NATURAL INVESTMENTS, LLC
290 holdingsFiling period: 2026-03-31Current AUM: $469.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 115.6K | $29.3M | $35.7M | 7.61% | +19.1K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 110.9K | $19.3M | $22.3M | 4.75% | +2.4K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 47.7K | $17.6M | $22.2M | 4.72% | +632 | 2026-03-31 |
| 4 | DSI | ISHARES TR | 97.8K | $11.9M | $13.8M | 2.95% | -925 | 2026-03-31 |
| 5 | JSTC | TIDAL TRUST I | 579.4K | $11.3M | $13.1M | 2.79% | +37.5K | 2026-03-31 |
| 6 | VEGN | ETF SER SOLUTIONS | 199.3K | $11.3M | $15.0M | 3.19% | +37.2K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 35.7K | $10.3M | $12.7M | 2.71% | -1,169 | 2026-03-31 |
| 8 | CHGX | EA SERIES TRUST | 314.9K | $8.4M | $10.2M | 2.18% | +11.8K | 2026-03-31 |
| 9 | CHGX | EA SERIES TRUST | 314.9K | $8.4M | $10.2M | 2.18% | +11.8K | 2026-03-31 |
| 10 | VGSR | MANAGER DIRECTED PORTFOLIOS | 812.2K | $8.4M | $9.5M | 2.02% | +96.5K | 2026-03-31 |
| 11 | HASI | HA SUSTAINABLE INFRA CAP INC | 202.1K | $7.4M | $7.7M | 1.63% | -7,132 | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 21.0K | $7.1M | $8.5M | 1.81% | -668 | 2026-03-31 |
| 13 | GRNB | VANECK ETF TRUST | 296.6K | $7.1M | $7.1M | 1.50% | +232.6K | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 32.4K | $7.1M | $8.1M | 1.73% | +4.1K | 2026-03-31 |
| 15 | NXTE | INVESTMENT MANAGERS SER TR I | 156.6K | $6.1M | $7.0M | 1.49% | -48,466 | 2026-03-31 |
| 16 | HD | HOME DEPOT INC | 17.8K | $5.8M | $5.9M | 1.26% | +10 | 2026-03-31 |
| 17 | LLY | ELI LILLY & CO | 5.5K | $5.1M | $6.3M | 1.35% | +84 | 2026-03-31 |
| 18 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7 | $5.0M | $5.0M | 1.07% | +5 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO. | 16.5K | $4.9M | $5.8M | 1.24% | +38 | 2026-03-31 |
| 20 | OWNS | TIDAL TRUST III | 256.4K | $4.4M | $4.4M | 0.93% | +91.2K | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 21.3K | $4.4M | $5.8M | 1.23% | +6 | 2026-03-31 |
| 22 | — | ASML HOLDING N V | 3.0K | $4.0M | $4.0M | 0.85% | -363 | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 7.9K | $4.0M | $4.5M | 0.97% | -130 | 2026-03-31 |
| 24 | ABT | ABBOTT LABS | 35.5K | $3.6M | $3.7M | 0.80% | +4.5K | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 11.7K | $3.4M | $4.2M | 0.89% | +914 | 2026-03-31 |
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