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Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245
13F Portfolio $405M AUM 288 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 110 Added 101 Reduced 16 Exited
Page 10 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GSK GSK PLC Healthcare 7,515.0 $414K 0.10% -91.0 -1.2% $55.09 -6.8%
182 NDSN NORDSON CORP Industrials 1,525.0 $405K 0.10% +10.0 +0.7% $265.57 +12.2%
183 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,026.0 $401K 0.10% +94.0 +10.1% $390.84 +155.8%
184 NUDV NUSHARES ETF TR 14,302.0 $395K 0.10% -108.0 -0.8% $27.62 +18.9%
185 APD AIR PRODS & CHEMS INC Basic Materials 1,358.0 $394K 0.10% $290.13 -3.9%
186 RELX RELX PLC Communication Services 11,867.0 $393K 0.10% -449.0 -3.6% $33.12 -5.4%
187 TRP TC ENERGY CORP Energy 6,250.0 $391K 0.10% $62.56 +9.8%
188 NUEM NUSHARES ETF TR 10,608.0 $389K 0.10% -76.0 -0.7% $36.67 +14.5%
189 ERTH INVESCO EXCHANGE TRADED FD T 8,158.0 $386K 0.10% -162.0 -1.9% $47.32 -0.0%
190 JCI JOHNSON CTLS INTL PLC Industrials 2,936.0 $384K 0.10% -21.0 -0.7% $130.79 +9.6%
191 MCK MCKESSON CORP Healthcare 441.0 $381K 0.09% $863.95 -10.6%
192 MGK VANGUARD WORLD FD 1,032.0 $379K 0.09% $367.25 -76.6%
193 QCLN FIRST TR EXCHANGE-TRADED FD 8,039.0 $373K 0.09% $46.40 +32.7%
194 EQIX EQUINIX INC Real Estate 380.0 $372K 0.09% -7.0 -1.8% $978.95 +12.7%
195 IWM ISHARES TR 1,487.0 $368K 0.09% -208.0 -12.3% $247.48 +20.9%
196 ADBE ADOBE INC Technology 1,512.0 $367K 0.09% -235.0 -13.4% $242.72 -18.1%
197 SAN BANCO SANTANDER SA Financial Services 32,432.0 $365K 0.09% -396.0 -1.2% $11.25 +18.9%
198 ING ING GROEP N.V. Financial Services 14,040.0 $365K 0.09% $26.00 +19.6%
199 ZTS ZOETIS INC Healthcare 3,066.0 $362K 0.09% +330.0 +12.1% $118.07 -33.8%
200 EMNT PIMCO ETF TR 3,611.0 $357K 0.09% -112.0 -3.0% $98.86 -0.0%
Page 10 of 15  ·  288 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 35.4%
Financial Services 17.2%
Healthcare 13.3%
Industrials 8.8%
Communication Services 6.5%
Consumer Cyclical 6.0%
Consumer Defensive 4.8%
Utilities 3.4%
Basic Materials 2.0%
Real Estate 1.9%