NATURAL INVESTMENTS, LLC

Q1 2026 13F-HR Holdings

Location
Windsor, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
288
Total value ($000)
$405,433
Net value change ($000)
+3,621 (0.9%)
New positions
24
Sold out positions
16
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 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)
BRK-B 3,517 233.1%
AAPL 3,102 11.8%
OWNS 1,562 54.2%
NXT 1,479 NEW
VEGN 1,406 14.3%
VGSR 946 12.7%
ROK 894 NEW
HASI 851 12.9%
MSCI 789 NEW
WFC 688 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,103 -22.4%
AZN -3,831 -100.0%
NXTE -1,776 -22.5%
BFAM -1,411 -100.0%
GOOGL -1,275 -11.0%
ACN -1,050 -65.7%
NVDA -899 -4.4%
DSI -867 -6.8%
NOW -828 -32.9%
SAP -817 -43.1%
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