NIA IMPACT ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1815217 · latest 13F-HR filed 2026-08-03
NIA IMPACT ADVISORS, LLC manages $241.4M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (6.68%), TSM (4.67%), FSLR (4.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 22, added to 41, and trimmed 21.
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.
BERKELEY, CA 94708
$241.4M
Long-equity book
72
Distinct positions
2026-06-30
Filed 2026-08-03
+5 / −22 / ↑41 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$4.0M +90.1%
- ADVANCED MICRO DEVICES INC$3.9M +157.2%
- FRONTDOOR INC$3.8M +160.5%
- APPLIED MATLS INC$3.3M +259.8%
- TAIWAN SEMICONDUCTOR MANUFAC$2.8M +33.7%
Top Trims
- MICROSOFT CORP-$2.5M -90.2%
- NEXTPOWER INC-$2.5M -35.9%
- XYLEM INC-$1.7M -37.0%
- APPLE INC-$1.5M -19.4%
- VERTIV HOLDINGS CO-$1.4M -24.3%
New Positions
- LEVI STRAUSS & CO NEW$272.5K
- AXSOME THERAPEUTICS INC.$271.9K
- HORACE MANN EDUCATORS CORP N$262.0K
- SANOFI SA$201.5K
- HNI CORP$200.2K
Exited Positions
- HOLOGIC INC$1.8M
- AECOM$1.7M
- ZILLOW GROUP INC$1.3M
- MERCK & CO INC$1.3M
- SHOPIFY INC$1.3M
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 | VANGUARD INDEX FDS | VTI | 922908769 | $16.1M | 6.68% | 43,575 | SH |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $11.3M | 4.67% | 23,612 | SH |
| 3 | FIRST SOLAR INC | FSLR | 336433107 | $10.3M | 4.26% | 43,541 | SH |
| 4 | PALO ALTO NETWORKS INC | PANW | 697435105 | $8.5M | 3.52% | 24,951 | SH |
| 5 | EBAY INC. | EBAY | 278642103 | $7.9M | 3.27% | 70,623 | SH |
| 6 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $7.7M | 3.21% | 27,543 | SH |
| 7 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $7.3M | 3.02% | 14,663 | SH |
| 8 | HA SUSTAINABLE INFRA CAP INC | HASI | 41068X100 | $7.0M | 2.89% | 178,539 | SH |
| 9 | GSK PLC | GSK | 37733W204 | $6.3M | 2.63% | 121,036 | SH |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $6.3M | 2.62% | 10,875 | SH |
| 11 | IRON MTN INC DEL | IRM | 46284V101 | $6.3M | 2.60% | 49,661 | SH |
| 12 | GILEAD SCIENCES INC | GILD | 375558103 | $6.3M | 2.59% | 49,515 | SH |
| 13 | FRONTDOOR INC | FTDR | 35905A109 | $6.2M | 2.55% | 79,347 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $6.0M | 2.50% | 20,824 | SH |
| 15 | BROADCOM INC | AVGO | 11135F101 | $5.7M | 2.37% | 15,149 | SH |
| 16 | ROBINHOOD MKTS INC | HOOD | 770700102 | $5.4M | 2.24% | 53,955 | SH |
| 17 | BROOKFIELD RENEWABLE CORP | BEPC | 11285B108 | $5.4M | 2.24% | 145,697 | SH |
| 18 | VITA COCO CO INC | COCO | 92846Q107 | $5.3M | 2.20% | 80,398 | SH |
| 19 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $5.1M | 2.12% | 43,312 | SH |
| 20 | AMALGAMATED FINANCIAL CORP | AMAL | 022671101 | $5.0M | 2.08% | 109,133 | SH |
| 21 | STANTEC INC | STN | 85472N109 | $4.6M | 1.90% | 66,730 | SH |
| 22 | VALMONT INDS INC | VMI | 920253101 | $4.5M | 1.88% | 7,838 | SH |
| 23 | APPLIED MATLS INC | AMAT | 038222105 | $4.5M | 1.88% | 6,261 | SH |
| 24 | VERTIV HOLDINGS CO | VRT | 92537N108 | $4.5M | 1.87% | 13,472 | SH |
| 25 | NEXTPOWER INC | NXT | 65290E101 | $4.4M | 1.84% | 37,253 | SH |
| 26 | ARISTA NETWORKS INC | ANET | 040413205 | $4.3M | 1.80% | 25,594 | SH |
| 27 | CALIFORNIA WTR SVC GROUP | CWT | 130788102 | $4.2M | 1.73% | 85,841 | SH |
| 28 | SAP SE | SAP | 803054204 | $4.1M | 1.69% | 26,402 | SH |
| 29 | UNITED NAT FOODS INC | UNFI | 911163103 | $4.0M | 1.64% | 86,532 | SH |
| 30 | STRIDE INC | LRN | 86333M108 | $3.9M | 1.63% | 45,596 | SH |
| 31 | LEMONADE INC | LMND | 52567D107 | $3.8M | 1.56% | 57,721 | SH |
| 32 | NATERA INC | NTRA | 632307104 | $3.6M | 1.50% | 13,301 | SH |
| 33 | CLOUDFLARE INC | NET | 18915M107 | $3.5M | 1.45% | 14,302 | SH |
| 34 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $3.2M | 1.33% | 46,731 | SH |
| 35 | FRESENIUS MEDICAL CARE AG | FMS | 358029106 | $3.1M | 1.28% | 136,769 | SH |
| 36 | XYLEM INC | XYL | 98419M100 | $2.9M | 1.20% | 24,476 | SH |
| 37 | MUELLER WTR PRODS INC | MWA | 624758108 | $2.8M | 1.18% | 110,327 | SH |
| 38 | CORE & MAIN INC | CNM | 21874C102 | $2.8M | 1.18% | 58,907 | SH |
| 39 | ADVANCED ENERGY INDS | AEIS | 007973100 | $2.5M | 1.05% | 6,768 | SH |
| 40 | IMMUNITYBIO INC | IBRX | 45256X103 | $2.4M | 0.98% | 270,167 | SH |
| 41 | NATURAL GROCERS BY VITAMIN | NGVC | 63888U108 | $2.1M | 0.89% | 69,193 | SH |
| 42 | AUTODESK INC | ADSK | 052769106 | $2.0M | 0.81% | 10,092 | SH |
| 43 | CRANE NXT CO | CXT | 224441105 | $1.9M | 0.79% | 37,119 | SH |
| 44 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $1.9M | 0.78% | 4,093 | SH |
| 45 | SUNRUN INC | RUN | 86771W105 | $1.8M | 0.74% | 133,102 | SH |
| 46 | CAPITOL SER TR | HTUS | 14064D519 | $1.8M | 0.73% | 40,087 | SH |
| 47 | TOAST INC | TOST | 888787108 | $1.6M | 0.68% | 59,251 | SH |
| 48 | STMICROELECTRONICS N V | STM | 861012102 | $909.5K | 0.38% | 12,145 | SH |
| 49 | LAM RESEARCH CORP | LRCX | 512807306 | $810.2K | 0.34% | 1,870 | SH |
| 50 | CISCO SYS INC | CSCO | 17275R102 | $733.0K | 0.30% | 6,241 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-03 | $241.4M | 72 | 0001420506-26-001372 |
| 2026-03-31 | 2026-05-08 | $224.9M | 89 | 0001420506-26-000860 |
| 2025-12-31 | 2026-02-09 | $297.9M | 101 | 0001420506-26-000214 |