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Natural Investments - Q2 2026 13F Filings

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Natural Investments, LLC

CIK: 0001800245
Address: California Windsor 1330 Gumview Road
$455.25 M
Portfolio Value
301
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AZN Astrazeneca PLC
+$2.53 M
2. CHGX Stance Sustainable Beta Etf
+$1.82 M
3. AMD Advanced Micro Devices
+$1.75 M
4. GRNB Vaneck Green Bond Etf
+$1.43 M
5. SPY Spdr S&P 500 Etf Trust
+$1.3 M

Top Sells

Q2 2026
1. TSM Taiwan Semiconductor Manufacturing Company Limited
−$4.54 M
2. AMZN Amazoncom
−$3.67 M
3. ASML Asml Holding Nv
−$2.16 M
4. SONY Sony Group Corporation
−$1.71 M
5. SHG Shinhan Financial Group Co
−$1.6 M

Asset Allocation

Stocks/ETFs
+12.29%
$455.25 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Natural Investments Q2 2026 Filing Summary

Natural Investments, LLC filed its 13F report for Q2 2026 on July 31, 2026. The portfolio totaled 455.25 M reflecting a +12.29% change from the prior quarter, spanning 301 assets. The top 10 holdings comprised 35.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 32 new positions and 19 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Natural Investments’s Q2 2026 Filing

Natural Investments submitted their Form 13F-HR for the Q2 2026 period on 07/31/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Natural Investments reported a managed portfolio value of 455.25 M, consisting of 301 individual positions.

This page displays the raw filing documents. To see which stocks Natural Investments bought or sold during Q2 2026, please visit Natural Investments's Portfolio Analysis page.