13F Insight
DOSSIER · 13F-HR · Q1 2026

NATURAL INVESTMENTS, LLC

$405M in tracked AUM across 288 positions as of Q1 2026.

NI
CIK 0001800245 · last filed Mar 31, 2026
Total AUM
$405M
as of Q1 2026
Holdings
288
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

The filing for NATURAL INVESTMENTS, LLC covers the period ending December 31, 2025, and reveals a portfolio undergoing significant expansion and restructuring. The total portfolio value surged by 109.4%, growing from approximately $191.89K to $401.81K. This dramatic increase in assets under management (AUM) was accompanied by a high turnover strategy. Despite holding 280 total positions, the fund executed 66 distinct trades (33 new positions and 33 sold po...

The portfolio is highly fragmented, with the top 10 holdings accounting for roughly 34% of total assets. The largest single position, Apple (AAPL), constitutes 6.53% of the portfolio, suggesting a strategy that avoids over-concentration in any single security while maintaining a very broad, possibly model-driven or ETF-reliant, approach to diversification.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$29M116K7.2%02
NVDA
NVIDIA CORPORATION
$19M111K4.8%03
MSFT
MICROSOFT CORP
$18M48K4.4%04
DSI
ISHARES TR
$12M98K2.9%05
JSTC
TIDAL TRUST I
$11M579K2.8%06
VEGN
ETF SER SOLUTIONS
$11M199K2.8%07
GOOGL
ALPHABET INC
$10M36K2.5%08
CHGX
EA SERIES TRUST
$8M315K2.1%09
VGSR
MANAGER DIRECTED PORTFOLIOS
$8M812K2.1%10
HASI
HA SUSTAINABLE INFRA CAP INC
$7M202K1.8%

Filing history

2026Q1Mar 31
$405M▲ 0.9%
288 positionsView →2025Q4Dec 31
$402M▼ 0.4%
280 positionsView →2025Q3Sep 30
$403M▲ 4.3%
263 positionsView →2025Q2Jun 30
$387M▲ 9.6%
255 positionsLocked2025Q1Mar 31
$353M▼ 2.4%
246 positionsLocked2024Q4Dec 31
$361M▲ 36130999900.0%
246 positionsLocked2022Q4Dec 31
$1▼ 100.0%
1 positionsLocked2022Q3Sep 30
$80M▼ 19.7%
1 positionsLocked2022Q2Jun 30
$100M▼ 17.3%
1 positionsLocked2022Q1Mar 31
$121M▼ 48.6%
1 positionsLocked2021Q4Dec 31
$235M▼ 40.8%
2 positionsLocked2021Q3Sep 30
$397M▼ 18.7%
3 positionsLocked
Showing 12 of 18