§ 13F · FUND PROFILE
NATURAL INVESTMENTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $403K (13F)Positions · 263Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 116K | $29K | 7.2% | +20% |
| 2 | NVDA | NVIDIA CORPORATION | 111K | $19K | 4.8% | +2% |
| 3 | MSFT | MICROSOFT CORP | 48K | $18K | 4.4% | +1% |
| 4 | DSI | ISHARES TR | 98K | $12K | 2.9% | −1% |
| 5 | JSTC | TIDAL TRUST I | 579K | $11K | 2.8% | +7% |
| 6 | VEGN | ETF SER SOLUTIONS | 199K | $11K | 2.8% | +23% |
| 7 | GOOGL | ALPHABET INC | 36K | $10K | 2.5% | −3% |
| 8 | CHGX | EA SERIES TRUST | 315K | $8K | 2.1% | +4% |
| 9 | VGSR | MANAGER DIRECTED PORTFOLIOS | 812K | $8K | 2.1% | +13% |
| 10 | HASI | HA SUSTAINABLE INFRA CAP INC | 202K | $7K | 1.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NATURAL SIGNAL
AC read
NATURAL INVESTMENTS, LLC is a Other fund managing $403 thousand in assets. The fund runs a broad portfolio of 263 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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