Fund HoldingsNIA IMPACT ADVISORS, LLC

Total Portfolio Value
$224.91M
Total Bought
$18.36M
Total Sold
$92.89M
Net Transaction
-$74.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AKAMAI TECHNOLOGIES INC(AKAM)020,578+20,57802,3631.05%+2,363
FRONTDOOR INC(FTDR)044,707+44,70702,3631.05%+2,363
IMMUNITYBIO INC(IBRX)0268,797+268,79702,0620.92%+2,062
ARISTA NETWORKS INC(ANET)015,263+15,26301,8740.83%+1,874
VALMONT INDS INC(VMI)04,388+4,38801,7530.78%+1,753
APPLIED MATLS INC03,681+3,68101,2580.56%+1,258
ADVANCED ENERGY INDS03,827+3,82701,2350.55%+1,235
VERTIV HOLDINGS CO(VRT)29,27323,765-5,5084,7435,9552.65%+1,212
IRON MTN INC DEL(IRM)51,97449,872-2,1024,3115,0942.26%+783
STRIDE INC(LRN)043,587+43,58703,8431.71%+3,843
HA SUSTAINABLE INFRA CAP INC(HASI)172,605167,649-4,9565,4256,1612.74%+736
GSK PLC(GSK)126,607121,637-4,9706,2096,7132.98%+504
UNITED NAT FOODS INC(UNFI)98,58884,357-14,2313,3193,8011.69%+482
NEXTPOWER INC74,11757,418-16,6996,4566,9223.08%+465
MUELLER WTR PRODS INC(MWA)123,059118,536-4,5232,9313,2591.45%+327
GILEAD SCIENCES INC(GILD)54,35449,642-4,7126,6716,9193.08%+247
TIM S A(TIMB)08,408+8,40802230.10%+223
CORNING INC(GLW)01,527+1,52702080.09%+208
DIGITAL RLTY TR INC(DLR)01,142+1,14202060.09%+206
BROOKFIELD RENEWABLE CORP(BEPC)113,237113,540+3034,3424,5222.01%+181
STMICROELECTRONICS N V(STM)12,14512,14503154200.19%+105
VODAFONE GROUP PLC(VOD)10,50713,031+2,5241391960.09%+57
LAM RESEARCH CORP(LRCX)2,1181,927-1913634120.18%+49
MERCK & CO INC(MRK)11,81610,503-1,3131,2441,2630.56%+20
CALIFORNIA WTR SVC GROUP(CWT)37,21635,916-1,3001,6131,6280.72%+16
GARMIN LTD(GRMN)1,0961,008-882222340.10%+12
NATURAL GROCERS BY VITAMIN72,82870,767-2,0611,8241,8290.81%+5
VANGUARD INTL EQUITY INDEX F7,5287,212-3165545420.24%-12
REZOLUTE INC10,3590-10,359240-24
PFIZER INC(PFE)16,43413,479-2,9554093780.17%-31
BERKSHIRE HATHAWAY INC DEL1107557180.32%-37
VISA INC(V)866850-163042570.11%-47
ALPHABET INC(GOOG)896783-1132812240.10%-57
CAPITOL SER TR
HULL TACTICAL
40,08740,08701,5911,5300.68%-61
ABBVIE INC(ABBV)2,0111,797-2144603910.17%-69
AMALGAMATED FINANCIAL CORP119,15696,393-22,7633,8173,7471.67%-70
EATON CORP PLC(ETN)1,289876-4134113130.14%-97
QUALCOMM INC(QCOM)2,1871,943-2443742500.11%-124
EBAY INC.(EBAY)71,59667,114-4,4826,2366,1092.72%-127
DESCARTES SYS GROUP INC(DSGX)4,1002,800-1,3003592000.09%-159
AMERICAN WTR WKS CO INC NEW1,5880-1,5882070-207
EMERSON ELEC CO(EMR)1,7240-1,7242290-229
ORMAT TECHNOLOGIES INC(ORA)5,0372,927-2,1105563280.15%-229
CROWN HLDGS INC(CCK)2,2250-2,2252290-229
ADVISORS INNER CIRCLE FD III7,4500-7,4502310-231
ELI LILLY & CO(LLY)2170-2172330-233
CISCO SYS INC(CSCO)9,9206,763-3,1577645250.23%-239
PHILIP MORRIS INTL INC(PM)1,5140-1,5142430-243
CATERPILLAR INC(CAT)821296-5254702100.09%-261
CRANE NXT CO(CXT)40,14439,944-2001,8901,6210.72%-268
VANGUARD INDEX FDS4550-4552850-285
PACCAR INC(PCAR)2,6360-2,6362890-289
CORE & MAIN INC(CNM)67,38564,910-2,4753,5023,2071.43%-295
FRESENIUS MEDICAL CARE AG(FMS)152,962147,597-5,3653,6443,3301.48%-314
JOHNSON & JOHNSON(JNJ)1,5560-1,5563220-322
VITA COCO CO INC(COCO)88,94790,855+1,9084,7154,3531.94%-362
BERKSHIRE HATHAWAY INC DEL8000-8004020-402
ABBOTT LABS3,5560-3,5564460-446
ROPER TECHNOLOGIES INC(ROP)1,0320-1,0324590-459
MARKETAXESS HLDGS INC(MKTX)2,6650-2,6654830-483
NATERA INC(NTRA)14,88714,547-3403,4112,9091.29%-501
TIDAL TRUST I47,30923,500-23,8099604580.20%-502
FLEX LTD(FLEX)8,8170-8,8175330-533
VERALTO CORP(VLTO)5,8440-5,8445830-583
DEXCOM INC(DXCM)9,2890-9,2896170-617
VANGUARD INDEX FDS43,57543,575014,60913,9796.22%-630
SPOTIFY TECHNOLOGY S A(SPOT)4,8414,451-3902,8112,1580.96%-653
TOAST INC(TOST)69,13467,180-1,9542,4551,7810.79%-674
THERMO FISHER SCIENTIFIC INC(TMO)1,1990-1,1996950-695
LEMONADE INC(LMND)65,92063,645-2,2754,6923,9891.77%-703
VEEVA SYS INC(VEEV)5,6292,550-3,0791,2574480.20%-809
SUNRUN INC(RUN)149,684143,198-6,4862,7541,9420.86%-812
AUTODESK INC10,5839,662-9213,1332,3131.03%-819
APTARGROUP INC9,4652,595-6,8701,1543270.15%-827
UNILEVER PLC(UL)21,74710,417-11,3301,4225930.26%-829
ZILLOW GROUP INC(Z)31,19131,243+522,1281,2930.57%-835
INTUITIVE SURGICAL INC1,5020-1,5028510-851
CARRIER GLOBAL CORPORATION(CARR)25,8178,525-17,2921,3644800.21%-884
CLOUDFLARE INC(NET)21,39215,875-5,5174,2173,2761.46%-942
STANTEC INC(STN)72,01767,592-4,4256,7965,8402.60%-956
T-MOBILE US INC(TMUS)9,1063,725-5,3811,8497820.35%-1,067
VERTEX PHARMACEUTICALS INC(VRTX)17,63815,490-2,1487,9966,9173.08%-1,079
NEW YORK TIMES CO MTN BE(NYT)24,2477,102-17,1451,6835950.26%-1,089
NOVO-NORDISK A S(NVO)22,9000-22,9001,1650-1,165
PALO ALTO NETWORKS INC(PANW)30,87727,926-2,9515,6874,4771.99%-1,210
AUTOMATIC DATA PROCESSING IN6,5321,925-4,6071,6803910.17%-1,289
TAIWAN SEMICONDUCTOR MANUFAC(TSM)024,960+24,96008,4353.75%+8,435
CANADIAN NATL RY CO(CNI)20,6016,196-14,4052,0366370.28%-1,400
DANAHER CORP DEL(DHR)9,4113,839-5,5722,1547280.32%-1,426
ROBINHOOD MKTS INC(HOOD)053,153+53,15303,6841.64%+3,684
SAP SE(SAP)24,51023,861-6495,9544,0851.82%-1,868
GENEDX HOLDINGS CORP(WGS)30,63231,631+9993,9842,0310.90%-1,953
MASTERCARD INCORPORATED(MA)4,6941,350-3,3442,6806750.30%-2,005
STRYKER CORPORATION(SYK)8,3072,683-5,6242,9208820.39%-2,038
INTERNATIONAL BUSINESS MACHS(IBM)30,38028,291-2,0898,9996,8573.05%-2,141
XYLEM INC(XYL)49,65638,432-11,2246,7624,5932.04%-2,170
HOLOGIC INC53,05123,313-29,7383,9521,7620.78%-2,190
BROADCOM INC(AVGO)19,32814,399-4,9296,6894,4571.98%-2,233
ANALOG DEVICES INC(ADI)13,0524,089-8,9633,5401,3010.58%-2,239
ROCKWELL AUTOMATION INC(ROK)8,0782,390-5,6883,1438580.38%-2,285
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