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Natural Investments, LLC
Natural Investments is a pioneering, independent Registered Investment Adviser specializing in sustainable, responsible, and impact investing for individuals, families, organizations, foundations, and businesses nationwide. The firm is an innovator in socially responsible investing, with a focus on environmental, local economy, and social justice issues. In 2023, it became a Public Benefit LLC and the first U.S. financial services firm wholly owned by a perpetual purpose trust, ensuring independence and shared governance among its team of advisors.
Investment Strategy
Natural Investments offers sustainable and responsible portfolio management and financial planning, integrating clients’ environmental, social, and governance (ESG) values into customized investment solutions. The firm emphasizes gender and racial equity, regenerative investing, decentralized power, non-corporate business control, carbon/tax elimination, and local economies. NI is a founding Certified B Corp, and its proprietary Heart Rating system has rated socially responsible mutual funds for 30 years.
Latest 13F Filing Activity
Natural Investments, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 224 equity positions with a total 13F market value of $403M. The fund increased holdings in Ishares TR, Alphabet Inc., Ea Series Trust among other positions. Natural Investments, LLC reduced exposure to Investment Managers Ser TR I, Ishares TR, Tidal Trust I among others.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.41% | $25.9M | 49,914 | $420.64 | $517.95 | +$799.0K |
A AAPL | APPLE INC | 5.83% | $23.5M | 92,408 | $250.42 | $254.63 | +$4.5M |
N NVDA | NVIDIA CORPORATION | 5.55% | $22.4M | 119,998 | $136.25 | $186.58 | +$3.4M |
O OEF | ISHARES TR | 4.01% | $16.2M | 168,641 | $332.53 | $332.84 | +$15.6M |
G GOOG | ALPHABET INC | 2.75% | $11.1M | 45,629 | $231.77 | $243.55 | +$9.3M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Windsor, CA , United States | |
 | Partner | Ithaca, NY , United States |
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