Holders — by stockHoldings — by fund
NATURAL INVESTMENTS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001800245
$455,247
disclosed book value
301
positions
7.5%
largest position share
Positions, as of 2026-06-30
top 100 of 301 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 117,657 | $34,045 | 7.5% |
| 2 | NVDANVIDIA CORPORATION | 115,946 | $23,199 | 5.1% |
| 3 | MSFTMICROSOFT CORP | 49,008 | $18,281 | 4% |
| 4 | VEGNETF SER SOLUTIONS | 209,479 | $17,232 | 3.8% |
| 5 | GOOGLALPHABET INC | 37,638 | $13,450 | 3% |
| 6 | JSTCTIDAL TRUST I | 573,564 | $13,123 | 2.9% |
| 7 | DSIISHARES TR | 88,429 | $12,591 | 2.8% |
| 8 | CHGXEA SERIES TRUST | 369,592 | $12,273 | 2.7% |
| 9 | VGSRMANAGER DIRECTED PORTFOLIOS | 880,979 | $10,029 | 2.2% |
| 10 | GRNBVANECK ETF TRUST | 355,772 | $8,586 | 1.9% |
| 11 | ABBVABBVIE INC | 33,331 | $8,387 | 1.8% |
| 12 | NXTEINVESTMENT MANAGERS SER TR I | 141,248 | $7,689 | 1.7% |
| 13 | HASIHA SUSTAINABLE INFRA CAP INC | 193,258 | $7,546 | 1.7% |
| 14 | HDHOME DEPOT INC | 19,131 | $6,747 | 1.5% |
| 15 | LLYELI LILLY & CO | 5,609 | $6,727 | 1.5% |
| 16 | JPMJPMORGAN CHASE & CO | 17,036 | $5,576 | 1.2% |
| 17 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 11,518 | $5,500 | 1.2% |
| 18 | BRK/ABERKSHIRE HATHAWAY INC DEL | 7 | $5,241 | 1.2% |
| 19 | PANWPALO ALTO NETWORKS INC | 15,212 | $5,187 | 1.1% |
| 20 | OWNSTIDAL TRUST III | 295,066 | $5,097 | 1.1% |
| 21 | MAMASTERCARD INCORPORATED | 8,532 | $4,382 | 1% |
| 22 | GOOGALPHABET INC | 12,260 | $4,331 | 1% |
| 23 | ASML HLDG NV | 1,950 | $3,879 | 0.9% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 4,144 | $3,876 | 0.9% |
| 25 | ETHOAMPLIFY ETF TR | 43,995 | $3,546 | 0.8% |
| 26 | PGPROCTER & GAMBLE CO | 23,677 | $3,471 | 0.8% |
| 27 | AMDADVANCED MICRO DEVICES INC | 5,900 | $3,427 | 0.8% |
| 28 | ABTABBOTT LABORATORIES | 35,541 | $3,224 | 0.7% |
| 29 | BEPCBROOKFIELD RENEWABLE CORP | 79,241 | $2,941 | 0.6% |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 3,894 | $2,907 | 0.6% |
| 31 | AXPAMERICAN EXPRESS CO | 8,506 | $2,877 | 0.6% |
| 32 | UPSUNITED PARCEL SVCS INC | 25,520 | $2,743 | 0.6% |
| 33 | VVISA INC | 7,586 | $2,602 | 0.6% |
| 34 | CVMCMORGAN STANLEY ETF TRUST | 33,504 | $2,550 | 0.6% |
| 35 | ASTRAZENECA PLC | 13,360 | $2,533 | 0.6% |
| 36 | EATON CORP PLC | 5,929 | $2,526 | 0.6% |
| 37 | JNJJOHNSON & JOHNSON | 9,613 | $2,441 | 0.5% |
| 38 | ULUNILEVER PLC | 37,894 | $2,278 | 0.5% |
| 39 | ECLECOLAB INC | 8,021 | $2,234 | 0.5% |
| 40 | UNPUNION PAC CORP | 7,832 | $2,130 | 0.5% |
| 41 | AVGOBROADCOM INC | 5,412 | $2,044 | 0.4% |
| 42 | LRCXLAM RESEARCH CORP | 4,717 | $2,044 | 0.4% |
| 43 | PNCPNC FINL SVCS GROUP INC | 8,232 | $2,026 | 0.4% |
| 44 | MRKMERCK & CO INC | 15,454 | $1,985 | 0.4% |
| 45 | PLDPROLOGIS INC. | 14,349 | $1,943 | 0.4% |
| 46 | FTSDFRANKLIN ETF TR | 20,933 | $1,894 | 0.4% |
| 47 | CSCOCISCO SYS INC | 16,082 | $1,888 | 0.4% |
| 48 | TRANE TECHNOLOGIES PLC | 3,786 | $1,859 | 0.4% |
| 49 | AWKAMERICAN WTR WKS CO INC NEW | 14,038 | $1,847 | 0.4% |
| 50 | LINDE PLC | 3,468 | $1,799 | 0.4% |
| 51 | FSLRFIRST SOLAR INC | 7,536 | $1,778 | 0.4% |
| 52 | INTCINTEL CORP | 12,717 | $1,775 | 0.4% |
| 53 | NUDMNUSHARES ETF TR | 43,327 | $1,733 | 0.4% |
| 54 | XYLXYLEM INC | 14,557 | $1,720 | 0.4% |
| 55 | TRVTRAVELERS COMPANIES INC | 5,170 | $1,706 | 0.4% |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 6,050 | $1,701 | 0.4% |
| 57 | EHCENCOMPASS HEALTH CORP | 16,818 | $1,699 | 0.4% |
| 58 | DEDEERE & CO | 2,630 | $1,668 | 0.4% |
| 59 | ROKROCKWELL AUTOMATION INC | 3,336 | $1,651 | 0.4% |
| 60 | PEPPEPSICO INC | 11,834 | $1,602 | 0.4% |
| 61 | AMTAMERICAN TOWER CORP | 9,674 | $1,582 | 0.3% |
| 62 | SHOPSHOPIFY INC | 13,600 | $1,552 | 0.3% |
| 63 | WABWABTEC | 5,647 | $1,522 | 0.3% |
| 64 | NOWSERVICENOW INC | 14,928 | $1,482 | 0.3% |
| 65 | ICEINTERCONTINENTAL EXCHANGE IN | 11,677 | $1,437 | 0.3% |
| 66 | GLWCORNING INC | 5,575 | $1,424 | 0.3% |
| 67 | NXTNEXTPOWER INC | 11,857 | $1,412 | 0.3% |
| 68 | AMGNAMGEN INC | 3,879 | $1,404 | 0.3% |
| 69 | AMZNAMAZON COM INC | 5,844 | $1,392 | 0.3% |
| 70 | LRGELEGG MASON ETF INVT | 16,181 | $1,386 | 0.3% |
| 71 | GEGE AEROSPACE | 3,708 | $1,385 | 0.3% |
| 72 | VRSKVERISK ANALYTICS INC | 7,474 | $1,341 | 0.3% |
| 73 | TXNTEXAS INSTRS INC | 4,451 | $1,326 | 0.3% |
| 74 | MMM3M CO | 7,976 | $1,291 | 0.3% |
| 75 | BACBANK AMERICA CORP | 21,992 | $1,253 | 0.3% |
| 76 | PRXGPRAXIS FDS | 30,936 | $1,207 | 0.3% |
| 77 | QQQINVESCO QQQ TR | 1,621 | $1,193 | 0.3% |
| 78 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,384 | $1,192 | 0.3% |
| 79 | GEVGE VERNOVA INC | 989 | $1,161 | 0.3% |
| 80 | AMATAPPLIED MATLS INC | 1,602 | $1,158 | 0.3% |
| 81 | WFCWELLS FARGO & CO | 14,022 | $1,158 | 0.3% |
| 82 | BROOKFIELD RENEWABLE ENERGY | 32,860 | $1,141 | 0.3% |
| 83 | RNRGGLOBAL X FDS | 32,048 | $1,141 | 0.3% |
| 84 | EWBCEAST WEST BANCORP INC | 8,756 | $1,130 | 0.2% |
| 85 | ISRGINTUITIVE SURGICAL INC | 2,804 | $1,115 | 0.2% |
| 86 | NFLXNETFLIX INC. | 15,045 | $1,074 | 0.2% |
| 87 | IVVISHARES TR | 1,420 | $1,063 | 0.2% |
| 88 | CHUBB LTD SWITZ | 3,100 | $1,056 | 0.2% |
| 89 | MSCIMSCI INC | 1,845 | $1,033 | 0.2% |
| 90 | RYROYAL BK CDA | 4,935 | $1,021 | 0.2% |
| 91 | AMALAMALGAMATED FINANCIAL CORP | 22,061 | $1,012 | 0.2% |
| 92 | APHAMPHENOL CORP | 5,739 | $1,011 | 0.2% |
| 93 | ADPAUTOMATIC DATA PROCESSING IN | 4,507 | $1,009 | 0.2% |
| 94 | USBUS BANCORP | 16,679 | $1,007 | 0.2% |
| 95 | TANINVESCO EXCH TRADED FD TR II | 16,946 | $1,002 | 0.2% |
| 96 | ALCON AG | 14,847 | $996 | 0.2% |
| 97 | ADSKAUTODESK INC | 5,065 | $984 | 0.2% |
| 98 | SBUXSTARBUCKS CORP | 9,532 | $974 | 0.2% |
| 99 | URIUNITED RENTALS INC | 844 | $955 | 0.2% |
| 100 | MELIMERCADOLIBRE INC | 563 | $955 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.