NATURAL INVESTMENTS, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$386.6M
Holdings
255
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (255 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 50,369 | $25.1M | 6.48% | |
| 2 | AAPLAPPLE INC | 92,648 | $19.0M | 4.92% | |
| 3 | NVDANVIDIA CORPORATION | 120,006 | $19.0M | 4.90% | |
| 4 | NXTEINVESTMENT MANAGERS SER TR I | 476,210 | $16.2M | 4.19% | |
| 5 | DSIISHARES TR | 99,643 | $11.6M | 2.99% | |
| 6 | JSTCTIDAL TRUST I | 516,504 | $10.2M | 2.64% | |
| 7 | CHGXEA SERIES TRUST | 290,098 | $7.6M | 1.96% | |
| 8 | VEGNETF SER SOLUTIONS | 130,899 | $7.3M | 1.90% | |
| 9 | ABBVABBVIE INC | 38,859 | $7.2M | 1.87% | |
| 10 | HDHOME DEPOT INC | 17,595 | $6.5M | 1.67% | |
| 11 | GOOGLALPHABET INC | 36,166 | $6.4M | 1.65% | |
| 12 | HASIHA SUSTAINABLE INFRA CAP INC | 231,353 | $6.2M | 1.61% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 26,655 | $6.0M | 1.56% | |
| 14 | MAMASTERCARD INCORPORATED | 10,653 | $6.0M | 1.55% | |
| 15 | ABTABBOTT LABS | 38,102 | $5.2M | 1.34% | |
| 16 | AMZNAMAZON COM INC | 20,477 | $4.5M | 1.16% | |
| 17 | JPMJPMORGAN CHASE & CO. | 15,358 | $4.5M | 1.15% | |
| 18 | LLYELI LILLY & CO | 5,538 | $4.3M | 1.12% | |
| 19 | PANWPALO ALTO NETWORKS INC | 20,772 | $4.3M | 1.10% | |
| 20 | NOWSERVICENOW INC | 3,796 | $3.9M | 1.01% | |
| 21 | LINLINDE PLC | 7,808 | $3.7M | 0.95% | |
| 22 | ASMLASML HOLDING N V | 4,136 | $3.3M | 0.86% | |
| 23 | AMTAMERICAN TOWER CORP NEW | 14,907 | $3.3M | 0.85% | |
| 24 | ECLECOLAB INC | 11,746 | $3.2M | 0.82% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 3,184 | $3.2M | 0.82% | |
| 26 | TTTRANE TECHNOLOGIES PLC | 7,181 | $3.1M | 0.81% | |
| 27 | AZNASTRAZENECA PLC | 44,269 | $3.1M | 0.80% | |
| 28 | ETNEATON CORP PLC | 8,505 | $3.0M | 0.79% | |
| 29 | BEPCBROOKFIELD RENEWABLE CORP | 92,137 | $3.0M | 0.78% | |
| 30 | SHOPSHOPIFY INC | 26,056 | $3.0M | 0.78% | |
| 31 | MLB1MERCADOLIBRE INC | 1,113 | $2.9M | 0.75% | |
| 32 | ICEINTERCONTINENTAL EXCHANGE IN | 15,662 | $2.9M | 0.74% | |
| 33 | TRVTRAVELERS COMPANIES INC | 10,346 | $2.8M | 0.72% | |
| 34 | PGPROCTER AND GAMBLE CO | 16,936 | $2.7M | 0.70% | |
| 35 | AXPAMERICAN EXPRESS CO | 8,317 | $2.7M | 0.69% | |
| 36 | VRSKVERISK ANALYTICS INC | 8,454 | $2.6M | 0.68% | |
| 37 | UPSUNITED PARCEL SERVICE INC | 26,014 | $2.6M | 0.68% | |
| 38 | ULUNILEVER PLC | 39,453 | $2.4M | 0.62% | |
| 39 | BFAMBRIGHT HORIZONS FAM SOL IN D | 19,296 | $2.4M | 0.62% | |
| 40 | VGSRMANAGER DIRECTED PORTFOLIOS | 226,836 | $2.4M | 0.61% | |
| 41 | SAPSAP SE | 7,601 | $2.3M | 0.60% | |
| 42 | ETHOAMPLIFY ETF TR | 38,708 | $2.3M | 0.58% | |
| 43 | VVISA INC | 6,306 | $2.2M | 0.58% | |
| 44 | NFLXNETFLIX INC | 1,659 | $2.2M | 0.57% | |
| 45 | ALCALCON AG | 24,971 | $2.2M | 0.57% | |
| 46 | PNCPNC FINL SVCS GROUP INC | 11,741 | $2.2M | 0.57% | |
| 47 | ADSKAUTODESK INC | 6,964 | $2.2M | 0.56% | |
| 48 | MCXMCCORMICK & CO INC | 27,741 | $2.1M | 0.54% | |
| 49 | SONYSONY GROUP CORP | 79,536 | $2.1M | 0.54% | |
| 50 | AWCAMERICAN WTR WKS CO INC NEW | 14,488 | $2.0M | 0.52% | |
| 51 | TMOTHERMO FISHER SCIENTIFIC INC | 4,783 | $1.9M | 0.50% | |
| 52 | OWNSTIDAL TRUST III | 112,989 | $1.9M | 0.50% | |
| 53 | WABWABTEC | 9,075 | $1.9M | 0.49% | |
| 54 | UNPUNION PAC CORP | 8,249 | $1.9M | 0.49% | |
| 55 | XYLXYLEM INC | 14,476 | $1.9M | 0.48% | |
| 56 | CMGCHIPOTLE MEXICAN GRILL INC | 32,965 | $1.9M | 0.48% | |
| 57 | ACNACCENTURE PLC IRELAND | 6,026 | $1.8M | 0.47% | |
| 58 | PEPPEPSICO INC | 13,587 | $1.8M | 0.46% | |
| 59 | GOOGALPHABET INC | 10,109 | $1.8M | 0.46% | |
| 60 | PLDPROLOGIS INC. | 16,427 | $1.7M | 0.45% | |
| 61 | SPYSPDR S&P 500 ETF TR | 2,643 | $1.6M | 0.42% | |
| 62 | FSLRFIRST SOLAR INC | 9,778 | $1.6M | 0.42% | |
| 63 | GRNBVANECK ETF TRUST | 62,688 | $1.5M | 0.39% | |
| 64 | FTSDFRANKLIN ETF TR | 16,703 | $1.5M | 0.39% | |
| 65 | HNMORMAT TECHNOLOGIES INC | 17,926 | $1.5M | 0.39% | |
| 66 | HDBHDFC BANK LTD | 19,557 | $1.5M | 0.39% | |
| 67 | EWBCEAST WEST BANCORP INC | 14,799 | $1.5M | 0.39% | |
| 68 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.38% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 4,848 | $1.4M | 0.37% | |
| 70 | ISRGINTUITIVE SURGICAL INC | 2,481 | $1.3M | 0.35% | |
| 71 | NVONOVO-NORDISK A S | 19,454 | $1.3M | 0.35% | |
| 72 | SHGSHINHAN FINANCIAL GROUP CO L | 28,780 | $1.3M | 0.34% | |
| 73 | MMM3M CO | 8,512 | $1.3M | 0.33% | |
| 74 | FERGFERGUSON ENTERPRISES INC | 5,445 | $1.2M | 0.31% | |
| 75 | ADPAUTOMATIC DATA PROCESSING IN | 3,816 | $1.2M | 0.30% | |
| 76 | CPCANADIAN PACIFIC KANSAS CITY | 14,690 | $1.2M | 0.30% | |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,394 | $1.2M | 0.30% | |
| 78 | JNJJOHNSON & JOHNSON | 7,342 | $1.1M | 0.29% | |
| 79 | LULULULULEMON ATHLETICA INC | 4,650 | $1.1M | 0.29% | |
| 80 | MRKMERCK & CO INC | 13,759 | $1.1M | 0.28% | |
| 81 | SYKSTRYKER CORPORATION | 2,707 | $1.1M | 0.28% | |
| 82 | CSCOCISCO SYS INC | 15,126 | $1.0M | 0.27% | |
| 83 | AMGNAMGEN INC | 3,752 | $1.0M | 0.27% | |
| 84 | KAMOMANAGED PORTFOLIO SERIES | 19,144 | $1.0M | 0.26% | |
| 85 | HLNHALEON PLC | 96,241 | $998K | 0.26% | |
| 86 | YLCOUSDGLOBAL X FDS | 99,343 | $972K | 0.25% | |
| 87 | TELTE CONNECTIVITY PLC | 5,708 | $962K | 0.25% | |
| 88 | BEPBROOKFIELD RENEWABLE PARTNER | 37,671 | $960K | 0.25% | |
| 89 | EHCENCOMPASS HEALTH CORP | 7,719 | $946K | 0.24% | |
| 90 | SHENSHENANDOAH TELECOMMUNICATION | 67,697 | $924K | 0.24% | |
| 91 | NXTNEXTRACKER INC | 16,595 | $902K | 0.23% | |
| 92 | CBCHUBB LIMITED | 3,091 | $895K | 0.23% | |
| 93 | INTUINTUIT | 1,133 | $892K | 0.23% | |
| 94 | NVTNVENT ELECTRIC PLC | 12,159 | $890K | 0.23% | |
| 95 | WCNWASTE CONNECTIONS INC | 4,763 | $889K | 0.23% | |
| 96 | BACBANK AMERICA CORP | 18,543 | $877K | 0.23% | |
| 97 | TXNTEXAS INSTRS INC | 4,174 | $866K | 0.22% | |
| 98 | NGGNATIONAL GRID PLC | 11,484 | $854K | 0.22% | |
| 99 | TJXTJX COS INC NEW | 6,899 | $852K | 0.22% | |
| 100 | GPNGLOBAL PMTS INC | 10,354 | $828K | 0.21% |
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