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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

Institutional Manager · CIK 0001800245

NATURAL INVESTMENTS, LLC

WINDSOR, CA · File #028-20215

Latest AUM
$401,812
Positions
280
Top-10 Concentration
52.2%
Filings
6

Sector Allocation

Technology
23.6%$94,728
Healthcare
8.1%$32,666
Financials
6.9%$27,857
Industrials
4.8%$19,151
Materials
1.3%$5,158
Utilities
1.0%$4,121
Real Estate
0.2%$847
Energy
0.1%$477

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL96,528$26,2429.94%
2MICROSOFT CORPMSFT47,049$22,7538.62%
3NVIDIA CORPORATIONNVDA108,541$20,2427.66%
4ISHARES TR46428857098,774$12,7254.82%
5ALPHABET INCGOOG36,910$11,5524.37%
6TIDAL TRUST I886364876541,900$10,9954.16%
7ETF SER SOLUTIONS26922A297162,029$9,8523.73%
8EA SERIES TRUST02072L151303,029$8,2383.12%
9INVESTMENT MANAGERS SER TR I46144X586205,017$7,9092.99%
10MANAGER DIRECTED PORTFOLIOS56170L695715,779$7,4442.82%
11TAIWAN SEMICONDUCTOR MFG LTD87403910021,694$6,5922.50%
12HA SUSTAINABLE INFRA CAP INC41068X100209,221$6,5752.49%
13ABBVIE INCABBV28,305$6,4672.45%
14HOME DEPOT INCHD17,773$6,1152.32%
15ELI LILLY & COLLY5,414$5,8172.20%
16JPMORGAN CHASE & CO.VYLD16,508$5,3192.01%
17AMAZON COM INCAMZN21,260$4,9071.86%
18MASTERCARD INCORPORATEDMA8,067$4,6051.74%
19ABBOTT LABSABLZF30,998$3,8831.47%
20ASTRAZENECA PLCAZN41,679$3,8311.45%