NATURAL INVESTMENTS, LLC 13F Holdings

CIK 0001800245 · WINDSOR, CA

As of Sep 30, 2025, NATURAL INVESTMENTS, LLC reported 263 positions worth $388.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology49,914$25.9K6.65%
APPLE INCAAPLTechnology92,408$23.5K6.06%
NVIDIA CORPNVDATechnology119,998$22.4K5.76%
ISHARES S&P 100 ETFOEF—168,177 5.9K4.08%
ALPHABET INCGOOGEquity45,629 1.1K2.86%
TIDAL TRUST I——526,223 0.7K2.75%
ABBVIE INCABBVEquity38,853$9.0K2.32%
INVESTMENT MANAGERS SER TR IFPAS—231,101$8.9K2.29%
ETF SER SOLUTIONSBGDV—140,374$8.3K2.15%
ALPHA ARCHITECT US QUANTITATIVE VALUE ETFQVAL—283,777$7.7K1.99%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INCHASIReal Estate231,200$7.1K1.83%
HOME DEPOT INCHDConsumer Cyclical17,467$7.1K1.82%
MANAGER DIRECTED PORTFOLIOSSWP—648,776$6.9K1.78%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology24,139$6.7K1.74%
MASTERCARD INCMAFinancial Services10,462$6.0K1.53%
ABBOTT LABORATORIESABTHealthcare38,116$5.1K1.31%
JPMORGAN CHASE & COJPMFinancial Services15,326$4.8K1.24%
AMAZON.COM INCAMZNEquity20,789$4.6K1.17%
ASML HOLDING NVASMLTechnology4,572$4.4K1.14%
PALO ALTO NETWORKS INC——20,784$4.2K1.09%
ELI LILLY & COLLYHealthcare5,375$4.1K1.06%
LINDE PLCLINBasic Materials7,818$3.7K0.96%
SHOPIFY INC——24,718$3.7K0.95%
SERVICENOW INCNOWTechnology3,809$3.5K0.90%
ASTRAZENECA PLCAZNHealthcare44,472$3.4K0.88%