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Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245
13F Portfolio $402M AUM 280 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New
Page 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GLW CORNING INC Technology 4,500.0 $394K 0.10% NEW $87.56 +137.2%
182 ERTH INVESCO EXCHANGE TRADED FD T 8,320.0 $392K 0.10% NEW $47.12 +0.4%
183 T AT&T INC Communication Services 15,764.0 $391K 0.10% NEW $24.80 -9.8%
184 VGIT VANGUARD SCOTTSDALE FDS 6,492.0 $389K 0.10% NEW $59.92 -1.5%
185 CVLC MORGAN STANLEY ETF TRUST 4,615.0 $388K 0.10% NEW $84.07 +10.0%
186 SAN BANCO SANTANDER SA Financial Services 32,828.0 $385K 0.10% NEW $11.73 +13.6%
187 BSX BOSTON SCIENTIFIC CORP Healthcare 4,036.0 $384K 0.10% NEW $95.14 -53.2%
188 NUEM NUSHARES ETF TR 10,684.0 $380K 0.10% NEW $35.57 +16.3%
189 GSK GSK PLC Healthcare 7,606.0 $372K 0.09% NEW $48.91 +4.4%
190 A AGILENT TECHNOLOGIES INC Healthcare 2,723.0 $370K 0.09% NEW $135.88 -3.6%
191 EMNT PIMCO ETF TR 3,723.0 $367K 0.09% NEW $98.58 +0.3%
192 KLAC KLA CORP Technology 301.0 $365K 0.09% NEW $1212.62 -80.6%
193 NDSN NORDSON CORP Industrials 1,515.0 $364K 0.09% NEW $240.26 +23.0%
194 MCK MCKESSON CORP Healthcare 441.0 $361K 0.09% NEW $818.59 -5.8%
195 META META PLATFORMS INC Communication Services 546.0 $360K 0.09% NEW $659.34 -15.6%
196 MBNE SSGA ACTIVE TR 12,402.0 $360K 0.09% NEW $29.03 -0.1%
197 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,671.0 $359K 0.09% NEW $53.82 +2.0%
198 QCLN FIRST TR EXCHANGE-TRADED FD 8,039.0 $358K 0.09% NEW $44.53 +35.1%
199 ICLR ICON PLC Healthcare 1,964.0 $357K 0.09% NEW $181.77 -11.9%
200 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,018.0 $356K 0.09% NEW $349.71 +9.7%
Page 10 of 14  ·  280 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 36.7%
Financial Services 17.0%
Healthcare 12.9%
Industrials 7.7%
Consumer Cyclical 7.2%
Communication Services 6.8%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.8%
Real Estate 1.8%