Natural Investments, LLC Portfolio Holdings

Natural Investments, LLC

  • $403 Million
  • Q3 2025

Natural Investments, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $403 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.9M, Apple Inc. with a value of $23.5M, Nvidia Corp with a value of $22.4M, Ishares S&P 100 ETF with a value of $16.2M, and Alphabet Inc. with a value of $11.1M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $387M to 403M.

Below you can find more details about Natural Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $403 Million
Technology: $108 Million
ETFs: $45 Million
Financial Services: $44.4 Million
Healthcare: $40.5 Million
Industrials: $24.8 Million
Consumer Cyclical: $22.3 Million
Communication Services: $17.8 Million
Consumer Defensive: $15.4 Million
Other: $22.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$25.9 Million 6.41% of portfolio
49,914
Q3 2025 Reduced 0.9%
$4.3T
$23.5 Million 5.83% of portfolio
92,408
Q3 2025 Reduced 0.26%
$465B
$22.4 Million 5.55% of portfolio
119,998
Q3 2025 Reduced 0.01%
$1.74T
$11.1 Million 2.75% of portfolio
45,629
Q3 2025 Added 351.37%
$414B
$9 Million 2.23% of portfolio
38,853
Q3 2025 Reduced 0.02%
$2.95B
$7.1 Million 1.76% of portfolio
231,200
Q3 2025 Reduced 0.07%
$367B
$7.08 Million 1.75% of portfolio
17,467
Q3 2025 Reduced 0.73%
$1.46T
$6.74 Million 1.67% of portfolio
24,139
Q3 2025 Reduced 9.44%
$512B
$5.95 Million 1.48% of portfolio
10,462
Q3 2025 Reduced 1.79%
$228B
$5.11 Million 1.27% of portfolio
38,116
Q3 2025 Added 0.04%
$881B
$4.83 Million 1.2% of portfolio
15,326
Q3 2025 Reduced 0.21%
$2.39T
$4.56 Million 1.13% of portfolio
20,789
Q3 2025 Added 1.52%
$405B
$4.43 Million 1.1% of portfolio
4,572
Q3 2025 Added 10.54%
$971B
$4.1 Million 1.02% of portfolio
5,375
Q3 2025 Reduced 2.94%
$169B
$3.51 Million 0.87% of portfolio
3,809
Q3 2025 Added 0.34%
$277B
$3.41 Million 0.85% of portfolio
44,472
Q3 2025 Added 0.46%
$73.7B
$3.22 Million 0.8% of portfolio
11,768
Q3 2025 Added 0.19%
$140B
$3.19 Million 0.79% of portfolio
8,529
Q3 2025 Added 0.28%
$96.9B
$3.04 Million 0.75% of portfolio
7,214
Q3 2025 Added 0.46%
$404B
$2.94 Million 0.73% of portfolio
3,180
Q3 2025 Reduced 0.13%
$67.3B
$2.87 Million 0.71% of portfolio
10,270
Q3 2025 Reduced 0.73%
$255B
$2.76 Million 0.69% of portfolio
8,320
Q3 2025 Added 0.04%
$453B
$2.7 Million 0.67% of portfolio
2,378
Q3 2025 Added 118,800.0%
$84.9B
$2.65 Million 0.66% of portfolio
15,725
Q3 2025 Added 0.4%
$103B
$2.61 Million 0.65% of portfolio
1,119
Q3 2025 Added 0.54%
$346B
$2.59 Million 0.64% of portfolio
16,881
Q3 2025 Reduced 0.32%
$150B
$2.35 Million 0.58% of portfolio
39,709
Q3 2025 Added 0.65%
$36B
$2.29 Million 0.57% of portfolio
79,442
Q3 2025 Reduced 0.12%
$53.1B
$2.24 Million 0.56% of portfolio
7,055
Q3 2025 Added 1.31%
$74.3B
$2.22 Million 0.55% of portfolio
11,024
Q3 2025 Reduced 6.11%
$68.7B
$2.16 Million 0.54% of portfolio
25,885
Q3 2025 Reduced 0.5%
$533B
$2.16 Million 0.54% of portfolio
6,324
Q3 2025 Added 0.29%
$25.7B
$2.12 Million 0.53% of portfolio
14,364
Q3 2025 Reduced 0.77%
$33.9B
$2.13 Million 0.53% of portfolio
8,467
Q3 2025 Added 0.15%
$5.75B
$2.1 Million 0.52% of portfolio
19,322
Q3 2025 Added 0.13%
$279B
$2.03 Million 0.5% of portfolio
7,606
Q3 2025 Added 0.07%
$49.1B
$2 Million 0.5% of portfolio
1,668
Q3 2025 Added 0.54%
$23.9B
$1.98 Million 0.49% of portfolio
14,233
Q3 2025 Reduced 1.76%
$114B
$1.86 Million 0.46% of portfolio
16,273
Q3 2025 Reduced 0.94%
$38.1B
$1.87 Million 0.46% of portfolio
25,104
Q3 2025 Added 0.53%
$204B
$1.85 Million 0.46% of portfolio
13,196
Q3 2025 Reduced 2.88%
$21.8B
$1.86 Million 0.46% of portfolio
-
Q3 2025 New
$136B
$1.82 Million 0.45% of portfolio
7,702
Q3 2025 Reduced 6.63%
$27B
$1.76 Million 0.44% of portfolio
7,999
Q3 2025 Reduced 18.19%
$14.5B
$1.58 Million 0.39% of portfolio
14,836
Q3 2025 Added 0.25%
$37.1B
$1.52 Million 0.38% of portfolio
7,558
Q3 2025 Reduced 16.72%
$152B
$1.49 Million 0.37% of portfolio
6,027
Q3 2025 Added 0.02%
$17.8B
$1.44 Million 0.36% of portfolio
28,658
Q3 2025 Reduced 0.42%
$522B
$1.35 Million 0.34% of portfolio
7,294
Q3 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $403 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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