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Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245
13F Portfolio $405M AUM 288 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 110 Added 101 Reduced 16 Exited
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SNY SANOFI SA Healthcare 5,533.0 $266K 0.07% +95.0 +1.8% $48.08 -13.5%
102 VITL VITAL FARMS INC Consumer Defensive 18,726.0 $264K 0.07% +5K +39.0% $14.10 -28.5%
103 MS MORGAN STANLEY Financial Services 1,600.0 $263K 0.07% +353.0 +28.3% $164.38 +37.5%
104 TRMB TRIMBLE INC Technology 3,569.0 $232K 0.06% +63.0 +1.8% $65.00 -24.3%
105 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,400.0 $219K 0.05% +143.0 +4.4% $64.41 +44.8%
106 AON AON PLC Financial Services 672.0 $216K 0.05% +42.0 +6.7% $321.43 -0.2%
107 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,145.0 $214K 0.05% +154.0 +7.7% $99.77 +3.9%
108 SNPS SYNOPSYS INC Technology 505.0 $200K 0.05% +23.0 +4.8% $396.04 +16.5%
109 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 18,164.0 $79K 0.02% +152.0 +0.8% $4.35 +22.3%
110 BBD BANCO BRADESCO S A Financial Services 17,690.0 $64K 0.02% +2K +11.8% $3.62 -5.2%
Page 6 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 17.2%
Healthcare 13.3%
Industrials 8.8%
Communication Services 6.5%
Consumer Cyclical 6.0%
Consumer Defensive 4.8%
Utilities 3.4%
Basic Materials 2.0%
Real Estate 1.9%