Fund HoldingsNIA IMPACT ADVISORS, LLC

Total Portfolio Value
$301.18M
Total Bought
$16.35M
Total Sold
$17.06M
Net Transaction
-$715.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
IRON MTN INC DEL(IRM)72,09769,725-2,3726,4618,2852.75%+1,824
SIMPSON MFG INC(SSD)89,06787,429-1,63815,01016,7235.55%+1,712
FORTINET INC(FTNT)076,383+76,38305,9231.97%+5,923
AMALGAMATED FINANCIAL CORP221,394226,468+5,0746,0667,1042.36%+1,038
STRIDE INC(LRN)75,38074,392-9885,3146,3462.11%+1,032
APPLE INC(AAPL)50,10849,358-75010,55411,5003.82%+947
INTERNATIONAL BUSINESS MACHS(IBM)041,526+41,52609,1813.05%+9,181
GILEAD SCIENCES INC(GILD)71,43369,459-1,9744,9015,8231.93%+922
AECOM(ACM)068,261+68,26107,0492.34%+7,049
FIRST SOLAR INC(FSLR)33,12133,595+4747,4678,3802.78%+912
SAP SE(SAP)31,80931,884+756,4167,3052.43%+888
DUOLINGO INC(DUOL)10,55010,739+1892,2013,0291.01%+827
THERMO FISHER SCIENTIFIC INC(TMO)8,6929,084+3924,8075,6191.87%+812
NATURAL GROCERS BY VITAMIN C027,290+27,29008100.27%+810
VANGUARD INDEX FDS44,42944,429011,88512,5814.18%+695
CARLISLE COS INC(CSL)16,30116,220-816,6057,2952.42%+690
TELEFONICA S A(TEFOF)865,893881,687+15,7943,6454,2851.42%+640
SYLVAMO CORP(SLVM)33,49533,922+4272,2982,9120.97%+614
MUELLER WTR PRODS INC(MWA)112,708121,216+8,5082,0202,6300.87%+611
HA SUSTAINABLE INFRA CAP INC(HASI)118,705119,450+7453,5144,1171.37%+604
SUNRUN INC(RUN)92,37891,782-5961,0961,6580.55%+562
ZILLOW GROUP INC(Z)31,34731,853+5061,4121,9730.65%+561
CARRIER GLOBAL CORPORATION(CARR)28,95128,95101,8262,3300.77%+504
BROOKFIELD RENEWABLE CORP(BEPC)112,872112,935+633,2033,6881.22%+485
XYLEM INC(XYL)56,54460,262+3,7187,6698,1372.70%+468
HOLOGIC INC53,13653,238+1023,9454,3371.44%+391
BORGWARNER INC51,89456,379+4,4851,6732,0460.68%+373
RADIUS RECYCLING INC0114,930+114,93002,1310.71%+2,131
PROCTER AND GAMBLE CO(PG)41,97741,777-2006,9237,2362.40%+313
DANAHER CORPORATION(DHR)9,6259,774+1492,4052,7170.90%+313
HAIN CELESTIAL GROUP INC68,08088,849+20,7694707670.25%+296
AUTOMATIC DATA PROCESSING IN7,1557,15501,7081,9800.66%+272
CATERPILLAR INC(CAT)0651+65102550.08%+255
ENPHASE ENERGY INC(ENPH)3,0934,938+1,8453085580.19%+250
UNILEVER PLC(UL)24,02524,054+291,3211,5630.52%+241
PLDT INC(PHI)82,99384,481+1,4882,0382,2710.75%+233
AUTODESK INC8,1198,105-142,0092,2330.74%+224
T-MOBILE US INC(TMUS)11,72811,078-6502,0662,2860.76%+220
ORGANON & CO(OGN)159,980184,503+24,5233,3123,5301.17%+218
CALIFORNIA WTR SVC GROUP(CWT)37,53237,550+181,8202,0360.68%+216
STARBUCKS CORP(SBUX)02,202+2,20202150.07%+215
PHILIP MORRIS INTL INC(PM)01,680+1,68002040.07%+204
GARMIN LTD(GRMN)01,152+1,15202030.07%+203
ADVISORS INNER CIRCLE FD III07,450+7,45002030.07%+203
ISHARES TR01,865+1,86502030.07%+203
TOAST INC(TOST)64,38065,324+9441,6591,8490.61%+190
APTARGROUP INC9,5709,590+201,3481,5360.51%+189
STRYKER CORPORATION(SYK)9,5609,480-803,2533,4251.14%+172
CLOUDFLARE INC(NET)36,25238,995+2,7433,0033,1541.05%+152
VEEVA SYS INC(VEEV)6,1196,019-1001,1201,2630.42%+143
VERALTO CORP(VLTO)4,8635,408+5454646050.20%+141
NEW YORK TIMES CO(NYT)24,98725,287+3001,2801,4080.47%+128
ADVANCED MICRO DEVICES INC(AMD)20,24420,765+5213,2843,4071.13%+123
TIDAL ETF TR66,07566,626+5511,1451,2570.42%+112
CAPITOL SER TR
HULL TACTICAL
43,56343,56301,8041,9150.64%+111
MASTERCARD INCORPORATED(MA)6,0105,585-4252,6512,7580.92%+107
NEXTRACKER INC36,59648,449+11,8531,7161,8160.60%+100
ABBVIE INC(ABBV)1,9902,210+2203414360.14%+95
MARKETAXESS HLDGS INC(MKTX)4,0653,545-5208159080.30%+93
INTUITIVE SURGICAL INC1,7701,766-47878680.29%+80
BERKSHIRE HATHAWAY INC DEL1106126910.23%+79
ANALOG DEVICES INC(ADI)13,07713,265+1882,9853,0531.01%+68
ABBOTT LABS3,5023,707+2053644230.14%+59
VANECK ETF TRUST64,35364,414+612,9633,0201.00%+57
CISCO SYS INC(CSCO)7,7537,984+2313684250.14%+57
VANGUARD INDEX FDS2,6602,66005806310.21%+51
BERKSHIRE HATHAWAY INC DEL80080003253680.12%+43
FLEX LTD(FLEX)9,6959,69502863240.11%+38
VANGUARD INTL EQUITY INDEX F8,5288,52805005370.18%+37
VITA COCO CO INC(COCO)62,85463,035+1811,7501,7850.59%+34
TESLA INC(TSLA)5,6164,377-1,2391,1111,1450.38%+34
EATON CORP PLC(ETN)1,5201,527+74775060.17%+30
AMERICAN WTR WKS CO INC NEW1,6361,63602112390.08%+28
DESCARTES SYS GROUP INC(DSGX)4,2004,20004074320.14%+26
ISHARES TR
MSCI USA QLT FCT
2,9942,99405115370.18%+26
JOHNSON & JOHNSON(JNJ)1,8821,832-502752970.10%+22
ISHARES TR1,3741,37402502710.09%+21
PFIZER INC(PFE)8,1458,469+3242282450.08%+17
ISHARES TR1,3631,36304975120.17%+15
AMAZON COM INC(AMZN)1,1491,269+1202222360.08%+14
ILLUMINA INC(ILMN)4,0233,323-7004204330.14%+13
INVESCO QQQ TR75075003593660.12%+7
REGENERON PHARMACEUTICALS(REGN)199205+62092160.07%+6
TAIWAN SEMICONDUCTOR MFG LTD(TSM)52,65052,722+729,1519,1563.04%+5
ALPHABET INC(GOOG)1,2251,373+1482252300.08%+5
CANADIAN NATL RY CO(CNI)21,60821,822+2142,5532,5560.85%+4
CROWN HLDGS INC(CCK)2,8252,225-6002102130.07%+3
ISHARES TR
ULTRA SHORT DUR
8,9358,93504514530.15%+2
AMN HEALTHCARE SVCS INC39,27847,309+8,0312,0122,0050.67%-7
ROPER TECHNOLOGIES INC(ROP)1,2521,25207066970.23%-9
VISA INC(V)1,4001,300-1003673570.12%-10
HORIZON TECHNOLOGY FIN CORP12,58812,901+3131521370.05%-14
QUALCOMM INC(QCOM)1,3261,439+1132642450.08%-19
ORMAT TECHNOLOGIES INC(ORA)5,7375,037-7004113880.13%-24
SUNPOWER CORP29,1090-29,109860-86
PACCAR INC(PCAR)3,3812,631-7503482600.09%-88
ROCKWELL AUTOMATION INC(ROK)8,6488,530-1182,3812,2900.76%-91
STEELCASE INC176,658161,093-15,5652,2892,1730.72%-116
MERCK & CO INC(MRK)13,44113,521+801,6641,5350.51%-129
NIKE INC(NKE)15,62711,825-3,8021,1781,0450.35%-132
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