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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 $386,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 50,369 $25,054 6.48%
2.
Apple Inc.
 AAPL 92,648 $19,008 4.92%
3.
Nvidia Corp
 NVDA 120,006 $18,959 4.9%
4.
Investment Managers Ser Tr I
 476,210 $16,179 4.19%
5.
Ishares Tr - ESG MSCI KLD 400
 99,643 $11,574 2.99%
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)