Fund Holdings

NATURAL INVESTMENTS, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES TR098,413+98,413012,3953.07%+12,395
TIDAL TRUST I0526,223+526,223010,6982.65%+10,698
INVESTMENT MANAGERS SER TR I0231,101+231,10108,8832.20%+8,883
ALPHABET INC(GOOG)035,514+35,51408,6332.14%+8,633
ETF SER SOLUTIONS0140,374+140,37408,3462.07%+8,346
EA SERIES TRUST0283,777+283,77707,7481.92%+7,748
MANAGER DIRECTED PORTFOLIOS0648,776+648,77606,9091.71%+6,909
APPLE INC(AAPL)92,64892,408-24019,00823,5295.83%+4,521
PALO ALTO NETWORKS INC(PANW)020,784+20,78404,2311.05%+4,231
SHOPIFY INC(SHOP)024,718+24,71803,6730.91%+3,673
NVIDIA CORPORATION(NVDA)120,006119,998-818,95922,3895.55%+3,430
TIDAL TRUST III0143,324+143,32402,4920.62%+2,492
AMPLIFY ETF TR037,690+37,69002,4000.60%+2,400
MCCORMICK & CO INC(MKC)027,821+27,82101,8610.46%+1,861
ABBVIE INC(ABBV)38,85938,853-67,2138,9952.23%+1,782
VANECK ETF TRUST063,705+63,70501,5560.39%+1,556
ORMAT TECHNOLOGIES INC(ORA)014,115+14,11501,3580.34%+1,358
BERKSHIRE HATHAWAY INC DEL02,376+2,37601,1940.30%+1,194
ASML HOLDING N V4,1364,572+4363,3144,4261.10%+1,112
GLOBAL X FDS032,772+32,77201,0430.26%+1,043
HA SUSTAINABLE INFRA CAP INC(HASI)231,353231,200-1536,2147,0971.76%+883
INVESCO EXCH TRADED FD TR II019,912+19,91208680.22%+868
LEGG MASON ETF INVT010,222+10,22208520.21%+852
GLOBAL PMTS INC(GPN)09,854+9,85408180.20%+818
MANAGED PORTFOLIO SERIES015,342+15,34208170.20%+817
MICROSOFT CORP(MSFT)50,36949,914-45525,05425,8536.41%+799
ALIBABA GROUP HLDG LTD(BABA)04,088+4,08807300.18%+730
TAIWAN SEMICONDUCTOR MFG LTD(TSM)26,65524,139-2,5166,0376,7411.67%+704
ALPHABET INC(GOOG)10,10910,115+61,7932,4630.61%+670
HOME DEPOT INC(HD)17,59517,467-1286,4517,0771.75%+626
SPROUTS FMRS MKT INC(SFM)05,644+5,64406140.15%+614
NUSHARES ETF TR016,178+16,17806080.15%+608
ISHARES TR06,333+6,33306020.15%+602
ISHARES TR036,662+36,66205670.14%+567
BOOKING HOLDINGS INC(BKNG)0101+10105440.13%+544
ISHARES TR010,493+10,49305360.13%+536
FIRST TR EXCHANGE-TRADED FD04,450+4,45004990.12%+499
PRAXIS FDS013,913+13,91304980.12%+498
MORGAN STANLEY ETF TRUST09,574+9,57404850.12%+485
ISHARES TR010,139+10,13904810.12%+481
MORGAN STANLEY ETF TRUST05,797+5,79704590.11%+459
UNITED RENTALS INC(URI)8261,120+2946221,0690.27%+447
VANGUARD SCOTTSDALE FDS07,183+7,18304310.11%+431
NUSHARES ETF TR018,833+18,83304220.10%+422
ISHARES TR03,061+3,06104150.10%+415
VANGUARD WORLD FD01,032+1,03204150.10%+415
ISHARES TR01,695+1,69504100.10%+410
INVESCO EXCHANGE TRADED FD T08,305+8,30503950.10%+395
JPMORGAN CHASE & CO.(JPM)15,35815,326-324,4524,8341.20%+382
NUSHARES ETF TR013,876+13,87603800.09%+380
MORGAN STANLEY ETF TRUST04,611+4,61103770.09%+377
MORGAN STANLEY ETF TRUST05,660+5,66003590.09%+359
SSGA ACTIVE TR012,279+12,27903570.09%+357
PIMCO ETF TR03,568+3,56803520.09%+352
FIRST TR EXCHANGE-TRADED FD08,038+8,03803370.08%+337
NEXTRACKER INC16,59516,750+1559021,2390.31%+337
NUSHARES ETF TR07,643+7,64303370.08%+337
DIMENSIONAL ETF TRUST08,569+8,56903300.08%+330
GLOBAL X FDS03,962+3,96203210.08%+321
ASTRAZENECA PLC(AZN)44,26944,472+2033,0933,4110.85%+318
FIRST TR EXCHANGE TRADED FD02,054+2,05403100.08%+310
ISHARES TR0464+46403100.08%+310
NVENT ELECTRIC PLC(NVT)12,15912,113-468901,1940.30%+304
MARSH & MCLENNAN COS INC(MRSH)01,498+1,49803010.07%+301
VANGUARD WORLD FD02,541+2,54103000.07%+300
NUSHARES ETF TR08,136+8,13602900.07%+290
VANGUARD WORLD FD04,153+4,15302880.07%+288
TE CONNECTIVITY PLC(TEL)5,7085,688-209621,2480.31%+286
EBAY INC.(EBAY)02,894+2,89402630.07%+263
TESLA INC(TSLA)0571+57102530.06%+253
NUSHARES ETF TR011,592+11,59202520.06%+252
INVESCO EXCHANGE TRADED FD T08,543+8,54302460.06%+246
XYLEM INC(XYL)14,47614,364-1121,8722,1180.53%+246
MORGAN STANLEY ETF TRUST03,532+3,53202410.06%+241
JOHNSON & JOHNSON(JNJ)7,3427,294-481,1211,3520.34%+231
SYNOPSYS INC(SNPS)0461+46102270.06%+227
SONY GROUP CORP(SONY)79,53679,442-942,0702,2870.57%+217
NUSHARES ETF TR02,166+2,16602150.05%+215
ROSS STORES INC(ROST)01,392+1,39202120.05%+212
SPDR SERIES TRUST03,846+3,84602120.05%+212
VANGUARD INDEX FDS0633+63302070.05%+207
JOHNSON CTLS INTL PLC01,864+1,86402040.05%+204
SEAGATE TECHNOLOGY HLDNGS PL0849+84902000.05%+200
AMPHENOL CORP NEW7,4807,488+87389260.23%+188
FORD MTR CO(F)015,498+15,49801850.05%+185
WASTE CONNECTIONS INC(WCN)4,7636,018+1,2558891,0570.26%+168
BROADCOM INC(AVGO)2,8702,883+137909500.24%+160
EATON CORP PLC(ETN)8,5058,529+243,0363,1920.79%+156
FIRST SOLAR INC(FSLR)9,7787,999-1,7791,6181,7630.44%+145
SHINHAN FINANCIAL GROUP CO L(SHG)28,78028,658-1221,3001,4430.36%+143
CREDICORP LTD(BAP)3,2393,23907238620.21%+139
FRANKLIN TEMPLETON HOLDINGS(FGDL)8,2829,728+1,4463645020.12%+138
PROLOGIS INC.(PLD)16,42716,273-1541,7261,8630.46%+137
ORACLE CORP(ORCL)2,4192,363-565286640.16%+136
LAM RESEARCH CORP(LRCX)3,3293,408+793244560.11%+132
BLACKROCK TAX MUNICPAL BD TR(BBN)46,02252,520+6,4987418710.22%+130
SPDR S&P 500 ETF TR(SPY)2,6432,646+31,6321,7620.44%+130
TJX COS INC NEW(TJX)6,8996,781-1188529800.24%+128
INTEL CORP(INTC)11,90811,544-3642663870.10%+121
AMERICAN EXPRESS CO(AXP)8,3178,320+32,6522,7630.69%+111
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