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 $405.4M across 288 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($29.3M, 7.24%), NVDA ($19.3M, 4.77%), MSFT ($17.6M, 4.35%), DSI ($11.9M, 2.92%), JSTC ($11.3M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.3M | 7.24% | 115,627 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $19.3M | 4.77% | 110,913 | Added |
| 3 | MSFT | MICROSOFT CORP | $17.6M | 4.35% | 47,681 | Added |
| 4 | DSI | ISHARES TR | $11.9M | 2.92% | 97,849 | Trimmed |
| 5 | JSTC | TIDAL TRUST I | $11.3M | 2.79% | 579,447 | Added |
| 6 | VEGN | ETF SER SOLUTIONS | $11.3M | 2.78% | 199,265 | Added |
| 7 | GOOGL | ALPHABET INC | $10.3M | 2.53% | 35,741 | Trimmed |
| 8 | CHGX1 | EA SERIES TRUST | $8.4M | 2.08% | 314,876 | Added |
| 9 | VGSR | MANAGER DIRECTED PORTFOLIOS | $8.4M | 2.07% | 812,243 | Added |
| 10 | HASI | HA SUSTAINABLE INFRA CAP INC | $7.4M | 1.83% | 202,089 | Trimmed |
| 11 | GRNB | VANECK ETF TRUST | $7.1M | 1.75% | 296,565 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.1M | 1.75% | 21,026 | Trimmed |
| 13 | ABBV | ABBVIE INC | $7.1M | 1.74% | 32,427 | Added |
| 14 | NXTE | INVESTMENT MANAGERS SER TR I | $6.1M | 1.51% | 156,551 | Trimmed |
| 15 | HD | HOME DEPOT INC | $5.8M | 1.44% | 17,783 | Added |
| 16 | LLY | ELI LILLY & CO | $5.1M | 1.25% | 5,498 | Added |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.24% | 7 | Added |
| 18 | JPM | JPMORGAN CHASE & CO. | $4.9M | 1.20% | 16,546 | Added |
| 19 | OWNS | TIDAL TRUST III | $4.4M | 1.10% | 256,409 | Added |
| 20 | AMZN | AMAZON COM INC | $4.4M | 1.09% | 21,266 | Added |
| 21 | ASML | ASML HOLDING N V | $4.0M | 0.99% | 3,036 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $4.0M | 0.98% | 7,937 | Trimmed |
| 23 | ABT | ABBOTT LABS | $3.6M | 0.90% | 35,470 | Added |
| 24 | GOOG | ALPHABET INC | $3.4M | 0.83% | 11,682 | Added |
| 25 | COST | COSTCO WHSL CORP NEW | $3.3M | 0.82% | 3,341 | Added |
Source: SEC Form 13F filings · as of 2026-03-31