Natural Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Natural Investments, LLC reported 288 stock positions worth $405.4 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Microsoft (MSFT, 4.4%). Compared with Q4 2025, it opened 24 new positions, sold out of 16, added to 127 and reduced 117. The biggest buy was Vaneck Green Bond ETF (GRNB, shares +364%) and the biggest sale an exit from Astrazeneca PLC-Spons ADR (AZN).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CA
- CIK
- 0001800245
- Portfolio Value
- $405.4M (Q1 2026)
- SEC Filing
- 0001800245-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 288 stocks · $405.4M
| AAPL Apple Inc. | 7.24% | 115,627 | $29.3M | Add +19.8% |
| NVDA Nvidia Corp. | 4.77% | 110,913 | $19.3M | Add +2.2% |
| MSFT Microsoft Corp. | 4.35% | 47,681 | $17.6M | Add +1.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.92% | 97,849 | $11.9M | Reduce -0.9% |
| JSTC Adasina Social Justice GLB | 2.79% | 579,447 | $11.3M | Add +6.9% |
| VEGN US Vegan Climate ETF | 2.78% | 199,265 | $11.3M | Add +23.0% |
| GOOGL Alphabet Inc. Class A | 2.53% | 35,741 | $10.3M | Reduce -3.2% |
| CHGX Stance Sustainable Beta ETF | 2.08% | 314,876 | $8.4M | Add +3.9% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 2.07% | 812,243 | $8.4M | Add +13.5% |
| HASI Ha Sustainable Infrastructur | 1.83% | 202,089 | $7.4M | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.75% | 21,026 | $7.1M | Reduce -3.1% |
| GRNB Vaneck Green Bond ETF | 1.75% | 296,565 | $7.1M | Add +363.6% |
| ABBV Abbvie Inc. | 1.74% | 32,427 | $7.1M | Add +14.6% |
| NXTE Axs Green Alpha ETF | 1.51% | 156,551 | $6.1M | Reduce -23.6% |
| HD Home Depot Inc. | 1.44% | 17,783 | $5.8M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.25% | 5,498 | $5.1M | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.24% | 7 | $5.0M | Add +250.0% |
| JPM JPMorgan Chase & Co. | 1.20% | 16,546 | $4.9M | Add +0.2% |
| OWNS CCM Affordable Hous MBS ETF | 1.10% | 256,409 | $4.4M | Add +55.2% |
| AMZN Amazon.com Inc. | 1.09% | 21,266 | $4.4M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.99% | 3,036 | $4.0M | Reduce -10.7% |
| MA Mastercard Inc. Class A | 0.98% | 7,937 | $4.0M | Reduce -1.6% |
| ABT Abbott Laboratories | 0.90% | 35,470 | $3.6M | Add +14.4% |
| GOOG Alphabet Inc. Class C | 0.83% | 11,682 | $3.4M | Add +8.5% |
| COST Costco Wholesale Corp. | 0.82% | 3,341 | $3.3M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.81% | 22,699 | $3.3M | Add +24.4% |
| LIN Linde PLC | 0.80% | 6,554 | $3.2M | Reduce -1.9% |
| BEPC Brookfield Renewable Corp. | 0.78% | 79,816 | $3.2M | Reduce -6.2% |
| ETHO Amplify Etho Climate Leaders | 0.74% | 45,282 | $3.0M | Add +22.6% |
| PANW Palo Alto Networks Inc. | 0.69% | 17,386 | $2.8M | Add +3.9% |
| UPS United Parcel Service Class B | 0.64% | 26,379 | $2.6M | Add +1.1% |
| AXP American Express Co. | 0.62% | 8,331 | $2.5M | Add +0.1% |
| TT Trane Technologies PLC | 0.57% | 5,593 | $2.3M | Reduce -4.9% |
| UL Unilever PLC-Sponsored ADR | 0.53% | 37,871 | $2.2M | Add +4.7% |
| V Visa Inc. Class A | 0.53% | 7,127 | $2.2M | Add +3.4% |
| ECL Ecolab Inc. | 0.53% | 8,007 | $2.1M | Reduce -9.0% |
| JNJ Johnson & Johnson | 0.52% | 8,606 | $2.1M | Add +15.9% |
| ETN Eaton Corp. PLC | 0.52% | 5,865 | $2.1M | Reduce -6.7% |
| PEP Pepsico Inc. | 0.51% | 13,228 | $2.1M | Reduce -0.4% |
| CVMC Calvert US Mcap Core Resp | 0.50% | 31,380 | $2.0M | Add +40.6% |
| ICE Intercontinental Exchange Inc. | 0.49% | 12,725 | $2.0M | Reduce -2.1% |
| AWK American Water Works Co. Inc. | 0.49% | 14,573 | $2.0M | Add +1.6% |
| SHOP Shopify Inc. Class A | 0.47% | 15,931 | $1.9M | Reduce -1.6% |
| FTSD Franklin Short Duration U.S. | 0.45% | 20,115 | $1.8M | Add +15.0% |
| XYL Xylem Inc. | 0.45% | 15,252 | $1.8M | Add +24.0% |
| SHG Shinhan Financial Group-ADR | 0.44% | 28,947 | $1.8M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.43% | 14,589 | $1.8M | Reduce -0.7% |
| HLN Haleon PLC-ADR | 0.43% | 172,976 | $1.7M | Add +0.3% |
| SONY Sony Group Corp. - SP ADR | 0.42% | 82,582 | $1.7M | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.42% | 8,148 | $1.7M | Reduce -1.9% |
| NOW ServiceNow Inc. | 0.42% | 16,193 | $1.7M | Reduce -1.6% |
| PLD Prologis Inc. | 0.41% | 12,616 | $1.7M | Add +0.0% |
| AMT American Tower Corp. | 0.41% | 9,599 | $1.7M | Reduce -29.1% |
| UNP Union Pacific Corp. | 0.40% | 6,760 | $1.6M | Reduce -3.9% |
| AMGN Amgen Inc. | 0.39% | 4,510 | $1.6M | Add +3.3% |
| AVGO Broadcom Inc. | 0.39% | 5,102 | $1.6M | Add +33.2% |
| MELI MercadoLibre Inc. | 0.39% | 909 | $1.6M | Reduce -1.8% |
| EHC Encompass Health Corp. | 0.39% | 16,202 | $1.6M | Add +40.5% |
| WAB Wabtec Corp. | 0.38% | 6,244 | $1.6M | Add +2.9% |
| TRV The Travelers Cos Inc. | 0.38% | 5,306 | $1.5M | Reduce -1.7% |
| NXT Nextpower Inc. | 0.36% | 12,277 | $1.5M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 5,837 | $1.4M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 2,158 | $1.4M | Reduce -2.5% |
| HDB HDFC Bank Ltd.-ADR | 0.34% | 56,043 | $1.4M | Add +35.9% |
| NFLX Netflix Inc. | 0.34% | 14,493 | $1.4M | Add +6.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.33% | 17,821 | $1.3M | Add +0.8% |
| NVT Nvent Electric PLC | 0.33% | 11,248 | $1.3M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 2,740 | $1.3M | Add +34.6% |
| MMM 3M Co. | 0.32% | 8,859 | $1.3M | Add +4.6% |
| DE Deere & Co. | 0.32% | 2,272 | $1.3M | Reduce -0.4% |
| FSLR First Solar Inc. | 0.32% | 6,474 | $1.3M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.31% | 2,770 | $1.3M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 7,949 | $1.3M | Add +6.1% |
| ADSK Autodesk Inc. | 0.31% | 5,286 | $1.3M | Add +1.8% |
| TEL Te Connectivity PLC | 0.30% | 5,856 | $1.2M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.30% | 15,572 | $1.2M | Add +1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.29% | 23,682 | $1.2M | Reduce -14.9% |
| LRGE Clearbridge Large Cap Growth | 0.28% | 15,331 | $1.2M | Add +46.3% |
| VRSK Verisk Analytics Inc. | 0.28% | 6,006 | $1.1M | Add +0.8% |
| CP Canadian Pacific Kansas City | 0.28% | 14,442 | $1.1M | Reduce -0.0% |
| BEP Brookfield Renewable Partner | 0.28% | 34,784 | $1.1M | Reduce -2.8% |
| RNRG Global X Renewable Ener Prod | 0.27% | 29,819 | $1.1M | Reduce -9.3% |
| SAP Sap SE-Sponsored ADR | 0.27% | 6,297 | $1.1M | Reduce -19.3% |
| WCN Waste Connections Inc. | 0.26% | 6,403 | $1.0M | Reduce -1.1% |
| CB Chubb Ltd. | 0.25% | 3,077 | $1.0M | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.25% | 15,861 | $995K | Add +293.0% |
| BAP Credicorp Ltd. | 0.25% | 2,932 | $994K | Reduce -10.9% |
| GILD Gilead Sciences Inc. | 0.24% | 7,072 | $985K | Reduce -0.4% |
| NGG National Grid PLC-SP ADR | 0.24% | 11,617 | $982K | No change |
| PRXG Praxis Impact Large Cap ETF | 0.24% | 29,862 | $981K | Add +6.0% |
| AMAT Applied Materials Inc. | 0.24% | 2,841 | $971K | Add +5.0% |
| TAN Invesco Solar ETF | 0.24% | 17,359 | $967K | Reduce -11.7% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.24% | 26,489 | $956K | Add +12.4% |
| APH Amphenol Corp. Class A | 0.24% | 7,557 | $954K | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,502 | $950K | Reduce -4.0% |
| KO The Coca-Cola Co. | 0.23% | 12,404 | $943K | Add +0.8% |
| EWBC East West Bancorp Inc. | 0.23% | 8,778 | $937K | Reduce -20.2% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.23% | 110,004 | $921K | Reduce -0.3% |
| BBN BlackRock Taxable Muni BND | 0.22% | 56,148 | $907K | Add +13.8% |
| SYK Stryker Corp. | 0.22% | 2,755 | $905K | Reduce -4.3% |
Portfolio Sells Q4 2025 → Q1 2026
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.95 |
| NXTE Axs Green Alpha ETF | Reduce -23.6% | 1.51% | −0.46 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 2.53% | −0.34 |
| ACN Accenture PLC Class A | Reduce -53.6% | 0.13% | −0.26 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.9% | 2.92% | −0.24 |
| NOW ServiceNow Inc. | Reduce -1.6% | 0.42% | −0.21 |
| SAP Sap SE-Sponsored ADR | Reduce -19.3% | 0.27% | −0.21 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.18 |
| AMT American Tower Corp. | Reduce -29.1% | 0.41% | −0.18 |
| SHOP Shopify Inc. Class A | Reduce -1.6% | 0.47% | −0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -61.9% | 0.07% | −0.18 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -14.9% | 0.29% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.98% | −0.17 |
| FSLR First Solar Inc. | Reduce -0.8% | 0.32% | −0.11 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.3% | 0.42% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -28.6% | 0.17% | −0.10 |
| SSGA ACTIVE TR | Sold out | 0.00% | −0.09 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.09 |
| PCH Potlatchdeltic Corp. | Sold out | 0.00% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -2.4% | 0.31% | −0.09 |
| MBB iShares MBS ETF | Reduce -59.5% | 0.05% | −0.08 |
| EWBC East West Bancorp Inc. | Reduce -20.2% | 0.23% | −0.08 |
| MELI MercadoLibre Inc. | Reduce -1.8% | 0.39% | −0.08 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Reduce -13.4% | 0.09% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.06 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.06 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.06 |
| F Ford Motor Co. | Sold out | 0.00% | −0.06 |
| AKRE Akre Focus ETF | Sold out | 0.00% | −0.05 |
| ECL Ecolab Inc. | Reduce -9.0% | 0.53% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.7% | 0.12% | −0.05 |
| BAC Bank of America Corp. | Reduce -4.0% | 0.23% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 0.15% | −0.04 |
| TBLU Tortoise Global Water ETF | Reduce -22.9% | 0.13% | −0.04 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Sold out | 0.00% | −0.04 |
| ICLR Icon PLC | Reduce -6.9% | 0.05% | −0.04 |
| XBTAX BlackRock LNG-TRM Muni Adv | Sold out | 0.00% | −0.04 |
| GPN Global Payments Inc. | Reduce -7.8% | 0.13% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -10.7% | 0.17% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -2.1% | 0.49% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 0.35% | −0.03 |
| SYK Stryker Corp. | Reduce -4.3% | 0.22% | −0.03 |
| SPOT Spotify Technology SA | Reduce -4.5% | 0.10% | −0.03 |
| BEPC Brookfield Renewable Corp. | Reduce -6.2% | 0.78% | −0.03 |
| RELX Relx PLC - Spon ADR | Reduce -3.6% | 0.10% | −0.03 |
| WCN Waste Connections Inc. | Reduce -1.1% | 0.26% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.13% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| GRNB Vaneck Green Bond ETF | Add +363.6% | 1.75% | +1.37 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +250.0% | 1.24% | +0.86 |
| AAPL Apple Inc. | Add +19.8% | 7.24% | +0.71 |
| OWNS CCM Affordable Hous MBS ETF | Add +55.2% | 1.10% | +0.38 |
| NXT Nextpower Inc. | New | 0.36% | +0.36 |
| VEGN US Vegan Climate ETF | Add +23.0% | 2.78% | +0.32 |
| ROK Rockwell Automation Inc. | New | 0.22% | +0.22 |
| VGSR Vert GLB Sust Re ETF | Add +13.5% | 2.07% | +0.22 |
| MSCI MSCI Inc. | New | 0.19% | +0.19 |
| WFC Wells Fargo & Co. | New | 0.17% | +0.17 |
| TTEK Tetra Tech Inc. | New | 0.16% | +0.16 |
| PG The Procter & Gamble Co. | Add +24.4% | 0.81% | +0.16 |
| BSX Boston Scientific Corp. | Add +293.0% | 0.25% | +0.15 |
| CVMC Calvert US Mcap Core Resp | Add +40.6% | 0.50% | +0.14 |
| ETHO Amplify Etho Climate Leaders | Add +22.6% | 0.74% | +0.14 |
| JNJ Johnson & Johnson | Add +15.9% | 0.52% | +0.14 |
| ABBV Abbvie Inc. | Add +14.6% | 1.74% | +0.13 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.82% | +0.11 |
| DXCM Dexcom Inc. | New | 0.11% | +0.11 |
| EHC Encompass Health Corp. | Add +40.5% | 0.39% | +0.08 |
| RYN Rayonier Inc. | New | 0.08% | +0.08 |
| LRGE Clearbridge Large Cap Growth | Add +46.3% | 0.28% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +34.6% | 0.32% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | Add +5.0% | 0.24% | +0.07 |
| VRT Vertiv Holdings Co. Class A | New | 0.07% | +0.07 |
| GEV GE Vernova Inc. | Add +13.8% | 0.20% | +0.07 |
| EMR Emerson Electric Co. | New | 0.06% | +0.06 |
| WAB Wabtec Corp. | Add +2.9% | 0.38% | +0.06 |
| AVGO Broadcom Inc. | Add +33.2% | 0.39% | +0.06 |
| FXE Invesco Currencyshares Euro | New | 0.06% | +0.06 |
| VTR Ventas Inc. | New | 0.06% | +0.06 |
| VMI Valmont Industries | New | 0.05% | +0.05 |
| FTSD Franklin Short Duration U.S. | Add +15.0% | 0.45% | +0.05 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.05% | +0.05 |
| CSX CSX Corp. | New | 0.05% | +0.05 |
| SHG Shinhan Financial Group-ADR | Add +0.3% | 0.44% | +0.05 |
| KMB Kimberly-Clark Corp. | New | 0.05% | +0.05 |
| NEM Newmont Corp. | New | 0.05% | +0.05 |
| COHR Coherent Corp. | New | 0.05% | +0.05 |
| FERG Ferguson Enterprises Inc. | New | 0.05% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | New | 0.05% | +0.05 |
| XEL Xcel Energy Inc. | New | 0.05% | +0.05 |
| HYXF iShares ESG Adv High Yield | Add +46.5% | 0.17% | +0.05 |
| RY Royal Bank of Canada | Add +41.7% | 0.20% | +0.05 |
| O Realty Income Corp. | New | 0.05% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | New | 0.05% | +0.05 |
| JSTC Adasina Social Justice GLB | Add +6.9% | 2.79% | +0.05 |
| LRCX Lam Research Corp. | Add +2.5% | 0.21% | +0.04 |
| VZ Verizon Communications Inc. | Add +7.2% | 0.17% | +0.04 |
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 |