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
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