NIA IMPACT ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1815217 · latest 13F-HR filed 2026-05-08

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.

Loading holdings…
AUM

$224.9M

Long-equity book

Holdings

89

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+10 / −22 / ↑12 / ↓56

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VERTIV HOLDINGS CO$1.2M +25.6%
  • IRON MTN INC DEL$782.6K +18.2%
  • STRIDE INC$779.0K +25.4%
  • HA SUSTAINABLE INFRA CAP INC$736.1K +13.6%
  • GSK PLC$504.4K +8.1%
Show all 12

Top Trims

  • APPLE INC-$4.1M -35.5%
  • FIRST SOLAR INC-$4.0M -30.7%
  • ALPHABET INC-$3.2M -72.7%
  • SHOPIFY INC-$3.0M -70.7%
  • NVIDIA CORPORATION-$2.9M -65.2%
Show all 56

New Positions

  • AKAMAI TECHNOLOGIES INC$2.4M
  • FRONTDOOR INC$2.4M
  • IMMUNITYBIO INC$2.1M
  • ARISTA NETWORKS INC$1.9M
  • VALMONT INDS INC$1.8M
Show all 10

Exited Positions

  • PROCTER AND GAMBLE CO$5.9M
  • TELEFONICA S A$3.7M
  • NOVO-NORDISK A S$1.2M
  • INTUITIVE SURGICAL INC$850.7K
  • THERMO FISHER SCIENTIFIC INC$694.9K
Show all 22
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 VANGUARD INDEX FDS VTI 922908769 $14.0M 6.22% 43,575 SH
2 FIRST SOLAR INC FSLR 336433107 $9.1M 4.05% 46,139 SH
3 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.4M 3.75% 24,960 SH
4 APPLE INC AAPL 037833100 $7.5M 3.32% 29,461 SH
5 NEXTPOWER INC NXT 65290E101 $6.9M 3.08% 57,418 SH
6 GILEAD SCIENCES INC GILD 375558103 $6.9M 3.08% 49,642 SH
7 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $6.9M 3.08% 15,490 SH
8 INTERNATIONAL BUSINESS MACHS IBM 459200101 $6.9M 3.05% 28,291 SH
9 GSK PLC GSK 37733W204 $6.7M 2.98% 121,637 SH
10 HA SUSTAINABLE INFRA CAP INC HASI 41068X100 $6.2M 2.74% 167,649 SH
11 EBAY INC. EBAY 278642103 $6.1M 2.72% 67,114 SH
12 VERTIV HOLDINGS CO VRT 92537N108 $6.0M 2.65% 23,765 SH
13 STANTEC INC STN 85472N109 $5.8M 2.60% 67,592 SH
14 IRON MTN INC DEL IRM 46284V101 $5.1M 2.26% 49,872 SH
15 XYLEM INC XYL 98419M100 $4.6M 2.04% 38,432 SH
16 BROOKFIELD RENEWABLE CORP BEPC 11285B108 $4.5M 2.01% 113,540 SH
17 PALO ALTO NETWORKS INC PANW 697435105 $4.5M 1.99% 27,926 SH
18 BROADCOM INC AVGO 11135F101 $4.5M 1.98% 14,399 SH
19 VITA COCO CO INC COCO 92846Q107 $4.4M 1.94% 90,855 SH
20 SAP SE SAP 803054204 $4.1M 1.82% 23,861 SH
21 LEMONADE INC LMND 52567D107 $4.0M 1.77% 63,645 SH
22 STRIDE INC LRN 86333M108 $3.8M 1.71% 43,587 SH
23 UNITED NAT FOODS INC UNFI 911163103 $3.8M 1.69% 84,357 SH
24 AMALGAMATED FINANCIAL CORP AMAL 022671101 $3.7M 1.67% 96,393 SH
25 ROBINHOOD MKTS INC HOOD 770700102 $3.7M 1.64% 53,153 SH
26 FRESENIUS MEDICAL CARE AG FMS 358029106 $3.3M 1.48% 147,597 SH
27 CLOUDFLARE INC NET 18915M107 $3.3M 1.46% 15,875 SH
28 MUELLER WTR PRODS INC MWA 624758108 $3.3M 1.45% 118,536 SH
29 CORE & MAIN INC CNM 21874C102 $3.2M 1.43% 64,910 SH
30 NATERA INC NTRA 632307104 $2.9M 1.29% 14,547 SH
31 MICROSOFT CORP MSFT 594918104 $2.8M 1.22% 7,440 SH
32 ADVANCED MICRO DEVICES INC AMD 007903107 $2.5M 1.09% 12,072 SH
33 AKAMAI TECHNOLOGIES INC AKAM 00971T101 $2.4M 1.05% 20,578 SH
34 FRONTDOOR INC FTDR 35905A109 $2.4M 1.05% 44,707 SH
35 AUTODESK INC ADSK 052769106 $2.3M 1.03% 9,662 SH
36 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $2.2M 0.96% 4,451 SH
37 IMMUNITYBIO INC IBRX 45256X103 $2.1M 0.92% 268,797 SH
38 GENEDX HOLDINGS CORP WGS 81663L200 $2.0M 0.90% 31,631 SH
39 SUNRUN INC RUN 86771W105 $1.9M 0.86% 143,198 SH
40 ARISTA NETWORKS INC ANET 040413205 $1.9M 0.83% 15,263 SH
41 NATURAL GROCERS BY VITAMIN NGVC 63888U108 $1.8M 0.81% 70,767 SH
42 TOAST INC TOST 888787108 $1.8M 0.79% 67,180 SH
43 HOLOGIC INC HOLX 436440101 $1.8M 0.78% 23,313 SH
44 VALMONT INDS INC VMI 920253101 $1.8M 0.78% 4,388 SH
45 AECOM ACM 00766T100 $1.7M 0.76% 20,078 SH
46 CALIFORNIA WTR SVC GROUP CWT 130788102 $1.6M 0.72% 35,916 SH
47 CRANE NXT CO CXT 224441105 $1.6M 0.72% 39,944 SH
48 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.70% 9,014 SH
49 CAPITOL SER TR HTUS 14064D519 $1.5M 0.68% 40,087 SH
50 ANALOG DEVICES INC ADI 032654105 $1.3M 0.58% 4,089 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $224.9M 89 0001420506-26-000860
2025-12-31 2026-02-09 $297.9M 101 0001420506-26-000214