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Filers›Asset Manager›NATURAL INVESTMENTS, LLC
DOSSIER · 13F-HR · Q1 2026

NATURAL INVESTMENTS, LLC

NATURAL INVESTMENTS's asset manager based in Stamford, CT — $405,433 in tracked AUM across 288 positions as of Q1 2026.

NI
NATURAL INVESTMENTS·Stamford, CT·Asset Manager
CIK 0001800245 · last filed Mar 31, 2026
Total AUM
$405,433
▲ 10.3%
vs prior
Holdings
288
—
positions
Whale Score
34
34
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · 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...

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
$29,344116K7.2%
02
NVDA
NVIDIA CORPORATION
$19,343111K4.8%
03
MSFT
MICROSOFT CORP
$17,65048K4.4%
04
DSI
ISHARES TR
$11,85898K2.9%
05
JSTC
TIDAL TRUST I
$11,293579K2.8%
06
VEGN
ETF SER SOLUTIONS
$11,258199K2.8%
07
GOOGL
ALPHABET INC
$10,27736K2.5%
08
CHGX
EA SERIES TRUST
$8,444315K2.1%
09
VGSR
MANAGER DIRECTED PORTFOLIOS
$8,390812K2.1%
10
HASI
HA SUSTAINABLE INFRA CAP INC
$7,426202K1.8%

Filing history

Filing history loading…
AI Agent · grounded in NATURAL
haiku-4-5 · 288 positions indexed
Sector mix
  • Financials5%
  • Health Care9%
  • Communications9%
  • Industrials21%
  • Energy50%
  • Other6%
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