Nia Impact Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Nia Impact Advisors, LLC reported 101 stock positions worth $297.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.9% of the portfolio, followed by First Solar (FSLR, 4.4%) and Apple (AAPL, 3.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 28 and reduced 55. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale an exit from Fortinet (FTNT).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001815217
Portfolio Value
$297.9M (Q4 2025)
SEC Filing
0001420506-26-000214 ↗ filed Feb 9, 2026

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 Q3 2025 Q4 2025: $297.9M $297.9M Q4 2025 Q1 2026: $224.9M Q1 2026 Q2 2026: $241.4M Q2 2026

Holdings 101 stocks · $297.9M
VTI VG Morningstar TS MKT ETF-US 4.90% 43,575 $14.6M No change
FSLR First Solar Inc. 4.41% 50,267 $13.1M Add +0.0%
AAPL Apple Inc. 3.89% 42,612 $11.6M Reduce -3.9%
TSM Taiwan Semiconductor-SP ADR 3.29% 32,220 $9.8M Reduce -20.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.02% 30,380 $9.0M Reduce -1.0%
VRTX Vertex Pharmaceuticals Inc. 2.68% 17,638 $8.0M Add +10.7%
STN Stantec Inc. 2.28% 72,017 $6.8M Reduce -4.7%
XYL Xylem Inc. 2.27% 49,656 $6.8M Reduce -4.4%
AVGO Broadcom Inc. 2.25% 19,328 $6.7M New
GILD Gilead Sciences Inc. 2.24% 54,354 $6.7M Add +6.5%
NXT Nextpower Inc. 2.17% 74,117 $6.5M Reduce -13.8%
EBAY eBay Inc. 2.09% 71,596 $6.2M Reduce -4.0%
GSK GSK PLC-Spon ADR 2.08% 126,607 $6.2M Add +14.9%
SAP Sap SE-Sponsored ADR 2.00% 24,510 $6.0M Reduce -4.6%
PG The Procter & Gamble Co. 1.99% 41,454 $5.9M Add +0.1%
PANW Palo Alto Networks Inc. 1.91% 30,877 $5.7M Reduce -5.8%
HASI Ha Sustainable Infrastructur 1.82% 172,605 $5.4M Add +2.4%
MSFT Microsoft Corp. 1.77% 10,879 $5.3M Reduce -9.3%
HOOD Robinhood Markets Inc. Class A 1.72% 45,189 $5.1M Reduce -17.6%
AMD Advanced Micro Devices 1.71% 23,745 $5.1M Reduce -0.9%
VRT Vertiv Holdings Co. Class A 1.59% 29,273 $4.7M Add +0.6%
COCO The Vita Coco Co. Inc. 1.58% 88,947 $4.7M Reduce -4.9%
LMND Lemonade Inc. 1.57% 65,920 $4.7M Reduce -1.2%
NVDA Nvidia Corp. 1.52% 24,237 $4.5M Reduce -6.7%
ACM Aecom 1.48% 46,235 $4.4M Reduce -5.5%
GOOGL Alphabet Inc. Class A 1.47% 13,994 $4.4M Reduce -7.9%
BEPC Brookfield Renewable Corp. 1.46% 113,237 $4.3M Reduce -6.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.45% 51,974 $4.3M Reduce -2.2%
SHOP Shopify Inc. Class A 1.43% 26,532 $4.3M Reduce -1.3%
NET Cloudflare Inc. Class A 1.42% 21,392 $4.2M Add +1.1%
WGS Genedx Holdings Corp. 1.34% 30,632 $4.0M Reduce -3.9%
HOLX Hologic Inc. 1.33% 53,051 $4.0M Reduce -7.0%
AMAL Amalgamated Financial Corp. 1.28% 119,156 $3.8M Reduce -3.7%
TELFY Telefonica SA-Spon ADR 1.23% 904,617 $3.7M Reduce -7.0%
FMS Fresenius Medical Care-ADR 1.22% 152,962 $3.6M Reduce -6.5%
ADI Analog Devices Inc. 1.19% 13,052 $3.5M Reduce -0.4%
CNM Core & Main Inc. Class A 1.18% 67,385 $3.5M Add +1.4%
NTRA Natera Inc. 1.14% 14,887 $3.4M New
UNFI United Natural Foods Inc. 1.11% 98,588 $3.3M Add +23.9%
ROK Rockwell Automation Inc. 1.05% 8,078 $3.1M Reduce -1.2%
ADSK Autodesk Inc. 1.05% 10,583 $3.1M Reduce -6.9%
TEAM Atlassian Corp. Class A 1.05% 19,209 $3.1M Add +26.3%
LRN Stride Inc. 1.03% 47,190 $3.1M Reduce -1.5%
MWA Mueller Water Products Inc. Class A 0.98% 123,059 $2.9M Reduce -6.0%
SYK Stryker Corp. 0.98% 8,307 $2.9M Reduce -2.8%
SPOT Spotify Technology SA 0.94% 4,841 $2.8M Reduce -5.6%
RUN Sunrun Inc. 0.92% 149,684 $2.8M Add +717.1%
MA Mastercard Inc. Class A 0.90% 4,694 $2.7M Reduce -1.9%
TOST Toast Inc. Class A 0.82% 69,134 $2.5M Reduce -1.5%
DHR Danaher Corp. 0.72% 9,411 $2.2M Reduce -0.5%
ZG Zillow Group Inc. Class A 0.71% 31,191 $2.1M Reduce -6.5%
CNI Canadian Natl Railway Co. 0.68% 20,601 $2.0M Reduce -0.2%
CXT Crane NXT Co. 0.63% 40,144 $1.9M Reduce -3.0%
TMUS T-Mobile US Inc. 0.62% 9,106 $1.8M Reduce -9.6%
NGVC Natural Grocers BY Vitamin C 0.61% 72,828 $1.8M Reduce -7.7%
NYT New York Times Co. Class A 0.56% 24,247 $1.7M Reduce -2.6%
ADP Automatic Data Processing 0.56% 6,532 $1.7M Reduce -2.2%
CWT California Water Service Grp 0.54% 37,216 $1.6M Reduce -1.1%
HTUS Hull Tactical US ETF 0.53% 40,087 $1.6M Reduce -8.0%
UL Unilever PLC-Sponsored ADR 0.48% 21,747 $1.4M No change
CARR Carrier Global Corp. 0.46% 25,817 $1.4M Reduce -1.5%
VEEV Veeva Systems Inc. Class A 0.42% 5,629 $1.3M Reduce -1.6%
MRK Merck & Co. Inc. 0.42% 11,816 $1.2M Reduce -2.3%
NVO Novo-Nordisk A/S-Spons ADR 0.39% 22,900 $1.2M No change
ATR Aptargroup Inc. 0.39% 9,465 $1.2M No change
JSTC Adasina Social Justice GLB 0.32% 47,309 $960K Reduce -1.7%
ISRG Intuitive Surgical Inc. 0.29% 1,502 $851K Add +0.2%
CSCO Cisco Systems Inc. 0.26% 9,920 $764K Add +2.6%
BRK.A Berkshire Hathaway Inc. Class A 0.25% 1 $755K No change
TMO Thermo Fisher Scientific Inc. 0.23% 1,199 $695K Reduce -6.7%
DXCM Dexcom Inc. 0.21% 9,289 $617K Reduce -2.3%
VLTO Veralto Corp. 0.20% 5,844 $583K Add +1.8%
ORA Ormat Technologies Inc. 0.19% 5,037 $556K No change
VEU Vanguard Ftse All-World Ex-U 0.19% 7,528 $554K Reduce -11.7%
FLEX Flex Ltd. 0.18% 8,817 $533K No change
MKTX Marketaxess Holdings Inc. 0.16% 2,665 $483K Reduce -22.5%
CAT Caterpillar Inc. 0.16% 821 $470K Add +26.1%
ABBV Abbvie Inc. 0.15% 2,011 $460K Add +21.4%
ROP Roper Technologies Inc. 0.15% 1,032 $459K Add +0.1%
ABT Abbott Laboratories 0.15% 3,556 $446K Add +0.5%
ETN Eaton Corp. PLC 0.14% 1,289 $411K Add +12.1%
PFE Pfizer Inc. 0.14% 16,434 $409K Add +17.6%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 800 $402K No change
QCOM Qualcomm Inc. 0.13% 2,187 $374K Add +16.1%
LRCX Lam Research Corp. 0.12% 2,118 $363K Add +4.5%
DSGX The Descartes Systems Grp 0.12% 4,100 $359K Reduce -2.4%
JNJ Johnson & Johnson 0.11% 1,556 $322K Add +1.6%
STM Stmicroelectronics NV-NY SHS 0.11% 12,145 $315K No change
V Visa Inc. Class A 0.10% 866 $304K Reduce -13.4%
PCAR Paccar Inc. 0.10% 2,636 $289K Add +0.2%
VOO Vanguard S&P 500 ETF 0.10% 455 $285K Add +1.8%
GOOG Alphabet Inc. Class C 0.09% 896 $281K Add +5.3%
PM Philip Morris International 0.08% 1,514 $243K No change
LLY Eli Lilly & Co. 0.08% 217 $233K New
ADVISORS INNER CIRCLE FD III 0.08% 7,450 $231K No change
CCK Crown Holdings Inc. 0.08% 2,225 $229K No change
EMR Emerson Electric Co. 0.08% 1,724 $229K New
GRMN Garmin Ltd. 0.07% 1,096 $222K Add +0.2%
AWK American Water Works Co. Inc. 0.07% 1,588 $207K No change
VOD Vodafone Group PLC-SP ADR 0.05% 10,507 $139K No change
RZLT Rezolute Inc. 0.01% 10,359 $24K Reduce -9.6%

Portfolio Sells Q3 2025 → Q4 2025
FTNT Fortinet Inc. Sold out 0.00% −2.03
LRN Stride Inc. Reduce -1.5% 1.03% −1.29
DUOL Duolingo Sold out 0.00% −1.08
HOOD Robinhood Markets Inc. Class A Reduce -17.6% 1.72% −0.83
ACM Aecom Reduce -5.5% 1.48% −0.59
SLVM Sylvamo Corp. Sold out 0.00% −0.45
NGVC Natural Grocers BY Vitamin C Reduce -7.7% 0.61% −0.41
TSM Taiwan Semiconductor-SP ADR Reduce -20.7% 3.29% −0.40
TELFY Telefonica SA-Spon ADR Reduce -7.0% 1.23% −0.38
HNST The Honest Co. Inc. Sold out 0.00% −0.37
STN Stantec Inc. Reduce -4.7% 2.28% −0.37
IRM Iron Mountain Inc. Reduce -2.2% 1.45% −0.31
CXT Crane NXT Co. Reduce -3.0% 0.63% −0.27
PANW Palo Alto Networks Inc. Reduce -5.8% 1.91% −0.26
MSFT Microsoft Corp. Reduce -9.3% 1.77% −0.25
SAP Sap SE-Sponsored ADR Reduce -4.6% 2.00% −0.23
XYL Xylem Inc. Reduce -4.4% 2.27% −0.22
SPOT Spotify Technology SA Reduce -5.6% 0.94% −0.22
FMS Fresenius Medical Care-ADR Reduce -6.5% 1.22% −0.18
TMUS T-Mobile US Inc. Reduce -9.6% 0.62% −0.16
VEEV Veeva Systems Inc. Class A Reduce -1.6% 0.42% −0.13
ADSK Autodesk Inc. Reduce -6.9% 1.05% −0.12
EBAY eBay Inc. Reduce -4.0% 2.09% −0.11
MWA Mueller Water Products Inc. Class A Reduce -6.0% 0.98% −0.10
ZG Zillow Group Inc. Class A Reduce -6.5% 0.71% −0.09
ADP Automatic Data Processing Reduce -2.2% 0.56% −0.07
HTUS Hull Tactical US ETF Reduce -8.0% 0.53% −0.07
NVDA Nvidia Corp. Reduce -6.7% 1.52% −0.06
CARR Carrier Global Corp. Reduce -1.5% 0.46% −0.05
SYK Stryker Corp. Reduce -2.8% 0.98% −0.05
MKTX Marketaxess Holdings Inc. Reduce -22.5% 0.16% −0.03
RZLT Rezolute Inc. Reduce -9.6% 0.01% −0.03
CWT California Water Service Grp Reduce -1.1% 0.54% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -11.7% 0.19% −0.01
V Visa Inc. Class A Reduce -13.4% 0.10% −0.01
TOST Toast Inc. Class A Reduce -1.5% 0.82% −0.01
DSGX The Descartes Systems Grp Reduce -2.4% 0.12% −0.01
DXCM Dexcom Inc. Reduce -2.3% 0.21% −0.00
JSTC Adasina Social Justice GLB Reduce -1.7% 0.32% +0.00
MA Mastercard Inc. Class A Reduce -1.9% 0.90% +0.01
TMO Thermo Fisher Scientific Inc. Reduce -6.7% 0.23% +0.03
CNI Canadian Natl Railway Co. Reduce -0.2% 0.68% +0.05
HOLX Hologic Inc. Reduce -7.0% 1.33% +0.08
MRK Merck & Co. Inc. Reduce -2.3% 0.42% +0.09
NXT Nextpower Inc. Reduce -13.8% 2.17% +0.10
NYT New York Times Co. Class A Reduce -2.6% 0.56% +0.10
BEPC Brookfield Renewable Corp. Reduce -6.2% 1.46% +0.11
DHR Danaher Corp. Reduce -0.5% 0.72% +0.11
ROK Rockwell Automation Inc. Reduce -1.2% 1.05% +0.13
SHOP Shopify Inc. Class A Reduce -1.3% 1.43% +0.14

Portfolio Buys Q3 2025 → Q4 2025
AVGO Broadcom Inc. New 2.25% +2.25
NTRA Natera Inc. New 1.14% +1.14
RUN Sunrun Inc. Add +717.1% 0.92% +0.82
FSLR First Solar Inc. Add +0.0% 4.41% +0.81
VRTX Vertex Pharmaceuticals Inc. Add +10.7% 2.68% +0.66
GSK GSK PLC-Spon ADR Add +14.9% 2.08% +0.54
GILD Gilead Sciences Inc. Add +6.5% 2.24% +0.40
TEAM Atlassian Corp. Class A Add +26.3% 1.05% +0.26
VRT Vertiv Holdings Co. Class A Add +0.6% 1.59% +0.17
UNFI United Natural Foods Inc. Add +23.9% 1.11% +0.14
HASI Ha Sustainable Infrastructur Add +2.4% 1.82% +0.14
LLY Eli Lilly & Co. New 0.08% +0.08
EMR Emerson Electric Co. New 0.08% +0.08
ISRG Intuitive Surgical Inc. Add +0.2% 0.29% +0.07
CAT Caterpillar Inc. Add +26.1% 0.16% +0.06
CSCO Cisco Systems Inc. Add +2.6% 0.26% +0.04
LRCX Lam Research Corp. Add +4.5% 0.12% +0.03
ABBV Abbvie Inc. Add +21.4% 0.15% +0.03
GOOG Alphabet Inc. Class C Add +5.3% 0.09% +0.03
QCOM Qualcomm Inc. Add +16.1% 0.13% +0.02
PFE Pfizer Inc. Add +17.6% 0.14% +0.02
JNJ Johnson & Johnson Add +1.6% 0.11% +0.02
CNM Core & Main Inc. Class A Add +1.4% 1.18% +0.01
PCAR Paccar Inc. Add +0.2% 0.10% +0.01
VOO Vanguard S&P 500 ETF Add +1.8% 0.10% +0.01
ETN Eaton Corp. PLC Add +12.1% 0.14% −0.00
VLTO Veralto Corp. Add +1.8% 0.20% −0.00
ABT Abbott Laboratories Add +0.5% 0.15% −0.00
ROP Roper Technologies Inc. Add +0.1% 0.15% −0.01
GRMN Garmin Ltd. Add +0.2% 0.07% −0.01
NET Cloudflare Inc. Class A Add +1.1% 1.42% −0.06
PG The Procter & Gamble Co. Add +0.1% 1.99% −0.07

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