Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NATURAL INVESTMENTS, LLC (CIK 1800245) reported $455.2M across 301 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($34.0M, 7.48%), NVDA ($23.2M, 5.10%), MSFT ($18.3M, 4.02%), VEGN ($17.2M, 3.79%), GOOGL ($13.4M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.0M | 7.48% | 117,657 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $23.2M | 5.10% | 115,946 | Added |
| 3 | MSFT | MICROSOFT CORP | $18.3M | 4.02% | 49,008 | Added |
| 4 | VEGN | ETF SER SOLUTIONS | $17.2M | 3.79% | 209,479 | Added |
| 5 | GOOGL | ALPHABET INC | $13.4M | 2.95% | 37,638 | Added |
| 6 | JSTC | TIDAL TRUST I | $13.1M | 2.88% | 573,564 | Trimmed |
| 7 | DSI | ISHARES TR | $12.6M | 2.77% | 88,429 | Trimmed |
| 8 | CHGX1 | EA SERIES TRUST | $12.3M | 2.70% | 369,592 | Added |
| 9 | VGSR | MANAGER DIRECTED PORTFOLIOS | $10.0M | 2.20% | 880,979 | Added |
| 10 | GRNB | VANECK ETF TRUST | $8.6M | 1.89% | 355,772 | Added |
| 11 | ABBV | ABBVIE INC | $8.4M | 1.84% | 33,331 | Added |
| 12 | NXTE | INVESTMENT MANAGERS SER TR I | $7.7M | 1.69% | 141,248 | Trimmed |
| 13 | HASI | HA SUSTAINABLE INFRA CAP INC | $7.5M | 1.66% | 193,258 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $6.7M | 1.48% | 5,609 | Added |
| 15 | HD | HOME DEPOT INC | $6.7M | 1.48% | 19,131 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.22% | 17,036 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.5M | 1.21% | 11,518 | Trimmed |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 1.15% | 7 | Hold |
| 19 | PANW | PALO ALTO NETWORKS INC | $5.2M | 1.14% | 15,212 | Trimmed |
| 20 | OWNS | TIDAL TRUST III | $5.1M | 1.12% | 295,066 | Added |
| 21 | MA | MASTERCARD INCORPORATED | $4.4M | 0.96% | 8,532 | Added |
| 22 | GOOG | ALPHABET INC | $4.3M | 0.95% | 12,260 | Added |
| 23 | ASML | ASML HLDG NV | $3.9M | 0.85% | 1,950 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.9M | 0.85% | 4,144 | Added |
| 25 | ETHO | AMPLIFY ETF TR | $3.5M | 0.78% | 43,995 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30