NIA IMPACT ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$231,922
Net value change ($000)
-9,465 (-3.9%)
New positions
12
Sold out positions
3
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SMTC 4,388 NEW
WCC 4,215 NEW
STLD 3,191 NEW
AMAL 2,022 40.4%
NGVC 1,522 70.9%
NET 1,423 40.6%
NTRA 1,280 35.4%
SAP 1,086 26.7%
ANET 780 17.9%
SPOT 535 28.5%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -5,722 -100.0%
EBAY -3,473 -44.0%
TSM -3,260 -28.9%
AMAT -2,230 -49.3%
HOOD -1,863 -34.4%
FSLR -1,843 -17.9%
IBM -1,715 -22.1%
RUN -1,628 -91.4%
NXT -1,544 -34.8%
GSK -1,423 -22.4%
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