BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 15 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLK SELECT SECTOR SPDR TR 1,132.0 $215K 0.05% NEW $189.93 -4.6%
282 JEPI J P MORGAN EXCHANGE TRADED F 3,766.0 $212K 0.05% +138.0 +3.8% $56.29 +3.3%
283 JLL JONES LANG LASALLE INC Real Estate 684.0 $212K 0.05% $309.94 +26.1%
284 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 640.0 $211K 0.05% NEW $329.69 -0.0%
285 MAR MARRIOTT INTL INC NEW Consumer Cyclical 572.0 $211K 0.05% NEW $368.88 -3.1%
286 RL RALPH LAUREN CORP Consumer Cyclical 527.0 $211K 0.05% NEW $400.38 -9.2%
287 ZTS ZOETIS INC Healthcare 2,925.0 $210K 0.05% -141.0 -4.6% $71.79 +7.6%
288 ANET ARISTA NETWORKS INC Technology 1,235.0 $209K 0.05% NEW $169.23 +12.0%
289 XEL XCEL ENERGY INC Utilities 2,573.0 $206K 0.04% $80.06 -3.2%
290 VXUS VANGUARD STAR FDS 2,405.0 $205K 0.04% -420.0 -14.9% $85.24 +3.3%
291 CVIE MORGAN STANLEY ETF TRUST 2,402.0 $204K 0.04% -1K -32.5% $84.93 +1.3%
292 MSI MOTOROLA SOLUTIONS INC Technology 490.0 $203K 0.04% NEW $414.29 +17.4%
293 ORKA ORUKA THERAPEUTICS INC Healthcare 2,125.0 $202K 0.04% NEW $95.06 +6.2%
294 ITUB ITAU UNIBANCO HLDG S A Financial Services 22,498.0 $183K 0.04% -88K -79.5% $8.13 -5.9%
295 PML PIMCO MUN INCOME FD II Financial Services 21,416.0 $162K 0.04% -3K -11.8% $7.56 -3.2%
296 MUA BLACKROCK MUNIASSETS FD INC Financial Services 14,125.0 $155K 0.03% $10.97 -9.1%
297 F FORD MTR CO Consumer Cyclical 10,261.0 $142K 0.03% NEW $13.84 +0.8%
298 AQN ALGONQUIN POWER & UTILITIES Utilities 20,177.0 $118K 0.03% $5.85 -1.5%
299 WIT WIPRO LTD Technology 51,762.0 $116K 0.03% +7K +16.3% $2.24 -15.9%
300 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 18,447.0 $92K 0.02% +283.0 +1.6% $4.99 +10.9%
Page 15 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%