NATURAL INVESTMENTS, LLC

RIA/Wealth

NATURAL INVESTMENTS, LLC is a RIA/Wealth led by Christopher James Peck, managing $2.2B across 188 long positions as of Q3 2025 with 85% Financial Services concentration, 91% concentrated in top 10 holdings, 83% allocation to BRK.A, and minimal technology exposure.

CCOChristopher James Peck

Portfolio Value: $2.2B
Positions: 188
Top Holding: BRK.A at 82.91%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in NATURAL INVESTMENTS, LLC's portfolio (91% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$1.8B	82.91%	+$1.8B Bought	0.17% 2.4K shares	Q1 2025 Held for 8 months
2 iShares S&P 100 OEF	ETF ETF	$56.1M	2.59%	+$55.5M Bought	— 168.6K shares	Q2 2025 Held for 5 months
3 Microsoft MSFT	Software - Infrastructure Technology	$25.9M	1.20%	-$235.7K Sold	0.00% 49.9K shares	Q4 2024 Held for 11 months
4 Apple AAPL	Consumer Electronics Technology	$23.5M	1.09%	-$61.1K Sold	0.00% 92.4K shares	Q4 2024 Held for 11 months
5 Nvidia NVDA	Semiconductors Technology	$22.4M	1.04%	-$1.5K Sold	0.00% 120.0K shares	Q4 2024 Held for 11 months
6 Alpha Architect U.S. Quantitative Value QVAL	ETF ETF	$13.2M	0.61%	+$13.2M New	— 283.8K shares	Q3 2025 Held for 2 months
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$11.1M	0.51%	+$8.7M Bought	0.00% 45.6K shares	Q4 2024 Held for 11 months
8 AbbVie ABBV	Drug Manufacturers - General Healthcare	$9.0M	0.42%	-$1.4K Sold	0.00% 38.9K shares	Q4 2024 Held for 11 months
9 Hannon Armstrong Sustainable Infrastructure Capital HASI	REIT - Specialty Real Estate	$7.1M	0.33%	-$4.7K Sold	0.19% 231.2K shares	Q4 2024 Held for 11 months
10 Home Depot HD	Home Improvement Consumer Cyclical	$7.1M	0.33%	-$51.9K Sold	0.00% 17.5K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NATURAL INVESTMENTS, LLC's latest filing

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Market Value

$2.2B

Prior: $341.2M

Q/Q Change

+533.95%

+$1.8B

Net Flows % of MV

+83.5%

Turnover Ratio

45.98%

New Purchases

28 stocks

$38.5M

Added To

71 stocks

+$1.9B

Sold Out Of

57 stocks

$84.9M

Reduced Holdings

77 stocks

-$5.3M

Increased Positions

Position	Shares Δ	Change
1 Alpha Architect U.S. Quantitative Value QVAL	New	0 → 283.8K +$13.2M
2 WOMN Impact Shares YWCA Women's Empowerment WOMN	New	0 → 143.3K +$5.8M
3 VanEck Gold Miners GDX	New	0 → 63.7K +$4.9M
4 Amplify Online Retail IBUY	New	0 → 37.7K +$2.9M
5 Invesco Aerospace & Defense PPA	New	0 → 16.8K +$2.6M

Decreased Positions

Position	Shares Δ	Change
1 AXS Green Alpha NXTE	Sold	476.2K → 0 −$16.2M
2 iShares MSCI KLD 400 Social ETF DSI	Sold	99.6K → 0 −$11.6M
3 Adasina Social Justice All Cap Global JSTC	Sold	516.5K → 0 −$10.2M
4 US Vegan Climate VEGN	Sold	130.9K → 0 −$7.3M
5 Alphabet Inc. GOOGL	Sold	36.2K → 0 −$6.4M

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Analytics

Portfolio insights and performance metrics for NATURAL INVESTMENTS, LLC

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Sector Allocation

Financial Services

84.60%

ETF

4.50%

Technology

4.20%

Healthcare

1.60%

Industrials

1.20%

Consumer Cyclical

1.00%

Communication Services

0.80%

Real Estate

0.60%

Consumer Defensive

0.60%

Utilities

0.30%

Basic Materials

0.30%

Energy

0.20%

Market Cap Distribution

Mega Cap (> $200B)

89.98%

Large Cap ($10B - $200B)

4.77%

Mid Cap ($2B - $10B)

0.66%

Small Cap ($300M - $2B)

0.08%

N/A (ETF or Unknown)

4.50%

Portfolio Concentration

Top 10 Holdings %

91.02%

Top 20 Holdings %

93.14%

Top 50 Holdings %

96.38%

Top 100 Holdings %

98.57%