NATURAL INVESTMENTS, LLC Portfolio Holdings
Q3 2025•188 long positions•$2.2B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding245 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $1.8B 82.91% | +$1.8B Bought | 0.165% 2.4K shares | 2.0 → 2.4K +$1.8B | +118,800.0% | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $56.1M 2.59% | +$55.5M Bought | — 168.6K shares | 1.8K → 168.6K +$55.5M | +9,135.54% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $25.9M 1.2% | -$235.7K Sold | 0.001% 49.9K shares | 50.4K → 49.9K −$235.7K | -0.9% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $23.5M 1.09% | -$61.1K Sold | 0.001% 92.4K shares | 92.6K → 92.4K −$61.1K | -0.26% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $22.4M 1.04% | -$1.5K Sold | 0.0% 120.0K shares | 120.0K → 120.0K −$1.5K | -0.01% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $13.2M 0.612% | +$13.2M New | — 283.8K shares | 0 → 283.8K +$13.2M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $11.1M 0.514% | +$8.7M Bought | 0.0% 45.6K shares | 10.1K → 45.6K +$8.7M | +351.37% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $9.0M 0.416% | -$1.4K Sold | 0.002% 38.9K shares | 38.9K → 38.9K −$1.4K | -0.02% | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $7.1M 0.328% | -$4.7K Sold | 0.186% 231.2K shares | 231.4K → 231.2K −$4.7K | -0.07% | $3.8B Mid Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $7.1M 0.327% | -$51.9K Sold | 0.002% 17.5K shares | 17.6K → 17.5K −$51.9K | -0.73% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $6.0M 0.275% | -$108.6K Sold | 0.001% 10.5K shares | 10.7K → 10.5K −$108.6K | -1.79% | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 0.269% | +$5.8M New | — 143.3K shares | 0 → 143.3K +$5.8M | New | — — | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $5.1M 0.236% | +$1.9K Bought | 0.002% 38.1K shares | 38.1K → 38.1K +$1.9K | +0.04% | $233.12B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 0.225% | +$4.9M New | — 63.7K shares | 0 → 63.7K +$4.9M | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $4.8M 0.223% | -$10.1K Sold | 0.001% 15.3K shares | 15.4K → 15.3K −$10.1K | -0.21% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $4.6M 0.211% | +$68.5K Bought | 0.0% 20.8K shares | 20.5K → 20.8K +$68.5K | +1.52% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $4.1M 0.19% | -$124.4K Sold | 0.001% 5.4K shares | 5.5K → 5.4K −$124.4K | -2.94% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
Chemicals - Specialty Basic Materials | $3.7M 0.172% | +$4.8K Bought | 0.002% 7.8K shares | 7.8K → 7.8K +$4.8K | +0.13% | $222.73B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $3.5M 0.162% | +$12.0K Bought | 0.002% 3.8K shares | 3.8K → 3.8K +$12.0K | +0.34% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $3.3M 0.154% | +$471.8K Bought | 0.004% 17.4K shares | 14.9K → 17.4K +$471.8K | +16.46% | $90.1B Large Cap | Q4 2024 Held for 11 months | |
Chemicals - Specialty Basic Materials | $3.2M 0.149% | +$6.0K Bought | 0.004% 11.8K shares | 11.7K → 11.8K +$6.0K | +0.19% | $77.7B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $3.2M 0.148% | +$9.0K Bought | 0.002% 8.5K shares | 8.5K → 8.5K +$9.0K | +0.28% | $145.70B Large Cap | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $3.1M 0.144% | -$50.7K Sold | 0.05% 90.7K shares | 92.1K → 90.7K −$50.7K | -1.6% | $6.2B Mid Cap | Q4 2024 Held for 11 months | |
Construction Industrials | $3.0M 0.141% | +$13.9K Bought | 0.003% 7.2K shares | 7.2K → 7.2K +$13.9K | +0.46% | $93.9B Large Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $2.9M 0.136% | -$3.7K Sold | 0.001% 3.2K shares | 3.2K → 3.2K −$3.7K | -0.13% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 0.133% | +$2.9M New | — 37.7K shares | 0 → 37.7K +$2.9M | New | — — | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $2.9M 0.133% | -$21.2K Sold | 0.005% 10.3K shares | 10.3K → 10.3K −$21.2K | -0.73% | $62.9B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $2.8M 0.128% | +$996.5 Bought | 0.001% 8.3K shares | 8.3K → 8.3K +$996.5 | +0.04% | $231.14B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Data & Stock Exchanges Financial Services | $2.6M 0.122% | +$10.6K Bought | 0.003% 15.7K shares | 15.7K → 15.7K +$10.6K | +0.4% | $96.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 0.121% | +$2.6M New | — 16.8K shares | 0 → 16.8K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $2.6M 0.121% | +$14.0K Bought | 0.002% 1.1K shares | 1.1K → 1.1K +$14.0K | +0.54% | $118.48B Large Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $2.6M 0.12% | -$8.5K Sold | 0.001% 16.9K shares | 16.9K → 16.9K −$8.5K | -0.32% | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $2.2M 0.104% | +$28.9K Bought | 0.003% 7.1K shares | 7.0K → 7.1K +$28.9K | +1.31% | $67.7B Large Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $2.2M 0.102% | -$144.1K Sold | 0.003% 11.0K shares | 11.7K → 11.0K −$144.1K | -6.11% | $79.1B Large Cap | Q4 2024 Held for 11 months | |
Integrated Freight & Logistics Industrials | $2.2M 0.1% | -$10.8K Sold | 0.003% 25.9K shares | 26.0K → 25.9K −$10.8K | -0.5% | $70.8B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $2.2M 0.1% | +$6.1K Bought | 0.0% 6.3K shares | 6.3K → 6.3K +$6.1K | +0.29% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Consulting Services Industrials | $2.1M 0.098% | +$3.3K Bought | 0.006% 8.5K shares | 8.5K → 8.5K +$3.3K | +0.15% | $35.1B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $2.1M 0.098% | -$16.5K Sold | 0.006% 14.4K shares | 14.5K → 14.4K −$16.5K | -0.77% | $35.9B Large Cap | Q4 2024 Held for 11 months | |
Personal Products & Services Consumer Cyclical | $2.1M 0.097% | +$2.8K Bought | 0.034% 19.3K shares | 19.3K → 19.3K +$2.8K | +0.13% | $6.2B Mid Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $2.0M 0.092% | +$10.8K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$10.8K | +0.54% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.092% | +$2.0M Bought | — 29.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
Regulated Water Utilities | $2.0M 0.092% | -$35.5K Sold | 0.007% 14.2K shares | 14.5K → 14.2K −$35.5K | -1.76% | $27.2B Large Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $1.9M 0.086% | +$9.9K Bought | 0.005% 25.1K shares | 25.0K → 25.1K +$9.9K | +0.53% | $36.8B Large Cap | Q4 2024 Held for 11 months | |
REIT - Industrial Real Estate | $1.9M 0.086% | -$17.6K Sold | 0.002% 16.3K shares | 16.4K → 16.3K −$17.6K | -0.94% | $106.28B Large Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $1.9M 0.086% | +$1.9M New | 0.01% 27.8K shares | 0 → 27.8K +$1.9M | New | $18.0B Large Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $1.9M 0.086% | -$54.9K Sold | 0.001% 13.2K shares | 13.6K → 13.2K −$54.9K | -2.88% | $192.27B Large Cap | Q4 2024 Held for 11 months | |
Railroads Industrials | $1.8M 0.084% | -$129.3K Sold | 0.001% 7.7K shares | 8.2K → 7.7K −$129.3K | -6.63% | $140.18B Large Cap | Q4 2024 Held for 11 months | |
Solar Energy | $1.8M 0.082% | -$392.3K Sold | 0.007% 8.0K shares | 9.8K → 8.0K −$392.3K | -18.19% | $23.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.081% | +$2.0K Bought | — 2.6K shares | 2.6K → 2.6K +$2.0K | +0.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.073% | +$62.3K Bought | — 17.4K shares | 16.7K → 17.4K +$62.3K | +4.1% | — — | Q4 2024 Held for 11 months |
