Form 13F NATURAL INVESTMENTS For: 1 May – Image for illustrative purposes only (Image credits: Pixabay)
Institutional investment manager Natural Investments LLC submitted its most recent Form 13F to the U.S. Securities and Exchange Commission, offering a window into its strategy at the close of 2025. The filing, covering holdings as of December 31, detailed a portfolio spanning 280 positions valued at $402 million. Known for its emphasis on socially responsible investing, the firm maintained a focus on technology leaders and sustainable exchange-traded funds amid market volatility.[1][2]
Portfolio Snapshot: Scale and Diversification
The report highlighted the firm’s broad exposure across sectors, with a total turnover rate of 28 percent during the quarter. This level of activity suggested active management without drastic overhauls. Natural Investments managed to balance growth-oriented equities with ESG-aligned instruments, reflecting its long-standing commitment to values-driven portfolios.[1]
Established in 1992, the firm has built a reputation for customizing portfolios that exclude fossil fuels and prioritize community investments alongside shareholder advocacy. The $402 million in disclosed 13F securities represented a snapshot of its discretionary equity holdings, primarily in U.S.-listed stocks and ETFs.[2]
Top Positions: Tech Dominance Meets Sustainability
Apple Inc. (AAPL) topped the list at 6.53 percent of the portfolio, underscoring confidence in the tech giant’s innovation pipeline. Microsoft Corp. (MSFT) followed closely at 5.66 percent, while NVIDIA Corp. (NVDA) claimed 5.04 percent, capitalizing on artificial intelligence momentum. These core holdings illustrated a tilt toward high-growth technology amid broader market shifts.[1]
The iShares ESG Aware MSCI KLD 400 ETF (DSI) ranked fourth at 3.17 percent, aligning with the firm’s sustainable ethos by tracking companies with strong environmental, social, and governance profiles. Alphabet Inc. (GOOGL) rounded out the top five at 2.87 percent, with recent additions bolstering the position to approximately $11.55 million in value. This blend highlighted how Natural Investments integrated mainstream winners with principled selections.[1]
- Apple Inc. (AAPL): 6.53%
- Microsoft Corp. (MSFT): 5.66%
- NVIDIA Corp. (NVDA): 5.04%
- iShares ESG MSCI KLD 400 ETF (DSI): 3.17%
- Alphabet Inc. (GOOGL): 2.87%
Strategic Moves and Broader Context
No entirely new stock positions appeared in the filing, indicating continuity in core convictions rather than speculative bets. Adjustments included boosts to names like Netflix Inc., where holdings expanded significantly, and fresh stakes in consumer staples such as McCormick & Company. These tweaks pointed to opportunistic refinements within an ESG framework.[1]
The filing arrived as institutional managers navigated heightened scrutiny on transparency and sustainability claims. Natural Investments’ approach, fossil-free by design and supportive of green economy initiatives, positioned it well among advisors serving individuals, families, and foundations. Its emphasis on “heart ratings” for ESG funds further differentiated the strategy in a crowded field.[2]
Key Portfolio Metrics:
Total Value: $402 million
Holdings: 280
Turnover: 28%
New Positions: None
What This Means for Investors
For those eyeing socially responsible options, Natural Investments’ disclosures offered reassurance on scalable, high-conviction picks. The heavy weighting in proven tech names alongside ESG vehicles demonstrated viability without sacrificing returns potential. As quarterly reports continue to roll in, this filing served as a benchmark for blending profitability with purpose.[1]
The firm’s trajectory underscored a maturing SRI landscape, where managers like Natural Investments delivered detailed insights into navigating economic uncertainties. Investors monitoring 13F updates will watch for Q1 evolutions amid evolving market dynamics.