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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 13 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ESGD ISHARES TR 2,694.0 $257K 0.06% $95.40 +6.1%
242 TSLA TESLA INC Consumer Cyclical 680.0 $252K 0.06% -4.0 -0.6% $370.59 +1.3%
243 BDX BECTON DICKINSON & CO Healthcare 1,600.0 $251K 0.06% $156.88 -5.8%
244 IJR ISHARES TR 2,016.0 $250K 0.06% $124.01 +16.5%
245 PFE PFIZER INC Healthcare 8,596.0 $241K 0.06% -249.0 -2.8% $28.04 -14.2%
246 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,256.0 $240K 0.06% NEW $106.38 -1.5%
247 HUT 8 CORP 5,100.0 $239K 0.06% $46.86
248 IEFA ISHARES TR 2,629.0 $238K 0.06% $90.53 +5.3%
249 ROP ROPER TECHNOLOGIES INC Industrials 674.0 $238K 0.06% -13.0 -1.9% $353.12 -6.1%
250 TRMB TRIMBLE INC Technology 3,569.0 $232K 0.06% +63.0 +1.8% $65.00 -22.9%
251 AFL AFLAC INC Financial Services 2,087.0 $228K 0.06% $109.25 +7.8%
252 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,396.0 $227K 0.06% $94.74 +20.1%
253 AMP AMERIPRISE FINL INC Financial Services 509.0 $226K 0.06% -7.0 -1.4% $444.01 +3.8%
254 VTR VENTAS INC Real Estate 2,753.0 $225K 0.06% NEW $81.73 +6.0%
255 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,229.0 $223K 0.06% $69.06 +23.5%
256 VMI VALMONT INDS INC Industrials 555.0 $221K 0.06% NEW $398.20 +41.5%
257 SGOL ETFS GOLD TR Financial Services 4,934.0 $220K 0.05% -220.0 -4.3% $44.59 -14.9%
258 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,400.0 $219K 0.05% +143.0 +4.4% $64.41 +43.7%
259 SPTS SPDR SERIES TRUST 7,493.0 $218K 0.05% NEW $29.09 -0.4%
260 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 10,046.0 $217K 0.05% -243.0 -2.4% $21.60 +11.8%
Page 13 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%