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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 16 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BBD BANCO BRADESCO S A Financial Services 23,570.0 $81K 0.02% +6K +33.2% $3.44 -8.2%
Page 16 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%