§ 13F · FUND PROFILE
NATURAL INVESTMENTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $386.6B (13F)Positions · 255Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$114.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 97K | $26.2B | 6.5% | +4% |
| 2 | MSFT | MICROSOFT CORP | 47K | $22.8B | 5.7% | −6% |
| 3 | NVDA | NVIDIA CORPORATION | 109K | $20.2B | 5.0% | −10% |
| 4 | DSI | ISHARES TR | 99K | $12.7B | 3.2% | NEW |
| 5 | GOOGL | ALPHABET INC | 37K | $11.6B | 2.9% | NEW |
| 6 | JSTC | TIDAL TRUST I | 542K | $11.0B | 2.7% | NEW |
| 7 | VEGN | ETF SER SOLUTIONS | 162K | $9.9B | 2.5% | NEW |
| 8 | CHGX | EA SERIES TRUST | 303K | $8.2B | 2.1% | NEW |
| 9 | NXTE | INVESTMENT MANAGERS SER TR I | 205K | $7.9B | 2.0% | NEW |
| 10 | VGSR | MANAGER DIRECTED PORTFOLIOS | 716K | $7.4B | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NATURAL SIGNAL
AC read
NATURAL INVESTMENTS, LLC is a Other fund managing $386.6 trillion in assets. The fund runs a broad portfolio of 255 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed