NATURAL INVESTMENTS, LLC

WINDSOR, CA · CIK 1800245 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWindsor, CA

$455.2m reported value +12.3% vs Q1 2026

301positions

35.8%in top 10

32 new 145 added 99 reduced 19 sold out vs Q1 2026

Also in the report of:

STANCE CAPITAL LLC – $31.9m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	117,657	$34.0m7.48%	7.48%	Added +2.0k	+2,030 1.8%
2	NVIDIA CORPORATION COM NVDA	NVDA	115,946	$23.2m5.10%	5.10%	Added +5.0k	+5,033 4.5%
3	MICROSOFT CORP COM MSFT	MSFT	49,008	$18.3m4.02%	4.02%	Added +1.3k	+1,327 2.8%
4	ETF SER SOLUTIONS US VEGAN CLIMATE VEGN	VEGN	209,479	$17.2m3.79%	3.79%	Added +10.2k	+10,214 5.1%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	37,638	$13.4m2.95%	2.95%	Added +1.9k	+1,897 5.3%
6	TIDAL ETF TR ADASINA SOCIAL JSTC	JSTC	573,564	$13.1m2.88%	2.88%	Reduced -5.9k	-5,883 -1.0%
7	ISHARES TR MSCI KLD400 SOC DSI	DSI	88,429	$12.6m2.77%	2.77%	Reduced -9.4k	-9,420 -9.6%
8	EA SERIES TRUST STANCE SUSTAINAB CHGX	CHGX	369,592	$12.3m2.70%	2.70%	Added +54.7k	+54,716 17.4%
9	MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE VGSR	VGSR	880,979	$10.0m2.20%	2.20%	Added +68.7k	+68,736 8.5%
10	VANECK ETF TRUST GREEN BOND ETF GRNB	GRNB	355,772	$8.6m1.89%	1.89%	Added +59.2k	+59,207 20.0%
11	ABBVIE INC COM ABBV	ABBV	33,331	$8.4m1.84%	1.84%	Added +904	+904 2.8%
12	INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA NXTE	NXTE	141,248	$7.7m1.69%	1.69%	Reduced -15.3k	-15,303 -9.8%
13	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	193,258	$7.5m1.66%	1.66%	Reduced -8.8k	-8,831 -4.4%
14	HOME DEPOT INC COM HD	HD	19,131	$6.7m1.48%	1.48%	Added +1.3k	+1,348 7.6%
15	ELI LILLY & CO COM LLY	LLY	5,609	$6.7m1.48%	1.48%	Added +111	+111 2.0%
16	JPMORGAN CHASE & CO COM JPM	JPM	17,036	$5.6m1.22%	1.22%	Added +490	+490 3.0%
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	11,518	$5.5m1.21%	1.21%	Reduced -9.5k	-9,508 -45.2%
18	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	7	$5.2m1.15%	1.15%	Unchanged
19	PALO ALTO NETWORKS INC COM PANW	PANW	15,212	$5.2m1.14%	1.14%	Reduced -2.2k	-2,174 -12.5%
20	TIDAL TRUST III AFFORDABLE HOUS OWNS	OWNS	295,066	$5.1m1.12%	1.12%	Added +38.7k	+38,657 15.1%
21	MASTERCARD INCORPORATED CL A MA	MA	8,532	$4.4m0.96%	0.96%	Added +595	+595 7.5%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	12,260	$4.3m0.95%	0.95%	Added +578	+578 5.0%
23	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,950	$3.9m0.85%	0.85%	Reduced -1.1k	-1,086 -35.8%
24	COSTCO WHSL CORP NEW COM COST	COST	4,144	$3.9m0.85%	0.85%	Added +803	+803 24.0%
25	AMPLIFY ETF TR AMPLIFY ETHO CLI ETHO	ETHO	43,995	$3.5m0.78%	0.78%	Reduced -1.3k	-1,287 -2.8%
26	PROCTER AND GAMBLE CO COM PG	PG	23,677	$3.5m0.76%	0.76%	Added +978	+978 4.3%
27	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,900	$3.4m0.75%	0.75%	Added +3.0k	+3,009 104.1%
28	ABBOTT LABS COM ABT	ABT	35,541	$3.2m0.71%	0.71%	Added +71	+71 0.2%
29	BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BEPC	BEPC	79,241	$2.9m0.65%	0.65%	Reduced -575	-575 -0.7%
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,894	$2.9m0.64%	0.64%	Added +1.7k	+1,736 80.4%
31	AMERICAN EXPRESS CO COM AXP	AXP	8,506	$2.9m0.63%	0.63%	Added +175	+175 2.1%
32	UNITED PARCEL SERVICE INC CL B UPS	UPS	25,520	$2.7m0.60%	0.60%	Reduced -859	-859 -3.3%
33	VISA INC COM CL A V	V	7,586	$2.6m0.57%	0.57%	Added +459	+459 6.4%
34	MORGAN STANLEY ETF TRUST CALVERT US MDCP CVMC	CVMC	33,504	$2.5m0.56%	0.56%	Added +2.1k	+2,124 6.8%
35	ASTRAZENECA PLC ORD AZN	AZN	13,360	$2.5m0.56%	0.56%	New
36	EATON CORP PLC SHS ETN	ETN	5,929	$2.5m0.55%	0.55%	Added +64	+64 1.1%
37	JOHNSON & JOHNSON COM JNJ	JNJ	9,613	$2.4m0.54%	0.54%	Added +1.0k	+1,007 11.7%
38	UNILEVER PLC SPON ADR NEW UL	UL	37,894	$2.3m0.50%	0.50%	Added +23	+23 0.1%
39	ECOLAB INC COM ECL	ECL	8,021	$2.2m0.49%	0.49%	Added +14	+14 0.2%
40	UNION PAC CORP COM UNP	UNP	7,832	$2.1m0.47%	0.47%	Added +1.1k	+1,072 15.9%
41	BROADCOM INC COM AVGO	AVGO	5,412	$2.0m0.45%	0.45%	Added +310	+310 6.1%
42	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,717	$2.0m0.45%	0.45%	Added +684	+684 17.0%
43	PNC FINL SVCS GROUP INC COM PNC	PNC	8,232	$2.0m0.45%	0.45%	Added +84	+84 1.0%
44	MERCK & CO INC COM MRK	MRK	15,454	$2.0m0.44%	0.44%	Added +865	+865 5.9%
45	PROLOGIS INC. COM PLD	PLD	14,349	$1.9m0.43%	0.43%	Added +1.7k	+1,733 13.7%
46	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	20,933	$1.9m0.42%	0.42%	Added +818	+818 4.1%
47	CISCO SYS INC COM CSCO	CSCO	16,082	$1.9m0.41%	0.41%	Added +510	+510 3.3%
48	TRANE TECHNOLOGIES PLC SHS TT	TT	3,786	$1.9m0.41%	0.41%	Reduced -1.8k	-1,807 -32.3%
49	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	14,038	$1.8m0.41%	0.41%	Reduced -535	-535 -3.7%
50	LINDE PLC SHS LIN	LIN	3,468	$1.8m0.40%	0.40%	Reduced -3.1k	-3,086 -47.1%
51	FIRST SOLAR INC COM FSLR	FSLR	7,536	$1.8m0.39%	0.39%	Added +1.1k	+1,062 16.4%
52	INTEL CORP COM INTC	INTC	12,717	$1.8m0.39%	0.39%	Reduced -37	-37 -0.3%
53	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	43,327	$1.7m0.38%	0.38%	Added +16.8k	+16,838 63.6%
54	XYLEM INC COM XYL	XYL	14,557	$1.7m0.38%	0.38%	Reduced -695	-695 -4.6%
55	TRAVELERS COMPANIES INC COM TRV	TRV	5,170	$1.7m0.37%	0.37%	Reduced -136	-136 -2.6%
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,050	$1.7m0.37%	0.37%	Added +213	+213 3.6%
57	ENCOMPASS HEALTH CORP COM EHC	EHC	16,818	$1.7m0.37%	0.37%	Added +616	+616 3.8%
58	DEERE & CO COM DE	DE	2,630	$1.7m0.37%	0.37%	Added +358	+358 15.8%
59	ROCKWELL AUTOMATION INC COM ROK	ROK	3,336	$1.7m0.36%	0.36%	Added +844	+844 33.9%
60	PEPSICO INC COM PEP	PEP	11,834	$1.6m0.35%	0.35%	Reduced -1.4k	-1,394 -10.5%
61	AMERICAN TOWER CORP NEW COM AMT	AMT	9,674	$1.6m0.35%	0.35%	Added +75	+75 0.8%
62	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	13,600	$1.6m0.34%	0.34%	Reduced -2.3k	-2,331 -14.6%
63	WABTEC COM WAB	WAB	5,647	$1.5m0.33%	0.33%	Reduced -597	-597 -9.6%
64	SERVICENOW INC COM NOW	NOW	14,928	$1.5m0.33%	0.33%	Reduced -1.3k	-1,265 -7.8%
65	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	11,677	$1.4m0.32%	0.32%	Reduced -1.0k	-1,048 -8.2%
66	CORNING INC COM GLW	GLW	5,575	$1.4m0.31%	0.31%	Added +1.3k	+1,334 31.4%
67	NEXTRACKER INC CLASS A COM NXT	NXT	11,857	$1.4m0.31%	0.31%	Reduced -420	-420 -3.4%
68	AMGEN INC COM AMGN	AMGN	3,879	$1.4m0.31%	0.31%	Reduced -631	-631 -14.0%
69	AMAZON COM INC COM AMZN	AMZN	5,844	$1.4m0.31%	0.31%	Reduced -15.4k	-15,422 -72.5%
70	LEGG MASON ETF INVT CLEARBRIDEG LR LRGE	LRGE	16,181	$1.4m0.30%	0.30%	Added +850	+850 5.5%
71	GE AEROSPACE COM NEW GE	GE	3,708	$1.4m0.30%	0.30%	Added +1.9k	+1,862 100.9%
72	VERISK ANALYTICS INC COM VRSK	VRSK	7,474	$1.3m0.29%	0.29%	Added +1.5k	+1,468 24.4%
73	TEXAS INSTRS INC COM TXN	TXN	4,451	$1.3m0.29%	0.29%	Added +34	+34 0.8%
74	3M CO COM MMM	MMM	7,976	$1.3m0.28%	0.28%	Reduced -883	-883 -10.0%
75	BANK AMERICA CORP COM BAC	BAC	21,992	$1.3m0.28%	0.28%	Added +2.5k	+2,490 12.8%
76	PRAXIS FDS IMPACT LARGE CAP PRXG	PRXG	30,936	$1.2m0.27%	0.27%	Added +1.1k	+1,074 3.6%
77	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,621	$1.2m0.26%	0.26%	Added +340	+340 26.5%
78	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,384	$1.2m0.26%	0.26%	Reduced -356	-356 -13.0%
79	GE VERNOVA INC COM GEV	GEV	989	$1.2m0.26%	0.26%	Added +81	+81 8.9%
80	APPLIED MATLS INC COM AMAT	AMAT	1,602	$1.2m0.25%	0.25%	Reduced -1.2k	-1,239 -43.6%
81	WELLS FARGO CO NEW COM WFC	WFC	14,022	$1.2m0.25%	0.25%	Added +5.4k	+5,372 62.1%
82	GLOBAL X FDS RENEWABLE ENERGY RNRG	RNRG	32,048	$1.1m0.25%	0.25%	Added +2.2k	+2,229 7.5%
83	BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT BEP	BEP	32,860	$1.1m0.25%	0.25%	Reduced -1.9k	-1,924 -5.5%
84	EAST WEST BANCORP INC COM EWBC	EWBC	8,756	$1.1m0.25%	0.25%	Reduced -22	-22 -0.2%
85	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,804	$1.1m0.24%	0.24%	Added +34	+34 1.2%
86	NETFLIX INC COM NFLX	NFLX	15,045	$1.1m0.24%	0.24%	Added +552	+552 3.8%
87	ISHARES TR CORE S&P500 ETF IVV	IVV	1,420	$1.1m0.23%	0.23%	Added +956	+956 206.0%
88	CHUBB LIMITED COM CB	CB	3,100	$1.1m0.23%	0.23%	Added +23	+23 0.8%
89	MSCI INC COM MSCI	MSCI	1,845	$1.0m0.23%	0.23%	Added +381	+381 26.0%
90	ROYAL BK CDA COM RY	RY	4,935	$1.0m0.22%	0.22%	Reduced -82	-82 -1.6%
91	AMALGAMATED FINANCIAL CORP COM AMAL	AMAL	22,061	$1.0m0.22%	0.22%	Reduced -178	-178 -0.8%
92	AMPHENOL CORP CL A APH	APH	5,739	$1.0m0.22%	0.22%	Reduced -1.8k	-1,818 -24.1%
93	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,507	$1.0m0.22%	0.22%	Added +734	+734 19.4%
94	US BANCORP DEL COM NEW USB	USB	16,679	$1.0m0.22%	0.22%	Added +2.4k	+2,435 17.1%
95	INVESCO EXCH TRADED FD TR II SOLAR ETF TAN	TAN	16,946	$1.0m0.22%	0.22%	Reduced -413	-413 -2.4%
96	ALCON AG ORD SHS ALC	ALC	14,847	$996.0k0.22%	0.22%	Reduced -3.0k	-2,974 -16.7%
97	AUTODESK INC COM ADSK	ADSK	5,065	$984.0k0.22%	0.22%	Reduced -221	-221 -4.2%
98	STARBUCKS CORP COM SBUX	SBUX	9,532	$974.0k0.21%	0.21%	Added +2.0k	+2,023 26.9%
99	MERCADOLIBRE INC COM MELI	MELI	563	$955.0k0.21%	0.21%	Reduced -346	-346 -38.1%
100	UNITED RENTALS INC COM URI	URI	844	$955.0k0.21%	0.21%	Reduced -8	-8 -0.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SONY GROUP CORP SONY	SONY	82,582	$1.7m82.6k shares
WASTE CONNECTIONS INC WCN	WCN	6,403	$1.0m6.4k shares
CREDICORP LTD BAP	BAP	2,932	$994.0k2.9k shares
NATIONAL GRID PLC NGG	NGG	11,617	$982.0k11.6k shares
MONSTER BEVERAGE CORP NEW MNST	MNST	8,175	$592.0k8.2k shares
AT&T INC T	T	17,423	$505.0k17.4k shares
RELX PLC RELX	RELX	11,867	$393.0k11.9k shares
ELEVANCE HEALTH INC ELV	ELV	1,015	$297.0k1.0k shares
SUMITOMO MITSUI FINL GROUP I SMFG	SMFG	13,499	$266.0k13.5k shares
TRIMBLE INC TRMB	TRMB	3,569	$232.0k3.6k shares
ETFS GOLD TR SGOL	SGOL	4,934	$220.0k4.9k shares
ISHARES TR MBB	MBB	2,255	$214.0k2.3k shares
NEWMONT CORP NEM	NEM	1,955	$211.0k2.0k shares
REALTY INCOME CORP O	O	3,312	$202.0k3.3k shares
ICON PLC ICLR	ICLR	1,829	$202.0k1.8k shares
LPL FINL HLDGS INC LPLA	LPLA	671	$201.0k671 shares
KKR & CO INC KKR	KKR	2,174	$201.0k2.2k shares
ISHARES TR IWR	IWR	2,074	$201.0k2.1k shares
TELEFONICA S A TELFY	TELFY	36,768	$159.0k36.8k shares