NATURAL INVESTMENTS, LLC — 13F Holdings & Portfolio
CIK 1800245 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$405.4K
Long-equity book
Holdings
288
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+24 / −16 / ↑102 / ↓97
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANECK ETF TRUST$5.5K +356.6%
- BERKSHIRE HATHAWAY INC DEL$3.5K +233.1%
- APPLE INC$3.1K +11.8%
- TIDAL TRUST III$1.6K +54.2%
- ETF SER SOLUTIONS$1.4K +14.3%
Top Trims
- MICROSOFT CORP-$5.1K -22.4%
- INVESTMENT MANAGERS SER TR I-$1.8K -22.5%
- ALPHABET INC-$1.3K -11.0%
- ACCENTURE PLC IRELAND-$1.1K -65.7%
- ISHARES TR-$867 -6.8%
New Positions
- NEXTPOWER INC$1.5K
- ROCKWELL AUTOMATION INC$894
- MSCI INC$789
- WELLS FARGO CO NEW$688
- TETRA TECH INC NEW$650
Exited Positions
- ASTRAZENECA PLC$3.8K
- BRIGHT HORIZONS FAM SOL IN D$1.4K
- LULULEMON ATHLETICA INC$741
- SSGA ACTIVE TR$360
- VANGUARD BD INDEX FDS$347
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $29.3K | 7.24% | 115,627 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.3K | 4.77% | 110,913 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $17.6K | 4.35% | 47,681 | SH |
| 4 | ISHARES TR | DSI | 464288570 | $11.9K | 2.92% | 97,849 | SH |
| 5 | TIDAL TRUST I | JSTC | 886364876 | $11.3K | 2.79% | 579,447 | SH |
| 6 | ETF SER SOLUTIONS | VEGN | 26922A297 | $11.3K | 2.78% | 199,265 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $10.3K | 2.53% | 35,741 | SH |
| 8 | EA SERIES TRUST | CHGX | 02072L151 | $8.4K | 2.08% | 314,876 | SH |
| 9 | MANAGER DIRECTED PORTFOLIOS | VGSR | 56170L695 | $8.4K | 2.07% | 812,243 | SH |
| 10 | HA SUSTAINABLE INFRA CAP INC | HASI | 41068X100 | $7.4K | 1.83% | 202,089 | SH |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $7.1K | 1.75% | 21,026 | SH |
| 12 | VANECK ETF TRUST | GRNB | 92189F171 | $7.1K | 1.75% | 296,565 | SH |
| 13 | ABBVIE INC | ABBV | 00287Y109 | $7.1K | 1.74% | 32,427 | SH |
| 14 | INVESTMENT MANAGERS SER TR I | NXTE | 46144X586 | $6.1K | 1.51% | 156,551 | SH |
| 15 | HOME DEPOT INC | HD | 437076102 | $5.8K | 1.44% | 17,783 | SH |
| 16 | ELI LILLY & CO | LLY | 532457108 | $5.1K | 1.25% | 5,498 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $5.0K | 1.24% | 7 | SH |
| 18 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $4.9K | 1.20% | 16,546 | SH |
| 19 | TIDAL TRUST III | OWNS | 74741A106 | $4.4K | 1.10% | 256,409 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $4.4K | 1.09% | 21,266 | SH |
| 21 | ASML HOLDING N V | ASML | N07059210 | $4.0K | 0.99% | 3,036 | SH |
| 22 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.0K | 0.98% | 7,937 | SH |
| 23 | ABBOTT LABS | ABT | 002824100 | $3.6K | 0.90% | 35,470 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $3.4K | 0.83% | 11,682 | SH |
| 25 | COSTCO WHSL CORP NEW | COST | 22160K105 | $3.3K | 0.82% | 3,341 | SH |
| 26 | PROCTER AND GAMBLE CO | PG | 742718109 | $3.3K | 0.81% | 22,699 | SH |
| 27 | LINDE PLC | LIN | G54950103 | $3.2K | 0.80% | 6,554 | SH |
| 28 | BROOKFIELD RENEWABLE CORP | BEPC | 11285B108 | $3.2K | 0.78% | 79,816 | SH |
| 29 | AMPLIFY ETF TR | ETHO | 032108557 | $3.0K | 0.74% | 45,282 | SH |
| 30 | PALO ALTO NETWORKS INC | PANW | 697435105 | $2.8K | 0.69% | 17,386 | SH |
| 31 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $2.6K | 0.64% | 26,379 | SH |
| 32 | AMERICAN EXPRESS CO | AXP | 025816109 | $2.5K | 0.62% | 8,331 | SH |
| 33 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $2.3K | 0.57% | 5,593 | SH |
| 34 | UNILEVER PLC | UL | 904767803 | $2.2K | 0.53% | 37,871 | SH |
| 35 | VISA INC | V | 92826C839 | $2.2K | 0.53% | 7,127 | SH |
| 36 | ECOLAB INC | ECL | 278865100 | $2.1K | 0.53% | 8,007 | SH |
| 37 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.1K | 0.52% | 8,606 | SH |
| 38 | EATON CORP PLC | ETN | G29183103 | $2.1K | 0.52% | 5,865 | SH |
| 39 | PEPSICO INC | PEP | 713448108 | $2.1K | 0.51% | 13,228 | SH |
| 40 | MORGAN STANLEY ETF TRUST | CVMC | 61774R403 | $2.0K | 0.50% | 31,380 | SH |
| 41 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $2.0K | 0.49% | 12,725 | SH |
| 42 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $2.0K | 0.49% | 14,573 | SH |
| 43 | SHOPIFY INC | SHOP | 82509L107 | $1.9K | 0.47% | 15,931 | SH |
| 44 | FRANKLIN ETF TR | FTSD | 353506108 | $1.8K | 0.45% | 20,115 | SH |
| 45 | XYLEM INC | XYL | 98419M100 | $1.8K | 0.45% | 15,252 | SH |
| 46 | SHINHAN FINANCIAL GROUP CO L | SHG | 824596100 | $1.8K | 0.44% | 28,947 | SH |
| 47 | MERCK & CO INC | MRK | 58933Y105 | $1.8K | 0.43% | 14,589 | SH |
| 48 | HALEON PLC | HLN | 405552100 | $1.7K | 0.43% | 172,976 | SH |
| 49 | SONY GROUP CORP | SONY | 835699307 | $1.7K | 0.42% | 82,582 | SH |
| 50 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $1.7K | 0.42% | 8,148 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $405.4K | 288 | 0001800245-26-000002 |
| 2025-12-31 | 2026-01-23 | $401.8K | 280 | 0001800245-26-000001 |