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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 14 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,256.0 $237K 0.05% $105.05 +2.6%
262 SPTS SPDR SERIES TRUST 8,199.0 $237K 0.05% +706.0 +9.4% $28.91 +0.3%
263 GS GOLDMAN SACHS GROUP INC Financial Services 232.0 $234K 0.05% NEW $1008.62 +5.0%
264 AMP AMERIPRISE FINL INC Financial Services 509.0 $233K 0.05% $457.76 +22.4%
265 MID AMERICAN CENTY ETF TR 3,292.0 $226K 0.05% NEW $68.65 -0.2%
266 FERG FERGUSON ENTERPRISES INC Industrials 944.0 $224K 0.05% +61.0 +6.9% $237.29 -1.9%
267 DDOG DATADOG INC Technology 858.0 $223K 0.05% NEW $259.91 -14.2%
268 BBCA J P MORGAN EXCHANGE TRADED F 2,229.0 $221K 0.05% NEW $99.15 +8.9%
269 SAP SAP SE Technology 1,436.0 $221K 0.05% -5K -77.2% $153.90 +41.0%
270 AFL AFLAC INC Financial Services 1,877.0 $220K 0.05% -210.0 -10.1% $117.21 -0.9%
271 XOM EXXON MOBIL CORP Energy 1,606.0 $219K 0.05% $136.36 +17.8%
272 JBHT HUNT J B TRANS SVCS INC Industrials 758.0 $219K 0.05% NEW $288.92 -9.3%
273 PH PARKER-HANNIFIN CORP Industrials 224.0 $219K 0.05% NEW $977.68 +4.0%
274 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,477.0 $219K 0.05% -25K -88.0% $62.99 +21.9%
275 SNPS SYNOPSYS INC Technology 492.0 $219K 0.05% -13.0 -2.6% $445.12 -8.2%
276 VITL VITAL FARMS INC Consumer Defensive 18,814.0 $218K 0.05% $11.59 -4.1%
277 DFAE DIMENSIONAL ETF TRUST 5,403.0 $217K 0.05% NEW $40.16 -1.2%
278 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,168.0 $215K 0.05% +23.0 +1.1% $99.17 -10.5%
279 ITOT ISHARES TR 1,311.0 $215K 0.05% NEW $164.00 +2.4%
280 NUMV NUSHARES ETF TR 4,946.0 $215K 0.05% NEW $43.47 +3.9%
Page 14 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%