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.
$224.9M
Long-equity book
89
Distinct positions
2026-03-31
Filed 2026-05-08
+10 / −22 / ↑12 / ↓56
vs 2025-12-31
| 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%
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%
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
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
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 |
| 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 |