Fund HoldingsNIA IMPACT ADVISORS, LLC

Total Portfolio Value
$297.94M
Total Bought
$24.18M
Total Sold
$47.33M
Net Transaction
-$23.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BROADCOM INC(AVGO)019,328+19,32806,6892.25%+6,689
NATERA INC(NTRA)014,887+14,88703,4111.14%+3,411
SUNRUN INC(RUN)18,318149,684+131,3663172,7540.92%+2,437
FIRST SOLAR INC(FSLR)50,25350,267+1411,08213,1314.41%+2,049
VERTEX PHARMACEUTICALS INC(VRTX)15,93317,638+1,7056,2407,9962.68%+1,756
GSK PLC(GSK)110,175126,607+16,4324,7556,2092.08%+1,454
UNILEVER PLC(UL)021,747+21,74701,4220.48%+1,422
ADVANCED MICRO DEVICES INC(AMD)23,95023,745-2053,8755,0851.71%+1,210
LEMONADE INC(LMND)66,72365,920-8033,5724,6921.57%+1,121
GILEAD SCIENCES INC(GILD)51,05054,354+3,3045,6676,6712.24%+1,005
VITA COCO CO INC(COCO)93,55988,947-4,6123,9734,7151.58%+742
ATLASSIAN CORPORATION15,20519,209+4,0042,4283,1141.05%+686
ALPHABET INC(GOOG)15,19813,994-1,2043,6954,3801.47%+685
GENEDX HOLDINGS CORP(WGS)31,87530,632-1,2433,4343,9841.34%+550
AMALGAMATED FINANCIAL CORP0119,156+119,15603,8171.28%+3,817
VERTIV HOLDINGS CO(VRT)29,09329,273+1804,3894,7431.59%+354
INTERNATIONAL BUSINESS MACHS(IBM)30,67430,380-2948,6558,9993.02%+344
UNITED NAT FOODS INC(UNFI)79,58498,588+19,0042,9943,3191.11%+326
ANALOG DEVICES INC(ADI)13,09913,052-473,2183,5401.19%+321
VANGUARD INDEX FDS43,57543,575014,30014,6094.90%+309
APPLE INC(AAPL)44,32142,612-1,70911,28611,5853.89%+299
ROCKWELL AUTOMATION INC(ROK)8,1758,078-972,8573,1431.05%+285
DANAHER CORPORATION(DHR)9,4579,411-461,8752,1540.72%+279
SHOPIFY INC(SHOP)26,88026,532-3483,9954,2711.43%+276
NEW YORK TIMES CO(NYT)24,88724,247-6401,4291,6830.56%+255
HA SUSTAINABLE INFRA CAP INC(HASI)168,527172,605+4,0785,1745,4251.82%+251
ELI LILLY & CO(LLY)0217+21702330.08%+233
EMERSON ELEC CO(EMR)01,724+1,72402290.08%+229
MERCK & CO INC(MRK)12,09511,816-2791,0151,2440.42%+229
BROOKFIELD RENEWABLE CORP(BEPC)120,763113,237-7,5264,1574,3421.46%+185
INTUITIVE SURGICAL INC1,4991,502+36708510.29%+180
CATERPILLAR INC(CAT)651821+1703114700.16%+160
HOLOGIC INC57,02653,051-3,9753,8493,9521.33%+103
CISCO SYS INC(CSCO)9,6719,920+2496627640.26%+102
NEXTPOWER INC86,01474,117-11,8976,3646,4562.17%+92
LAM RESEARCH CORP(LRCX)2,0262,118+922713630.12%+91
CANADIAN NATL RY CO(CNI)20,65120,601-501,9472,0360.68%+89
ABBVIE INC(ABBV)1,6562,011+3553834600.15%+76
ALPHABET INC(GOOG)851896+452072810.09%+74
THERMO FISHER SCIENTIFIC INC(TMO)1,2851,199-866236950.23%+72
ORMAT TECHNOLOGIES INC(ORA)5,0375,03704855560.19%+72
QUALCOMM INC(QCOM)1,8832,187+3043133740.13%+61
PFIZER INC(PFE)13,97316,434+2,4613564090.14%+53
JOHNSON & JOHNSON(JNJ)1,5321,556+242843220.11%+38
PACCAR INC(PCAR)2,6312,636+52592890.10%+30
FLEX LTD(FLEX)8,8178,81705115330.18%+22
VODAFONE GROUP PLC NEW(VOD)10,50710,50701221390.05%+17
CROWN HLDGS INC(CCK)2,2252,22502152290.08%+14
VANGUARD INDEX FDS447455+82742850.10%+12
ADVISORS INNER CIRCLE FD III7,4507,45002232310.08%+8
BERKSHIRE HATHAWAY INC DEL1107547550.25%+1
BERKSHIRE HATHAWAY INC DEL80080004024020.13%-0
PHILIP MORRIS INTL INC(PM)1,5141,51402462430.08%-3
AMERICAN WTR WKS CO INC NEW1,5881,58802212070.07%-14
TIDAL TRUST I48,13447,309-8259799600.32%-19
EATON CORP PLC(ETN)1,1501,289+1394304110.14%-20
DEXCOM INC(DXCM)9,5109,289-2216406170.21%-23
STMICROELECTRONICS N V(STM)12,14512,14503433150.11%-28
ABBOTT LABS3,5383,556+184744460.15%-28
VERALTO CORP(VLTO)5,7395,844+1056125830.20%-29
DESCARTES SYS GROUP INC(DSGX)4,2004,100-1003963590.12%-36
VISA INC(V)1,000866-1343413040.10%-38
MASTERCARD INCORPORATED(MA)4,7854,694-912,7222,6800.90%-42
GARMIN LTD(GRMN)1,0941,096+22692220.07%-47
ROPER TECHNOLOGIES INC(ROP)1,0311,032+15144590.15%-55
VANGUARD INTL EQUITY INDEX F8,5287,528-1,0006095540.19%-55
CORE & MAIN INC(CNM)66,43767,385+9483,5763,5021.18%-74
REZOLUTE INC11,45410,359-1,095108240.01%-83
NOVO-NORDISK A S(NVO)22,90022,90001,2711,1650.39%-106
TOAST INC(TOST)70,19669,134-1,0622,5632,4550.82%-108
APTARGROUP INC9,4659,46501,2651,1540.39%-111
CALIFORNIA WTR SVC GROUP(CWT)37,61137,216-3951,7261,6130.54%-113
MARKETAXESS HLDGS INC(MKTX)3,4402,665-7755994830.16%-116
CARRIER GLOBAL CORPORATION(CARR)26,20625,817-3891,5641,3640.46%-200
STRYKER CORPORATION(SYK)8,5458,307-2383,1592,9200.98%-239
CAPITOL SER TR
HULL TACTICAL
43,56340,087-3,4761,8581,5910.53%-267
AUTOMATIC DATA PROCESSING IN6,6806,532-1481,9611,6800.56%-280
CLOUDFLARE INC(NET)21,15521,392+2374,5404,2171.42%-322
NVIDIA CORPORATION(NVDA)25,98824,237-1,7514,8494,5201.52%-329
ZILLOW GROUP INC(Z)33,37031,191-2,1792,4842,1280.71%-356
MUELLER WTR PRODS INC(MWA)130,910123,059-7,8513,3412,9310.98%-410
PROCTER AND GAMBLE CO(PG)41,43341,454+216,3665,9411.99%-425
VEEVA SYS INC(VEEV)5,7195,629-901,7041,2570.42%-447
AUTODESK INC11,36910,583-7863,6113,1331.05%-479
EBAY INC.(EBAY)74,60871,596-3,0126,7866,2362.09%-550
T-MOBILE US INC(TMUS)10,0689,106-9622,4101,8490.62%-561
FRESENIUS MEDICAL CARE AG(FMS)163,587152,962-10,6254,3073,6441.22%-664
SPOTIFY TECHNOLOGY S A(SPOT)5,1264,841-2853,5782,8110.94%-767
CRANE NXT CO(CXT)41,38240,144-1,2382,7761,8900.63%-886
XYLEM INC(XYL)51,95349,656-2,2977,6636,7622.27%-901
SAP SE(SAP)25,70024,510-1,1906,8675,9542.00%-913
MICROSOFT CORP(MSFT)11,99910,879-1,1206,2155,2611.77%-954
PALO ALTO NETWORKS INC(PANW)030,877+30,87705,6871.91%+5,687
IRON MTN INC DEL(IRM)53,16751,974-1,1935,4204,3111.45%-1,109
HONEST CO INC306,6610-306,6611,1290-1,129
TELEFONICA S A(TEFOF)973,233904,617-68,6164,9443,6641.23%-1,280
NATURAL GROCERS BY VITAMIN C78,92872,828-6,1003,1571,8240.61%-1,333
STANTEC INC(STN)072,017+72,01706,7962.28%+6,796
SYLVAMO CORP(SLVM)31,0820-31,0821,3740-1,374
UNILEVER PLC(UL)24,4840-24,4841,4510-1,451
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