NIA IMPACT ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$241,387
Net value change ($000)
+16,476 (7.3%)
New positions
5
Sold out positions
22
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 4,032 90.1%
AMD 3,861 157.2%
FTDR 3,794 160.6%
AMAT 3,269 259.9%
TSM 2,842 33.7%
VMI 2,774 158.2%
AKAM 2,757 116.7%
CWT 2,548 156.5%
ANET 2,474 132.0%
VTI 2,145 15.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,485 -90.2%
NXT -2,484 -35.9%
HOLX -1,762 -100.0%
ACM -1,703 -100.0%
XYL -1,700 -37.0%
AAPL -1,451 -19.4%
VRT -1,444 -24.2%
NVDA -1,309 -83.3%
ZG -1,293 -100.0%
MRK -1,263 -100.0%
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