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NATURAL INVESTMENTS, LLC

Period ended Sep 30, 2026 · Latest filing Nov 6, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $471,255,174

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · COM · 037833100 · shares: $39,782,942
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $29,708,697
  3. MICROSOFT CORP · COM · 594918104 · shares: $25,724,975
  4. ETF SER SOLUTIONS · US VEGA CLIM ETF · 26922A297 · shares: $16,730,137
  5. TIDAL TRUST I · ADASINA SOCIAL · 886364876 · shares: $13,469,120
  6. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $13,016,112
  7. EA SERIES TRUST · STAN SU BETA ETF · 02072L151 · shares: $11,933,993
  8. ISHARES TR · ESG MSCI KLD ETF · 464288570 · shares: $10,937,609
  9. MANAGER DIRECTED PORTFOLIOS · VERT GLB SUST RE · 56170L695 · shares: $10,219,538
  10. VANECK ETF TRUST · GREEN BOND ETF · 92189F171 · shares: $9,764,413

Reported holdings

310 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
VITAL FARMS INCCOM92847W103 — 19,596 shares $181,849
PIMCO MUN INCOME FD IICOM72200W106 — 21,416 shares $140,704
FORD MTR COCOM345370860 — 11,481 shares $138,455
BLACKROCK MUNIASSETS FD INCCOM09254J102 — 14,125 shares $134,894
ALGONQUIN POWER & UTILITIESCOM015857105 — 20,177 shares $101,490
BANCO BRADESCO S ASP ADR PFD NEW059460303 — 24,759 shares $87,152
GRUPO AVAL ACCIONES Y VALORESPONSORED ADS40053W101 — 17,878 shares $86,173
WIPRO LTDSPON ADR 1 SH97651M109 — 50,136 shares $82,724
UP FINTECH HLDG LTDSPONSORED ADS91531W106 — 14,208 shares $65,214
SUNPOWER INCCOM20460L104 — 21,000 shares $6,449