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Portfolio (Quarterly) Guide ↗

NIA IMPACT ADVISORS, LLC

· CIK 0001815217
13F Portfolio $241M AUM 72 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 72 New
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STN STANTEC INC Industrials 66,730.0 $4.6M 1.91% NEW $68.91 +6.7%
22 VMI VALMONT INDS INC Industrials 7,838.0 $4.5M 1.88% NEW $577.58 -16.6%
23 AMAT APPLIED MATLS INC Technology 6,261.0 $4.5M 1.88% NEW $723.05 -37.1%
24 VRT VERTIV HOLDINGS CO Industrials 13,472.0 $4.5M 1.87% NEW $334.81 -16.2%
25 NXT NEXTPOWER INC Technology 37,253.0 $4.4M 1.84% NEW $119.14 -29.1%
26 ANET ARISTA NETWORKS INC Technology 25,594.0 $4.3M 1.80% NEW $169.88 +14.1%
27 CWT CALIFORNIA WTR SVC GROUP Utilities 85,841.0 $4.2M 1.73% NEW $48.65 +2.8%
28 SAP SAP SE Technology 26,402.0 $4.1M 1.69% NEW $154.11 +39.6%
29 UNFI UNITED NAT FOODS INC Consumer Defensive 86,532.0 $4.0M 1.64% NEW $45.67 -3.8%
30 LRN STRIDE INC Consumer Defensive 45,596.0 $3.9M 1.63% NEW $86.24 -1.8%
31 LMND LEMONADE INC Financial Services 57,721.0 $3.8M 1.55% NEW $65.05 -17.9%
32 NTRA NATERA INC Healthcare 13,301.0 $3.6M 1.50% NEW $271.46 +20.9%
33 NET CLOUDFLARE INC Technology 14,302.0 $3.5M 1.45% NEW $245.28 +13.7%
34 WGS GENEDX HOLDINGS CORP Healthcare 46,731.0 $3.2M 1.33% NEW $68.65 +25.3%
35 FMS FRESENIUS MEDICAL CARE AG Healthcare 136,769.0 $3.1M 1.28% NEW $22.61 +0.2%
36 XYL XYLEM INC Industrials 24,476.0 $2.9M 1.20% NEW $118.21 -10.6%
37 MWA MUELLER WTR PRODS INC Industrials 110,327.0 $2.8M 1.18% NEW $25.83 -7.3%
38 CNM CORE & MAIN INC Industrials 58,907.0 $2.8M 1.18% NEW $48.25 -8.1%
39 AEIS ADVANCED ENERGY INDS Industrials 6,768.0 $2.5M 1.04% NEW $372.85 -24.7%
40 IMMUNITYBIO INC 270,167.0 $2.4M 0.98% NEW $8.76
Page 2 of 4  ·  72 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 36.2%
Healthcare 14.1%
Industrials 12.4%
Financial Services 9.7%
Consumer Defensive 7.0%
Consumer Cyclical 6.5%
Energy 5.5%
Utilities 4.4%
Real Estate 3.0%
Communication Services 1.3%