NIA IMPACT ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Oakland, CA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$297,943
Net value change ($000)
-9,780 (-3.2%)
New positions
5
Sold out positions
5
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 6,689 NEW
NTRA 3,411 NEW
RUN 2,437 768.8%
FSLR 2,049 18.5%
VRTX 1,756 28.1%
GSK 1,454 30.6%
UL 1,422 NEW
AMD 1,210 31.2%
LMND 1,120 31.4%
GILD 1,004 17.7%
Top Reduces (Value $000, Stocks/ETFs)
FTNT -6,235 -100.0%
LRN -4,069 -57.0%
DUOL -3,311 -100.0%
HOOD -2,736 -34.9%
ACM -1,974 -30.9%
TSM -1,560 -13.7%
Unilever PLC -1,451 -100.0%
SLVM -1,374 -100.0%
STN -1,347 -16.5%
NGVC -1,333 -42.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type