Nia Impact Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Nia Impact Advisors, LLC reported 101 stock positions worth $307.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.6% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 3.7%) and Apple (AAPL, 3.7%). Compared with Q2 2025, it opened 6 new positions, sold out of 2, added to 42 and reduced 34. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale an exit from Carlisle Cos (CSL).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001815217
Portfolio Value
$307.7M (Q3 2025)
SEC Filing
0001420506-25-003191 ↗ filed Nov 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $250.9M Q1 2024 Q2 2024: $278.3M Q2 2024 Q3 2024: $301.2M Q3 2024 Q4 2024: $307.5M Q4 2024 Q1 2025: $269.3M Q1 2025 Q2 2025: $289.3M Q2 2025 Q3 2025: $307.7M $307.7M Q3 2025 Q4 2025: $297.9M Q4 2025 Q1 2026: $224.9M Q1 2026 Q2 2026: $241.4M Q2 2026

Holdings 101 stocks · $307.7M
VTI VG Morningstar TS MKT ETF-US 4.65% 43,575 $14.3M No change
TSM Taiwan Semiconductor-SP ADR 3.69% 40,644 $11.4M Add +0.7%
AAPL Apple Inc. 3.67% 44,321 $11.3M Reduce -1.3%
FSLR First Solar Inc. 3.60% 50,253 $11.1M Add +2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.81% 30,674 $8.7M Add +0.5%
STN Stantec Inc. 2.65% 75,538 $8.1M Reduce -12.9%
HOOD Robinhood Markets Inc. Class A 2.55% 54,808 $7.8M Reduce -1.2%
XYL Xylem Inc. 2.49% 51,953 $7.7M Reduce -17.5%
LRN Stride Inc. 2.32% 47,895 $7.1M Reduce -4.3%
SAP Sap SE-Sponsored ADR 2.23% 25,700 $6.9M Add +0.5%
EBAY eBay Inc. 2.21% 74,608 $6.8M Add +26.6%
PANW Palo Alto Networks Inc. 2.17% 32,787 $6.7M Reduce -15.7%
ACM Aecom 2.07% 48,912 $6.4M Reduce -19.0%
PG The Procter & Gamble Co. 2.07% 41,433 $6.4M Reduce -0.1%
NXT Nextpower Inc. filed as NEXTRACKER INC 2.07% 86,014 $6.4M Add +4.8%
VRTX Vertex Pharmaceuticals Inc. 2.03% 15,933 $6.2M Add +0.3%
FTNT Fortinet Inc. 2.03% 74,156 $6.2M Add +0.4%
MSFT Microsoft Corp. 2.02% 11,999 $6.2M Add +95.7%
GILD Gilead Sciences Inc. 1.84% 51,050 $5.7M Add +2.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.76% 53,167 $5.4M Add +1.3%
HASI Ha Sustainable Infrastructur 1.68% 168,527 $5.2M Add +2.2%
TELFY Telefonica SA-Spon ADR 1.61% 973,233 $4.9M Add +0.6%
NVDA Nvidia Corp. 1.58% 25,988 $4.8M Reduce -17.2%
GSK GSK PLC-Spon ADR 1.55% 110,175 $4.8M Add +1.4%
NET Cloudflare Inc. Class A 1.48% 21,155 $4.5M Add +33.0%
VRT Vertiv Holdings Co. Class A 1.43% 29,093 $4.4M New
FMS Fresenius Medical Care-ADR 1.40% 163,587 $4.3M Add +33.9%
BEPC Brookfield Renewable Corp. 1.35% 120,763 $4.2M Add +1.3%
SHOP Shopify Inc. Class A 1.30% 26,880 $4.0M Add +0.5%
COCO The Vita Coco Co. Inc. 1.29% 93,559 $4.0M Add +1.6%
AMD Advanced Micro Devices 1.26% 23,950 $3.9M Reduce -1.4%
HOLX Hologic Inc. 1.25% 57,026 $3.8M Add +1.1%
GOOGL Alphabet Inc. Class A 1.20% 15,198 $3.7M Reduce -1.2%
ADSK Autodesk Inc. 1.17% 11,369 $3.6M Add +48.6%
SPOT Spotify Technology SA 1.16% 5,126 $3.6M Add +0.3%
CNM Core & Main Inc. Class A 1.16% 66,437 $3.6M New
LMND Lemonade Inc. 1.16% 66,723 $3.6M Reduce -15.0%
WGS Genedx Holdings Corp. 1.12% 31,875 $3.4M Add +86.2%
AMAL Amalgamated Financial Corp. 1.09% 123,734 $3.4M Reduce -41.7%
MWA Mueller Water Products Inc. Class A 1.09% 130,910 $3.3M Add +0.4%
DUOL Duolingo 1.08% 10,289 $3.3M Reduce -1.4%
ADI Analog Devices Inc. 1.05% 13,099 $3.2M Add +1.2%
SYK Stryker Corp. 1.03% 8,545 $3.2M No change
NGVC Natural Grocers BY Vitamin C 1.03% 78,928 $3.2M Add +0.7%
UNFI United Natural Foods Inc. 0.97% 79,584 $3.0M Reduce -1.2%
ROK Rockwell Automation Inc. 0.93% 8,175 $2.9M Reduce -0.1%
CXT Crane NXT Co. 0.90% 41,382 $2.8M Add +2.9%
MA Mastercard Inc. Class A 0.88% 4,785 $2.7M Reduce -0.9%
TOST Toast Inc. Class A 0.83% 70,196 $2.6M Reduce -10.7%
ZG Zillow Group Inc. Class A 0.81% 33,370 $2.5M Reduce -0.1%
TEAM Atlassian Corp. Class A 0.79% 15,205 $2.4M Reduce -0.7%
TMUS T-Mobile US Inc. 0.78% 10,068 $2.4M Reduce -0.1%
ADP Automatic Data Processing 0.64% 6,680 $2.0M No change
CNI Canadian Natl Railway Co. 0.63% 20,651 $1.9M Add +0.8%
DHR Danaher Corp. 0.61% 9,457 $1.9M No change
HTUS Hull Tactical US ETF 0.60% 43,563 $1.9M No change
CWT California Water Service Grp 0.56% 37,611 $1.7M Add +1.7%
VEEV Veeva Systems Inc. Class A 0.55% 5,719 $1.7M No change
CARR Carrier Global Corp. 0.51% 26,206 $1.6M Reduce -0.1%
UL Unilever PLC 0.47% 24,484 $1.5M Add +1.9%
NYT New York Times Co. Class A 0.46% 24,887 $1.4M No change
SLVM Sylvamo Corp. 0.45% 31,082 $1.4M Add +0.3%
NVO Novo-Nordisk A/S-Spons ADR 0.41% 22,900 $1.3M Add +0.9%
ATR Aptargroup Inc. 0.41% 9,465 $1.3M Reduce -0.1%
HNST The Honest Co. Inc. 0.37% 306,661 $1.1M Add +0.5%
MRK Merck & Co. Inc. 0.33% 12,095 $1.0M Add +1.5%
JSTC Adasina Social Justice GLB 0.32% 48,134 $979K No change
BRK.A Berkshire Hathaway Inc. Class A 0.25% 1 $754K No change
ISRG Intuitive Surgical Inc. 0.22% 1,499 $670K No change
CSCO Cisco Systems Inc. 0.21% 9,671 $662K Add +14.7%
DXCM Dexcom Inc. 0.21% 9,510 $640K Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 0.20% 1,285 $623K Reduce -0.3%
VLTO Veralto Corp. 0.20% 5,739 $612K Add +10.8%
VEU Vanguard Ftse All-World Ex-U 0.20% 8,528 $609K No change
MKTX Marketaxess Holdings Inc. 0.19% 3,440 $599K No change
ROP Roper Technologies Inc. 0.17% 1,031 $514K No change
FLEX Flex Ltd. 0.17% 8,817 $511K Add +1.4%
ORA Ormat Technologies Inc. 0.16% 5,037 $485K Reduce -1.8%
ABT Abbott Laboratories 0.15% 3,538 $474K Reduce -4.5%
ETN Eaton Corp. PLC 0.14% 1,150 $430K Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 800 $402K No change
DSGX The Descartes Systems Grp 0.13% 4,200 $396K No change
ABBV Abbvie Inc. 0.12% 1,656 $383K Add +7.2%
PFE Pfizer Inc. 0.12% 13,973 $356K Add +36.4%
STM Stmicroelectronics NV-NY SHS 0.11% 12,145 $343K Reduce -0.4%
V Visa Inc. Class A 0.11% 1,000 $341K Reduce -12.0%
RUN Sunrun Inc. 0.10% 18,318 $317K Reduce -2.5%
QCOM Qualcomm Inc. 0.10% 1,883 $313K Add +23.5%
CAT Caterpillar Inc. 0.10% 651 $311K No change
JNJ Johnson & Johnson 0.09% 1,532 $284K Reduce -26.7%
VOO Vanguard S&P 500 ETF 0.09% 447 $274K Add +4.0%
LRCX Lam Research Corp. 0.09% 2,026 $271K New
GRMN Garmin Ltd. 0.09% 1,094 $269K Reduce -0.9%
PCAR Paccar Inc. 0.08% 2,631 $259K No change
PM Philip Morris International 0.08% 1,514 $246K Reduce -4.0%
ADVISORS INNER CIRCLE FD III 0.07% 7,450 $223K No change
AWK American Water Works Co. Inc. 0.07% 1,588 $221K New
CCK Crown Holdings Inc. 0.07% 2,225 $215K No change
GOOG Alphabet Inc. Class C 0.07% 851 $207K Reduce -29.8%
VOD Vodafone Group PLC-SP ADR 0.04% 10,507 $122K New
RZLT Rezolute Inc. 0.04% 11,454 $108K New

Portfolio Sells Q2 2025 → Q3 2025
CSL Carlisle Cos Inc. Sold out 0.00% −2.09
AMAL Amalgamated Financial Corp. Reduce -41.7% 1.09% −1.20
STN Stantec Inc. Reduce -12.9% 2.65% −0.61
PANW Palo Alto Networks Inc. Reduce -15.7% 2.17% −0.58
DUOL Duolingo Reduce -1.4% 1.08% −0.40
TOST Toast Inc. Class A Reduce -10.7% 0.83% −0.37
XYL Xylem Inc. Reduce -17.5% 2.49% −0.33
TEAM Atlassian Corp. Class A Reduce -0.7% 0.79% −0.29
ACM Aecom Reduce -19.0% 2.07% −0.28
PG The Procter & Gamble Co. Reduce -0.1% 2.07% −0.22
LRN Stride Inc. Reduce -4.3% 2.32% −0.19
CARR Carrier Global Corp. Reduce -0.1% 0.51% −0.16
NVDA Nvidia Corp. Reduce -17.2% 1.58% −0.14
ATR Aptargroup Inc. Reduce -0.1% 0.41% −0.10
DXCM Dexcom Inc. Reduce -0.6% 0.21% −0.08
EMR Emerson Electric Co. Sold out 0.00% −0.07
MA Mastercard Inc. Class A Reduce -0.9% 0.88% −0.05
TMUS T-Mobile US Inc. Reduce -0.1% 0.78% −0.05
LMND Lemonade Inc. Reduce -15.0% 1.16% −0.03
V Visa Inc. Class A Reduce -12.0% 0.11% −0.03
ABT Abbott Laboratories Reduce -4.5% 0.15% −0.02
PM Philip Morris International Reduce -4.0% 0.08% −0.02
JNJ Johnson & Johnson Reduce -26.7% 0.09% −0.02
STM Stmicroelectronics NV-NY SHS Reduce -0.4% 0.11% −0.02
ROK Rockwell Automation Inc. Reduce -0.1% 0.93% −0.01
GOOG Alphabet Inc. Class C Reduce -29.8% 0.07% −0.01
GRMN Garmin Ltd. Reduce -0.9% 0.09% +0.01
ORA Ormat Technologies Inc. Reduce -1.8% 0.16% +0.01
ZG Zillow Group Inc. Class A Reduce -0.1% 0.81% +0.02
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 0.20% +0.02
RUN Sunrun Inc. Reduce -2.5% 0.10% +0.05
AMD Advanced Micro Devices Reduce -1.4% 1.26% +0.07
GOOGL Alphabet Inc. Class A Reduce -1.2% 1.20% +0.26
UNFI United Natural Foods Inc. Reduce -1.2% 0.97% +0.32
AAPL Apple Inc. Reduce -1.3% 3.67% +0.48
HOOD Robinhood Markets Inc. Class A Reduce -1.2% 2.55% +0.75

Portfolio Buys Q2 2025 → Q3 2025
VRT Vertiv Holdings Co. Class A New 1.43% +1.43
CNM Core & Main Inc. Class A New 1.16% +1.16
MSFT Microsoft Corp. Add +95.7% 2.02% +0.97
FSLR First Solar Inc. Add +2.4% 3.60% +0.79
EBAY eBay Inc. Add +26.6% 2.21% +0.69
WGS Genedx Holdings Corp. Add +86.2% 1.12% +0.57
TSM Taiwan Semiconductor-SP ADR Add +0.7% 3.69% +0.53
NXT Nextpower Inc. Add +4.8% 2.07% +0.53
NET Cloudflare Inc. Class A Add +33.0% 1.48% +0.40
ADSK Autodesk Inc. Add +48.6% 1.17% +0.35
SHOP Shopify Inc. Class A Add +0.5% 1.30% +0.23
FMS Fresenius Medical Care-ADR Add +33.9% 1.40% +0.19
CXT Crane NXT Co. Add +2.9% 0.90% +0.15
HASI Ha Sustainable Infrastructur Add +2.2% 1.68% +0.15
COCO The Vita Coco Co. Inc. Add +1.6% 1.29% +0.14
GSK GSK PLC-Spon ADR Add +1.4% 1.55% +0.10
LRCX Lam Research Corp. New 0.09% +0.09
AWK American Water Works Co. Inc. New 0.07% +0.07
VOD Vodafone Group PLC-SP ADR New 0.04% +0.04
RZLT Rezolute Inc. New 0.04% +0.04
PFE Pfizer Inc. Add +36.4% 0.12% +0.03
ABBV Abbvie Inc. Add +7.2% 0.12% +0.03
VLTO Veralto Corp. Add +10.8% 0.20% +0.02
QCOM Qualcomm Inc. Add +23.5% 0.10% +0.02
FLEX Flex Ltd. Add +1.4% 0.17% +0.02
CSCO Cisco Systems Inc. Add +14.7% 0.21% +0.01
VOO Vanguard S&P 500 ETF Add +4.0% 0.09% +0.00
MRK Merck & Co. Inc. Add +1.5% 0.33% +0.00
MWA Mueller Water Products Inc. Class A Add +0.4% 1.09% +0.00
BEPC Brookfield Renewable Corp. Add +1.3% 1.35% −0.00
ETN Eaton Corp. PLC Add +0.9% 0.14% −0.00
HOLX Hologic Inc. Add +1.1% 1.25% −0.02
ADI Analog Devices Inc. Add +1.2% 1.05% −0.02
CWT California Water Service Grp Add +1.7% 0.56% −0.02
UL Unilever PLC Add +1.9% 0.47% −0.04
NGVC Natural Grocers BY Vitamin C Add +0.7% 1.03% −0.04
GILD Gilead Sciences Inc. Add +2.3% 1.84% −0.07
SLVM Sylvamo Corp. Add +0.3% 0.45% −0.09
IRM Iron Mountain Inc. Add +1.3% 1.76% −0.10
CNI Canadian Natl Railway Co. Add +0.8% 0.63% −0.10
NVO Novo-Nordisk A/S-Spons ADR Add +0.9% 0.41% −0.13
TELFY Telefonica SA-Spon ADR Add +0.6% 1.61% −0.14
HNST The Honest Co. Inc. Add +0.5% 0.37% −0.17
SPOT Spotify Technology SA Add +0.3% 1.16% −0.19
IBM Intl Business Machines Corp. Add +0.5% 2.81% −0.30
VRTX Vertex Pharmaceuticals Inc. Add +0.3% 2.03% −0.42
SAP Sap SE-Sponsored ADR Add +0.5% 2.23% −0.46
FTNT Fortinet Inc. Add +0.4% 2.03% −0.67

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$241.4MVTI, TSM, FSLR, PANW, EBAY
Q1 2026 89$224.9MVTI, FSLR, TSM, AAPL, NXT
Q4 2025 101$297.9MVTI, FSLR, AAPL, TSM, IBM
Q3 2025 101$307.7MVTI, TSM, AAPL, FSLR, IBM
Q2 2025 97$289.3MVTI, STN, AAPL, TSM, IBM
Q1 2025 99$269.3MVTI, AAPL, IBM, XYL, VRTX
Q4 2024 112$307.5MSSD, VTI, AAPL, TSM, IBM
Q3 2024 109$301.2MSSD, VTI, AAPL, IBM, TSM
Q2 2024 103$278.3MSSD, VTI, AAPL, TSM, VRTX
Q1 2024 91$250.9MVTI, IBM, AAPL, STN, VRTX