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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 11 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LYG LLOYDS BANKING GROUP PLC Financial Services 62,531.0 $364K 0.08% +1K +1.7% $5.82 +4.4%
202 IJH ISHARES TR 4,695.0 $362K 0.08% NEW $77.10 -1.2%
203 EMNT PIMCO ETF TR 3,611.0 $357K 0.08% $98.86 +0.3%
204 DFAC DIMENSIONAL ETF TRUST 8,004.0 $355K 0.08% -565.0 -6.6% $44.35 +2.7%
205 UBS UBS GROUP AG Financial Services 7,171.0 $355K 0.08% NEW $49.51 +9.5%
206 RYN RAYONIER INC Real Estate 16,382.0 $348K 0.08% +833.0 +5.4% $21.24 +0.0%
207 COHR COHERENT CORP Technology 874.0 $344K 0.08% $393.59 -26.8%
208 TSLA TESLA INC Consumer Cyclical 817.0 $343K 0.07% +137.0 +20.1% $419.83 -16.6%
209 MCK MCKESSON CORP Healthcare 451.0 $341K 0.07% +10.0 +2.3% $756.10 +19.7%
210 MS MORGAN STANLEY Financial Services 1,635.0 $341K 0.07% +35.0 +2.2% $208.56 +3.9%
211 BBEU J P MORGAN EXCHANGE TRADED F 4,367.0 $339K 0.07% NEW $77.63 +4.7%
212 NUBD NUSHARES ETF TR 15,300.0 $338K 0.07% $22.09 -0.9%
213 STE STERIS PLC Healthcare 1,605.0 $337K 0.07% $209.97 +12.6%
214 ACN ACCENTURE PLC IRELAND Technology 2,705.0 $336K 0.07% -55.0 -2.0% $124.21 +50.5%
215 ROP ROPER TECHNOLOGIES INC Industrials 985.0 $333K 0.07% +311.0 +46.1% $338.07 +22.3%
216 TEL TE CONNECTIVITY PLC Technology 1,640.0 $330K 0.07% -4K -72.0% $201.22 +0.1%
217 NVO NOVO-NORDISK A S Healthcare 6,831.0 $327K 0.07% -581.0 -7.8% $47.87 +1.7%
218 ROST ROSS STORES INC Consumer Cyclical 1,529.0 $325K 0.07% $212.56 +13.5%
219 ESGU ISHARES TR 1,960.0 $320K 0.07% NEW $163.27 +2.8%
220 CATH GLOBAL X FDS 3,560.0 $315K 0.07% $88.48 +2.9%
Page 11 of 16  ·  301 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%