NIA IMPACT ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$224,911
Net value change ($000)
-73,032 (-24.5%)
New positions
10
Sold out positions
22
Turnover %
14.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AKAM 2,363 NEW
FTDR 2,363 NEW
IBRX 2,062 NEW
ANET 1,874 NEW
VMI 1,753 NEW
AMAT 1,258 NEW
AEIS 1,235 NEW
VRT 1,212 25.6%
IRM 783 18.2%
LRN 779 25.4%
Top Reduces (Value $000, Stocks/ETFs)
PG -5,941 -100.0%
AAPL -4,108 -35.5%
FSLR -4,030 -30.7%
TEFOF -3,664 -100.0%
GOOGL -3,185 -72.7%
SHOP -3,020 -70.7%
NVDA -2,948 -65.2%
ACM -2,705 -61.4%
AMD -2,629 -51.7%
TEAM -2,594 -83.3%
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