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Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245
13F Portfolio $405M AUM 288 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 110 Added 101 Reduced 16 Exited
Page 15 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PML PIMCO MUN INCOME FD II Financial Services 24,275.0 $183K 0.04% $7.54 -0.4%
282 TELEFONICA S A 36,768.0 $159K 0.04% -1K -2.7% $4.32
283 UMC UNITED MICROELECTRONICS CORP Technology 16,948.0 $152K 0.04% -2K -12.1% $8.97 +192.1%
284 MUA BLACKROCK MUNIASSETS FD INC Financial Services 14,125.0 $149K 0.04% NEW $10.55 +1.4%
285 AQN ALGONQUIN PWR UTILS CORP Utilities 20,177.0 $123K 0.03% $6.10 -3.1%
286 WIT WIPRO LTD Technology 44,504.0 $94K 0.02% -412.0 -0.9% $2.11 +6.1%
287 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 18,164.0 $79K 0.02% +152.0 +0.8% $4.35 +22.3%
288 BBD BANCO BRADESCO S A Financial Services 17,690.0 $64K 0.02% +2K +11.8% $3.62 -5.2%
Page 15 of 15  ·  288 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 35.4%
Financial Services 17.2%
Healthcare 13.3%
Industrials 8.8%
Communication Services 6.5%
Consumer Cyclical 6.0%
Consumer Defensive 4.8%
Utilities 3.4%
Basic Materials 2.0%
Real Estate 1.9%