The Analysis of NATURAL INVESTMENTS, LLC's Holdings


Currently, NATURAL INVESTMENTS, LLC holds 280 types of securities in its portfolio with a total value $401.8K. In the most recent quarter, they have increased their positions in DSI (+98.8K shares, valued at $12.7K), N/A (+36.9K shares, valued at $11.6K), JSTC (+541.9K shares, valued at $11.0K); decreased their positions in BRK.A (-2.4K shares, valued at $1.8M), OEF (-167.3K shares, valued at $57.3K), N/A (-34.9K shares, valued at $10.9K); initiated new positions in DSI (+98.8K shares, valued at $12.7K), N/A (+36.9K shares, valued at $11.6K), JSTC (+541.9K shares, valued at $11.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC96.5K shares4.46%2025-12-312026-01-23history
MSFT MICROSOFT CORP47.0K shares-5.74%2025-12-312026-01-23history
NVDA NVIDIA CORPORATION108.5K shares-9.55%2025-12-312026-01-23history
DSI ISHARES TR98.8K sharesnew addition2025-12-312026-01-23history
ALPHABET INC ALPHABET INC36.9K sharesnew addition2025-12-312026-01-23history
JSTC TIDAL TRUST I541.9K sharesnew addition2025-12-312026-01-23history
VEGN ETF SER SOLUTIONS162.0K sharesnew addition2025-12-312026-01-23history
CHGX1 EA SERIES TRUST303.0K sharesnew addition2025-12-312026-01-23history
Sponsored
NXTE INVESTMENT MANAGERS SER TR I205.0K sharesnew addition2025-12-312026-01-23history
VGSR MANAGER DIRECTED PORTFOLIOS715.8K sharesnew addition2025-12-312026-01-23history
TSM TAIWAN SEMICONDUCTOR MFG LTD21.7K shares-10.13%2025-12-312026-01-23history
HASI HA SUSTAINABLE INFRA CAP INC209.2K shares-9.51%2025-12-312026-01-23history
ABBV ABBVIE INC28.3K shares-27.15%2025-12-312026-01-23history
HD HOME DEPOT INC17.8K shares1.75%2025-12-312026-01-23history
LLY ELI LILLY & CO5.4K shares0.73%2025-12-312026-01-23history
JPM JPMORGAN CHASE & CO.16.5K shares7.71%2025-12-312026-01-23history
Sponsored
AMZN AMAZON COM INC21.3K shares2.27%2025-12-312026-01-23history
MA MASTERCARD INCORPORATED8.1K shares-22.89%2025-12-312026-01-23history
ABT ABBOTT LABS31.0K shares-18.67%2025-12-312026-01-23history
AZN ASTRAZENECA PLC41.7K shares-6.28%2025-12-312026-01-23history
ASML ASML HOLDING N V3.4K shares-25.66%2025-12-312026-01-23history
ALPHABET INC ALPHABET INC10.8K shares-76.40%2025-12-312026-01-23history
BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP85.1K shares-6.17%2025-12-312026-01-23history
PANW PALO ALTO NETWORKS INC16.7K sharesnew addition2025-12-312026-01-23history
Sponsored
AXP AMERICAN EXPRESS CO8.3K shares-0.01%2025-12-312026-01-23history
OWNS TIDAL TRUST III165.2K sharesnew addition2025-12-312026-01-23history
COST COSTCO WHSL CORP NEW3.3K shares4.40%2025-12-312026-01-23history
LINDE PLC LINDE PLC6.7K shares-14.50%2025-12-312026-01-23history
PG PROCTER AND GAMBLE CO18.3K shares8.12%2025-12-312026-01-23history
SHOP SHOPIFY INC16.2K sharesnew addition2025-12-312026-01-23history
UPS UNITED PARCEL SERVICE INC26.1K shares0.82%2025-12-312026-01-23history
NOW SERVICENOW INC16.5K shares331.95%2025-12-312026-01-23history
Sponsored
V VISA INC6.9K shares8.98%2025-12-312026-01-23history
ETHO AMPLIFY ETF TR36.9K sharesnew addition2025-12-312026-01-23history
AMT AMERICAN TOWER CORP NEW13.5K shares-21.99%2025-12-312026-01-23history
UNILEVER PLC UNILEVER PLC36.2K sharesnew addition2025-12-312026-01-23history
ECL ECOLAB INC8.8K shares-25.24%2025-12-312026-01-23history
TT TRANE TECHNOLOGIES PLC5.9K shares-18.49%2025-12-312026-01-23history
SONY SONY GROUP CORP82.9K shares4.30%2025-12-312026-01-23history
ICE INTERCONTINENTAL EXCHANGE IN13.0K shares-17.37%2025-12-312026-01-23history
Sponsored
EATON CORP PLC EATON CORP PLC6.3K shares-26.31%2025-12-312026-01-23history
PEP PEPSICO INC13.3K shares0.64%2025-12-312026-01-23history
MKC MCCORMICK & CO INC27.8K sharesnew addition2025-12-312026-01-23history
SAP SAP SE7.8K shares2.62%2025-12-312026-01-23history
AWK AMERICAN WTR WKS CO INC NEW14.4K shares0.83%2025-12-312026-01-23history
MELI MERCADOLIBRE INC926 shares-17.25%2025-12-312026-01-23history
HLN HALEON PLC172.4K shares77.82%2025-12-312026-01-23history
PNC PNC FINL SVCS GROUP INC8.3K shares-24.67%2025-12-312026-01-23history
Sponsored
FSLR FIRST SOLAR INC6.5K shares-18.41%2025-12-312026-01-23history
XYL XYLEM INC12.3K shares-14.37%2025-12-312026-01-23history
UNP UNION PAC CORP7.0K shares-8.69%2025-12-312026-01-23history
PLD PROLOGIS INC.12.6K shares-22.50%2025-12-312026-01-23history
ISRG INTUITIVE SURGICAL INC2.8K shares12.89%2025-12-312026-01-23history
IBM INTERNATIONAL BUSINESS MACHS5.4K shares12.30%2025-12-312026-01-23history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.0K shares-1.23%2025-12-312026-01-23history
FTSD FRANKLIN ETF TR17.5K shares0.60%2025-12-312026-01-23history
Sponsored
TRV TRAVELERS COMPANIES INC5.4K shares-47.44%2025-12-312026-01-23history
GRNB VANECK ETF TRUST64.0K sharesnew addition2025-12-312026-01-23history
SHG SHINHAN FINANCIAL GROUP CO L28.9K shares0.75%2025-12-312026-01-23history
MERCK & CO INC MERCK & CO INC14.7K shares7.19%2025-12-312026-01-23history
ADSK AUTODESK INC5.2K shares-26.41%2025-12-312026-01-23history
JNJ JOHNSON & JOHNSON7.4K shares1.78%2025-12-312026-01-23history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-99.92%2025-12-312026-01-23history
SPY SPDR S&P 500 ETF TR2.2K shares-16.36%2025-12-312026-01-23history
Sponsored
HDB HDFC BANK LTD41.2K shares5.90%2025-12-312026-01-23history
CVMC MORGAN STANLEY ETF TRUST22.3K sharesnew addition2025-12-312026-01-23history
AMGN AMGEN INC4.4K shares15.38%2025-12-312026-01-23history
BFAM BRIGHT HORIZONS FAM SOL IN D13.9K shares-27.96%2025-12-312026-01-23history
ALC ALCON AG17.7K shares-29.56%2025-12-312026-01-23history
MMM 3M CO8.5K shares-0.54%2025-12-312026-01-23history
VRSK VERISK ANALYTICS INC6.0K shares-29.61%2025-12-312026-01-23history
BROADCOM INC BROADCOM INC3.8K shares32.88%2025-12-312026-01-23history
Sponsored
TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.8K shares1.72%2025-12-312026-01-23history
WAB WABTEC6.1K shares-19.71%2025-12-312026-01-23history
NFLX NETFLIX INC13.7K shares719.66%2025-12-312026-01-23history
EWBC EAST WEST BANCORP INC11.0K shares-25.85%2025-12-312026-01-23history
EHC ENCOMPASS HEALTH CORP11.5K shares47.68%2025-12-312026-01-23history
NVT NVENT ELECTRIC PLC11.9K shares-1.54%2025-12-312026-01-23history
CSCO CISCO SYS INC15.4K shares1.51%2025-12-312026-01-23history
TJX TJX COS INC NEW7.5K shares10.47%2025-12-312026-01-23history
Sponsored
WCN WASTE CONNECTIONS INC6.5K shares7.54%2025-12-312026-01-23history
BAC BANK AMERICA CORP20.3K shares9.35%2025-12-312026-01-23history
RNRG GLOBAL X FDS32.9K sharesnew addition2025-12-312026-01-23history
VUG VANGUARD INDEX FDS2.2K sharesnew addition2025-12-312026-01-23history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY14.4K shares-1.79%2025-12-312026-01-23history
DE DEERE & CO2.3K shares53.15%2025-12-312026-01-23history
PRXG PRAXIS FDS28.2K shares102.45%2025-12-312026-01-23history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K sharesnew addition2025-12-312026-01-23history
Sponsored
APH AMPHENOL CORP NEW7.5K shares0.00%2025-12-312026-01-23history
SYK STRYKER CORPORATION2.9K shares6.20%2025-12-312026-01-23history
NVO NOVO-NORDISK A S19.4K shares0.21%2025-12-312026-01-23history
ADP AUTOMATIC DATA PROCESSING IN3.8K shares6.64%2025-12-312026-01-23history
TAN INVESCO EXCH TRADED FD TR II19.7K sharesnew addition2025-12-312026-01-23history
BEP BROOKFIELD RENEWABLE PARTNER35.8K shares-3.01%2025-12-312026-01-23history
CB CHUBB LIMITED3.1K shares-0.03%2025-12-312026-01-23history
BAP CREDICORP LTD3.3K shares1.64%2025-12-312026-01-23history
Sponsored
NATIONAL GRID PLC NATIONAL GRID PLC11.6K shares1.16%2025-12-312026-01-23history
INTU INTUIT1.4K shares12.41%2025-12-312026-01-23history
GILD GILEAD SCIENCES INC7.1K shares141.48%2025-12-312026-01-23history
LRGE LEGG MASON ETF INVT10.5K sharesnew addition2025-12-312026-01-23history
KO COCA COLA CO12.3K shares52.69%2025-12-312026-01-23history
ORA ORMAT TECHNOLOGIES INC7.8K sharesnew addition2025-12-312026-01-23history
NUDM NUSHARES ETF TR23.6K sharesnew addition2025-12-312026-01-23history
CMG CHIPOTLE MEXICAN GRILL INC22.2K shares-32.59%2025-12-312026-01-23history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2025-12-312026-01-23history
SUSA ISHARES TR5.8K sharesnew addition2025-12-312026-01-23history
BBN BLACKROCK TAX MUNICPAL BD TR49.3K shares-6.06%2025-12-312026-01-23history
ITUB ITAU UNIBANCO HLDG S A110.3K shares5.97%2025-12-312026-01-23history
UNH UNITEDHEALTH GROUP INC2.3K shares-6.97%2025-12-312026-01-23history
USB US BANCORP DEL14.2K shares0.00%2025-12-312026-01-23history
NEE NEXTERA ENERGY INC9.3K shares-0.01%2025-12-312026-01-23history
LULU LULULEMON ATHLETICA INC3.6K shares-23.32%2025-12-312026-01-23history
Sponsored
TXN TEXAS INSTRS INC4.3K shares1.86%2025-12-312026-01-23history
IWD ISHARES TR3.5K sharesnew addition2025-12-312026-01-23history
SHEN SHENANDOAH TELECOMMUNICATION62.4K shares0.00%2025-12-312026-01-23history
AMAL AMALGAMATED FINANCIAL CORP22.5K shares14.35%2025-12-312026-01-23history
TBLU TORTOISE CAPITAL SERIES TRUS14.1K sharesnew addition2025-12-312026-01-23history
AMAT APPLIED MATLS INC2.7K shares5.21%2025-12-312026-01-23history
ORCL ORACLE CORP3.6K shares50.57%2025-12-312026-01-23history
ALL ALLSTATE CORP3.3K shares6.33%2025-12-312026-01-23history
Sponsored
ITW ILLINOIS TOOL WKS INC2.8K shares-1.13%2025-12-312026-01-23history
URI UNITED RENTALS INC845 shares-24.55%2025-12-312026-01-23history
LAM RESEARCH CORP LAM RESEARCH CORP3.9K shares15.49%2025-12-312026-01-23history
DHR DANAHER CORPORATION2.9K shares9.96%2025-12-312026-01-23history
LOW LOWES COS INC2.8K shares-0.22%2025-12-312026-01-23history
GPN GLOBAL PMTS INC8.6K sharesnew addition2025-12-312026-01-23history
NVS NOVARTIS AG4.7K shares17.26%2025-12-312026-01-23history
BABA ALIBABA GROUP HLDG LTD4.3K sharesnew addition2025-12-312026-01-23history
Sponsored
SBUX STARBUCKS CORP7.5K shares-4.90%2025-12-312026-01-23history
TMO THERMO FISHER SCIENTIFIC INC1.1K shares1.21%2025-12-312026-01-23history
ICLN ISHARES TR38.2K sharesnew addition2025-12-312026-01-23history
SPGI S&P GLOBAL INC1.2K shares7.96%2025-12-312026-01-23history
CRM SALESFORCE INC2.4K shares8.55%2025-12-312026-01-23history
ADBE ADOBE INC1.7K shares18.84%2025-12-312026-01-23history
BKNG BOOKING HOLDINGS INC114 sharesnew addition2025-12-312026-01-23history
WAT WATERS CORP1.6K shares17.46%2025-12-312026-01-23history
Sponsored
AMD ADVANCED MICRO DEVICES INC2.8K shares33.84%2025-12-312026-01-23history
MNST MONSTER BEVERAGE CORP NEW7.9K shares3.42%2025-12-312026-01-23history
RY ROYAL BK CDA3.5K shares4.61%2025-12-312026-01-23history
FGDL FRANKLIN TEMPLETON HOLDINGS10.1K shares3.83%2025-12-312026-01-23history
HSBC HSBC HLDGS PLC7.4K shares14.37%2025-12-312026-01-23history
CINF CINCINNATI FINL CORP3.5K shares3.19%2025-12-312026-01-23history
FIW FIRST TR EXCHANGE-TRADED FD5.1K sharesnew addition2025-12-312026-01-23history
WMT WALMART INC4.9K shares-11.83%2025-12-312026-01-23history
Sponsored
VTI VANGUARD INDEX FDS1.6K sharesnew addition2025-12-312026-01-23history
THE CIGNA GROUP THE CIGNA GROUP2.0K shares6.40%2025-12-312026-01-23history
FLOT ISHARES TR10.5K sharesnew addition2025-12-312026-01-23history
VRTX VERTEX PHARMACEUTICALS INC1.2K shares23.73%2025-12-312026-01-23history
MBB ISHARES TR5.6K sharesnew addition2025-12-312026-01-23history
SPOT SPOTIFY TECHNOLOGY S A908 shares-5.71%2025-12-312026-01-23history
CNI CANADIAN NATL RY CO5.3K shares1.44%2025-12-312026-01-23history
GEV GE VERNOVA INC798 shares4.59%2025-12-312026-01-23history
Sponsored
VZ VERIZON COMMUNICATIONS INC12.7K shares11.17%2025-12-312026-01-23history
INTC INTEL CORP14.0K shares21.14%2025-12-312026-01-23history
CVSB MORGAN STANLEY ETF TRUST10.2K sharesnew addition2025-12-312026-01-23history
GE AEROSPACE GE AEROSPACE1.6K shares10.04%2025-12-312026-01-23history
CME CME GROUP INC1.8K shares32.57%2025-12-312026-01-23history
CMCSA COMCAST CORP NEW16.7K shares5.30%2025-12-312026-01-23history
RELX RELX PLC12.3K shares2.39%2025-12-312026-01-23history
ADI ANALOG DEVICES INC1.8K shares10.32%2025-12-312026-01-23history
Sponsored
GL GLOBE LIFE INC3.5K shares2.59%2025-12-312026-01-23history
TD TORONTO DOMINION BK ONT5.1K shares8.42%2025-12-312026-01-23history
HYXF ISHARES TR10.1K sharesnew addition2025-12-312026-01-23history
OEF ISHARES TR1.4K shares-99.18%2025-12-312026-01-23history
PGR PROGRESSIVE CORP2.1K shares7.01%2025-12-312026-01-23history
MEDTRONIC PLC MEDTRONIC PLC4.9K shares18.41%2025-12-312026-01-23history
CDEI MORGAN STANLEY ETF TRUST5.5K sharesnew addition2025-12-312026-01-23history
MCD MCDONALDS CORP1.4K shares0.84%2025-12-312026-01-23history
Sponsored
NUSC NUSHARES ETF TR9.7K sharesnew addition2025-12-312026-01-23history
COF CAPITAL ONE FINL CORP1.8K shares4.99%2025-12-312026-01-23history
VITL VITAL FARMS INC13.5K shares20.35%2025-12-312026-01-23history
MGK VANGUARD WORLD FD1.0K sharesnew addition2025-12-312026-01-23history
EW EDWARDS LIFESCIENCES CORP4.9K shares-3.46%2025-12-312026-01-23history
IWM ISHARES TR1.7K sharesnew addition2025-12-312026-01-23history
STERIS PLC STERIS PLC1.6K shares0.00%2025-12-312026-01-23history
NUDV NUSHARES ETF TR14.4K sharesnew addition2025-12-312026-01-23history
Sponsored
CL COLGATE PALMOLIVE CO5.0K shares6.54%2025-12-312026-01-23history
NXPI NXP SEMICONDUCTORS N V1.8K shares20.59%2025-12-312026-01-23history
ING ING GROEP N.V.14.1K shares19.42%2025-12-312026-01-23history
TMUS T-MOBILE US INC1.9K shares13.34%2025-12-312026-01-23history
GLW CORNING INC4.5K shares16.58%2025-12-312026-01-23history
ERTH INVESCO EXCHANGE TRADED FD T8.3K sharesnew addition2025-12-312026-01-23history
T AT&T INC15.8K shares-0.93%2025-12-312026-01-23history
VGIT VANGUARD SCOTTSDALE FDS6.5K sharesnew addition2025-12-312026-01-23history
Sponsored
CVLC MORGAN STANLEY ETF TRUST4.6K sharesnew addition2025-12-312026-01-23history
SAN BANCO SANTANDER SA32.8K shares0.00%2025-12-312026-01-23history
BSX BOSTON SCIENTIFIC CORP4.0K shares2.85%2025-12-312026-01-23history
NUEM NUSHARES ETF TR10.7K sharesnew addition2025-12-312026-01-23history
GSK PLC GSK PLC7.6K shares39.00%2025-12-312026-01-23history
A AGILENT TECHNOLOGIES INC2.7K shares-0.37%2025-12-312026-01-23history
EMNT PIMCO ETF TR3.7K sharesnew addition2025-12-312026-01-23history
KLAC KLA CORP301 shares1.01%2025-12-312026-01-23history
Sponsored
NDSN NORDSON CORP1.5K shares0.07%2025-12-312026-01-23history
MCK MCKESSON CORP441 shares1.38%2025-12-312026-01-23history
META META PLATFORMS INC546 shares0.92%2025-12-312026-01-23history
MBNE SSGA ACTIVE TR12.4K sharesnew addition2025-12-312026-01-23history
BMY BRISTOL-MYERS SQUIBB CO6.7K shares-4.11%2025-12-312026-01-23history
QCLN FIRST TR EXCHANGE-TRADED FD8.0K sharesnew addition2025-12-312026-01-23history
ICLR ICON PLC2.0K shares-0.20%2025-12-312026-01-23history
ELV ELEVANCE HEALTH INC FORMERLY1.0K shares-0.39%2025-12-312026-01-23history
Sponsored
NUBD NUSHARES ETF TR15.9K sharesnew addition2025-12-312026-01-23history
JCI JOHNSON CTLS INTL PLC3.0K shares58.64%2025-12-312026-01-23history
MDLZ MONDELEZ INTL INC6.6K shares59.21%2025-12-312026-01-23history
BND VANGUARD BD INDEX FDS4.7K sharesnew addition2025-12-312026-01-23history
ZTS ZOETIS INC2.7K shares2.74%2025-12-312026-01-23history
PCH POTLATCHDELTIC CORPORATION8.6K shares-10.42%2025-12-312026-01-23history
TRP TC ENERGY CORP6.3K shares0.00%2025-12-312026-01-23history
DFAC DIMENSIONAL ETF TRUST8.6K sharesnew addition2025-12-312026-01-23history
Sponsored
APD AIR PRODS & CHEMS INC1.4K shares-2.50%2025-12-312026-01-23history
IRM IRON MTN INC DEL4.1K shares13.18%2025-12-312026-01-23history
PRCS PARNASSUS INCOME FDS12.1K shares0.40%2025-12-312026-01-23history
LYG LLOYDS BANKING GROUP PLC61.1K shares15.81%2025-12-312026-01-23history
CHD CHURCH & DWIGHT CO INC3.8K shares34.02%2025-12-312026-01-23history
IVV ISHARES TR464 sharesnew addition2025-12-312026-01-23history
TWLO TWILIO INC2.2K shares-0.72%2025-12-312026-01-23history
BDX BECTON DICKINSON & CO1.6K shares6.88%2025-12-312026-01-23history
Sponsored
SFM SPROUTS FMRS MKT INC3.9K shares-31.27%2025-12-312026-01-23history
GRID FIRST TR EXCHANGE TRADED FD2.0K sharesnew addition2025-12-312026-01-23history
TSLA TESLA INC684 shares19.79%2025-12-312026-01-23history
ROP ROPER TECHNOLOGIES INC687 sharesnew addition2025-12-312026-01-23history
WELL WELLTOWER INC1.6K shares16.74%2025-12-312026-01-23history
EQIX EQUINIX INC387 shares29.87%2025-12-312026-01-23history
CATH GLOBAL X FDS3.5K sharesnew addition2025-12-312026-01-23history
SMFG SUMITOMO MITSUI FINL GROUP I14.9K shares1.45%2025-12-312026-01-23history
Sponsored
ESGV VANGUARD WORLD FD2.3K sharesnew addition2025-12-312026-01-23history
KKR & CO INC KKR & CO INC2.2K sharesnew addition2025-12-312026-01-23history
MMC MARSH & MCLENNAN COS INC1.5K shares-0.33%2025-12-312026-01-23history
TRMB TRIMBLE INC3.5K shares10.81%2025-12-312026-01-23history
CVIE MORGAN STANLEY ETF TRUST3.8K shares-86.90%2025-12-312026-01-23history
EBAY EBAY INC.3.1K shares5.98%2025-12-312026-01-23history
VSGX VANGUARD WORLD FD3.7K sharesnew addition2025-12-312026-01-23history
SNY SANOFI SA5.4K shares8.89%2025-12-312026-01-23history
Sponsored
UBSI UNITED BANKSHARES INC WEST V6.8K shares0.00%2025-12-312026-01-23history
LPLA LPL FINL HLDGS INC727 shares4.76%2025-12-312026-01-23history
VXUS VANGUARD STAR FDS3.4K sharesnew addition2025-12-312026-01-23history
QCOM QUALCOMM INC1.5K shares12.65%2025-12-312026-01-23history
TAK TAKEDA PHARMACEUTICAL CO LTD16.5K shares25.37%2025-12-312026-01-23history
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