NATURAL INVESTMENTS, LLC

13F filer, CIK 1800245, WINDSOR, CA

NATURAL INVESTMENTS, LLC reported $352,731,000 across 246 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09. Its ten largest share positions make up 31.66% of the portfolio.

Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001842974-25-000006

Period: 2025-03-31
Reported value: $353M
Holdings: 246
Top 10 weight: 31.66%
New: 17
Sold out: 17

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VEGNadded	+94,212	$4.68M
TTadded	+4,913	$1.66M
BRK-Anew	+2	$1.6M
ICEadded	+8,874	$1.53M
DSIadded	+12,759	$1.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ADBEreduced	-5,781	-$2.21M
MSCIexited	-3,620	-$2.17M
BALLexited	-22,665	-$1.25M
ROGexited	-7,614	-$773K
ALLreduced	-2,684	-$555K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001842974-25-000006, largest first. % of portfolio is the value over $352,731,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	94,258	$20.9M	5.94%	-540	Timeline
MSFTMICROSOFT CORP	51,548	$19.4M	5.49%	+959	Timeline
NXTEINVESTMENT MANAGERS SER TR I	477,247	$14.2M	4.02%	+7,777	Timeline
NVDANVIDIA CORPORATION	110,073	$11.9M	3.38%	-538	Timeline
DSIISHARES TR	94,028	$9.63M	2.73%	+12,759	Timeline
ABBVABBVIE INC	42,234	$8.85M	2.51%	-161	Timeline
HDHOME DEPOT INC	18,789	$6.88M	1.95%	-701	Timeline
MAMASTERCARD INCORPORATED	12,422	$6.81M	1.93%	+1,516	Timeline
HASIHA SUSTAINABLE INFRA CAP INC	232,292	$6.79M	1.93%	-4,453	Timeline
JSTCTIDAL TRUST I	348,869	$6.31M	1.79%	+29,189	Timeline
ABTABBOTT LABORATORIES	41,827	$5.55M	1.57%	-8	Timeline
VEGNETF SER SOLUTIONS	109,567	$5.45M	1.54%	+94,212	Timeline
GOOGLALPHABET INC	33,136	$5.12M	1.45%	-205	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	27,144	$4.5M	1.28%	+73	Timeline
LLYELI LILLY & CO	5,399	$4.46M	1.26%	-23	Timeline
LINLINDE PLC	9,201	$4.28M	1.21%	-33	Timeline
JPMJPMORGAN CHASE & CO	15,765	$3.87M	1.1%	+31	Timeline
PANWPALO ALTO NETWORKS INC	22,292	$3.8M	1.08%	-3,162	Timeline
AMTAMERICAN TOWER CORP	16,095	$3.5M	0.99%	-223	Timeline
AZNASTRAZENECA PLC-SPONS ADR	45,662	$3.36M	0.95%	-492	Timeline
EA SERIES TRUSTEA SERIES TRUST	140,697	$3.34M	0.95%	-2,455
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I	90,511	$3.33M	0.94%	+1,641
NOWSERVICENOW INC	4,161	$3.31M	0.94%	-647	Timeline
ECLECOLAB INC	12,503	$3.17M	0.9%	+2,698	Timeline
ASMLASML HLDG NV	4,601	$3.05M	0.86%	+1	Timeline
TRVTRAVELERS COMPANIES INC	11,417	$3.02M	0.86%	-141	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,127	$2.96M	0.84%	+50	Timeline
VRSKVERISK ANALYTICS INC	9,622	$2.86M	0.81%	-95	Timeline
UPSUNITED PARCEL SVCS INC	25,036	$2.75M	0.78%	-359	Timeline
TTTRANE TECHNOLOGIES PLC	8,079	$2.72M	0.77%	+4,913	Timeline
BFAMBRIGHT HORIZONS FAM SOL IN D	21,386	$2.72M	0.77%	+3,290	Timeline
ETNEATON CORP PLC	9,792	$2.66M	0.75%	+1,412	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	5,324	$2.65M	0.75%	-65	Timeline
BEPCBROOKFIELD RENEWABLE CORP	94,897	$2.65M	0.75%	-8,681	Timeline
MKCMCCORMICK & CO INC	31,203	$2.57M	0.73%	-182	Timeline
SHOPSHOPIFY INC	26,705	$2.55M	0.72%	-4,596	Timeline
UNILEVER PLCUNILEVER PLC	41,209	$2.45M	0.7%	-6,247
SAPSAP SE	9,074	$2.44M	0.69%	-36	Timeline
UNPUNION PAC CORP	10,293	$2.43M	0.69%	+364	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	13,915	$2.4M	0.68%	+8,874	Timeline
ALCALCON AG	25,140	$2.39M	0.68%	-223	Timeline
VGSRMANAGER DIRECTED PORTFOLIOS	232,125	$2.35M	0.67%	+13,257	Timeline
MELIMERCADOLIBRE INC	1,199	$2.34M	0.66%	+38	Timeline
AWKAMERICAN WTR WKS CO INC NEW	15,560	$2.29M	0.65%	-163	Timeline
PNCPNC FINL SVCS GROUP INC	12,739	$2.24M	0.63%	+39	Timeline
AXPAMERICAN EXPRESS CO	8,158	$2.19M	0.62%	+147	Timeline
PGPROCTER & GAMBLE CO	12,745	$2.17M	0.62%	+93	Timeline
ETHOAMPLIFY ETF TR	38,415	$2.11M	0.6%	+1,888	Timeline
ACNACCENTURE PLC IRELAND	6,675	$2.08M	0.59%	+13	Timeline
ADSKAUTODESK INC	7,426	$1.94M	0.55%	-121	Timeline
PEPPEPSICO INC	12,960	$1.94M	0.55%	-218	Timeline
PLDPROLOGIS INC.	17,058	$1.91M	0.54%	-159	Timeline
VVISA INC	5,362	$1.88M	0.53%	+216	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	37,258	$1.87M	0.53%	-116	Timeline
SONYSONY GROUP CORP	68,657	$1.74M	0.49%	-77	Timeline
WABWABTEC	9,530	$1.73M	0.49%	-113	Timeline
XYLXYLEM INC	14,211	$1.7M	0.48%	-217	Timeline
GOOGALPHABET INC	10,685	$1.67M	0.47%	+20	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	2	$1.6M	0.45%	new	Timeline
OWNSQUAKER INVT TR	89,885	$1.54M	0.44%	+5,634	Timeline
AVGOBROADCOM INC	9,194	$1.54M	0.44%	-85	Timeline
FTSDFRANKLIN ETF TR	16,905	$1.53M	0.43%	-60	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,995	$1.53M	0.43%	+14	Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES	31,495	$1.49M	0.42%	+602
AMGNAMGEN INC	4,737	$1.48M	0.42%	-54	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,593	$1.45M	0.41%	+10	Timeline
GRNBVANECK ETF TRUST	60,014	$1.44M	0.41%	+4,339	Timeline
EWBCEAST WEST BANCORP INC	15,855	$1.42M	0.4%	-220	Timeline
NFLXNETFLIX INC.	1,521	$1.42M	0.4%	-2	Timeline
ORAORMAT TECHNOLOGIES INC	19,333	$1.37M	0.39%	-548	Timeline
LULULULULEMON ATHLETICA INC	4,588	$1.3M	0.37%	-33	Timeline
HDBHDFC BANK LTD	19,211	$1.28M	0.36%	-39	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,376	$1.26M	0.36%	0	Timeline
NKENIKE INC	19,928	$1.26M	0.36%	+2,198	Timeline
NVONOVO-NORDISK A S	18,208	$1.26M	0.36%	+2,562	Timeline
MMM3M CO	8,488	$1.25M	0.35%	-309	Timeline
FSLRFIRST SOLAR INC	9,827	$1.24M	0.35%	-94	Timeline
UNHUNITEDHEALTH GROUP INC	2,299	$1.2M	0.34%	-120	Timeline
IBMINTERNATIONAL BUSINESS MACHS	4,783	$1.19M	0.34%	+178	Timeline
NXTNEXTPOWER INC	27,532	$1.16M	0.33%	-202	Timeline
MRKMERCK & CO INC	12,571	$1.13M	0.32%	-1,413	Timeline
SYKSTRYKER CORPORATION	2,950	$1.1M	0.31%	-1,295	Timeline
CPCANADIAN PACIFIC KANSAS CITY	15,593	$1.09M	0.31%	-20	Timeline
WMTWALMART INC	12,341	$1.08M	0.31%	+729	Timeline
JNJJOHNSON & JOHNSON	6,519	$1.08M	0.31%	-304	Timeline
GPNGLOBAL PMTS INC	10,360	$1.01M	0.29%	0	Timeline
VANECK ETF TRUSTVANECK ETF TRUST	22,236	$1.01M	0.29%	+2,036
GLOBAL X FDSGLOBAL X FDS	110,980	$911K	0.26%	+276
AMZNAMAZON COM INC	4,768	$907K	0.26%	+16	Timeline
HLNHALEON PLC	88,095	$906K	0.26%	-5	Timeline
MBBISHARES TR	9,595	$899K	0.25%	+196	Timeline
CBCHUBB LIMITED	2,922	$882K	0.25%	+4	Timeline
TMUST-MOBILE US INC	3,270	$872K	0.25%	-7	Timeline
SBUXSTARBUCKS CORP	8,879	$870K	0.25%	-5,317	Timeline
SHGSHINHAN FINANCIAL GROUP CO L	27,085	$868K	0.25%	-41	Timeline
CSCOCISCO SYS INC	14,028	$865K	0.25%	+218	Timeline
DHRDANAHER CORP DEL	4,221	$865K	0.25%	-130	Timeline
FERGFERGUSON ENTERPRISES INC	5,365	$859K	0.24%	-34	Timeline
SHENSHENANDOAH TELECOMMUNICATION	68,302	$858K	0.24%	+524	Timeline
BEPBROOKFIELD RENEWABLE ENERGY	38,189	$846K	0.24%	-12,183	Timeline
LOWLOWES COS INC	3,515	$819K	0.23%	-392	Timeline
RELXRELX PLC	15,489	$780K	0.22%	-46	Timeline
BBNBLACKROCK TAX MUNICPAL BD TR	45,812	$764K	0.22%	+3,042	Timeline
TJXTJX COS INC NEW	6,105	$743K	0.21%	-297	Timeline
NGGNATIONAL GRID PLC	11,301	$741K	0.21%	-50	Timeline
ALLALLSTATE CORP	3,542	$733K	0.21%	-2,684	Timeline
BACBANK OF AMER CORP	17,387	$725K	0.21%	+505	Timeline
TELTE CONNECTIVITY PLC	5,125	$724K	0.21%	-39	Timeline
CITHE CIGNA GROUP	2,173	$714K	0.2%	-120	Timeline
USBUS BANCORP	16,823	$710K	0.2%	0	Timeline
ITWILLINOIS TOOL WKS INC	2,810	$697K	0.2%	-22	Timeline
ADBEADOBE INC	1,775	$680K	0.19%	-5,781	Timeline
DEDEERE & CO	1,431	$671K	0.19%	-100	Timeline
LRGELEGG MASON ETF INVT	9,620	$671K	0.19%	+689	Timeline
NEENEXTERA ENERGY INC	9,239	$654K	0.19%	-511	Timeline
NVTNVENT ELEC PLC	12,213	$640K	0.18%	-26	Timeline
TDTORONTO DOMINION BK ONT	10,544	$631K	0.18%	+77	Timeline
QQQINVESCO QQQ TR	1,319	$618K	0.18%	-9	Timeline
TANINVESCO EXCH TRADED FD TR II	19,791	$602K	0.17%	-1,026	Timeline
AMALAMALGAMATED FINANCIAL CORP	20,495	$589K	0.17%	-153	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,311	$570K	0.16%	-271	Timeline
GILDGILEAD SCIENCES INC	5,066	$567K	0.16%	+79	Timeline
NUDMNUSHARES ETF TR	17,825	$567K	0.16%	-5,154	Timeline
NUBDNUSHARES ETF TR	25,454	$564K	0.16%	-287	Timeline
BAPCREDICORP LTD	3,017	$561K	0.16%	0	Timeline
VITLVITAL FARMS INC	18,336	$558K	0.16%	-4,611	Timeline
INTUINTUIT	894	$548K	0.16%	-25	Timeline
CMCSACOMCAST CORP NEW	14,630	$539K	0.15%	+209	Timeline
ITUBITAU UNIBANCO HLDG S A	97,936	$538K	0.15%	+8,192	Timeline
FLOTISHARES TR	10,488	$535K	0.15%	new	Timeline
KOCOCA COLA CO	7,363	$527K	0.15%	+196	Timeline
CDEIMORGAN STANLEY ETF TRUST	7,574	$510K	0.14%	-6,918	Timeline
ZTSZOETIS INC	3,086	$508K	0.14%	-135	Timeline
CAVACAVA GROUP INC	5,783	$499K	0.14%	new	Timeline
SPOTSPOTIFY TECHNOLOGY S A	908	$499K	0.14%	+253	Timeline
PFEPFIZER INC	19,491	$493K	0.14%	-661	Timeline
WATWATERS CORP	1,336	$492K	0.14%	-2	Timeline
CINFCINCINNATI FINL CORP	3,323	$490K	0.14%	+4	Timeline
CRMSALESFORCE INC	1,783	$478K	0.14%	+27	Timeline
VZVERIZON COMMUNICATIONS INC	10,113	$458K	0.13%	-1,489	Timeline
CVSBMORGAN STANLEY ETF TRUST	9,043	$457K	0.13%	-17	Timeline
CNICANADIAN NATL RY CO	4,648	$453K	0.13%	+11	Timeline
TXNTEXAS INSTRS INC	2,508	$450K	0.13%	+29	Timeline
BDXBECTON DICKINSON & CO	1,962	$449K	0.13%	-174	Timeline
ICLNISHARES TR	39,002	$445K	0.13%	+2,919	Timeline
AMDADVANCED MICRO DEVICES INC	4,326	$444K	0.13%	-308	Timeline
MNSTMONSTER BEVERAGE CORP NEW	7,580	$443K	0.13%	+137	Timeline
CLCOLGATE PALMOLIVE CO	4,676	$438K	0.12%	+9	Timeline
URIUNITED RENTALS INC	693	$434K	0.12%	new	Timeline
SPGIS&P GLOBAL INC	851	$432K	0.12%	+9	Timeline
MCKMCKESSON CORP	639	$430K	0.12%	+67	Timeline
PCHPOTLATCHDELTIC CORP	9,499	$428K	0.12%	+49	Timeline
NVSNOVARTIS AG	3,839	$427K	0.12%	-12	Timeline
BMYBRISTOL-MYERS SQUIBB CO	6,951	$423K	0.12%	-5	Timeline
SUSAISHARES TR	3,668	$421K	0.12%	+718	Timeline
GLGLOBE LIFE INC	3,200	$421K	0.12%	0	Timeline
MCDMCDONALDS CORP	1,323	$413K	0.12%	+1	Timeline
BKNGBOOKING HOLDINGS INC	89	$409K	0.12%	+26	Timeline
VGITVANGUARD SCOTTSDALE FDS	6,774	$402K	0.11%	+1,879	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,360	$400K	0.11%	-3	Timeline
QCOMQUALCOMM INC	2,599	$399K	0.11%	-4	Timeline
VRTXVERTEX PHARMACEUTICALS INC	817	$396K	0.11%	+187	Timeline
DFACDIMENSIONAL ETF TRUST	11,969	$394K	0.11%	0	Timeline
DISDISNEY WALT CO	3,930	$387K	0.11%	-150	Timeline
NUDVNUSHARES ETF TR	13,811	$383K	0.11%	new	Timeline
CVLCMORGAN STANLEY ETF TRUST	5,434	$374K	0.11%	-2,675	Timeline
HSBCHSBC HLDGS PLC	6,461	$371K	0.11%	-299	Timeline
STESTERIS PLC	1,611	$365K	0.1%	-17	Timeline
AAGILENT TECHNOLOGIES INC	3,124	$365K	0.1%	+20	Timeline
ICLRICON PUB LTD CO	2,084	$364K	0.1%	new	Timeline
EWEDWARDS LIFESCIENCES CORP	4,941	$358K	0.1%	-362	Timeline
MBNESSGA ACTIVE TR	12,248	$355K	0.1%	+2,255	Timeline
FGDLFRANKLIN TEMPLETON HOLDINGS	8,442	$353K	0.1%	0	Timeline
TAT&T INC	12,340	$348K	0.1%	-3,586	Timeline
EMNTPIMCO ETF TR	3,495	$345K	0.1%	+1,061	Timeline
CVMCMORGAN STANLEY ETF TRUST	6,083	$345K	0.1%	-528	Timeline
ORCLORACLE CORP	2,463	$344K	0.1%	-2,805	Timeline
FDSFACTSET RESH SYS INC	758	$344K	0.1%	+1	Timeline
BSXBOSTON SCIENTIFIC CORP	3,334	$336K	0.1%	new	Timeline
EQIXEQUINIX INC	409	$333K	0.09%	+4	Timeline
HYXFISHARES TR	7,155	$331K	0.09%	+480	Timeline
MDTMEDTRONIC PLC	3,659	$328K	0.09%	+15	Timeline
ERTHINVESCO EXCHANGE TRADED FD T	8,288	$321K	0.09%	0	Timeline
MGKVANGUARD WORLD FD	1,032	$318K	0.09%	+62	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	3,161	$318K	0.09%	0	Timeline
VTIVANGUARD INDEX FDS	1,134	$311K	0.09%	new	Timeline
NDSNNORDSON CORP	1,514	$305K	0.09%	new	Timeline
NUSCNUSHARES ETF TR	7,958	$305K	0.09%	-1,123	Timeline
GEGE AEROSPACE	1,494	$299K	0.08%	0	Timeline
IRMIRON MTN INC DEL	3,450	$296K	0.08%	+11	Timeline
TRPTC ENERGY CORP	6,250	$295K	0.08%	0	Timeline
FISVFISERV INC	1,308	$288K	0.08%	+3	Timeline
IWMISHARES TR	1,430	$285K	0.08%	-177	Timeline
ADIANALOG DEVICES INC	1,408	$283K	0.08%	-80	Timeline
NXPINXP SEMICONDUCTORS N V	1,482	$281K	0.08%	0	Timeline
TRMBTRIMBLE INC	4,144	$272K	0.08%	+11	Timeline
WELLWELLTOWER INC	1,773	$271K	0.08%	+132	Timeline
CMECME GROUP INC	1,013	$268K	0.08%	+34	Timeline
CATHGLOBAL X FDS	3,947	$266K	0.08%	+22	Timeline
CCITIGROUP INC	3,729	$264K	0.07%	+192	Timeline
NUHYNUSHARES ETF TR	12,244	$259K	0.07%	+838	Timeline
PGRPROGRESSIVE CORP	913	$258K	0.07%	+16	Timeline
PDIPIMCO DYNAMIC INCOME FD	12,819	$253K	0.07%	-213	Timeline
MDLZMONDELEZ INTL INC	3,713	$251K	0.07%	-22	Timeline
VSGXVANGUARD WORLD FD	4,269	$251K	0.07%	-2,702	Timeline
METAMETA PLATFORMS INC	431	$248K	0.07%	-51	Timeline
SGOLETFS GOLD TR	8,332	$248K	0.07%	0	Timeline
GVIISHARES TR	2,325	$246K	0.07%	-375	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	8,583	$245K	0.07%	-88	Timeline
AMPAMERIPRISE FINL INC	504	$243K	0.07%	-8	Timeline
AJGGALLAGHER ARTHUR J & CO	701	$242K	0.07%	new	Timeline
MORGAN STANLEY ETF TRUSTMORGAN STANLEY ETF TRUST	3,690	$238K	0.07%	-2,683
NUEMNUSHARES ETF TR	8,132	$237K	0.07%	new	Timeline
ESGVVANGUARD WORLD FD	2,393	$234K	0.07%	-1,420	Timeline
UBSIUNITED BANKSHARES INC WEST V	6,736	$233K	0.07%	-1,365	Timeline
INTCINTEL CORP	10,102	$229K	0.06%	new	Timeline
AZOAUTOZONE INC	60	$229K	0.06%	-10	Timeline
KMBKIMBERLY-CLARK CORP	1,576	$224K	0.06%	-224	Timeline
TWLOTWILIO INC	2,284	$223K	0.06%	+16	Timeline
GISGENERAL MILLS INC	3,745	$223K	0.06%	-109	Timeline
WMWASTE MGMT INC DEL	963	$222K	0.06%	-226	Timeline
NULGNUSHARES ETF TR	2,842	$222K	0.06%	-684	Timeline
PRCSPARNASSUS FUNDS II	9,580	$221K	0.06%	new	Timeline
EMREMERSON ELEC CO	1,998	$219K	0.06%	0	Timeline
IVVISHARES TR	388	$218K	0.06%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	896	$218K	0.06%	new	Timeline
AFLAFLAC INC	1,966	$218K	0.06%	-444	Timeline
VTRVENTAS INC	3,111	$213K	0.06%	new	Timeline
LRCXLAM RESEARCH CORP	2,913	$211K	0.06%	+9	Timeline
LPLALPL FINL HLDGS INC	647	$211K	0.06%	-4	Timeline
SANBANCO SANTANDER SA	31,361	$210K	0.06%	+473	Timeline
CHDCHURCH & DWIGHT CO INC	1,896	$208K	0.06%	new	Timeline
INGING GROEP N.V.	10,614	$207K	0.06%	-348	Timeline
MUMICRON TECHNOLOGY INC	2,368	$205K	0.06%	-14	Timeline
PMLPIMCO MUN INCOME FD II	24,217	$196K	0.06%	+39	Timeline
LYGLLOYDS BANKING GROUP PLC	45,841	$175K	0.05%	-3,050	Timeline
PBWINVESCO EXCHANGE TRADED FD T	10,645	$167K	0.05%	+90	Timeline
XBTAXBLACKROCK LNG-TRM MUNI ADV	15,985	$154K	0.04%	0	Timeline
AQNALGONQUIN POWER & UTILITIES	23,954	$123K	0.03%	0	Timeline
TELFYTELEFONICA SA-SPON ADR	23,659	$110K	0.03%	+126	Timeline
WITWIPRO LTD	35,008	$107K	0.03%	-2,559	Timeline
FFORD MTR CO	10,333	$103K	0.03%	new	Timeline
XIFRXPLR INFRASTRUCTURE LP	10,763	$102K	0.03%	-17,573	Timeline
LPLLG DISPLAY CO LTD	30,870	$96K	0.03%	0	Timeline
UMCUNITED MICROELECTRONICS CORP	11,513	$82K	0.02%	+2	Timeline
AVALGRUPO AVAL ACCIONES Y VALORE	17,124	$46K	0.01%	0	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MSCIMSCI INC	3,620	$2.17M	shares
BALLBALL CORP	22,665	$1.25M	shares
ROGROGERS CORP	7,614	$773K	shares
DLRDIGITAL RLTY TR INC	2,754	$488K	shares
TSLATESLA INC	1,053	$425K	shares
TGTTARGET CORP	2,767	$374K	shares
BNDVANGUARD BD INDEX FDS	5,011	$360K	shares
DECKDECKERS OUTDOOR CORP	1,744	$354K	shares
CVIEMORGAN STANLEY ETF TRUST	4,958	$273K	shares
TTDTHE TRADE DESK INC	2,234	$262K	shares
PYPLPAYPAL HLDGS INC	2,739	$233K	shares
TTEKTETRA TECH INC NEW	5,655	$225K	shares
ROSTROSS STORES INC	1,485	$224K	shares
PWRQUANTA SVCS INC	686	$216K	shares
ANETARISTA NETWORKS INC	1,925	$212K	shares
IVWISHARES TR	2,004	$203K	shares
AONAON PLC	559	$200K	shares

How Q1 2025 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 0001842974-25-000006	base		2025-05-09	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC