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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 Q1 2025 · Filed May 9, 2025 · Accession 0001842974-25-000006

Total Value
$352,731
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL94,258$20,9375.94%
2MICROSOFT CORPMSFT51,548$19,3505.49%
3INVESTMENT MANAGERS SER TR I46144X586477,247$14,1784.02%
4NVIDIA CORPORATIONNVDA110,073$11,9293.38%
5ISHARES TR46428857094,028$9,6292.73%
6ABBVIE INCABBV42,234$8,8482.51%
7HOME DEPOT INCHD18,789$6,8851.95%
8MASTERCARD INCORPORATEDMA12,422$6,8081.93%
9HA SUSTAINABLE INFRA CAP INC41068X100232,292$6,7921.93%
10TIDAL ETF TR886364876348,869$6,3121.79%
11ABBOTT LABSABLZF41,827$5,5481.57%
12ETF SER SOLUTIONS26922A297109,567$5,4471.54%
13ALPHABET INCGOOG33,136$5,1241.45%
14TAIWAN SEMICONDUCTOR MFG LTD87403910027,144$4,5051.28%
15ELI LILLY & COLLY5,399$4,4591.26%
16LINDE PLCLIN9,201$4,2841.21%
17JPMORGAN CHASE & CO.VYLD15,765$3,8671.10%
18PALO ALTO NETWORKS INCPANW22,292$3,8031.08%
19AMERICAN TOWER CORP NEW03027X10016,095$3,5020.99%
20ASTRAZENECA PLCAZN45,662$3,3560.95%
21EA SERIES TRUST02072L177140,697$3,3360.95%
22INVESTMENT MANAGERS SER TR I46144X10790,511$3,3330.94%
23SERVICENOW INCNOW4,161$3,3120.94%
24ECOLAB INCECL12,503$3,1690.90%
25ASML HOLDING N VASMLF4,601$3,0480.86%
26TRAVELERS COMPANIES INCTRV11,417$3,0190.86%
27COSTCO WHSL CORP NEW22160K1053,127$2,9570.84%
28VERISK ANALYTICS INCVRSK9,622$2,8630.81%
29UNITED PARCEL SERVICE INCUPS25,036$2,7530.78%
30TRANE TECHNOLOGIES PLCTT8,079$2,7220.77%
31BRIGHT HORIZONS FAM SOL IN D10919410021,386$2,7160.77%
32EATON CORP PLCETN9,792$2,6610.75%
33THERMO FISHER SCIENTIFIC INCTMO5,324$2,6490.75%
34BROOKFIELD RENEWABLE CORPBEPC94,897$2,6490.75%
35MCCORMICK & CO INCMKC-V31,203$2,5680.73%
36SHOPIFY INCSHOP26,705$2,5490.72%
37UNILEVER PLCUNLYF41,209$2,4530.70%
38SAP SESAPGF9,074$2,4350.69%
39UNION PAC CORPUNP10,293$2,4310.69%
40INTERCONTINENTAL EXCHANGE IN45866F10413,915$2,4000.68%
41ALCON AGALC25,140$2,3860.68%
42MANAGER DIRECTED PORTFOLIOS56170L695232,125$2,3530.67%
43MERCADOLIBRE INCMELI1,199$2,3380.66%
44AMERICAN WTR WKS CO INC NEW03042010315,560$2,2950.65%
45PNC FINL SVCS GROUP INC69347510512,739$2,2390.63%
46AMERICAN EXPRESS COAXP8,158$2,1950.62%
47PROCTER AND GAMBLE CO74271810912,745$2,1710.62%
48AMPLIFY ETF TR03210855738,415$2,1120.60%
49ACCENTURE PLC IRELANDACN6,675$2,0820.59%
50AUTODESK INCADSK7,426$1,9440.55%
51PEPSICO INCPEP12,960$1,9430.55%
52PROLOGIS INC.PLDGP17,058$1,9060.54%
53VISA INCV5,362$1,8790.53%
54CHIPOTLE MEXICAN GRILL INCCMG37,258$1,8700.53%
55SONY GROUP CORPSNEJF68,657$1,7430.49%
56WABTEC9297401089,530$1,7280.49%
57XYLEM INCXYL14,211$1,6970.48%
58ALPHABET INCGOOG10,685$1,6690.47%
59BERKSHIRE HATHAWAY INC DELBRK-A2$1,5960.45%
60TIDAL TRUST III74741A10689,885$1,5410.44%
61BROADCOM INCAVGO9,194$1,5390.44%
62FRANKLIN ETF TR35350610816,905$1,5340.43%
63AUTOMATIC DATA PROCESSING INADP4,995$1,5260.43%
64MANAGED PORTFOLIO SERIES56167N75331,495$1,4900.42%
65AMGEN INCAMGN4,737$1,4750.42%
66SPDR S&P 500 ETF TRSPY2,593$1,4500.41%
67VANECK ETF TRUST92189F17160,014$1,4440.41%
68EAST WEST BANCORP INCEWBC15,855$1,4230.40%
69NETFLIX INCNFLX1,521$1,4180.40%
70ORMAT TECHNOLOGIES INCORA19,333$1,3680.39%
71LULULEMON ATHLETICA INCLULU4,588$1,2980.37%
72HDFC BANK LTDHDB19,211$1,2760.36%
73BERKSHIRE HATHAWAY INC DELBRK-A2,376$1,2650.36%
74NIKE INCNKE19,928$1,2650.36%
75NOVO-NORDISK A SNONOF18,208$1,2640.36%
763M COMMM8,488$1,2460.35%
77FIRST SOLAR INCFSLR9,827$1,2420.35%
78UNITEDHEALTH GROUP INCUNH2,299$1,2040.34%
79INTERNATIONAL BUSINESS MACHSINTR4,783$1,1890.34%
80NEXTRACKER INCNXT27,532$1,1600.33%
81MERCK & CO INCMRK12,571$1,1280.32%
82STRYKER CORPORATIONSYK2,950$1,0980.31%
83CANADIAN PACIFIC KANSAS CITYCP15,593$1,0940.31%
84WALMART INCWMT12,341$1,0830.31%
85JOHNSON & JOHNSONJNJ6,519$1,0810.31%
86GLOBAL PMTS INC37940X10210,360$1,0140.29%
87VANECK ETF TRUST92189H81322,236$1,0080.29%
88GLOBAL X FDS37954Y707110,980$9110.26%
89AMAZON COM INCAMZN4,768$9070.26%
90HALEON PLCHLNCF88,095$9060.26%
91ISHARES TR4642885889,595$8990.25%
92CHUBB LIMITEDCB2,922$8820.25%
93T-MOBILE US INCTMUSZ3,270$8720.25%
94STARBUCKS CORPSBUX8,879$8700.25%
95SHINHAN FINANCIAL GROUP CO LSHG27,085$8680.25%
96DANAHER CORPORATION2358511024,221$8650.25%
97CISCO SYS INCCSCO14,028$8650.25%
98FERGUSON ENTERPRISES INCFERG5,365$8590.24%
99SHENANDOAH TELECOMMUNICATIONSHEN68,302$8580.24%
100BROOKFIELD RENEWABLE PARTNERG1625810838,189$8460.24%
101LOWES COS INC5486611073,515$8190.23%
102RELX PLCRLXXF15,489$7800.22%
103BLACKROCK TAX MUNICPAL BD TRBLK45,812$7640.22%
104TJX COS INC NEW8725401096,105$7430.21%
105NATIONAL GRID PLCNMPWP11,301$7410.21%
106ALLSTATE CORPALL-PJ3,542$7330.21%
107BANK AMERICA CORP06050510417,387$7250.21%
108TE CONNECTIVITY PLCTEL5,125$7240.21%
109THE CIGNA GROUP1255231002,173$7140.20%
110US BANCORP DELUSB-PS16,823$7100.20%
111ILLINOIS TOOL WKS INC4523081092,810$6970.20%
112ADOBE INCADBE1,775$6800.19%
113LEGG MASON ETF INVT5246822009,620$6710.19%
114DEERE & CODE1,431$6710.19%
115NEXTERA ENERGY INCNEE-PW9,239$6540.19%
116NVENT ELECTRIC PLCNVT12,213$6400.18%
117TORONTO DOMINION BK ONTTORO10,544$6310.18%
118INVESCO QQQ TRIVZ1,319$6180.18%
119INVESCO EXCH TRADED FD TR IIIVZ19,791$6020.17%
120AMALGAMATED FINANCIAL CORPAMAL20,495$5890.17%
121ELEVANCE HEALTH INCELV1,311$5700.16%
122NUSHARES ETF TRNU17,825$5670.16%
123GILEAD SCIENCES INCGILD5,066$5670.16%
124NUSHARES ETF TRNU25,454$5640.16%
125CREDICORP LTDBAP3,017$5610.16%
126VITAL FARMS INCVITL18,336$5580.16%
127INTUITINTU894$5480.16%
128COMCAST CORP NEWCCZ14,630$5390.15%
129ITAU UNIBANCO HLDG S A46556210697,936$5380.15%
130ISHARES TR46429B65510,488$5350.15%
131COCA COLA COKO7,363$5270.15%
132MORGAN STANLEY ETF TRUSTMS-PQ7,574$5100.14%
133ZOETIS INCZTS3,086$5080.14%
134SPOTIFY TECHNOLOGY S ASPOT908$4990.14%
135CAVA GROUP INCCAVA5,783$4990.14%
136PFIZER INCPFE19,491$4930.14%
137WATERS CORP9418481031,336$4920.14%
138CINCINNATI FINL CORP1720621013,323$4900.14%
139SALESFORCE INCCRM1,783$4780.14%
140VERIZON COMMUNICATIONS INCVZ10,113$4580.13%
141MORGAN STANLEY ETF TRUSTMS-PQ9,043$4570.13%
142CANADIAN NATL RY CO1363751024,648$4530.13%
143TEXAS INSTRS INC8825081042,508$4500.13%
144BECTON DICKINSON & COBDX1,962$4490.13%
145ISHARES TR46428822439,002$4450.13%
146ADVANCED MICRO DEVICES INCAMD4,326$4440.13%
147MONSTER BEVERAGE CORP NEWMNST7,580$4430.13%
148COLGATE PALMOLIVE COCL4,676$4380.12%
149UNITED RENTALS INCURI693$4340.12%
150S&P GLOBAL INCSPGI851$4320.12%
151MCKESSON CORPMCK639$4300.12%
152POTLATCHDELTIC CORPORATION7376301039,499$4280.12%
153NOVARTIS AGNVSEF3,839$4270.12%
154BRISTOL-MYERS SQUIBB COCELG-RI6,951$4230.12%
155ISHARES TR4642888023,668$4210.12%
156GLOBE LIFE INCGL-PD3,200$4210.12%
157MCDONALDS CORPMCD1,323$4130.12%
158BOOKING HOLDINGS INCBKNG89$4090.12%
159VANGUARD SCOTTSDALE FDS92206C7066,774$4020.11%
160AIR PRODS & CHEMS INCAIIR1,360$4000.11%
161QUALCOMM INCQCOM2,599$3990.11%
162VERTEX PHARMACEUTICALS INCVRTX817$3960.11%
163DIMENSIONAL ETF TRUST25434V70811,969$3940.11%
164DISNEY WALT CO2546871063,930$3870.11%
165NUSHARES ETF TRNU13,811$3830.11%
166MORGAN STANLEY ETF TRUSTMS-PQ5,434$3740.11%
167HSBC HLDGS PLCHBCYF6,461$3710.11%
168STERIS PLCSTE1,611$3650.10%
169AGILENT TECHNOLOGIES INCA3,124$3650.10%
170ICON PLCICLR2,084$3640.10%
171EDWARDS LIFESCIENCES CORPEW4,941$3580.10%
172SSGA ACTIVE TR78470P85312,248$3550.10%
173FRANKLIN TEMPLETON HOLDINGSFGDL8,442$3530.10%
174AT&T INCT-PC12,340$3480.10%
175MORGAN STANLEY ETF TRUSTMS-PQ6,083$3450.10%
176PIMCO ETF TR72201R6433,495$3450.10%
177FACTSET RESH SYS INC303075105758$3440.10%
178ORACLE CORPORCL-PD2,463$3440.10%
179BOSTON SCIENTIFIC CORPBSX3,334$3360.10%
180EQUINIX INCEQIX409$3330.09%
181ISHARES TR46435G4417,155$3310.09%
182MEDTRONIC PLCMDT3,659$3280.09%
183INVESCO EXCHANGE TRADED FD TIVZ8,288$3210.09%
184VANGUARD WORLD FD9219108161,032$3180.09%
185FIRST TR EXCHANGE-TRADED FD33733B1003,161$3180.09%
186VANGUARD INDEX FDS9229087691,134$3110.09%
187NUSHARES ETF TRNU7,958$3050.09%
188NORDSON CORPNDSN1,514$3050.09%
189GE AEROSPACE3696043011,494$2990.08%
190IRON MTN INC DEL46284V1013,450$2960.08%
191TC ENERGY CORPTRPRF6,250$2950.08%
192FISERV INCFISV1,308$2880.08%
193ISHARES TR4642876551,430$2850.08%
194ANALOG DEVICES INCADI1,408$2830.08%
195NXP SEMICONDUCTORS N VNXPI1,482$2810.08%
196TRIMBLE INCTRMB4,144$2720.08%
197WELLTOWER INCWELL1,773$2710.08%
198CME GROUP INCCME1,013$2680.08%
199GLOBAL X FDS37954Y8893,947$2660.08%
200CITIGROUP INCC-PR3,729$2640.07%
201NUSHARES ETF TRNU12,244$2590.07%
202PROGRESSIVE CORP743315103913$2580.07%
203PIMCO DYNAMIC INCOME FD72201Y10112,819$2530.07%
204MONDELEZ INTL INC6092071053,713$2510.07%
205VANGUARD WORLD FD9219107254,269$2510.07%
206ETFS GOLD TR00326A1048,332$2480.07%
207META PLATFORMS INCMETA431$2480.07%
208ISHARES TR4642886122,325$2460.07%
209FIRST TR EXCHANGE-TRADED FD33733E5008,583$2450.07%
210AMERIPRISE FINL INC03076C106504$2430.07%
211GALLAGHER ARTHUR J & CO363576109701$2420.07%
212MORGAN STANLEY ETF TRUSTMS-PQ3,690$2380.07%
213NUSHARES ETF TRNU8,132$2370.07%
214VANGUARD WORLD FD9219107332,393$2340.07%
215UNITED BANKSHARES INC WEST VUNTCW6,736$2330.07%
216INTEL CORPINTC10,102$2290.06%
217AUTOZONE INCAZO60$2290.06%
218KIMBERLY-CLARK CORPKMB1,576$2240.06%
219TWILIO INCTWLO2,284$2230.06%
220GENERAL MLS INC3703341043,745$2230.06%
221NUSHARES ETF TRNU2,842$2220.06%
222WASTE MGMT INC DEL94106L109963$2220.06%
223PARNASSUS INCOME FDS7017695079,580$2210.06%
224EMERSON ELEC COEMR1,998$2190.06%
225MARSH & MCLENNAN COS INC571748102896$2180.06%
226AFLAC INCAFL1,966$2180.06%
227ISHARES TR464287200388$2180.06%
228VENTAS INCVTR3,111$2130.06%
229LAM RESEARCH CORPLRCX2,913$2110.06%
230LPL FINL HLDGS INC50212V100647$2110.06%
231BANCO SANTANDER S.A.BCDRF31,361$2100.06%
232CHURCH & DWIGHT CO INCCHD1,896$2080.06%
233ING GROEP N.V.INGVF10,614$2070.06%
234MICRON TECHNOLOGY INCMU2,368$2050.06%
235PIMCO MUN INCOME FD II72200W10624,217$1960.06%
236LLOYDS BANKING GROUP PLCLLOBF45,841$1750.05%
237INVESCO EXCHANGE TRADED FD TIVZ10,645$1670.05%
238BLACKROCK LONG-TERM MUN ADVABLK15,985$1540.04%
239ALGONQUIN PWR UTILS CORP01585710523,954$1230.03%
240TELEFONICA S ATELFY23,659$1100.03%
241WIPRO LTDWIT35,008$1070.03%
242FORD MTR CO34537086010,333$1030.03%
243XPLR INFRASTRUCTURE LPNEE-PW10,763$1020.03%
244LG DISPLAY CO LTDLPL30,870$960.03%
245UNITED MICROELECTRONICS CORPUMC11,513$820.02%
246GRUPO AVAL ACCIONES Y VALOREAVAL17,124$460.01%