NATURAL INVESTMENTS, LLC

Q2 2026 13F-HR Holdings

Location
Windsor, CA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
301
Total value ($000)
$455,247
Net value change ($000)
+49,814 (12.3%)
New positions
32
Sold out positions
19
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 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)
VEGN 5,974 53.1%
AAPL 4,701 16.0%
NVDA 3,856 19.9%
CHGX 3,829 45.3%
GOOGL 3,173 30.9%
AMD 2,839 482.8%
AZN 2,533 NEW
PANW 2,400 86.1%
JSTC 1,830 16.2%
LLY 1,671 33.0%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -3,037 -68.6%
SONY -1,709 -100.0%
TSM -1,605 -22.6%
SHG -1,556 -87.7%
LIN -1,450 -44.6%
WCN -1,040 -100.0%
NVT -1,023 -76.9%
BAP -994 -100.0%
NGG -982 -100.0%
HLN -896 -51.8%
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