NATURAL INVESTMENTS, LLC Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$403.3M

Holdings

238

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
49,914$25.9M6.41%
2
AAPLAPPLE INC
92,408$23.5M5.83%
3
NVDANVIDIA CORPORATION
119,998$22.4M5.55%
4
OEFISHARES TR
168,641$16.2M4.01%
5
GOOGALPHABET INC
45,629$11.1M2.75%
6
FMKTTIDAL TRUST I
526,223$10.7M2.65%
7
ABBVABBVIE INC
38,853$9.0M2.23%
8
FPASINVESTMENT MANAGERS SER TR I
231,101$8.9M2.20%
9
BGDVETF SER SOLUTIONS
140,374$8.3M2.07%
10
QVALEA SERIES TRUST
283,777$7.7M1.92%
11
HASIHA SUSTAINABLE INFRA CAP INC
231,200$7.1M1.76%
12
HDHOME DEPOT INC
17,467$7.1M1.75%
13
SWPMANAGER DIRECTED PORTFOLIOS
648,776$6.9M1.71%
14
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,139$6.7M1.67%
15
MAMASTERCARD INCORPORATED
10,462$6.0M1.48%
16
ABTABBOTT LABS
38,116$5.1M1.27%
17
JPMJPMORGAN CHASE & CO.
15,326$4.8M1.20%
18
AMZNAMAZON COM INC
20,789$4.6M1.13%
19
ASMLASML HOLDING N V
4,572$4.4M1.10%
20
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
20,784$4.2M1.05%
21
LLYELI LILLY & CO
5,375$4.1M1.02%
22
LINLINDE PLC
7,818$3.7M0.92%
2324,718$3.7M0.91%
24
NOWSERVICENOW INC
3,809$3.5M0.87%
25
AZNASTRAZENECA PLC
44,472$3.4M0.85%
26
AMTAMERICAN TOWER CORP NEW
17,360$3.3M0.83%
27
ECLECOLAB INC
11,768$3.2M0.80%
28
ETNEATON CORP PLC
8,529$3.2M0.79%
29
BEPCBROOKFIELD RENEWABLE CORP
90,664$3.1M0.77%
30
TTTRANE TECHNOLOGIES PLC
7,214$3.0M0.75%
31
COSTCOSTCO WHSL CORP NEW
3,180$2.9M0.73%
32
TRVTRAVELERS COMPANIES INC
10,270$2.9M0.71%
33
AXPAMERICAN EXPRESS CO
8,320$2.8M0.69%
34
BRK-BBERKSHIRE HATHAWAY INC DEL
2,378$2.7M0.67%
35
ICEINTERCONTINENTAL EXCHANGE IN
15,725$2.6M0.66%
36
MLB1MERCADOLIBRE INC
1,119$2.6M0.65%
37
PGPROCTER AND GAMBLE CO
16,881$2.6M0.64%
38
NUAGNUSHARES ETF TR
78,424$2.5M0.62%
39
WOMNTIDAL TRUST III
143,324$2.5M0.62%
40
IBUYAMPLIFY ETF TR
37,690$2.4M0.60%
41
ULUNILEVER PLC
39,709$2.4M0.58%
42
SONYSONY GROUP CORP
79,442$2.3M0.57%
43
ADSKAUTODESK INC
7,055$2.2M0.56%
44
PNCPNC FINL SVCS GROUP INC
11,024$2.2M0.55%
45
UPSUNITED PARCEL SERVICE INC
25,885$2.2M0.54%
46
VVISA INC
6,324$2.2M0.54%
47
VRSKVERISK ANALYTICS INC
8,467$2.1M0.53%
48
XYLXYLEM INC
14,364$2.1M0.53%
49
BFAMBRIGHT HORIZONS FAM SOL IN D
19,322$2.1M0.52%
50
SAPSAP SE
7,606$2.0M0.50%
51
NFLXNETFLIX INC
1,668$2.0M0.50%
52
AWCAMERICAN WTR WKS CO INC NEW
14,233$2.0M0.49%
53
CVIEMORGAN STANLEY ETF TRUST
29,174$1.9M0.48%
54
ALCALCON AG
25,104$1.9M0.46%
55
PLDPROLOGIS INC.
16,273$1.9M0.46%
56
MKC/VMCCORMICK & CO INC
27,821$1.9M0.46%
57
PEPPEPSICO INC
13,196$1.9M0.46%
58
UNPUNION PAC CORP
7,702$1.8M0.45%
59
FSLRFIRST SOLAR INC
7,999$1.8M0.44%
60
SPYSPDR S&P 500 ETF TR
2,646$1.8M0.44%
61
FTSDFRANKLIN ETF TR
17,387$1.6M0.39%
62
EWBCEAST WEST BANCORP INC
14,836$1.6M0.39%
63
GDXVANECK ETF TRUST
63,705$1.6M0.39%
64
WABWABTEC
7,558$1.5M0.38%
65
ACNACCENTURE PLC IRELAND
6,027$1.5M0.37%
66
SHGSHINHAN FINANCIAL GROUP CO L
28,658$1.4M0.36%
67
NORWGLOBAL X FDS
36,734$1.4M0.34%
68
ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC
14,115$1.4M0.34%
69
IBMINTERNATIONAL BUSINESS MACHS
4,805$1.4M0.34%
70
JNJJOHNSON & JOHNSON
7,294$1.4M0.34%
71
HDBHDFC BANK LTD
38,938$1.3M0.33%
72
MMM3M CO
8,518$1.3M0.33%
73
CMGCHIPOTLE MEXICAN GRILL INC
32,923$1.3M0.32%
74
TELTE CONNECTIVITY PLC
5,688$1.2M0.31%
75
NXTNEXTRACKER INC
16,750$1.2M0.31%
76
NVTNVENT ELECTRIC PLC
12,113$1.2M0.30%
77
MRKMERCK & CO INC
13,703$1.1M0.29%
78
ISRGINTUITIVE SURGICAL INC
2,514$1.1M0.28%
79
CPCANADIAN PACIFIC KANSAS CITY
14,712$1.1M0.27%
80
NVONOVO-NORDISK A S
19,392$1.1M0.27%
81
URIUNITED RENTALS INC
1,120$1.1M0.27%
82
AMGNAMGEN INC
3,784$1.1M0.26%
83
WCNWASTE CONNECTIONS INC
6,018$1.1M0.26%
84
CSCOCISCO SYS INC
15,162$1.0M0.26%
85
ADPAUTOMATIC DATA PROCESSING IN
3,525$1.0M0.26%
86
VCEBVANGUARD WORLD FD
7,726$1.0M0.25%
87
SYKSTRYKER CORPORATION
2,711$1.0M0.25%
88
EHCENCOMPASS HEALTH CORP
7,808$991K0.25%
89
TJXTJX COS INC NEW
6,781$980K0.24%
90
BACBANK AMERICA CORP
18,570$958K0.24%
91
BEPBROOKFIELD RENEWABLE PARTNER
36,887$951K0.24%
92
AVGOBROADCOM INC
2,883$950K0.24%
93
APHAMPHENOL CORP NEW
7,488$926K0.23%
94
BBNBLACKROCK TAX MUNICPAL BD TR
52,520$871K0.22%
95
HLNHALEON PLC
96,973$869K0.22%
96
CBCHUBB LIMITED
3,082$869K0.22%
97
GOVIINVESCO EXCH TRADED FD TR II
19,912$868K0.22%
98
UNHUNITEDHEALTH GROUP INC
2,497$862K0.21%
99
BAPCREDICORP LTD
3,239$862K0.21%
100
LVHDLEGG MASON ETF INVT
10,222$852K0.21%
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