NATURAL INVESTMENTS, LLC

13F filer, CIK 1800245, WINDSOR, CA

NATURAL INVESTMENTS, LLC reported $361,310,000 across 246 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 32.5% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001800586-25-000004

Period: 2024-12-31
Reported value: $361M
Holdings: 246
Top 10 weight: 32.5%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001800586-25-000004, largest first. % of portfolio is the value over $361,310,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
AAPLAPPLE INC	94,798	$23.7M	6.57%	Timeline
MSFTMICROSOFT CORP	50,589	$21.3M	5.9%	Timeline
NXTEINVESTMENT MANAGERS SER TR I	469,470	$14.9M	4.13%	Timeline
NVDANVIDIA CORPORATION	110,611	$14.9M	4.11%	Timeline
DSIISHARES TR	81,269	$8.96M	2.48%	Timeline
HDHOME DEPOT INC	19,490	$7.58M	2.1%	Timeline
ABBVABBVIE INC	42,395	$7.53M	2.08%	Timeline
HASIHA SUSTAINABLE INFRA CAP INC	236,745	$6.35M	1.76%	Timeline
GOOGLALPHABET INC	33,341	$6.31M	1.75%	Timeline
JSTCTIDAL TRUST I	319,680	$5.87M	1.62%	Timeline
MAMASTERCARD INCORPORATED	10,906	$5.74M	1.59%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	27,071	$5.35M	1.48%	Timeline
NOWSERVICENOW INC	4,808	$5.1M	1.41%	Timeline
ABTABBOTT LABORATORIES	41,835	$4.73M	1.31%	Timeline
PANWPALO ALTO NETWORKS INC	25,454	$4.63M	1.28%	Timeline
LLYELI LILLY & CO	5,422	$4.18M	1.16%	Timeline
LINLINDE PLC	9,234	$3.87M	1.07%	Timeline
JPMJPMORGAN CHASE & CO	15,734	$3.77M	1.04%	Timeline
EA SERIES TRUSTEA SERIES TRUST	143,152	$3.5M	0.97%
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I	88,870	$3.37M	0.93%
ADBEADOBE INC	7,556	$3.36M	0.93%	Timeline
SHOPSHOPIFY INC	31,301	$3.33M	0.92%	Timeline
UPSUNITED PARCEL SVCS INC	25,395	$3.2M	0.89%	Timeline
ASMLASML HLDG NV	4,600	$3.19M	0.88%	Timeline
AZNASTRAZENECA PLC-SPONS ADR	46,154	$3.02M	0.84%	Timeline
AMTAMERICAN TOWER CORP	16,318	$2.99M	0.83%	Timeline
BEPCBROOKFIELD RENEWABLE CORP	103,578	$2.86M	0.79%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,077	$2.82M	0.78%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	5,389	$2.8M	0.78%	Timeline
TRVTRAVELERS COMPANIES INC	11,558	$2.78M	0.77%	Timeline
ETNEATON CORP PLC	8,380	$2.78M	0.77%	Timeline
UNILEVER PLCUNILEVER PLC	47,456	$2.69M	0.74%
VRSKVERISK ANALYTICS INC	9,717	$2.68M	0.74%	Timeline
PNCPNC FINL SVCS GROUP INC	12,700	$2.45M	0.68%	Timeline
MKCMCCORMICK & CO INC	31,385	$2.39M	0.66%	Timeline
AXPAMERICAN EXPRESS CO	8,011	$2.38M	0.66%	Timeline
ACNACCENTURE PLC IRELAND	6,662	$2.34M	0.65%	Timeline
ECLECOLAB INC	9,805	$2.3M	0.64%	Timeline
UNPUNION PAC CORP	9,929	$2.26M	0.63%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	37,374	$2.25M	0.62%	Timeline
SAPSAP SE	9,110	$2.24M	0.62%	Timeline
ADSKAUTODESK INC	7,547	$2.23M	0.62%	Timeline
VGSRMANAGER DIRECTED PORTFOLIOS	218,868	$2.21M	0.61%	Timeline
ETHOAMPLIFY ETF TR	36,527	$2.18M	0.6%	Timeline
MSCIMSCI INC	3,620	$2.17M	0.6%	Timeline
ALCALCON AG	25,363	$2.15M	0.6%	Timeline
AVGOBROADCOM INC	9,279	$2.15M	0.6%	Timeline
PGPROCTER & GAMBLE CO	12,652	$2.12M	0.59%	Timeline
GOOGALPHABET INC	10,665	$2.03M	0.56%	Timeline
BFAMBRIGHT HORIZONS FAM SOL IN D	18,096	$2M	0.55%	Timeline
PEPPEPSICO INC	13,178	$2M	0.55%	Timeline
MELIMERCADOLIBRE INC	1,161	$1.97M	0.55%	Timeline
AWKAMERICAN WTR WKS CO INC NEW	15,723	$1.96M	0.54%	Timeline
WABWABTEC	9,643	$1.83M	0.51%	Timeline
PLDPROLOGIS INC.	17,217	$1.82M	0.5%	Timeline
LULULULULEMON ATHLETICA INC	4,621	$1.77M	0.49%	Timeline
FSLRFIRST SOLAR INC	9,921	$1.75M	0.48%	Timeline
XYLXYLEM INC	14,428	$1.67M	0.46%	Timeline
VVISA INC	5,146	$1.63M	0.45%	Timeline
EWBCEAST WEST BANCORP INC	16,075	$1.54M	0.43%	Timeline
FTSDFRANKLIN ETF TR	16,965	$1.53M	0.42%	Timeline
SYKSTRYKER CORPORATION	4,245	$1.53M	0.42%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,583	$1.51M	0.42%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,981	$1.46M	0.4%	Timeline
SONYSONY GROUP CORP	68,734	$1.45M	0.4%	Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES	30,893	$1.45M	0.4%
OWNSQUAKER INVT TR	84,251	$1.42M	0.39%	Timeline
MRKMERCK & CO INC	13,984	$1.39M	0.38%	Timeline
NFLXNETFLIX INC.	1,523	$1.36M	0.38%	Timeline
ORAORMAT TECHNOLOGIES INC	19,881	$1.35M	0.37%	Timeline
NVONOVO-NORDISK A S	15,646	$1.34M	0.37%	Timeline
NKENIKE INC	17,730	$1.34M	0.37%	Timeline
GRNBVANECK ETF TRUST	55,675	$1.32M	0.37%	Timeline
SBUXSTARBUCKS CORP	14,196	$1.29M	0.36%	Timeline
BALLBALL CORP	22,665	$1.25M	0.35%	Timeline
AMGNAMGEN INC	4,791	$1.25M	0.35%	Timeline
HDBHDFC BANK LTD	19,250	$1.23M	0.34%	Timeline
UNHUNITEDHEALTH GROUP INC	2,419	$1.22M	0.34%	Timeline
ALLALLSTATE CORP	6,226	$1.2M	0.33%	Timeline
TTTRANE TECHNOLOGIES PLC	3,166	$1.17M	0.32%	Timeline
GPNGLOBAL PMTS INC	10,360	$1.16M	0.32%	Timeline
BEPBROOKFIELD RENEWABLE ENERGY	50,372	$1.15M	0.32%	Timeline
MMM3M CO	8,797	$1.14M	0.31%	Timeline
CPCANADIAN PACIFIC KANSAS CITY	15,613	$1.13M	0.31%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,376	$1.08M	0.3%	Timeline
WMTWALMART INC	11,612	$1.05M	0.29%	Timeline
AMZNAMAZON COM INC	4,752	$1.04M	0.29%	Timeline
CDEIMORGAN STANLEY ETF TRUST	14,492	$1.04M	0.29%	Timeline
NXTNEXTPOWER INC	27,734	$1.01M	0.28%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	4,605	$1.01M	0.28%	Timeline
DHRDANAHER CORP DEL	4,351	$998K	0.28%	Timeline
JNJJOHNSON & JOHNSON	6,823	$986K	0.27%	Timeline
LOWLOWES COS INC	3,907	$964K	0.27%	Timeline
GLOBAL X FDSGLOBAL X FDS	110,704	$960K	0.27%
FERGFERGUSON ENTERPRISES INC	5,399	$937K	0.26%	Timeline
VANECK ETF TRUSTVANECK ETF TRUST	20,200	$928K	0.26%
SHGSHINHAN FINANCIAL GROUP CO L	27,126	$891K	0.25%	Timeline
ORCLORACLE CORP	5,268	$877K	0.24%	Timeline
VITLVITAL FARMS INC	22,947	$864K	0.24%	Timeline
MBBISHARES TR	9,399	$861K	0.24%	Timeline
SHENSHENANDOAH TELECOMMUNICATION	67,778	$854K	0.24%	Timeline
HLNHALEON PLC	88,100	$840K	0.23%	Timeline
NVTNVENT ELEC PLC	12,239	$834K	0.23%	Timeline
VEGNETF SER SOLUTIONS	15,355	$825K	0.23%	Timeline
CSCOCISCO SYS INC	13,810	$817K	0.23%	Timeline
CBCHUBB LIMITED	2,918	$806K	0.22%	Timeline
USBUS BANCORP	16,823	$804K	0.22%	Timeline
TJXTJX COS INC NEW	6,402	$773K	0.21%	Timeline
ROGROGERS CORP	7,614	$773K	0.21%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	5,041	$751K	0.21%	Timeline
BACBANK OF AMER CORP	16,882	$741K	0.21%	Timeline
TELTE CONNECTIVITY PLC	5,164	$738K	0.2%	Timeline
TMUST-MOBILE US INC	3,277	$723K	0.2%	Timeline
ITWILLINOIS TOOL WKS INC	2,832	$718K	0.2%	Timeline
RELXRELX PLC	15,535	$705K	0.2%	Timeline
NEENEXTERA ENERGY INC	9,750	$698K	0.19%	Timeline
AMALAMALGAMATED FINANCIAL CORP	20,648	$691K	0.19%	Timeline
NUDMNUSHARES ETF TR	22,979	$690K	0.19%	Timeline
BBNBLACKROCK TAX MUNICPAL BD TR	42,770	$689K	0.19%	Timeline
TANINVESCO EXCH TRADED FD TR II	20,817	$689K	0.19%	Timeline
QQQINVESCO QQQ TR	1,328	$678K	0.19%	Timeline
NGGNATIONAL GRID PLC	11,351	$674K	0.19%	Timeline
LRGELEGG MASON ETF INVT	8,931	$672K	0.19%	Timeline
DEDEERE & CO	1,531	$648K	0.18%	Timeline
CITHE CIGNA GROUP	2,293	$633K	0.18%	Timeline
CVLCMORGAN STANLEY ETF TRUST	8,109	$594K	0.16%	Timeline
CRMSALESFORCE INC	1,756	$587K	0.16%	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,582	$583K	0.16%	Timeline
INTUINTUIT	919	$577K	0.16%	Timeline
NUBDNUSHARES ETF TR	25,741	$560K	0.15%	Timeline
AMDADVANCED MICRO DEVICES INC	4,634	$559K	0.15%	Timeline
TDTORONTO DOMINION BK ONT	10,467	$557K	0.15%	Timeline
BAPCREDICORP LTD	3,017	$553K	0.15%	Timeline
CMCSACOMCAST CORP NEW	14,421	$541K	0.15%	Timeline
PFEPFIZER INC	20,152	$534K	0.15%	Timeline
ZTSZOETIS INC	3,221	$524K	0.15%	Timeline
XIFRXPLR INFRASTRUCTURE LP	28,336	$504K	0.14%	Timeline
WATWATERS CORP	1,338	$496K	0.14%	Timeline
DLRDIGITAL RLTY TR INC	2,754	$488K	0.14%	Timeline
BDXBECTON DICKINSON & CO	2,136	$484K	0.13%	Timeline
CINFCINCINNATI FINL CORP	3,319	$476K	0.13%	Timeline
CNICANADIAN NATL RY CO	4,637	$470K	0.13%	Timeline
TXNTEXAS INSTRS INC	2,479	$464K	0.13%	Timeline
VZVERIZON COMMUNICATIONS INC	11,602	$463K	0.13%	Timeline
GILDGILEAD SCIENCES INC	4,987	$460K	0.13%	Timeline
CVSBMORGAN STANLEY ETF TRUST	9,060	$459K	0.13%	Timeline
DISDISNEY WALT CO	4,080	$454K	0.13%	Timeline
KOCOCA COLA CO	7,167	$446K	0.12%	Timeline
ITUBITAU UNIBANCO HLDG S A	89,744	$445K	0.12%	Timeline
MORGAN STANLEY ETF TRUSTMORGAN STANLEY ETF TRUST	6,373	$431K	0.12%
TSLATESLA INC	1,053	$425K	0.12%	Timeline
CLCOLGATE PALMOLIVE CO	4,667	$424K	0.12%	Timeline
SPGIS&P GLOBAL INC	842	$419K	0.12%	Timeline
AAGILENT TECHNOLOGIES INC	3,104	$416K	0.12%	Timeline
DFACDIMENSIONAL ETF TRUST	11,969	$414K	0.11%	Timeline
ICLNISHARES TR	36,083	$410K	0.11%	Timeline
QCOMQUALCOMM INC	2,603	$399K	0.11%	Timeline
ESGVVANGUARD WORLD FD	3,813	$399K	0.11%	Timeline
VSGXVANGUARD WORLD FD	6,971	$395K	0.11%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,363	$395K	0.11%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	6,956	$393K	0.11%	Timeline
EWEDWARDS LIFESCIENCES CORP	5,303	$392K	0.11%	Timeline
CVMCMORGAN STANLEY ETF TRUST	6,611	$392K	0.11%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	7,443	$391K	0.11%	Timeline
MCDMCDONALDS CORP	1,322	$383K	0.11%	Timeline
EQIXEQUINIX INC	405	$381K	0.11%	Timeline
NUSCNUSHARES ETF TR	9,081	$380K	0.11%	Timeline
NVSNOVARTIS AG	3,851	$374K	0.1%	Timeline
TGTTARGET CORP	2,767	$374K	0.1%	Timeline
PCHPOTLATCHDELTIC CORP	9,450	$370K	0.1%	Timeline
FDSFACTSET RESH SYS INC	757	$363K	0.1%	Timeline
TAT&T INC	15,926	$362K	0.1%	Timeline
IRMIRON MTN INC DEL	3,439	$361K	0.1%	Timeline
BNDVANGUARD BD INDEX FDS	5,011	$360K	0.1%	Timeline
SUSAISHARES TR	2,950	$358K	0.1%	Timeline
GLGLOBE LIFE INC	3,200	$356K	0.1%	Timeline
IWMISHARES TR	1,607	$355K	0.1%	Timeline
DECKDECKERS OUTDOOR CORP	1,744	$354K	0.1%	Timeline
ERTHINVESCO EXCHANGE TRADED FD T	8,288	$335K	0.09%	Timeline
HSBCHSBC HLDGS PLC	6,760	$334K	0.09%	Timeline
STESTERIS PLC	1,628	$334K	0.09%	Timeline
MGKVANGUARD WORLD FD	970	$333K	0.09%	Timeline
MCKMCKESSON CORP	572	$325K	0.09%	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	3,161	$322K	0.09%	Timeline
ADIANALOG DEVICES INC	1,488	$316K	0.09%	Timeline
BKNGBOOKING HOLDINGS INC	63	$312K	0.09%	Timeline
NXPINXP SEMICONDUCTORS N V	1,482	$308K	0.09%	Timeline
HYXFISHARES TR	6,675	$308K	0.09%	Timeline
UBSIUNITED BANKSHARES INC WEST V	8,101	$304K	0.08%	Timeline
NULGNUSHARES ETF TR	3,526	$302K	0.08%	Timeline
FGDLFRANKLIN TEMPLETON HOLDINGS	8,442	$296K	0.08%	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	8,671	$294K	0.08%	Timeline
MBNESSGA ACTIVE TR	9,993	$293K	0.08%	Timeline
SPOTSPOTIFY TECHNOLOGY S A	655	$292K	0.08%	Timeline
TRMBTRIMBLE INC	4,133	$292K	0.08%	Timeline
MDTMEDTRONIC PLC	3,644	$291K	0.08%	Timeline
TRPTC ENERGY CORP	6,250	$290K	0.08%	Timeline
VGITVANGUARD SCOTTSDALE FDS	4,895	$283K	0.08%	Timeline
METAMETA PLATFORMS INC	482	$282K	0.08%	Timeline
GVIISHARES TR	2,700	$281K	0.08%	Timeline
CATHGLOBAL X FDS	3,925	$278K	0.08%	Timeline
CVIEMORGAN STANLEY ETF TRUST	4,958	$273K	0.08%	Timeline
AMPAMERIPRISE FINL INC	512	$272K	0.08%	Timeline
FISVFISERV INC	1,305	$267K	0.07%	Timeline
TTDTHE TRADE DESK INC	2,234	$262K	0.07%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	630	$253K	0.07%	Timeline
GEGE AEROSPACE	1,494	$249K	0.07%	Timeline
AFLAFLAC INC	2,410	$249K	0.07%	Timeline
CCITIGROUP INC	3,537	$248K	0.07%	Timeline
EMREMERSON ELEC CO	1,998	$247K	0.07%	Timeline
TWLOTWILIO INC	2,268	$245K	0.07%	Timeline
GISGENERAL MILLS INC	3,854	$245K	0.07%	Timeline
NUHYNUSHARES ETF TR	11,406	$241K	0.07%	Timeline
WMWASTE MGMT INC DEL	1,189	$239K	0.07%	Timeline
PDIPIMCO DYNAMIC INCOME FD	13,032	$239K	0.07%	Timeline
EMNTPIMCO ETF TR	2,434	$239K	0.07%	Timeline
KMBKIMBERLY-CLARK CORP	1,800	$235K	0.07%	Timeline
PYPLPAYPAL HLDGS INC	2,739	$233K	0.06%	Timeline
IVVISHARES TR	388	$228K	0.06%	Timeline
CMECME GROUP INC	979	$227K	0.06%	Timeline
TTEKTETRA TECH INC NEW	5,655	$225K	0.06%	Timeline
ROSTROSS STORES INC	1,485	$224K	0.06%	Timeline
MDLZMONDELEZ INTL INC	3,735	$223K	0.06%	Timeline
AZOAUTOZONE INC	70	$223K	0.06%	Timeline
PWRQUANTA SVCS INC	686	$216K	0.06%	Timeline
PGRPROGRESSIVE CORP	897	$214K	0.06%	Timeline
ANETARISTA NETWORKS INC	1,925	$212K	0.06%	Timeline
LPLALPL FINL HLDGS INC	651	$212K	0.06%	Timeline
PBWINVESCO EXCHANGE TRADED FD T	10,555	$211K	0.06%	Timeline
LRCXLAM RESEARCH CORP	2,904	$209K	0.06%	Timeline
SGOLETFS GOLD TR	8,332	$208K	0.06%	Timeline
WELLWELLTOWER INC	1,641	$206K	0.06%	Timeline
IVWISHARES TR	2,004	$203K	0.06%	Timeline
MUMICRON TECHNOLOGY INC	2,382	$200K	0.06%	Timeline
AONAON PLC	559	$200K	0.06%	Timeline
PMLPIMCO MUN INCOME FD II	24,178	$195K	0.05%	Timeline
INGING GROEP N.V.	10,962	$171K	0.05%	Timeline
XBTAXBLACKROCK LNG-TRM MUNI ADV	15,985	$156K	0.04%	Timeline
SANBANCO SANTANDER SA	30,888	$140K	0.04%	Timeline
WITWIPRO LTD	37,567	$132K	0.04%	Timeline
LYGLLOYDS BANKING GROUP PLC	48,891	$132K	0.04%	Timeline
AQNALGONQUIN POWER & UTILITIES	23,954	$106K	0.03%	Timeline
LPLLG DISPLAY CO LTD	30,870	$94K	0.03%	Timeline
TELFYTELEFONICA SA-SPON ADR	23,533	$94K	0.03%	Timeline
UMCUNITED MICROELECTRONICS CORP	11,511	$74K	0.02%	Timeline
AVALGRUPO AVAL ACCIONES Y VALORE	17,124	$34K	0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001800586-25-000004	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC