NATURAL INVESTMENTS, LLC
•CIK: 1800245•Filing: Q4 2025
**NATURAL INVESTMENTS, LLC** manages $402M across a diversified portfolio of 280 positions. The fund exhibits significant concentration in mega-cap technology, with top holdings including AAPL ($26.2M), MSFT ($22.8M), and NVDA ($20.2M). Notable allocations also include strategic positions in DSI ($12.7M) and GOOGL ($11.6M). This structure suggests a core focus on established, high-growth technology leaders.
Total AUM
$401.8M
QoQ Performance
-0.4%
Positions
252
Top 10 Concentration
36.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
NVDA
AAPL6.5%
MSFT5.7%
NVDA5.0%
DSI3.2%
GOOGL2.9%
JSTC2.7%
VEGN2.5%
CHGX2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.8%
Technology25.1%
Healthcare6.5%
Financial5.5%
Consumer4.6%
Industrial1.9%
Materials1.4%
Real Estate1.0%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW47 new positions
↑90 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024