Natural Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Natural Investments, LLC reported 280 stock positions worth $401.8 million. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Nvidia (NVDA, 5.0%). Compared with Q3 2025, it opened 78 new positions, sold out of 36, added to 121 and reduced 71. The biggest buy was a new position in iShares ESG MSCI KLD 400 ETF (DSI) and the biggest sale iShares S&P 100 ETF (OEF, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CA
- CIK
- 0001800245
- Portfolio Value
- $401.8M (Q4 2025)
- SEC Filing
- 0001800245-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 280 stocks · $401.8M
| AAPL Apple Inc. | 6.53% | 96,528 | $26.2M | Add +4.5% |
| MSFT Microsoft Corp. | 5.66% | 47,049 | $22.8M | Reduce -5.7% |
| NVDA Nvidia Corp. | 5.04% | 108,541 | $20.2M | Reduce -9.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 3.17% | 98,774 | $12.7M | New |
| GOOGL Alphabet Inc. Class A | 2.88% | 36,910 | $11.6M | New |
| JSTC Adasina Social Justice GLB | 2.74% | 541,900 | $11.0M | New |
| VEGN US Vegan Climate ETF | 2.45% | 162,029 | $9.9M | New |
| CHGX Stance Sustainable Beta ETF | 2.05% | 303,029 | $8.2M | New |
| NXTE Axs Green Alpha ETF | 1.97% | 205,017 | $7.9M | New |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.85% | 715,779 | $7.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.64% | 21,694 | $6.6M | Reduce -10.1% |
| HASI Ha Sustainable Infrastructur | 1.64% | 209,221 | $6.6M | Reduce -9.5% |
| ABBV Abbvie Inc. | 1.61% | 28,305 | $6.5M | Reduce -27.1% |
| HD Home Depot Inc. | 1.52% | 17,773 | $6.1M | Add +1.8% |
| LLY Eli Lilly & Co. | 1.45% | 5,414 | $5.8M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.32% | 16,508 | $5.3M | Add +7.7% |
| AMZN Amazon.com Inc. | 1.22% | 21,260 | $4.9M | Add +2.3% |
| MA Mastercard Inc. Class A | 1.15% | 8,067 | $4.6M | Reduce -22.9% |
| ABT Abbott Laboratories | 0.97% | 30,998 | $3.9M | Reduce -18.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.95% | 41,679 | $3.8M | Reduce -6.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.90% | 3,399 | $3.6M | Reduce -25.7% |
| GOOG Alphabet Inc. Class C | 0.84% | 10,768 | $3.4M | Reduce -76.4% |
| BEPC Brookfield Renewable Corp. | 0.81% | 85,066 | $3.3M | Reduce -6.2% |
| PANW Palo Alto Networks Inc. | 0.77% | 16,728 | $3.1M | New |
| AXP American Express Co. | 0.77% | 8,319 | $3.1M | Reduce -0.0% |
| OWNS CCM Affordable Hous MBS ETF | 0.72% | 165,205 | $2.9M | New |
| COST Costco Wholesale Corp. | 0.71% | 3,320 | $2.9M | Add +4.4% |
| LIN Linde PLC | 0.71% | 6,684 | $2.8M | Reduce -14.5% |
| PG The Procter & Gamble Co. | 0.65% | 18,251 | $2.6M | Add +8.1% |
| SHOP Shopify Inc. Class A | 0.65% | 16,197 | $2.6M | New |
| UPS United Parcel Service Class B | 0.64% | 26,097 | $2.6M | Add +0.8% |
| NOW ServiceNow Inc. | 0.63% | 16,453 | $2.5M | Reduce -13.6% |
| V Visa Inc. Class A | 0.60% | 6,892 | $2.4M | Add +9.0% |
| ETHO Amplify Etho Climate Leaders | 0.60% | 36,934 | $2.4M | New |
| AMT American Tower Corp. | 0.59% | 13,542 | $2.4M | Reduce -22.0% |
| UL Unilever PLC-Sponsored ADR | 0.59% | 36,181 | $2.4M | Add +2.5% |
| ECL Ecolab Inc. | 0.57% | 8,798 | $2.3M | Reduce -25.2% |
| TT Trane Technologies PLC | 0.57% | 5,880 | $2.3M | Reduce -18.5% |
| SONY Sony Group Corp. - SP ADR | 0.53% | 82,856 | $2.1M | Add +4.3% |
| ICE Intercontinental Exchange Inc. | 0.52% | 12,993 | $2.1M | Reduce -17.4% |
| ETN Eaton Corp. PLC | 0.50% | 6,285 | $2.0M | Reduce -26.3% |
| PEP Pepsico Inc. | 0.47% | 13,280 | $1.9M | Add +0.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.47% | 27,826 | $1.9M | New |
| SAP Sap SE-Sponsored ADR | 0.47% | 7,805 | $1.9M | Add +2.6% |
| AWK American Water Works Co. Inc. | 0.47% | 14,351 | $1.9M | Add +0.8% |
| MELI MercadoLibre Inc. | 0.46% | 926 | $1.9M | Reduce -17.3% |
| HLN Haleon PLC-ADR | 0.43% | 172,439 | $1.7M | Add +77.8% |
| PNC PNC Financial Services Group | 0.43% | 8,304 | $1.7M | Reduce -24.7% |
| FSLR First Solar Inc. | 0.42% | 6,526 | $1.7M | Reduce -18.4% |
| XYL Xylem Inc. | 0.42% | 12,300 | $1.7M | Reduce -14.4% |
| UNP Union Pacific Corp. | 0.40% | 7,033 | $1.6M | Reduce -8.7% |
| PLD Prologis Inc. | 0.40% | 12,612 | $1.6M | Reduce -22.5% |
| ISRG Intuitive Surgical Inc. | 0.40% | 2,838 | $1.6M | Add +12.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 5,396 | $1.6M | Add +12.3% |
| ACN Accenture PLC Class A | 0.40% | 5,953 | $1.6M | Reduce -1.2% |
| FTSD Franklin Short Duration U.S. | 0.40% | 17,492 | $1.6M | Add +0.6% |
| TRV The Travelers Cos Inc. | 0.39% | 5,398 | $1.6M | Reduce -47.4% |
| GRNB Vaneck Green Bond ETF | 0.39% | 63,969 | $1.6M | New |
| SHG Shinhan Financial Group-ADR | 0.39% | 28,874 | $1.5M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.38% | 14,688 | $1.5M | Add +7.2% |
| ADSK Autodesk Inc. | 0.38% | 5,192 | $1.5M | Reduce -26.4% |
| JNJ Johnson & Johnson | 0.38% | 7,424 | $1.5M | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | Reduce -99.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 2,213 | $1.5M | Reduce -16.4% |
| HDB HDFC Bank Ltd.-ADR | 0.37% | 41,237 | $1.5M | Add +5.9% |
| CVMC Calvert US Mcap Core Resp | 0.36% | 22,318 | $1.4M | New |
| AMGN Amgen Inc. | 0.36% | 4,366 | $1.4M | Add +15.4% |
| BFAM Bright Horizons Family Solut | 0.35% | 13,919 | $1.4M | Reduce -28.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.35% | 17,684 | $1.4M | Reduce -29.6% |
| MMM 3M Co. | 0.34% | 8,472 | $1.4M | Reduce -0.5% |
| VRSK Verisk Analytics Inc. | 0.33% | 5,960 | $1.3M | Reduce -29.6% |
| AVGO Broadcom Inc. | 0.33% | 3,831 | $1.3M | Add +32.9% |
| TEL Te Connectivity PLC | 0.33% | 5,786 | $1.3M | Add +1.7% |
| WAB Wabtec Corp. | 0.32% | 6,068 | $1.3M | Reduce -19.7% |
| NFLX Netflix Inc. | 0.32% | 13,672 | $1.3M | Reduce -18.0% |
| EWBC East West Bancorp Inc. | 0.31% | 11,001 | $1.2M | Reduce -25.9% |
| EHC Encompass Health Corp. | 0.30% | 11,531 | $1.2M | Add +47.7% |
| NVT Nvent Electric PLC | 0.30% | 11,926 | $1.2M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.29% | 15,391 | $1.2M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 7,491 | $1.1M | Add +10.5% |
| WCN Waste Connections Inc. | 0.28% | 6,472 | $1.1M | Add +7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 20,306 | $1.1M | Add +9.3% |
| RNRG Global X Renewable Ener Prod | 0.27% | 32,895 | $1.1M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 2,220 | $1.1M | New |
| CP Canadian Pacific Kansas City | 0.26% | 14,448 | $1.1M | Reduce -1.8% |
| DE Deere & Co. | 0.26% | 2,282 | $1.1M | Add +53.1% |
| PRXG Praxis Impact Large Cap ETF | 0.26% | 28,167 | $1.0M | Add +102.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 2,036 | $1.0M | New |
| APH Amphenol Corp. Class A | 0.25% | 7,488 | $1.0M | No change |
| SYK Stryker Corp. | 0.25% | 2,879 | $1.0M | Add +6.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 19,432 | $988K | Add +0.2% |
| ADP Automatic Data Processing | 0.24% | 3,759 | $967K | Add +6.6% |
| TAN Invesco Solar ETF | 0.24% | 19,668 | $966K | New |
| BEP Brookfield Renewable Partner | 0.24% | 35,777 | $964K | Reduce -3.0% |
| CB Chubb Ltd. | 0.24% | 3,081 | $961K | Reduce -0.0% |
| BAP Credicorp Ltd. | 0.23% | 3,292 | $944K | Add +1.6% |
| NGG National Grid PLC-SP ADR | 0.22% | 11,617 | $898K | Add +1.2% |
| INTU Intuit Inc. | 0.22% | 1,350 | $894K | Add +12.4% |
| GILD Gilead Sciences Inc. | 0.22% | 7,102 | $871K | Add +141.5% |
| LRGE Clearbridge Large Cap Growth | 0.21% | 10,482 | $863K | New |
Portfolio Sells Q3 2025 → Q4 2025
| OEF iShares S&P 100 ETF | Reduce -99.2% | 0.12% | −3.90 |
| FMKT The Free Markets ETF | Sold out | 0.00% | −2.66 |
| FPAS Fpa Short Duration Govt ETF | Sold out | 0.00% | −2.21 |
| BGDV Bahl & Gaynor Dividend ETF | Sold out | 0.00% | −2.07 |
| QVAL Alpha Arch US QNT Value ETF | Sold out | 0.00% | −1.92 |
| GOOG Alphabet Inc. Class C | Reduce -76.4% | 0.84% | −1.92 |
| SWP SWP Growth & Income ETF | Sold out | 0.00% | −1.72 |
| PALO ALTO NETWORKS (PANW 0.375 06/01/25) | Sold out | 0.00% | −1.05 |
| SHOPIFY INC (SHOPCN 0.125 11/01/25) | Sold out | 0.00% | −0.91 |
| MSFT Microsoft Corp. | Reduce -5.7% | 5.66% | −0.76 |
| ABBV Abbvie Inc. | Reduce -27.1% | 1.61% | −0.63 |
| NUAG Nuveen Enh YLD US Aggr BND | Sold out | 0.00% | −0.62 |
| WOMN Impact Shares Women's Empowe | Sold out | 0.00% | −0.62 |
| IBUY Amplify Online Retail ETF | Sold out | 0.00% | −0.60 |
| NVDA Nvidia Corp. | Reduce -9.6% | 5.04% | −0.52 |
| MKC.V McCormick & Co. Inc. VTG Com | Sold out | 0.00% | −0.46 |
| CVIE Cal Intl Responsible Index | Reduce -86.9% | 0.07% | −0.41 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.39 |
| NORW Global X MSCI Norway ETF | Sold out | 0.00% | −0.34 |
| ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27) | Sold out | 0.00% | −0.34 |
| MA Mastercard Inc. Class A | Reduce -22.9% | 1.15% | −0.33 |
| TRV The Travelers Cos Inc. | Reduce -47.4% | 0.39% | −0.32 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.31 |
| ABT Abbott Laboratories | Reduce -18.7% | 0.97% | −0.30 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -99.9% | 0.38% | −0.30 |
| ETN Eaton Corp. PLC | Reduce -26.3% | 0.50% | −0.29 |
| VCEB Vanguard ESG US Corp. Bond | Sold out | 0.00% | −0.25 |
| NOW ServiceNow Inc. | Reduce -13.6% | 0.63% | −0.24 |
| AMT American Tower Corp. | Reduce -22.0% | 0.59% | −0.24 |
| ECL Ecolab Inc. | Reduce -25.2% | 0.57% | −0.23 |
| GOVI Invesco Equal Weight 0-30 YR | Sold out | 0.00% | −0.22 |
| LIN Linde PLC | Reduce -14.5% | 0.71% | −0.21 |
| LVHD Franklin U.S. Low Volatility | Sold out | 0.00% | −0.21 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.21 |
| GLOBAL PAYMENTS INC (GPN 1.5 03/01/31) | Sold out | 0.00% | −0.20 |
| KHPI Kensington Hedged PRM in ETF | Sold out | 0.00% | −0.20 |
| VRSK Verisk Analytics Inc. | Reduce -29.6% | 0.33% | −0.20 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -25.7% | 0.90% | −0.19 |
| TT Trane Technologies PLC | Reduce -18.5% | 0.57% | −0.19 |
| MELI MercadoLibre Inc. | Reduce -17.3% | 0.46% | −0.19 |
| NFLX Netflix Inc. | Reduce -18.0% | 0.32% | −0.18 |
| ADSK Autodesk Inc. | Reduce -26.4% | 0.38% | −0.17 |
| BFAM Bright Horizons Family Solut | Reduce -28.0% | 0.35% | −0.17 |
| PPA Invesco Aerospace & Defense | Sold out | 0.00% | −0.16 |
| BOOKING HOLDINGS INC (BKNG 0.75 05/01/25) | Sold out | 0.00% | −0.14 |
| ICE Intercontinental Exchange Inc. | Reduce -17.4% | 0.52% | −0.13 |
| HASI Ha Sustainable Infrastructur | Reduce -9.5% | 1.64% | −0.13 |
| PNC PNC Financial Services Group | Reduce -24.7% | 0.43% | −0.12 |
| ALC Alcon Inc. | Reduce -29.6% | 0.35% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Reduce -32.6% | 0.20% | −0.12 |
Portfolio Buys Q3 2025 → Q4 2025
| DSI iShares ESG MSCI KLD 400 ETF | New | 3.17% | +3.17 |
| GOOGL Alphabet Inc. Class A | New | 2.88% | +2.88 |
| JSTC Adasina Social Justice GLB | New | 2.74% | +2.74 |
| VEGN US Vegan Climate ETF | New | 2.45% | +2.45 |
| CHGX Stance Sustainable Beta ETF | New | 2.05% | +2.05 |
| NXTE Axs Green Alpha ETF | New | 1.97% | +1.97 |
| VGSR Vert GLB Sust Re ETF | New | 1.85% | +1.85 |
| PANW Palo Alto Networks Inc. | New | 0.77% | +0.77 |
| OWNS CCM Affordable Hous MBS ETF | New | 0.72% | +0.72 |
| AAPL Apple Inc. | Add +4.5% | 6.53% | +0.69 |
| SHOP Shopify Inc. Class A | New | 0.65% | +0.65 |
| ETHO Amplify Etho Climate Leaders | New | 0.60% | +0.60 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.47% | +0.47 |
| LLY Eli Lilly & Co. | Add +0.7% | 1.45% | +0.43 |
| GRNB Vaneck Green Bond ETF | New | 0.39% | +0.39 |
| CVMC Calvert US Mcap Core Resp | New | 0.36% | +0.36 |
| RNRG Global X Renewable Ener Prod | New | 0.27% | +0.27 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.27% | +0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.25% | +0.25 |
| TAN Invesco Solar ETF | New | 0.24% | +0.24 |
| HLN Haleon PLC-ADR | Add +77.8% | 0.43% | +0.22 |
| LRGE Clearbridge Large Cap Growth | New | 0.21% | +0.21 |
| ORA Ormat Technologies Inc. | New | 0.21% | +0.21 |
| NUDM Nuveen ESG Intl Devel MRK Eq | New | 0.21% | +0.21 |
| SUSA iShares ESG Optimized MSCI U | New | 0.20% | +0.20 |
| IWD iShares Russell 1000 Value E | New | 0.18% | +0.18 |
| TBLU Tortoise Global Water ETF | New | 0.18% | +0.18 |
| GPN Global Payments Inc. | New | 0.17% | +0.17 |
| BABA Alibaba Group Holding-SP ADR | New | 0.16% | +0.16 |
| ICLN iShares Global Clean Energy | New | 0.16% | +0.16 |
| BKNG Booking Holdings Inc. | New | 0.15% | +0.15 |
| FIW First Trust Water ETF | New | 0.14% | +0.14 |
| GILD Gilead Sciences Inc. | Add +141.5% | 0.22% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.14% | +0.14 |
| FLOT iShares Floating Rate Bond E | New | 0.13% | +0.13 |
| PRXG Praxis Impact Large Cap ETF | Add +102.5% | 0.26% | +0.13 |
| MBB iShares MBS ETF | New | 0.13% | +0.13 |
| CVSB Calvert Ult-SHRT Inv GRD ETF | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +7.7% | 1.32% | +0.12 |
| ISRG Intuitive Surgical Inc. | Add +12.9% | 0.40% | +0.12 |
| HYXF iShares ESG Adv High Yield | New | 0.12% | +0.12 |
| CDEI Calvert US L-C Dei Index ETF | New | 0.11% | +0.11 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.11% | +0.11 |
| UPS United Parcel Service Class B | Add +0.8% | 0.64% | +0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.11% | +0.11 |
| IWM iShares Russell 2000 ETF | New | 0.10% | +0.10 |
| NUDV Nuveen ESG Dividend ETF | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | Add +7.2% | 0.38% | +0.10 |
| ERTH Invesco MSCI Sustainable Fut | New | 0.10% | +0.10 |
| VGIT Vanguard Intermediate-Term T | New | 0.10% | +0.10 |
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 |