Data as of Q4 2025 (Dec 31, 2025)

NIA IMPACT ADVISORS, LLC

โ€ขCIK: 1815217โ€ขFiling: Q4 2025

**NIA IMPACT ADVISORS, LLC** manages $298M across a diversified portfolio of 101 positions. The fund exhibits significant conviction in core technology and renewable energy sectors, evidenced by top holdings including VTI ($14.6M) and FSLR ($13.1M). Notable allocations also feature technology leaders such as AAPL ($11.6M) and TSM ($9.8M), alongside healthcare and semiconductor exposure. This concentrated approach suggests a strategic focus on secular growth themes within established market leaders.

Total AUM
$297.9M
QoQ Performance
-3.2%
Positions
98
Top 10 Concentration
31.2%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI4.9%
FSLR4.4%
AAPL3.9%
TSM3.3%
IBM3.0%
VRTX2.7%
STN2.3%
XYL2.3%

๐Ÿ“ˆ Biggest Buys

AVGO
BROADCOM INC
NEW
2.2% of portfolio
NTRA
NATERA INC
NEW
1.1% of portfolio
RUN
SUNRUN INC
+717.1%
0.9% of portfolio
UL
UNILEVER PLC
NEW
0.5% of portfolio
GSK
GSK PLC
+14.9%
2.1% of portfolio

๐Ÿ“‰ Biggest Sells

TSM
TAIWAN SEMICONDUCTOR MFG LTD
-20.7%
3.3% of portfolio
HOOD
ROBINHOOD MKTS INC
-17.6%
1.7% of portfolio
NXT
NEXTPOWER INC
-13.8%
2.2% of portfolio
MSFT
MICROSOFT CORP
-9.3%
1.8% of portfolio
AAPL
APPLE INC
-3.9%
3.9% of portfolio

Sector Breakdown

Other76.3%
Technology16.2%
Healthcare4.2%
Communication1.6%
Financial1.4%
Industrial0.2%
ETF0.1%

๐Ÿšช Exited Positionssold since Q3 2025

FTNT
FORTINET INC
SOLD
$6.2M
DUOL
DUOLINGO INC
SOLD
$3.3M
UL
UNILEVER PLC
SOLD
$1.5M
SLVM
SYLVAMO CORP
SOLD
$1.4M
HNST
HONEST CO INC
SOLD
$1.1M

Changes from Q3 2025

NEW5 new positions
โ†‘28 increased
โ†“55 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024