Natural Investments, LLC has filed its latest 13F-HR report, which discloses a total value of $471.3 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategies and priorities, particularly in the realm of sustainable and impactful businesses.

The report indicates that Natural Investments has made substantial investments in various sectors, with notable stakes in major companies. For instance, the firm holds a significant position in Apple Inc., valued at approximately $39.8 million, and in Amazon.com Inc., valued at around $1.7 million. These holdings reflect a strategic focus on technology and consumer goods, aligning with current market trends.

Background

Natural Investments, LLC is a registered investment advisor based in Windsor, California. The firm specializes in sustainable and socially responsible investments, catering to clients who prioritize ethical considerations alongside financial returns. The company is incorporated in Colorado and operates under the Central Index Key (CIK) number 0001800245. Its fiscal year ends on December 31, and it has been actively filing various forms with the SEC, including the 13F-HR and N-PX forms.

What the Filing Says

According to the filing with the SEC, Natural Investments reported a total of 310 positions in its portfolio, with a total value of $471,255,174. The filing agent, Cindi Hill, confirmed the details on November 6, 2026. The report highlights the firm’s commitment to transparency and regulatory compliance in its investment activities.

Impact

This filing may affect various stakeholders, including clients of Natural Investments who rely on the firm for guidance in sustainable investment strategies. Additionally, the report may influence market perceptions of companies like Apple and Amazon, as investors increasingly seek to align their portfolios with sustainable practices.

What's Next

The filing does not specify what happens next for Natural Investments, but it is expected that the firm will continue to monitor and adjust its investment strategies in response to market conditions and client needs.