Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245

13F Portfolio $455M AUM 301 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 32 New 135 Added 88 Reduced 19 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SONY	SONY GROUP CORP	Technology	82,582	$1.7M	0.42%	SOLD
2	WCN	WASTE CONNECTIONS INC	Industrials	6,403	$1.0M	0.26%	SOLD
3	BAP	CREDICORP LTD	Financial Services	2,932	$994K	0.24%	SOLD
4	NGG	NATIONAL GRID PLC	Utilities	11,617	$982K	0.24%	SOLD
5	MNST	MONSTER BEVERAGE CORP NEW	Consumer Defensive	8,175	$592K	0.15%	SOLD
6	T	AT&T INC	Communication Services	17,423	$505K	0.12%	SOLD
7	RELX	RELX PLC	Communication Services	11,867	$393K	0.10%	SOLD
8	ELV	ELEVANCE HEALTH INC FORMERLY	Healthcare	1,015	$297K	0.07%	SOLD
9	SMFG	SUMITOMO MITSUI FINL GROUP I	Financial Services	13,499	$266K	0.07%	SOLD
10	TRMB	TRIMBLE INC	Technology	3,569	$232K	0.06%	SOLD
11	SGOL	ETFS GOLD TR	Financial Services	4,934	$220K	0.05%	SOLD
12	MBB	ISHARES TR	—	2,255	$214K	0.05%	SOLD
13	NEM	NEWMONT CORP	Basic Materials	1,955	$211K	0.05%	SOLD
14	O	REALTY INCOME CORP	Real Estate	3,312	$202K	0.05%	SOLD
15	ICLR	ICON PLC	Healthcare	1,829	$202K	0.05%	SOLD
16	IWR	ISHARES TR	—	2,074	$201K	0.05%	SOLD
17	KKR	KKR & CO INC	—	2,174	$201K	0.05%	SOLD
18	LPLA	LPL FINL HLDGS INC	Financial Services	671	$201K	0.05%	SOLD
19	—	TELEFONICA S A	—	36,768	$159K	0.04%	SOLD

Sector Allocation

Technology 38.5%

Financial Services 17.0%

Healthcare 13.6%

Industrials 9.3%

Communication Services 5.6%

Consumer Cyclical 5.1%

Consumer Defensive 4.1%

Utilities 2.7%

Real Estate 1.9%

Basic Materials 1.4%