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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
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AFL AFLAC INC Financial Services 1,877.0 $220K 0.05% -210.0 -10.1% $117.21 -0.9%
82 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,477.0 $219K 0.05% -25K -88.0% $62.99 +21.9%
83 SNPS SYNOPSYS INC Technology 492.0 $219K 0.05% -13.0 -2.6% $445.12 -8.2%
84 ZTS ZOETIS INC Healthcare 2,925.0 $210K 0.05% -141.0 -4.6% $71.79 +7.7%
85 VXUS VANGUARD STAR FDS 2,405.0 $205K 0.04% -420.0 -14.9% $85.24 +3.4%
86 CVIE MORGAN STANLEY ETF TRUST 2,402.0 $204K 0.04% -1K -32.5% $84.93 +1.6%
87 ITUB ITAU UNIBANCO HLDG S A Financial Services 22,498.0 $183K 0.04% -88K -79.5% $8.13 -5.8%
88 PML PIMCO MUN INCOME FD II Financial Services 21,416.0 $162K 0.04% -3K -11.8% $7.56 -3.1%
Page 5 of 5  ·  88 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 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%