Natural Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Natural Investments, LLC reported 255 stock positions worth $386.6 million. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Apple (AAPL, 4.9%) and Nvidia (NVDA, 4.9%). Compared with Q1 2025, it opened 27 new positions, sold out of 18, added to 116 and reduced 99. The biggest buy was a new position in Stance Sustainable Beta ETF (CHGX) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CA
- CIK
- 0001800245
- Portfolio Value
- $386.6M (Q2 2025)
- SEC Filing
- 0001907157-25-000027 ↗ filed Jul 25, 2025
Holdings Value
Holdings 255 stocks · $386.6M
| MSFT Microsoft Corp. | 6.48% | 50,369 | $25.1M | Reduce -2.3% |
| AAPL Apple Inc. | 4.92% | 92,648 | $19.0M | Reduce -1.7% |
| NVDA Nvidia Corp. | 4.90% | 120,006 | $19.0M | Add +9.0% |
| NXTE Axs Green Alpha ETF | 4.19% | 476,210 | $16.2M | Reduce -0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.99% | 99,643 | $11.6M | Add +6.0% |
| JSTC Adasina Social Justice GLB | 2.64% | 516,504 | $10.2M | Add +48.0% |
| CHGX Stance Sustainable Beta ETF | 1.96% | 290,098 | $7.6M | New |
| VEGN US Vegan Climate ETF | 1.90% | 130,899 | $7.3M | Add +19.5% |
| ABBV Abbvie Inc. | 1.87% | 38,859 | $7.2M | Reduce -8.0% |
| HD Home Depot Inc. | 1.67% | 17,595 | $6.5M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 1.65% | 36,166 | $6.4M | Add +9.1% |
| HASI Ha Sustainable Infrastructur | 1.61% | 231,353 | $6.2M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.56% | 26,655 | $6.0M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 1.55% | 10,653 | $6.0M | Reduce -14.2% |
| ABT Abbott Laboratories | 1.34% | 38,102 | $5.2M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 1.16% | 20,477 | $4.5M | Add +329.5% |
| JPM JPMorgan Chase & Co. | 1.15% | 15,358 | $4.5M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 1.12% | 5,538 | $4.3M | Add +2.6% |
| PANW Palo Alto Networks Inc. | 1.10% | 20,772 | $4.3M | Reduce -6.8% |
| NOW ServiceNow Inc. | 1.01% | 3,796 | $3.9M | Reduce -8.8% |
| LIN Linde PLC | 0.95% | 7,808 | $3.7M | Reduce -15.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.86% | 4,136 | $3.3M | Reduce -10.1% |
| AMT American Tower Corp. | 0.85% | 14,907 | $3.3M | Reduce -7.4% |
| ECL Ecolab Inc. | 0.82% | 11,746 | $3.2M | Reduce -6.0% |
| COST Costco Wholesale Corp. | 0.82% | 3,184 | $3.2M | Add +1.8% |
| TT Trane Technologies PLC | 0.81% | 7,181 | $3.1M | Reduce -11.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.80% | 44,269 | $3.1M | Reduce -3.0% |
| ETN Eaton Corp. PLC | 0.79% | 8,505 | $3.0M | Reduce -13.1% |
| BEPC Brookfield Renewable Corp. | 0.78% | 92,137 | $3.0M | Reduce -2.9% |
| SHOP Shopify Inc. Class A | 0.78% | 26,056 | $3.0M | Reduce -2.4% |
| MELI MercadoLibre Inc. | 0.75% | 1,113 | $2.9M | Reduce -7.2% |
| ICE Intercontinental Exchange Inc. | 0.74% | 15,662 | $2.9M | Add +12.6% |
| TRV The Travelers Cos Inc. | 0.72% | 10,346 | $2.8M | Reduce -9.4% |
| PG The Procter & Gamble Co. | 0.70% | 16,936 | $2.7M | Add +32.9% |
| AXP American Express Co. | 0.69% | 8,317 | $2.7M | Add +1.9% |
| VRSK Verisk Analytics Inc. | 0.68% | 8,454 | $2.6M | Reduce -12.1% |
| UPS United Parcel Service Class B | 0.68% | 26,014 | $2.6M | Add +3.9% |
| UL Unilever PLC | 0.62% | 39,453 | $2.4M | Reduce -4.3% |
| BFAM Bright Horizons Family Solut | 0.62% | 19,296 | $2.4M | Reduce -9.8% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.61% | 226,836 | $2.4M | Reduce -2.3% |
| SAP Sap SE-Sponsored ADR | 0.60% | 7,601 | $2.3M | Reduce -16.2% |
| ETHO Amplify Etho Climate Leaders | 0.58% | 38,708 | $2.3M | Add +0.8% |
| V Visa Inc. Class A | 0.58% | 6,306 | $2.2M | Add +17.6% |
| NFLX Netflix Inc. | 0.57% | 1,659 | $2.2M | Add +9.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.57% | 24,971 | $2.2M | Reduce -0.7% |
| PNC PNC Financial Services Group | 0.57% | 11,741 | $2.2M | Reduce -7.8% |
| ADSK Autodesk Inc. | 0.56% | 6,964 | $2.2M | Reduce -6.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.54% | 27,741 | $2.1M | Reduce -11.1% |
| SONY Sony Group Corp. - SP ADR | 0.54% | 79,536 | $2.1M | Add +15.8% |
| AWK American Water Works Co. Inc. | 0.52% | 14,488 | $2.0M | Reduce -6.9% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 4,783 | $1.9M | Reduce -10.2% |
| OWNS CCM Affordable Hous MBS ETF | 0.50% | 112,989 | $1.9M | Add +25.7% |
| WAB Wabtec Corp. | 0.49% | 9,075 | $1.9M | Reduce -4.8% |
| UNP Union Pacific Corp. | 0.49% | 8,249 | $1.9M | Reduce -19.9% |
| XYL Xylem Inc. | 0.48% | 14,476 | $1.9M | Add +1.9% |
| CMG Chipotle Mexican Grill Inc. | 0.48% | 32,965 | $1.9M | Reduce -11.5% |
| ACN Accenture PLC Class A | 0.47% | 6,026 | $1.8M | Reduce -9.7% |
| PEP Pepsico Inc. | 0.46% | 13,587 | $1.8M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.46% | 10,109 | $1.8M | Reduce -5.4% |
| PLD Prologis Inc. | 0.45% | 16,427 | $1.7M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,643 | $1.6M | Add +1.9% |
| FSLR First Solar Inc. | 0.42% | 9,778 | $1.6M | Reduce -0.5% |
| GRNB Vaneck Green Bond ETF | 0.39% | 62,688 | $1.5M | Add +4.5% |
| FTSD Franklin Short Duration U.S. | 0.39% | 16,703 | $1.5M | Reduce -1.2% |
| ORA Ormat Technologies Inc. | 0.39% | 17,926 | $1.5M | Reduce -7.3% |
| HDB HDFC Bank Ltd.-ADR | 0.39% | 19,557 | $1.5M | Add +1.8% |
| EWBC East West Bancorp Inc. | 0.39% | 14,799 | $1.5M | Reduce -6.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 4,848 | $1.4M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 0.35% | 2,481 | $1.3M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.35% | 19,454 | $1.3M | Add +6.8% |
| SHG Shinhan Financial Group-ADR | 0.34% | 28,780 | $1.3M | Add +6.3% |
| MMM 3M Co. | 0.34% | 8,512 | $1.3M | Add +0.3% |
| FERG Ferguson Enterprises Inc. | 0.31% | 5,445 | $1.2M | Add +1.5% |
| ADP Automatic Data Processing | 0.30% | 3,816 | $1.2M | Reduce -23.6% |
| CP Canadian Pacific Kansas City | 0.30% | 14,690 | $1.2M | Reduce -5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,394 | $1.2M | Add +0.8% |
| JNJ Johnson & Johnson | 0.29% | 7,342 | $1.1M | Add +12.6% |
| LULU Lululemon Athletica Inc. | 0.29% | 4,650 | $1.1M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.28% | 13,759 | $1.1M | Add +9.4% |
| SYK Stryker Corp. | 0.28% | 2,707 | $1.1M | Reduce -8.2% |
| CSCO Cisco Systems Inc. | 0.27% | 15,126 | $1.0M | Add +7.8% |
| AMGN Amgen Inc. | 0.27% | 3,752 | $1.0M | Reduce -20.8% |
| TBLU Managed Portfolio Series | 0.26% | 19,144 | $1.0M | Reduce -39.2% |
| HLN Haleon PLC-ADR | 0.26% | 96,241 | $998K | Add +9.3% |
| RNRG Global X Renewable Ener Prod | 0.25% | 99,343 | $972K | Reduce -10.5% |
| TEL Te Connectivity PLC | 0.25% | 5,708 | $962K | Add +11.4% |
| BEP Brookfield Renewable Partner | 0.25% | 37,671 | $960K | Reduce -1.4% |
| EHC Encompass Health Corp. | 0.24% | 7,719 | $946K | New |
| SHEN Shenandoah Telecommunication | 0.24% | 67,697 | $924K | Reduce -0.9% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.23% | 16,595 | $902K | Reduce -39.7% |
| CB Chubb Ltd. | 0.23% | 3,091 | $895K | Add +5.8% |
| INTU Intuit Inc. | 0.23% | 1,133 | $892K | Add +26.7% |
| NVT Nvent Electric PLC | 0.23% | 12,159 | $890K | Reduce -0.4% |
| WCN Waste Connections Inc. | 0.23% | 4,763 | $889K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 18,543 | $877K | Add +6.7% |
| TXN Texas Instruments Inc. | 0.22% | 4,174 | $866K | Add +66.4% |
| NGG National Grid PLC-SP ADR | 0.22% | 11,484 | $854K | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 6,899 | $852K | Add +13.0% |
| GPN Global Payments Inc. | 0.21% | 10,354 | $828K | Reduce -0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.7% | 4.92% | −1.02 |
| EA SERIES TRUST | Sold out | 0.00% | −0.95 |
| INVESTMENT MANAGERS SER TR I | Sold out | 0.00% | −0.94 |
| ABBV Abbvie Inc. | Reduce -8.0% | 1.87% | −0.64 |
| MA Mastercard Inc. Class A | Reduce -14.2% | 1.55% | −0.38 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.36 |
| HASI Ha Sustainable Infrastructur | Reduce -0.4% | 1.61% | −0.32 |
| SMI Vaneck Hip Sustainable Muni | Sold out | 0.00% | −0.29 |
| HD Home Depot Inc. | Reduce -6.3% | 1.67% | −0.28 |
| LIN Linde PLC | Reduce -15.1% | 0.95% | −0.27 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.2% | 0.50% | −0.25 |
| ABT Abbott Laboratories | Reduce -8.9% | 1.34% | −0.23 |
| AVGO Broadcom Inc. | Reduce -68.8% | 0.20% | −0.23 |
| UNP Union Pacific Corp. | Reduce -19.9% | 0.49% | −0.20 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -11.1% | 0.54% | −0.18 |
| TBLU Managed Portfolio Series | Reduce -39.2% | 0.26% | −0.16 |
| BFAM Bright Horizons Family Solut | Reduce -9.8% | 0.62% | −0.15 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.0% | 0.80% | −0.15 |
| AMGN Amgen Inc. | Reduce -20.8% | 0.27% | −0.15 |
| TMUS T-Mobile US Inc. | Reduce -47.5% | 0.11% | −0.14 |
| AMT American Tower Corp. | Reduce -7.4% | 0.85% | −0.14 |
| TRV The Travelers Cos Inc. | Reduce -9.4% | 0.72% | −0.14 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.14 |
| VRSK Verisk Analytics Inc. | Reduce -12.1% | 0.68% | −0.13 |
| AWK American Water Works Co. Inc. | Reduce -6.9% | 0.52% | −0.13 |
| ADP Automatic Data Processing | Reduce -23.6% | 0.30% | −0.13 |
| WMT Walmart Inc. | Reduce -42.1% | 0.18% | −0.13 |
| ACN Accenture PLC Class A | Reduce -9.7% | 0.47% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.11 |
| DHR Danaher Corp. | Reduce -36.5% | 0.14% | −0.11 |
| ALC Alcon Inc. | Reduce -0.7% | 0.57% | −0.11 |
| NXT Nextpower Inc. | Reduce -39.7% | 0.23% | −0.10 |
| PLD Prologis Inc. | Reduce -3.7% | 0.45% | −0.09 |
| SAP Sap SE-Sponsored ADR | Reduce -16.2% | 0.60% | −0.09 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.08 |
| ECL Ecolab Inc. | Reduce -6.0% | 0.82% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -43.5% | 0.08% | −0.08 |
| MBB iShares MBS ETF | Reduce -24.2% | 0.18% | −0.08 |
| C Citigroup Inc. | Sold out | 0.00% | −0.07 |
| GPN Global Payments Inc. | Reduce -0.1% | 0.21% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -21.1% | 0.16% | −0.07 |
| UL Unilever PLC | Reduce -4.3% | 0.62% | −0.07 |
| GVI iShares Intermediate Governm | Sold out | 0.00% | −0.07 |
| PNC PNC Financial Services Group | Reduce -7.8% | 0.57% | −0.07 |
| MORGAN STANLEY ETF TRUST | Sold out | 0.00% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -27.4% | 0.06% | −0.06 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.06 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.06 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.06 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| CHGX Stance Sustainable Beta ETF | New | 1.96% | +1.96 |
| NVDA Nvidia Corp. | Add +9.0% | 4.90% | +1.52 |
| AMZN Amazon.com Inc. | Add +329.5% | 1.16% | +0.90 |
| JSTC Adasina Social Justice GLB | Add +48.0% | 2.64% | +0.85 |
| VEGN US Vegan Climate ETF | Add +19.5% | 1.90% | +0.35 |
| ISRG Intuitive Surgical Inc. | New | 0.35% | +0.35 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +6.0% | 2.99% | +0.26 |
| EHC Encompass Health Corp. | New | 0.24% | +0.24 |
| WCN Waste Connections Inc. | New | 0.23% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +9.1% | 1.65% | +0.20 |
| APH Amphenol Corp. Class A | New | 0.19% | +0.19 |
| NFLX Netflix Inc. | Add +9.1% | 0.57% | +0.17 |
| OEF iShares S&P 100 ETF | New | 0.14% | +0.14 |
| RY Royal Bank of Canada | New | 0.12% | +0.12 |
| AMAT Applied Materials Inc. | New | 0.12% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | New | 0.12% | +0.12 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| TXN Texas Instruments Inc. | Add +66.4% | 0.22% | +0.10 |
| COF Capital One Financial Corp. | New | 0.10% | +0.10 |
| SHG Shinhan Financial Group-ADR | Add +6.3% | 0.34% | +0.09 |
| PG The Procter & Gamble Co. | Add +32.9% | 0.70% | +0.08 |
| INTU Intuit Inc. | Add +26.7% | 0.23% | +0.08 |
| KLAC KLA Corp. | New | 0.07% | +0.07 |
| PGR Progressive Corp. | Add +123.5% | 0.14% | +0.07 |
| PWR Quanta Services Inc. | New | 0.07% | +0.07 |
| AXP American Express Co. | Add +1.9% | 0.69% | +0.06 |
| OWNS CCM Affordable Hous MBS ETF | Add +25.7% | 0.50% | +0.06 |
| FERG Ferguson Enterprises Inc. | Add +1.5% | 0.31% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +12.6% | 0.74% | +0.06 |
| FTNT Fortinet Inc. | New | 0.06% | +0.06 |
| SNY Sanofi-ADR | New | 0.06% | +0.06 |
| PYPL PayPal Holdings Inc. | New | 0.06% | +0.06 |
| MCHP Microchip Technology Inc. | New | 0.06% | +0.06 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.06% | +0.06 |
| GSK GSK PLC-Spon ADR | New | 0.06% | +0.06 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| AON Aon PLC Class A | New | 0.05% | +0.05 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.05% | +0.05 |
| DLR Digital Realty Trust Inc. | New | 0.05% | +0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.05% | +0.05 |
| TAK Takeda Pharmaceutic-SP ADR | New | 0.05% | +0.05 |
| SPOT Spotify Technology SA | Add +6.4% | 0.19% | +0.05 |
| V Visa Inc. Class A | Add +17.6% | 0.58% | +0.05 |
| TEL Te Connectivity PLC | Add +11.4% | 0.25% | +0.04 |
| SONY Sony Group Corp. - SP ADR | Add +15.8% | 0.54% | +0.04 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.04% | +0.04 |
| URI United Rentals Inc. | Add +19.2% | 0.16% | +0.04 |
| META Meta Platforms Inc. Class A | Add +27.4% | 0.10% | +0.03 |
| BKNG Booking Holdings Inc. | Add +12.4% | 0.15% | +0.03 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.37% | +0.03 |
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 |