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Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245
13F Portfolio $402M AUM 280 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New
Page 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AJG GALLAGHER ARTHUR J & CO Financial Services 986.0 $255K 0.06% NEW $258.62 -16.6%
242 AMP AMERIPRISE FINL INC Financial Services 516.0 $252K 0.06% NEW $488.37 -4.6%
243 FDS FACTSET RESH SYS INC Financial Services 863.0 $250K 0.06% NEW $289.69 -24.7%
244 NUHY NUSHARES ETF TR 11,592.0 $250K 0.06% NEW $21.57 -0.9%
245 JLL JONES LANG LASALLE INC Real Estate 732.0 $246K 0.06% NEW $336.07 -11.0%
246 DIS DISNEY WALT CO Communication Services 2,147.0 $244K 0.06% NEW $113.65 -8.9%
247 CMI CUMMINS INC Industrials 475.0 $242K 0.06% NEW $509.47 +37.2%
248 IJR ISHARES TR 2,013.0 $241K 0.06% NEW $119.72 +19.3%
249 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 10,289.0 $239K 0.06% NEW $23.23 +5.9%
250 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,230.0 $238K 0.06% NEW $73.68 +17.2%
251 IEFA ISHARES TR 2,616.0 $234K 0.06% NEW $89.45 +6.7%
252 HUT 8 CORP 5,100.0 $234K 0.06% NEW $45.88
253 ROST ROSS STORES INC Consumer Cyclical 1,290.0 $232K 0.06% NEW $179.84 +27.4%
254 AFL AFLAC INC Financial Services 2,085.0 $229K 0.06% NEW $109.83 +8.2%
255 DLR DIGITAL RLTY TR INC Real Estate 1,462.0 $226K 0.06% NEW $154.58 +26.1%
256 SNPS SYNOPSYS INC Technology 482.0 $226K 0.06% NEW $468.88 -1.6%
257 CAVA CAVA GROUP INC Consumer Cyclical 3,843.0 $225K 0.06% NEW $58.55 +32.5%
258 CDNS CADENCE DESIGN SYSTEM INC Technology 715.0 $223K 0.06% NEW $311.89 +21.5%
259 AZO AUTOZONE INC Consumer Cyclical 66.0 $222K 0.06% NEW $3363.64 -9.4%
260 AON AON PLC Financial Services 630.0 $222K 0.06% NEW $352.38 -9.0%
Page 13 of 14  ·  280 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.7%
Financial Services 17.0%
Healthcare 12.9%
Industrials 7.7%
Consumer Cyclical 7.2%
Communication Services 6.8%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.8%
Real Estate 1.8%