Natural Investments, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$405K
Holdings
291
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 3.3% (10.9k → 10.6k shares)
7.2%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (1.3k shares)
4.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 6.3% (2.9k → 2.8k shares)
4.4%
04
$DSI
ISHARES TR
Held since at least Q1 2024
2.9%
05
$JSTC
TIDAL TRUST I
Held since at least Q1 2024
2.8%
06
$VEGN
ETF SER SOLUTIONS
Held since at least Q1 2024
2.8%
07
$GOOGL
ALPHABET INC
Q4 2025: New position (2.6k shares)
2.5%
08
$CHGX
EA SERIES TRUST
Held since at least Q1 2024
2.1%
09
$VGSR
MANAGER DIRECTED PORTFOLIOS
Held since at least Q1 2024
2.1%
10
$HASI
HA SUSTAINABLE INFRA CAP INC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:31 UTC.