NATURAL INVESTMENTS, LLC

Q4 2025 13F-HR Holdings

Location
Windsor, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
280
Total value ($000)
$401,812
Net value change ($000)
-1,443 (-0.4%)
New positions
78
Sold out positions
36
Turnover %
46.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 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)
DSI 12,725 NEW
GOOGL 11,552 NEW
JSTC 10,995 NEW
VEGN 9,852 NEW
CHGX 8,238 NEW
NXTE 7,909 NEW
VGSR 7,444 NEW
PANW 3,081 NEW
OWNS 2,884 NEW
AAPL 2,713 11.5%
Top Reduces (Value $000, Stocks/ETFs)
OEF -11,922 -96.2%
FMKT -10,698 -100.0%
FPAS -8,883 -100.0%
BGDV -8,346 -100.0%
QVAL -7,748 -100.0%
SWP -6,909 -100.0%
PANW -4,231 -100.0%
SHOP -3,673 -100.0%
MSFT -3,100 -12.0%
ABBV -2,528 -28.1%
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