah Telecommunication | 0.24% | 68,302 | $858K | Add +0.8% |
| BEP Brookfield Renewable Partner | 0.24% | 38,189 | $846K | Reduce -24.2% |
Portfolio Sells Q4 2024 → Q1 2025
| ADBE Adobe Inc. | Reduce -76.5% | 0.19% | −0.74 |
| NVDA Nvidia Corp. | Reduce -0.5% | 3.38% | −0.73 |
| AAPL Apple Inc. | Reduce -0.6% | 5.94% | −0.63 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.60 |
| NOW ServiceNow Inc. | Reduce -13.5% | 0.94% | −0.47 |
| BALL Ball Corp. | Sold out | 0.00% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 1.45% | −0.29 |
| ROG Rogers Corp. | Sold out | 0.00% | −0.21 |
| PANW Palo Alto Networks Inc. | Reduce -12.4% | 1.08% | −0.20 |
| SHOP Shopify Inc. Class A | Reduce -14.7% | 0.72% | −0.20 |
| AVGO Broadcom Inc. | Reduce -0.9% | 0.44% | −0.16 |
| HD Home Depot Inc. | Reduce -3.6% | 1.95% | −0.15 |
| ORCL Oracle Corp. | Reduce -53.3% | 0.10% | −0.15 |
| CDEI Calvert US L-C Dei Index ETF | Reduce -47.7% | 0.14% | −0.14 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.14 |
| FSLR First Solar Inc. | Reduce -0.9% | 0.35% | −0.13 |
| ALL Allstate Corp. | Reduce -43.1% | 0.21% | −0.12 |
| LULU Lululemon Athletica Inc. | Reduce -0.7% | 0.37% | −0.12 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.12 |
| SBUX Starbucks Corp. | Reduce -37.5% | 0.25% | −0.11 |
| SYK Stryker Corp. | Reduce -30.5% | 0.31% | −0.11 |
| XIFR XPLR Infrastructure LP | Reduce -62.0% | 0.03% | −0.11 |
| UPS United Parcel Service Class B | Reduce -1.4% | 0.78% | −0.11 |
| TGT Target Corp. | Sold out | 0.00% | −0.10 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.10 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.3% | 0.53% | −0.09 |
| VITL Vital Farms Inc. | Reduce -20.1% | 0.16% | −0.08 |
| BEP Brookfield Renewable Partner | Reduce -24.2% | 0.24% | −0.08 |
| CVIE Cal Intl Responsible Index | Sold out | 0.00% | −0.08 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.07 |
| ADSK Autodesk Inc. | Reduce -1.6% | 0.55% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -10.1% | 0.32% | −0.07 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.06 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.06 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.06 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.06 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.06 |
| CVLC Calvert US L-C CR Resp Index | Reduce -33.0% | 0.11% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.06 |
| MORGAN STANLEY ETF TRUST | Reduce -42.1% | 0.07% | −0.05 |
| NVT Nvent Electric PLC | Reduce -0.2% | 0.18% | −0.05 |
| UL Unilever PLC | Reduce -13.2% | 0.70% | −0.05 |
| ESGV Vanguard ESG US Stock ETF | Reduce -37.2% | 0.07% | −0.04 |
| BEPC Brookfield Renewable Corp. | Reduce -8.4% | 0.75% | −0.04 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -38.8% | 0.07% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -10.0% | 0.23% | −0.03 |
| DHR Danaher Corp. | Reduce -3.0% | 0.25% | −0.03 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -22.4% | 0.16% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VEGN US Vegan Climate ETF | Add +613.6% | 1.54% | +1.32 |
| ICE Intercontinental Exchange Inc. | Add +176.0% | 0.68% | +0.47 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.45% | +0.45 |
| TT Trane Technologies PLC | Add +155.2% | 0.77% | +0.45 |
| MA Mastercard Inc. Class A | Add +13.9% | 1.93% | +0.34 |
| ECL Ecolab Inc. | Add +27.5% | 0.90% | +0.26 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +15.7% | 2.73% | +0.25 |
| BFAM Bright Horizons Family Solut | Add +18.2% | 0.77% | +0.22 |
| JSTC Adasina Social Justice GLB | Add +9.1% | 1.79% | +0.17 |
| FLOT iShares Floating Rate Bond E | New | 0.15% | +0.15 |
| CAVA Cava Group Inc. | New | 0.14% | +0.14 |
| URI United Rentals Inc. | New | 0.12% | +0.12 |
| MELI MercadoLibre Inc. | Add +3.3% | 0.66% | +0.12 |
| NUDV Nuveen ESG Dividend ETF | New | 0.11% | +0.11 |
| ICLR Icon PLC | New | 0.10% | +0.10 |
| BSX Boston Scientific Corp. | New | 0.10% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.09% | +0.09 |
| NDSN Nordson Corp. | New | 0.09% | +0.09 |
| V Visa Inc. Class A | Add +4.2% | 0.53% | +0.08 |
| AJG Arthur J Gallagher & Co. | New | 0.07% | +0.07 |
| NUEM Nuveen ESG Emerging Markets | New | 0.07% | +0.07 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| PRCS Parnassus Core Select ETF | New | 0.06% | +0.06 |
| UNP Union Pacific Corp. | Add +3.7% | 0.69% | +0.06 |
| MRSH Marsh & McLennan Cos | New | 0.06% | +0.06 |
| SPOT Spotify Technology SA | Add +38.6% | 0.14% | +0.06 |
| VTR Ventas Inc. | New | 0.06% | +0.06 |
| CHD Church & Dwight Co. Inc. | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +1.6% | 0.84% | +0.06 |
| IBM Intl Business Machines Corp. | Add +3.9% | 0.34% | +0.06 |
| VGSR Vert GLB Sust Re ETF | Add +6.1% | 0.67% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 1.10% | +0.05 |
| GRNB Vaneck Green Bond ETF | Add +7.8% | 0.41% | +0.04 |
| OWNS CCM Affordable Hous MBS ETF | Add +6.7% | 0.44% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +29.7% | 0.11% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +38.4% | 0.11% | +0.04 |
| GILD Gilead Sciences Inc. | Add +1.6% | 0.16% | +0.03 |
| MCK McKesson Corp. | Add +11.7% | 0.12% | +0.03 |
| EMNT PIMCO Enhcd St M-Active ESG | Add +43.6% | 0.10% | +0.03 |
| BKNG Booking Holdings Inc. | Add +41.3% | 0.12% | +0.03 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +9.1% | 0.15% | +0.03 |
| F Ford Motor Co. | New | 0.03% | +0.03 |
| ADP Automatic Data Processing | Add +0.3% | 0.43% | +0.03 |
| SMI Vaneck Hip Sustainable Muni | Add +10.1% | 0.29% | +0.03 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.62% | +0.03 |
| CB Chubb Ltd. | Add +0.1% | 0.25% | +0.03 |
| KO The Coca-Cola Co. | Add +2.7% | 0.15% | +0.03 |
| BBN BlackRock Taxable Muni BND | Add +7.1% | 0.22% | +0.03 |
| TD Toronto-Dominion Bank | Add +0.7% | 0.18% | +0.02 |
| TBLU Managed Portfolio Series | Add +1.9% | 0.42% | +0.02 |
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 |