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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NATURAL INVESTMENTS, LLC

Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001800586-25-000004

Total Value
$361,310
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL94,798$23,7396.57%
2MICROSOFT CORPMSFT50,589$21,3235.90%
3INVESTMENT MANAGERS SER TR I46144X586469,470$14,9244.13%
4NVIDIA CORPORATIONNVDA110,611$14,8534.11%
5ISHARES TR46428857081,269$8,9592.48%
6HOME DEPOT INCHD19,490$7,5812.10%
7ABBVIE INCABBV42,395$7,5332.08%
8HA SUSTAINABLE INFRA CAP INC41068X100236,745$6,3511.76%
9ALPHABET INCGOOG33,341$6,3111.75%
10TIDAL ETF TR886364876319,680$5,8691.62%
11MASTERCARD INCORPORATEDMA10,906$5,7421.59%
12TAIWAN SEMICONDUCTOR MFG LTD87403910027,071$5,3461.48%
13SERVICENOW INCNOW4,808$5,0961.41%
14ABBOTT LABSABLZF41,835$4,7311.31%
15PALO ALTO NETWORKS INCPANW25,454$4,6311.28%
16ELI LILLY & COLLY5,422$4,1851.16%
17LINDE PLCLIN9,234$3,8651.07%
18JPMORGAN CHASE & CO.VYLD15,734$3,7711.04%
19EA SERIES TRUST02072L177143,152$3,4950.97%
20INVESTMENT MANAGERS SER TR I46144X10788,870$3,3740.93%
21ADOBE INCADBE7,556$3,3600.93%
22SHOPIFY INCSHOP31,301$3,3280.92%
23UNITED PARCEL SERVICE INCUPS25,395$3,2020.89%
24ASML HOLDING N VASMLF4,600$3,1880.88%
25ASTRAZENECA PLCAZN46,154$3,0240.84%
26AMERICAN TOWER CORP NEW03027X10016,318$2,9920.83%
27BROOKFIELD RENEWABLE CORPBEPC103,578$2,8640.79%
28COSTCO WHSL CORP NEW22160K1053,077$2,8180.78%
29THERMO FISHER SCIENTIFIC INCTMO5,389$2,8030.78%
30TRAVELERS COMPANIES INCTRV11,558$2,7840.77%
31EATON CORP PLCETN8,380$2,7810.77%
32UNILEVER PLCUNLYF47,456$2,6900.74%
33VERISK ANALYTICS INCVRSK9,717$2,6760.74%
34PNC FINL SVCS GROUP INC69347510512,700$2,4490.68%
35MCCORMICK & CO INCMKC-V31,385$2,3920.66%
36AMERICAN EXPRESS COAXP8,011$2,3770.66%
37ACCENTURE PLC IRELANDACN6,662$2,3430.65%
38ECOLAB INCECL9,805$2,2970.64%
39UNION PAC CORPUNP9,929$2,2640.63%
40CHIPOTLE MEXICAN GRILL INCCMG37,374$2,2530.62%
41SAP SESAPGF9,110$2,2420.62%
42AUTODESK INCADSK7,547$2,2300.62%
43MANAGER DIRECTED PORTFOLIOS56170L695218,868$2,2140.61%
44AMPLIFY ETF TR03210855736,527$2,1820.60%
45MSCI INCMSCI3,620$2,1720.60%
46ALCON AGALC25,363$2,1530.60%
47BROADCOM INCAVGO9,279$2,1510.60%
48PROCTER AND GAMBLE CO74271810912,652$2,1210.59%
49ALPHABET INCGOOG10,665$2,0310.56%
50BRIGHT HORIZONS FAM SOL IN D10919410018,096$2,0050.55%
51PEPSICO INCPEP13,178$2,0030.55%
52MERCADOLIBRE INCMELI1,161$1,9730.55%
53AMERICAN WTR WKS CO INC NEW03042010315,723$1,9570.54%
54WABTEC9297401089,643$1,8280.51%
55PROLOGIS INC.PLDGP17,217$1,8190.50%
56LULULEMON ATHLETICA INCLULU4,621$1,7660.49%
57FIRST SOLAR INCFSLR9,921$1,7480.48%
58XYLEM INCXYL14,428$1,6730.46%
59VISA INCV5,146$1,6260.45%
60EAST WEST BANCORP INCEWBC16,075$1,5390.43%
61FRANKLIN ETF TR35350610816,965$1,5310.42%
62STRYKER CORPORATIONSYK4,245$1,5280.42%
63SPDR S&P 500 ETF TRSPY2,583$1,5130.42%
64AUTOMATIC DATA PROCESSING INADP4,981$1,4580.40%
65SONY GROUP CORPSNEJF68,734$1,4540.40%
66MANAGED PORTFOLIO SERIES56167N75330,893$1,4490.40%
67TIDAL TRUST III74741A10684,251$1,4220.39%
68MERCK & CO INCMRK13,984$1,3910.38%
69NETFLIX INCNFLX1,523$1,3570.38%
70ORMAT TECHNOLOGIES INCORA19,881$1,3460.37%
71NOVO-NORDISK A SNONOF15,646$1,3450.37%
72NIKE INCNKE17,730$1,3410.37%
73VANECK ETF TRUST92189F17155,675$1,3190.37%
74STARBUCKS CORPSBUX14,196$1,2950.36%
75BALL CORPBALL22,665$1,2490.35%
76AMGEN INCAMGN4,791$1,2480.35%
77HDFC BANK LTDHDB19,250$1,2290.34%
78UNITEDHEALTH GROUP INCUNH2,419$1,2230.34%
79ALLSTATE CORPALL-PJ6,226$1,2000.33%
80TRANE TECHNOLOGIES PLCTT3,166$1,1690.32%
81GLOBAL PMTS INC37940X10210,360$1,1600.32%
82BROOKFIELD RENEWABLE PARTNERG1625810850,372$1,1470.32%
833M COMMM8,797$1,1350.31%
84CANADIAN PACIFIC KANSAS CITYCP15,613$1,1290.31%
85BERKSHIRE HATHAWAY INC DELBRK-A2,376$1,0760.30%
86WALMART INCWMT11,612$1,0490.29%
87AMAZON COM INCAMZN4,752$1,0420.29%
88MORGAN STANLEY ETF TRUSTMS-PQ14,492$1,0390.29%
89NEXTRACKER INCNXT27,734$1,0130.28%
90INTERNATIONAL BUSINESS MACHSINTR4,605$1,0120.28%
91DANAHER CORPORATION2358511024,351$9980.28%
92JOHNSON & JOHNSONJNJ6,823$9860.27%
93LOWES COS INC5486611073,907$9640.27%
94GLOBAL X FDS37954Y707110,704$9600.27%
95FERGUSON ENTERPRISES INCFERG5,399$9370.26%
96VANECK ETF TRUST92189H81320,200$9280.26%
97SHINHAN FINANCIAL GROUP CO LSHG27,126$8910.25%
98ORACLE CORPORCL-PD5,268$8770.24%
99VITAL FARMS INCVITL22,947$8640.24%
100ISHARES TR4642885889,399$8610.24%
101SHENANDOAH TELECOMMUNICATIONSHEN67,778$8540.24%
102HALEON PLCHLNCF88,100$8400.23%
103NVENT ELECTRIC PLCNVT12,239$8340.23%
104ETF SER SOLUTIONS26922A29715,355$8250.23%
105CISCO SYS INCCSCO13,810$8170.23%
106CHUBB LIMITEDCB2,918$8060.22%
107US BANCORP DELUSB-PS16,823$8040.22%
108ROGERS CORPROG7,614$7730.21%
109TJX COS INC NEW8725401096,402$7730.21%
110INTERCONTINENTAL EXCHANGE IN45866F1045,041$7510.21%
111BANK AMERICA CORP06050510416,882$7410.21%
112TE CONNECTIVITY PLCTEL5,164$7380.20%
113T-MOBILE US INCTMUSZ3,277$7230.20%
114ILLINOIS TOOL WKS INC4523081092,832$7180.20%
115RELX PLCRLXXF15,535$7050.20%
116NEXTERA ENERGY INCNEE-PW9,750$6980.19%
117AMALGAMATED FINANCIAL CORPAMAL20,648$6910.19%
118NUSHARES ETF TRNU22,979$6900.19%
119BLACKROCK TAX MUNICPAL BD TRBLK42,770$6890.19%
120INVESCO EXCH TRADED FD TR IIIVZ20,817$6890.19%
121INVESCO QQQ TRIVZ1,328$6780.19%
122NATIONAL GRID PLCNMPWP11,351$6740.19%
123LEGG MASON ETF INVT5246822008,931$6720.19%
124DEERE & CODE1,531$6480.18%
125THE CIGNA GROUP1255231002,293$6330.18%
126MORGAN STANLEY ETF TRUSTMS-PQ8,109$5940.16%
127SALESFORCE INCCRM1,756$5870.16%
128ELEVANCE HEALTH INCELV1,582$5830.16%
129INTUITINTU919$5770.16%
130NUSHARES ETF TRNU25,741$5600.15%
131ADVANCED MICRO DEVICES INCAMD4,634$5590.15%
132TORONTO DOMINION BK ONTTORO10,467$5570.15%
133CREDICORP LTDBAP3,017$5530.15%
134COMCAST CORP NEWCCZ14,421$5410.15%
135PFIZER INCPFE20,152$5340.15%
136ZOETIS INCZTS3,221$5240.15%
137NEXTERA ENERGY PARTNERS LPNEE-PW28,336$5040.14%
138WATERS CORP9418481031,338$4960.14%
139DIGITAL RLTY TR INC2538681032,754$4880.14%
140BECTON DICKINSON & COBDX2,136$4840.13%
141CINCINNATI FINL CORP1720621013,319$4760.13%
142CANADIAN NATL RY CO1363751024,637$4700.13%
143TEXAS INSTRS INC8825081042,479$4640.13%
144VERIZON COMMUNICATIONS INCVZ11,602$4630.13%
145GILEAD SCIENCES INCGILD4,987$4600.13%
146MORGAN STANLEY ETF TRUSTMS-PQ9,060$4590.13%
147DISNEY WALT CO2546871064,080$4540.13%
148COCA COLA COKO7,167$4460.12%
149ITAU UNIBANCO HLDG S A46556210689,744$4450.12%
150MORGAN STANLEY ETF TRUSTMS-PQ6,373$4310.12%
151TESLA INCTSLA1,053$4250.12%
152COLGATE PALMOLIVE COCL4,667$4240.12%
153S&P GLOBAL INCSPGI842$4190.12%
154AGILENT TECHNOLOGIES INCA3,104$4160.12%
155DIMENSIONAL ETF TRUST25434V70811,969$4140.11%
156ISHARES TR46428822436,083$4100.11%
157QUALCOMM INCQCOM2,603$3990.11%
158VANGUARD WORLD FD9219107333,813$3990.11%
159AIR PRODS & CHEMS INCAIIR1,363$3950.11%
160VANGUARD WORLD FD9219107256,971$3950.11%
161BRISTOL-MYERS SQUIBB COCELG-RI6,956$3930.11%
162MORGAN STANLEY ETF TRUSTMS-PQ6,611$3920.11%
163EDWARDS LIFESCIENCES CORPEW5,303$3920.11%
164MONSTER BEVERAGE CORP NEWMNST7,443$3910.11%
165MCDONALDS CORPMCD1,322$3830.11%
166EQUINIX INCEQIX405$3810.11%
167NUSHARES ETF TRNU9,081$3800.11%
168NOVARTIS AGNVSEF3,851$3740.10%
169TARGET CORPTGT2,767$3740.10%
170POTLATCHDELTIC CORPORATION7376301039,450$3700.10%
171FACTSET RESH SYS INC303075105757$3630.10%
172AT&T INCT-PC15,926$3620.10%
173IRON MTN INC DEL46284V1013,439$3610.10%
174VANGUARD BD INDEX FDS9219378355,011$3600.10%
175ISHARES TR4642888022,950$3580.10%
176GLOBE LIFE INCGL-PD3,200$3560.10%
177ISHARES TR4642876551,607$3550.10%
178DECKERS OUTDOOR CORPDECK1,744$3540.10%
179INVESCO EXCHANGE TRADED FD TIVZ8,288$3350.09%
180STERIS PLCSTE1,628$3340.09%
181HSBC HLDGS PLCHBCYF6,760$3340.09%
182VANGUARD WORLD FD921910816970$3330.09%
183MCKESSON CORPMCK572$3250.09%
184FIRST TR EXCHANGE-TRADED FD33733B1003,161$3220.09%
185ANALOG DEVICES INCADI1,488$3160.09%
186BOOKING HOLDINGS INCBKNG63$3120.09%
187ISHARES TR46435G4416,675$3080.09%
188NXP SEMICONDUCTORS N VNXPI1,482$3080.09%
189UNITED BANKSHARES INC WEST VUNTCW8,101$3040.08%
190NUSHARES ETF TRNU3,526$3020.08%
191FRANKLIN TEMPLETON HOLDINGSFGDL8,442$2960.08%
192FIRST TR EXCHANGE-TRADED FD33733E5008,671$2940.08%
193SSGA ACTIVE TR78470P8539,993$2930.08%
194SPOTIFY TECHNOLOGY S ASPOT655$2920.08%
195TRIMBLE INCTRMB4,133$2920.08%
196MEDTRONIC PLCMDT3,644$2910.08%
197TC ENERGY CORPTRPRF6,250$2900.08%
198VANGUARD SCOTTSDALE FDS92206C7064,895$2830.08%
199META PLATFORMS INCMETA482$2820.08%
200ISHARES TR4642886122,700$2810.08%
201GLOBAL X FDS37954Y8893,925$2780.08%
202MORGAN STANLEY ETF TRUSTMS-PQ4,958$2730.08%
203AMERIPRISE FINL INC03076C106512$2720.08%
204FISERV INCFISV1,305$2670.07%
205THE TRADE DESK INC88339J1052,234$2620.07%
206VERTEX PHARMACEUTICALS INCVRTX630$2530.07%
207AFLAC INCAFL2,410$2490.07%
208GE AEROSPACE3696043011,494$2490.07%
209CITIGROUP INCC-PR3,537$2480.07%
210EMERSON ELEC COEMR1,998$2470.07%
211TWILIO INCTWLO2,268$2450.07%
212GENERAL MLS INC3703341043,854$2450.07%
213NUSHARES ETF TRNU11,406$2410.07%
214PIMCO DYNAMIC INCOME FD72201Y10113,032$2390.07%
215WASTE MGMT INC DEL94106L1091,189$2390.07%
216PIMCO ETF TR72201R6432,434$2390.07%
217KIMBERLY-CLARK CORPKMB1,800$2350.07%
218PAYPAL HLDGS INCPYPL2,739$2330.06%
219ISHARES TR464287200388$2280.06%
220CME GROUP INCCME979$2270.06%
221TETRA TECH INC NEWTTEK5,655$2250.06%
222ROSS STORES INCROST1,485$2240.06%
223MONDELEZ INTL INC6092071053,735$2230.06%
224AUTOZONE INCAZO70$2230.06%
225QUANTA SVCS INC74762E102686$2160.06%
226PROGRESSIVE CORP743315103897$2140.06%
227LPL FINL HLDGS INC50212V100651$2120.06%
228ARISTA NETWORKS INCANET1,925$2120.06%
229INVESCO EXCHANGE TRADED FD TIVZ10,555$2110.06%
230LAM RESEARCH CORPLRCX2,904$2090.06%
231ETFS GOLD TR00326A1048,332$2080.06%
232WELLTOWER INCWELL1,641$2060.06%
233ISHARES TR4642873092,004$2030.06%
234AON PLCAON559$2000.06%
235MICRON TECHNOLOGY INCMU2,382$2000.06%
236PIMCO MUN INCOME FD II72200W10624,178$1950.05%
237ING GROEP N.V.INGVF10,962$1710.05%
238BLACKROCK LONG-TERM MUN ADVABLK15,985$1560.04%
239BANCO SANTANDER S.A.BCDRF30,888$1400.04%
240WIPRO LTDWIT37,567$1320.04%
241LLOYDS BANKING GROUP PLCLLOBF48,891$1320.04%
242ALGONQUIN PWR UTILS CORP01585710523,954$1060.03%
243LG DISPLAY CO LTDLPL30,870$940.03%
244TELEFONICA S ATELFY23,533$940.03%
245UNITED MICROELECTRONICS CORPUMC11,511$740.02%
246GRUPO AVAL ACCIONES Y VALOREAVAL17,124$340.01%