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Home > Institutional Investor > Natural Investments, Llc > Profile

Instuitional Investor - Natural Investments, Llc

Fund Profile
Filing Period:
Fund Name: Natural Investments, Llc
Portfolio Value $352,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 94,258 $20,937 5.94%
2.
Microsoft Corp
 MSFT 51,548 $19,350 5.49%
3.
Investment Managers Ser Tr I
 477,247 $14,178 4.02%
4.
Nvidia Corp
 NVDA 110,073 $11,929 3.38%
5.
Ishares Tr - ESG MSCI KLD 400
 94,028 $9,629 2.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)