Natural Investments, LLC Portfolio Holdings

Natural Investments, LLC

  • $387 Million
  • Q2 2025

Natural Investments, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $387 Million distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.1M, Apple Inc. with a value of $19M, Nvidia Corp with a value of $19M, Investment Managers Ser Tr Ii with a value of $16.2M, and Ishares Msci Kld 400 Social Et with a value of $11.6M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $353M to 387M.

Below you can find more details about Natural Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $387 Million
Technology: $104 Million
ETFs: $49 Million
Financial Services: $43.6 Million
Healthcare: $40.9 Million
Industrials: $25.8 Million
Consumer Cyclical: $23.3 Million
Consumer Defensive: $15.8 Million
Communication Services: $15.5 Million
Other: $22.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.5B
$4.25 Million 1.1% of portfolio
20,772
Q2 2025 Reduced 6.82%
$172B
$3.9 Million 1.01% of portfolio
3,796
Q2 2025 Reduced 8.77%
$95.3B
$3.29 Million 0.85% of portfolio
14,907
Q2 2025 Reduced 7.38%
$78.8B
$3.16 Million 0.82% of portfolio
11,746
Q2 2025 Reduced 6.05%
$102B
$3.14 Million 0.81% of portfolio
7,181
Q2 2025 Reduced 11.12%
$145B
$3.04 Million 0.79% of portfolio
8,505
Q2 2025 Reduced 13.14%
$178B
$3.01 Million 0.78% of portfolio
26,056
Q2 2025 Reduced 2.43%
$118B
$2.91 Million 0.75% of portfolio
1,113
Q2 2025 Reduced 7.17%
$102B
$2.87 Million 0.74% of portfolio
15,662
Q2 2025 Added 12.55%
$61.9B
$2.77 Million 0.72% of portfolio
10,346
Q2 2025 Reduced 9.38%
$40.8B
$2.63 Million 0.68% of portfolio
8,454
Q2 2025 Reduced 12.14%
$63.8B
$2.63 Million 0.68% of portfolio
26,014
Q2 2025 Added 3.91%
$155B
$2.41 Million 0.62% of portfolio
39,453
Q2 2025 Reduced 4.26%
$42.2B
$2.2 Million 0.57% of portfolio
24,971
Q2 2025 Reduced 0.67%
$77.3B
$2.19 Million 0.57% of portfolio
11,741
Q2 2025 Reduced 7.83%
$53.1B
$2.16 Million 0.56% of portfolio
6,964
Q2 2025 Reduced 6.22%
$17.3B
$2.1 Million 0.54% of portfolio
27,741
Q2 2025 Reduced 11.1%
$25.8B
$2.02 Million 0.52% of portfolio
14,488
Q2 2025 Reduced 6.89%
$187B
$1.94 Million 0.5% of portfolio
4,783
Q2 2025 Reduced 10.16%
$135B
$1.9 Million 0.49% of portfolio
8,249
Q2 2025 Reduced 19.86%
$35.1B
$1.9 Million 0.49% of portfolio
9,075
Q2 2025 Reduced 4.77%
$25.8B
$1.87 Million 0.48% of portfolio
14,476
Q2 2025 Added 1.86%
$150B
$1.8 Million 0.47% of portfolio
6,026
Q2 2025 Reduced 9.72%
$96.8B
$1.73 Million 0.45% of portfolio
16,427
Q2 2025 Reduced 3.7%
$19.7B
$1.62 Million 0.42% of portfolio
9,778
Q2 2025 Reduced 0.5%
$14.4B
$1.49 Million 0.39% of portfolio
14,799
Q2 2025 Reduced 6.66%
$137B
$1.5 Million 0.39% of portfolio
19,557
Q2 2025 Added 1.8%
$169B
$1.35 Million 0.35% of portfolio
2,481
Q2 2025 New
$112B
$1.34 Million 0.35% of portfolio
19,454
Q2 2025 Added 6.84%
$17.8B
$1.3 Million 0.34% of portfolio
28,780
Q2 2025 Added 6.26%
$87.3B
$1.3 Million 0.33% of portfolio
8,512
Q2 2025 Added 0.28%
$124B
$1.18 Million 0.3% of portfolio
3,816
Q2 2025 Reduced 23.6%
$23.6B
$1.1 Million 0.29% of portfolio
4,650
Q2 2025 Added 1.35%
$142B
$1.07 Million 0.28% of portfolio
2,707
Q2 2025 Reduced 8.24%
$152B
$1.05 Million 0.27% of portfolio
3,752
Q2 2025 Reduced 20.79%
$44.5B
$998,000 0.26% of portfolio
96,241
Q2 2025 Added 9.25%
$11.8B
$946,000 0.24% of portfolio
7,719
Q2 2025 New
$112B
$895,000 0.23% of portfolio
3,091
Q2 2025 Added 5.78%
$15.3B
$890,000 0.23% of portfolio
12,159
Q2 2025 Reduced 0.44%
$48.2B
$889,000 0.23% of portfolio
4,763
Q2 2025 New
$51.4B
$854,000 0.22% of portfolio
11,484
Q2 2025 Added 1.62%
$155B
$852,000 0.22% of portfolio
6,899
Q2 2025 Added 13.01%
$177B
$866,000 0.22% of portfolio
4,174
Q2 2025 Added 66.43%
$22.8B
$828,000 0.21% of portfolio
10,354
Q2 2025 Reduced 0.06%
$133B
$815,000 0.21% of portfolio
11,100
Q2 2025 Added 5.27%
$153B
$790,000 0.2% of portfolio
1,555
Q2 2025 Added 8.67%
$127B
$790,000 0.2% of portfolio
2,870
Q2 2025 Reduced 68.78%
$20B
$723,000 0.19% of portfolio
3,239
Q2 2025 Added 7.36%
$108B
$733,000 0.19% of portfolio
8,007
Q2 2025 Reduced 9.82%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $387 Million
  • Prior Value $353 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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