Natural Investments, LLC Portfolio Holdings
Natural Investments, LLC
- $353 Million
- Q1 2025
Natural Investments, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $353 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.9M, Microsoft Corp with a value of $19.4M, Investment Managers Ser Tr Ii with a value of $14.2M, Nvidia Corp with a value of $11.9M, and Ishares Msci Kld 400 Social Et with a value of $9.63M.
Examining the 13F form we can see an increase of $31.2M in the current position value, from $322M to 353M.
Below you can find more details about Natural Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$353 Million
Technology: $87.7 Million
ETFs: $44.5 Million
Healthcare: $43.9 Million
Financial Services: $39.8 Million
Industrials: $24.6 Million
Consumer Cyclical: $20.9 Million
Consumer Defensive: $16 Million
Real Estate: $13.7 Million
Other: $23.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 246
- Current Value $353 Million
- Prior Value $322 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 17 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks