Nia Impact Advisors, LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$224.9M
Holdings
89
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 43.6k shares)
6.2%
02
$FSLR
FIRST SOLAR INC
Q4 2025: Exited (was 50.3k shares)
4.0%
03
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 40.6k shares)
3.8%
04
$AAPL
APPLE INC
Q4 2025: Exited (was 44.3k shares)
3.3%
05
$NXT
NEXTPOWER INC
Q4 2025: Exited (was 86.0k shares)
3.1%
06
$GILD
GILEAD SCIENCES INC
Q4 2025: Exited (was 51.1k shares)
3.1%
07
$VRTX
VERTEX PHARMACEUTICALS INC
Q4 2025: Exited (was 15.9k shares)
3.1%
08
$IBM
INTERNATIONAL BUSINESS MACHS
Q4 2025: Exited (was 30.7k shares)
3.0%
09
$GSK
GSK PLC
Q4 2025: Exited (was 110.2k shares)
3.0%
10
$HASI
HA SUSTAINABLE INFRA CAP INC
Q4 2025: Exited (was 168.5k shares)
2.7%
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 12:38 UTC.