Natural Investments, LLC Purchases in Q2 2025

Natural Investments, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
823
+ 12.62%
$146.36 - $159.82 $120K - $132K
7.34K $1.12M
CMCSA
Comcast Corp

Communication Services
1.54K
+ 10.55%
$32.84 - $36.72 $50.7K - $56.7K
16.2K $577K
INTC
Intel Corp

Technology
1.81K
+ 17.88%
$18.13 - $22.69 $32.7K - $41K
11.9K $266K
FDS
Factset Research Systems Inc

Financial Services
92
+ 12.14%
$398.85 - $473.32 $36.7K - $43.5K
850 $380K
VGIT
Vanguard Intermediate Term Tre

ETFs
547
+ 8.07%
$58.63 - $59.9 $32.1K - $32.8K
7.32K $437K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4
+ 0.05%
$25.97 - $33.21 $104 - $133
8.14K $270K
MNST
Monster Beverage Corp

Consumer Defensive
3
+ 0.04%
$55.01 - $64.24 $165 - $193
7.58K $474K
AZO
Autozone Inc

Consumer Cyclical
9
+ 15.0%
$3478.38 - $3880.15 $31.3K - $34.9K
69 $256K
AFL
Aflac Inc

Financial Services
362
+ 18.41%
$99.77 - $112.45 $36.1K - $40.7K
2.33K $245K
MDT
Medtronic PLC

Healthcare
398
+ 10.88%
$80.68 - $88.86 $32.1K - $35.4K
4.06K $353K
WIT
Wipro LTD

Technology
7.46K
+ 21.3%
$2.7 - $3.09 $20.1K - $23K
42.5K $128K
KO
Coca Cola CO

Consumer Defensive
355
+ 4.82%
$68.37 - $73.9 $24.3K - $26.2K
7.72K $546K
CL
Colgate Palmolive CO

Consumer Defensive
353
+ 7.55%
$87.57 - $96.0 $30.9K - $33.9K
5.03K $457K
SGOL
Abrdn Gold ETF Trust

ETFs
114
+ 1.37%
$28.39 - $32.75 $3.24K - $3.73K
8.45K $266K
CB
Chubb LTD

Financial Services
169
+ 5.78%
$274.32 - $302.46 $46.4K - $51.1K
3.09K $895K
UBSI
United Bankshares Inc

Financial Services
44
+ 0.65%
$31.5 - $37.32 $1.39K - $1.64K
6.78K $246K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
87
+ 2.49%
$98.34 - $98.77 $8.56K - $8.59K
3.58K $353K
CINF
Cincinnati Financial Corp

Financial Services
28
+ 0.84%
$126.6 - $151.6 $3.54K - $4.24K
3.35K $498K
MDLZ
Mondelez International, Inc.

Consumer Defensive
123
+ 3.31%
$63.54 - $68.5 $7.82K - $8.43K
3.84K $258K
Morgan Stanley ETF Trust
134
+ 1.48%
N/A
9.18K $464K
KMB
Kimberly Clark Corp

Consumer Defensive
203
+ 12.88%
$126.84 - $145.22 $25.7K - $29.5K
1.78K $229K
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 7.63%
$285.55 - $321.23 $28.8K - $32.4K
1.42K $416K
ITW
Illinois Tool Works Inc

Industrials
18
+ 0.64%
$218.41 - $252.43 $3.93K - $4.54K
2.83K $699K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5
+ 0.05%
$50.1 - $51.02 $251 - $255
10.5K $535K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
65
+ 0.47%
$24.71 - $28.36 $1.61K - $1.84K
13.9K $380K
GL
Globe Life Inc.

Financial Services
166
+ 5.19%
$113.29 - $133.09 $18.8K - $22.1K
3.37K $418K
AJG
Arthur J. Gallagher & Co.

Financial Services
39
+ 5.56%
$310.86 - $348.77 $12.1K - $13.6K
740 $236K
APD
Air Products & Chemicals, Inc.

Basic Materials
39
+ 2.87%
$248.61 - $294.96 $9.7K - $11.5K
1.4K $394K
PDI
Pimco Dynamic Income Fund

Financial Services
254
+ 1.98%
$17.02 - $19.87 $4.32K - $5.05K
13.1K $247K
NEE
Nextera Energy Inc

Utilities
66
+ 0.71%
$64.11 - $75.0 $4.23K - $4.95K
9.31K $645K
VTR
Ventas, Inc.

Real Estate
106
+ 3.41%
$62.45 - $70.08 $6.62K - $7.43K
3.22K $203K
WAT
Waters Corp

Healthcare
33
+ 2.47%
$307.71 - $366.67 $10.2K - $12.1K
1.37K $477K
PML
Pimco Municipal Income Fund Ii

Financial Services
43
+ 0.18%
$7.29 - $8.14 $313 - $350
24.3K $180K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
210
+ 0.46%
$15.44 - $16.72 $3.24K - $3.51K
46K $741K
MRK
Merck & Co., Inc.

Healthcare
1.19K
+ 9.45%
$73.47 - $87.12 $87.3K - $103K
13.8K $1.09M
BMY
Bristol Myers Squibb CO

Healthcare
203
+ 2.92%
$44.12 - $59.6 $8.96K - $12.1K
7.15K $331K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.76%
$483.48 - $539.8 $8.7K - $9.72K
2.39K $1.16M
UPS
United Parcel Service Inc

Industrials
978
+ 3.91%
$91.92 - $110.2 $89.9K - $108K
26K $2.63M
LLY
Eli Lilly & CO

Healthcare
139
+ 2.57%
$713.71 - $898.95 $99.2K - $125K
5.54K $4.32M
PEP
Pepsico Inc

Consumer Defensive
627
+ 4.84%
$128.02 - $151.37 $80.3K - $94.9K
13.6K $1.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
62
+ 1.35%
$225.56 - $335.19 $14K - $20.8K
4.65K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
215
+ 9.35%
$274.35 - $599.47 $59K - $129K
2.51K $784K
Activity Summary
Buys All Purchases 143 New Holdings 27 Increased Positions 116 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Natural Investments, LLC Portfolio

Follow Natural Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Natural Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Natural Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email