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Portfolio (Quarterly) Guide ↗

NATURAL INVESTMENTS, LLC

· CIK 0001800245
13F Portfolio $402M AUM 280 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New
Page 9 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GL GLOBE LIFE INC Financial Services 3,452.0 $482K 0.12% NEW $139.63 +25.0%
162 TD TORONTO DOMINION BK ONT Financial Services 5,073.0 $477K 0.12% NEW $94.03 +26.6%
163 HYXF ISHARES TR 10,064.0 $475K 0.12% NEW $47.20 -0.9%
164 OEF ISHARES TR 1,381.0 $473K 0.12% NEW $342.51 +5.5%
165 PGR PROGRESSIVE CORP Financial Services 2,076.0 $472K 0.12% NEW $227.36 -4.8%
166 MDT MEDTRONIC PLC Healthcare 4,901.0 $470K 0.12% NEW $95.90 -14.5%
167 CDEI MORGAN STANLEY ETF TRUST 5,473.0 $452K 0.11% NEW $82.59 +8.1%
168 MCD MCDONALDS CORP Consumer Cyclical 1,441.0 $440K 0.11% NEW $305.34 -10.5%
169 NUSC NUSHARES ETF TR 9,722.0 $434K 0.11% NEW $44.64 +14.0%
170 COF CAPITAL ONE FINL CORP Financial Services 1,788.0 $433K 0.11% NEW $242.17 -17.8%
171 VITL VITAL FARMS INC Consumer Defensive 13,472.0 $430K 0.11% NEW $31.92 -66.1%
172 MGK VANGUARD WORLD FD 1,032.0 $425K 0.11% NEW $411.82 -79.2%
173 EW EDWARDS LIFESCIENCES CORP Healthcare 4,912.0 $418K 0.10% NEW $85.10 +5.8%
174 IWM ISHARES TR 1,695.0 $417K 0.10% NEW $246.02 +20.1%
175 STE STERIS PLC Healthcare 1,605.0 $406K 0.10% NEW $252.96 -17.5%
176 NUDV NUSHARES ETF TR 14,410.0 $404K 0.10% NEW $28.04 +16.9%
177 CL COLGATE PALMOLIVE CO Consumer Defensive 5,048.0 $398K 0.10% NEW $78.84 +17.0%
178 NXPI NXP SEMICONDUCTORS N V Technology 1,833.0 $397K 0.10% NEW $216.58 +36.7%
179 ING ING GROEP N.V. Financial Services 14,108.0 $395K 0.10% NEW $28.00 +11.4%
180 TMUS T-MOBILE US INC Communication Services 1,946.0 $395K 0.10% NEW $202.98 -9.0%
Page 9 of 14  ·  280 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 36.7%
Financial Services 17.0%
Healthcare 12.9%
Industrials 7.7%
Consumer Cyclical 7.2%
Communication Services 6.8%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.8%
Real Estate 1.8%