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Nia Impact Advisors 13F Portfolio

Portfolio Manager
Nia Impact Advisors LLC
Performance
+14.29% (2026 Q2)
AUM (13F)
$241.39M
# of Holdings
72
Performance Rank
Allocation (Top 20)
60.26%
Latest filing
Q2 2026

Nia Impact Advisors LLC Holdings Map

Top 50 Nia Impact Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
6.68%43.6K$16.1M
+0.00%(+0)
2025-Q2: 43.6K shares2025-Q3: 43.6K shares2025-Q4: 43.6K shares2026-Q1: 43.6K shares2026-Q2: 43.6K shares
$195.39(+95.52%)
2026-06-30
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.67%23.6K$11.3M
-5.40%(-1.35K)
2025-Q2: 40.4K shares2025-Q3: 40.6K shares2025-Q4: 32.2K shares2026-Q1: 25.0K shares2026-Q2: 23.6K shares
$105.34(+302.14%)
2026-06-30
FSLR
FIRST SOLAR INC
4.26%43.5K$10.3M
-5.63%(-2.60K)
2025-Q2: 49.1K shares2025-Q3: 50.3K shares2025-Q4: 50.3K shares2026-Q1: 46.1K shares2026-Q2: 43.5K shares
$131.50(+86.44%)
2026-06-30
PANW
PALO ALTO NETWORKS INC
3.52%25.0K$8.5M
-10.65%(-2.98K)
2025-Q2: 38.9K shares2025-Q3: 32.8K shares2025-Q4: 30.9K shares2026-Q1: 27.9K shares2026-Q2: 25.0K shares
$67.21(+463.84%)
2026-06-30
EBAY
EBAY INC.
3.27%70.6K$7.9M
+5.23%(+3.51K)
2025-Q2: 58.9K shares2025-Q3: 74.6K shares2025-Q4: 71.6K shares2026-Q1: 67.1K shares2026-Q2: 70.6K shares
$69.93(+52.47%)
2026-06-30
IBM
INTERNATIONAL BUSINESS MACHS
3.21%27.5K$7.7M
-2.64%(-748)
2025-Q2: 30.5K shares2025-Q3: 30.7K shares2025-Q4: 30.4K shares2026-Q1: 28.3K shares2026-Q2: 27.5K shares
$122.45(+92.97%)
2026-06-30
VRTX
VERTEX PHARMACEUTICALS INC
3.02%14.7K$7.3M
-5.34%(-827)
2025-Q2: 15.9K shares2025-Q3: 15.9K shares2025-Q4: 17.6K shares2026-Q1: 15.5K shares2026-Q2: 14.7K shares
$294.71(+79.42%)
2026-06-30
HASI
HA SUSTAINABLE INFRA CAP INC
2.89%178.5K$7.0M
+6.50%(+10.89K)
2025-Q2: 164.9K shares2025-Q3: 168.5K shares2025-Q4: 172.6K shares2026-Q1: 167.6K shares2026-Q2: 178.5K shares
$44.23(-5.96%)
2026-06-30
GSK
GSK PLC
2.63%121.0K$6.3M
-0.49%(-601)
2025-Q2: 108.7K shares2025-Q3: 110.2K shares2025-Q4: 126.6K shares2026-Q1: 121.6K shares2026-Q2: 121.0K shares
$37.61(+38.94%)
2026-06-30
AMD
ADVANCED MICRO DEVICES INC
2.62%10.9K$6.3M
-9.92%(-1.20K)
2025-Q2: 24.3K shares2025-Q3: 23.9K shares2025-Q4: 23.7K shares2026-Q1: 12.1K shares2026-Q2: 10.9K shares
$160.06(+191.16%)
2026-06-30

About Nia Impact Advisors LLCโ€™s portfolio

Nia Impact Advisors LLC reports $241.39M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VTI (6.7%), TSM (4.7%) and FSLR (4.3%). The top 20 holdings account for 60.26% of reported assets. Its disclosed equity book has returned +54.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VTI โ€” 6.9% ($16.12M)TSM โ€” 4.8% ($11.28M)FSLR โ€” 4.4% ($10.27M)PANW โ€” 3.6% ($8.51M)EBAY โ€” 3.4% ($7.89M)IBM โ€” 3.3% ($7.75M)VRTX โ€” 3.1% ($7.28M)HASI โ€” 3.0% ($6.97M)GSK โ€” 2.7% ($6.34M)AMD โ€” 2.7% ($6.32M)Other โ€” 62.2% ($145.95M)
38%in top 10
  • VTI6.9%
  • TSM4.8%
  • FSLR4.4%
  • PANW3.6%
  • EBAY3.4%
  • IBM3.3%
  • VRTX3.1%
  • HASI3.0%
  • GSK2.7%
  • AMD2.7%
  • Other62.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
19
FTDRFRONTDOOR INC+77.5%
AKAMAKAMAI TECHNOLOGIES INC+110.5%
CWTCALIFORNIA WTR SVC GROUP+139.0%
VMIVALMONT INDS INC+78.6%
+15 more
Trimmed
28
VRTVERTIV HOLDINGS CO-43.3%
AAPLAPPLE INC-29.3%
NXTNEXTPOWER INC-35.1%
XYLXYLEM INC-36.3%
+24 more

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Source filings

Holdings on this page are parsed from Nia Impact Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1815217). View Nia Impact Advisors LLCโ€™s 13F filings on SEC

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