StockDriftsStockDriftsTop 50 Natural Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.48% | 117.7K | $34.0M | +1.76%(+2.03K) | $239.00(+27.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.1% | 115.9K | $23.2M | +4.54%(+5.03K) | $131.78(+71.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.02% | 49.0K | $18.3M | +2.78%(+1.33K) | $423.80(+14.69%) | 2026-06-30 | |
| VEGN | ETF SER SOLUTIONS | 3.79% | 209.5K | $17.2M | +5.13%(+10.21K) | $55.21(+43.81%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.95% | 37.6K | $13.4M | +5.31%(+1.90K) | $185.49(+85.84%) | 2026-06-30 | |
| JSTC | TIDAL TRUST I | 2.88% | 573.6K | $13.1M | -1.02%(-5.88K) | $18.85(+23.57%) | 2026-06-30 | |
| DSI | ISHARES TR | 2.77% | 88.4K | $12.6M | -9.63%(-9.42K) | $109.29(+35.77%) | 2026-06-30 | |
| CHGX | EA SERIES TRUST | 2.7% | 369.6K | $12.3M | +17.38%(+54.72K) | $25.59(+34.09%) | 2026-06-30 | |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 2.2% | 881.0K | $10.0M | +8.46%(+68.74K) | $10.56(+9.75%) | 2026-06-30 | |
| GRNB | VANECK ETF TRUST | 1.89% | 355.8K | $8.6M | +19.96%(+59.21K) | $24.12(-1.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.54% | +4.68% | — | — | +8.86% |
| Top 20 Holdings Unweighted | +2.56% | +7.87% | — | — | +14.10% |
Natural Investments LLC reports $455.25M in US-listed equity holdings across 301 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.5%), NVDA (5.1%) and MSFT (4.0%). The top 20 holdings account for 49.77% of reported assets. Its disclosed equity book has returned +4.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Natural Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800245). View Natural Investments LLC’s 13F filings on SEC