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Holdings (Monthly) Guide ↗

Nia Impact Solutions Fund

· Ultimus Managers Trust
Monthly Holdings $93M AUM 40 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 9 New 5 Added 40 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 874039100 Feb 2026 8,578 -2,881 $3.6M -16.4% 3.85% EC
2 FIRST SOLAR INC 336433107 Feb 2026 11,662 -2,282 $3.6M +30.1% 3.84% EC
3 INTERNATIONAL BUSINESS MACHINES CORP 459200101 Feb 2026 9,111 -701 $2.7M +15.1% 2.91% EC
4 EBAY INC 278642103 Feb 2026 24,315 -2,460 $2.7M +9.2% 2.85% EC
5 PALO ALTO NETWORKS INC 697435105 Feb 2026 9,046 -1,360 $2.5M +64.4% 2.73% EC
6 GSK PLC 37733W204 Feb 2026 47,387 -302 $2.4M -15.1% 2.57% EC
7 GILEAD SCIENCES INC 375558103 Feb 2026 17,801 -2,121 $2.4M -19.4% 2.57% EC
8 VERTEX PHARMACEUTICALS INC 92532F100 Feb 2026 5,284 -527 $2.4M -18.1% 2.54% EC
9 VESTAS WIND SYSTEMS A/S 925458101 Feb 2026 248,425 -83,591 $2.3M -17.5% 2.48% EC
10 BROADCOM INC 11135F101 Feb 2026 5,136 -1,458 $2.3M +8.9% 2.46% EC
11 IRON MOUNTAIN INC (REIT) 46284V101 Feb 2026 17,441 -429 $2.2M +15.5% 2.40% EC
12 VITA COCO COMPANY INC (THE) 92846Q107 Feb 2026 29,363 -4,748 $2.2M +11.4% 2.37% EC
13 NEXTPOWER INC 65290E101 Feb 2026 13,347 -7,700 $2.1M -5.6% 2.24% EC
14 ROBINHOOD MARKETS INC 770700102 Feb 2026 21,409 -506 $2.0M +21.5% 2.16% EC
15 HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC 41068X100 Feb 2026 48,187 -11,152 $2.0M -8.8% 2.12% EC
16 STANTEC INC 85472N109 Feb 2026 25,336 -1,662 $1.9M -23.6% 2.05% EC
17 ADVANCED MICRO DEVICES INC 007903107 Feb 2026 3,596 -4,987 $1.9M +8.0% 1.99% EC
18 SCHNEIDER ELECTRIC SE 80687P106 Feb 2026 29,043 -15,458 $1.8M -37.0% 1.96% EC
19 APPLE INC 037833100 Feb 2026 5,135 -2,257 $1.6M -17.9% 1.72% EC
20 VERTIV HOLDINGS COMPANY 92537N108 Feb 2026 5,028 -5,481 $1.6M -40.7% 1.70% EC
21 SAP SE 803054204 Feb 2026 8,553 -228 $1.6M -12.1% 1.67% EC
22 UNITED NATURAL FOODS INC 911163103 Feb 2026 25,314 -11,393 $1.3M -7.3% 1.39% EC
23 TELEFONICA SA 879382208 Feb 2026 276,794 -68,138 $1.3M -19.2% 1.34% EC
24 CLOUDFLARE INC 18915M107 Feb 2026 5,107 -1,088 $1.2M +15.8% 1.32% EC
25 STRIDE INC 86333M108 Feb 2026 13,334 -3,837 $1.2M -15.0% 1.32% EC
26 LEMONADE INC 52567D107 Feb 2026 18,594 -5,321 $1.1M -12.8% 1.16% EC
27 BRAMBLES LTD 105105209 Feb 2026 44,834 -2,256 $1.1M -36.1% 1.15% EC
28 NATERA INC 632307104 Feb 2026 4,566 -1,040 $1.0M -12.5% 1.09% EC
29 FRESENIUS MEDICAL CARE AG 358029106 Feb 2026 47,114 -11,958 $1.0M -26.7% 1.09% EC
30 CORE & MAIN INC 21874C102 Feb 2026 19,829 -5,027 $981K -27.2% 1.05% EC
31 MUELLER WATER PRODUCTS INC 624758108 Feb 2026 38,291 -8,239 $965K -30.7% 1.04% EC
32 XYLEM INC 98419M100 Feb 2026 8,367 -3,756 $917K -41.6% 0.98% EC
33 AUTODESK INC 052769106 Feb 2026 3,563 -608 $824K -19.6% 0.88% EC
34 BYD COMPANY LTD 05606L100 Feb 2026 68,953 -15,335 $799K -21.1% 0.86% EC
35 NATURAL GROCERS BY VITAMIN COTTAGE INC 63888U108 Feb 2026 26,086 -1,538 $766K +2.6% 0.82% EC
36 SPOTIFY TECHNOLOGY SA L8681T102 Feb 2026 1,347 -338 $670K -22.7% 0.72% EC
37 SUNRUN INC 86771W105 Feb 2026 38,861 -9,336 $650K +1.7% 0.70% EC
38 CRANE NXT COMPANY 224441105 Feb 2026 12,519 -2,211 $486K -31.6% 0.52% EC
39 DAIICHI SANKYO COMPANY LTD 23381D102 Feb 2026 28,854 -4,990 $484K -26.7% 0.52% EC
40 TOAST INC 888787108 Feb 2026 17,827 -6,903 $464K -31.3% 0.50% EC