Institutional Manager · CIK 0001815217
NIA IMPACT ADVISORS, LLC
OAKLAND, CA · File #028-20459
Latest AUM
$297.9M
Positions
101
Top-10 Concentration
35.9%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | BROADCOM INC | AVGO | +19,328 | +$6.7M | $0 |
| EXITED | FORTINET INC | 34959E109 | -74,156 | -$6.2M | $0 |
| NEW | NATERA INC | NTRA | +14,887 | +$3.4M | $0 |
| EXITED | DUOLINGO INC | 26603R106 | -10,289 | -$3.3M | $0 |
| REDUCE | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | -8,424 | -$2.6M | +$999,988 |
| ADD | SUNRUN INC | RUN | +131,366 | +$2.4M | +$20,334 |
| EXITED | UNILEVER PLC | 904767704 | -24,484 | -$1.5M | $0 |
| NEW | UNILEVER PLC | UNLYF | +21,747 | +$1.4M | $0 |
| EXITED | SYLVAMO CORP | 871332102 | -31,082 | -$1.4M | $0 |
| EXITED | HONEST CO INC | 438333106 | -306,661 | -$1.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025101 pos · $297.9M
- 13F HOLDINGS REPORTQ/E Sep 2025101 pos · $307.7M
- 13F HOLDINGS REPORTQ/E Jun 202597 pos · $289.3M
- 13F HOLDINGS REPORTQ/E Mar 202599 pos · $269.3M
- 13F HOLDINGS REPORTQ/E Dec 2024112 pos · $307.5M
- 13F HOLDINGS REPORTQ/E Sep 2024109 pos · $301.2M
- 13F HOLDINGS REPORTQ/E Jun 2024103 pos · $278.3M
- 13F HOLDINGS REPORTQ/E Mar 202491 pos · $250.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 43,575 | $14.6M | 5.64% |
| 2 | FIRST SOLAR INC | FSLR | 50,267 | $13.1M | 5.07% |
| 3 | APPLE INC | AAPL | 42,612 | $11.6M | 4.47% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,220 | $9.8M | 3.78% |
| 5 | INTERNATIONAL BUSINESS MACHS | INTR | 30,380 | $9.0M | 3.47% |
| 6 | VERTEX PHARMACEUTICALS INC | VRTX | 17,638 | $8.0M | 3.09% |
| 7 | STANTEC INC | STN | 72,017 | $6.8M | 2.62% |
| 8 | XYLEM INC | XYL | 49,656 | $6.8M | 2.61% |
| 9 | BROADCOM INC | AVGO | 19,328 | $6.7M | 2.58% |
| 10 | GILEAD SCIENCES INC | GILD | 54,354 | $6.7M | 2.58% |
| 11 | NEXTPOWER INC | NXT | 74,117 | $6.5M | 2.49% |
| 12 | EBAY INC. | EBAY | 71,596 | $6.2M | 2.41% |
| 13 | GSK PLC | GLAXF | 126,607 | $6.2M | 2.40% |
| 14 | SAP SE | SAPGF | 24,510 | $6.0M | 2.30% |
| 15 | PROCTER AND GAMBLE CO | 742718109 | 41,454 | $5.9M | 2.29% |
| 16 | PALO ALTO NETWORKS INC | PANW | 30,877 | $5.7M | 2.20% |
| 17 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 172,605 | $5.4M | 2.09% |
| 18 | MICROSOFT CORP | MSFT | 10,879 | $5.3M | 2.03% |
| 19 | ROBINHOOD MKTS INC | 770700102 | 45,189 | $5.1M | 1.97% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 23,745 | $5.1M | 1.96% |