NIA Impact Advisors
OAKLAND, CAfiles as NIA IMPACT ADVISORS, LLC
$241m in 72 US stocks at the end of 30 June 2026. The top 10 are 36.8% of the money. It changed about 17.2% of the portfolio this quarter.
Value
$241m
Stocks
72
Top 10 share
36.8%
Turnover
17.2%
What changed this quarter
New
Bought for the first time this quarter.
- Levi StraussLEVI0.1% of the fund
- Axsome TherapeuticsAXSM0.1% of the fund
- Horace Mann EducatorsHMN0.1% of the fund
- Sanofi SASNY<0.1% of the fund
- HNIHNI<0.1% of the fund
Added
Bought more of a stock they already held.
- eBayEBAY3.3% of the fund+5%
- HA Sustainable Infrastructure CapitalHASI2.9% of the fund+7%
- FrontdoorFTDR2.6% of the fund+77%
- BroadcomAVGO2.4% of the fund+5%
- Brookfield RenewableBEPC2.2% of the fund+28%
- Akamai TechnologiesAKAM2.1% of the fund+110%
- Amalgamated FinancialAMAL2.1% of the fund+13%
- Valmont IndustriesVMI1.9% of the fund+79%
- Applied MaterialsAMAT1.9% of the fund+70%
- Arista NetworksANET1.8% of the fund+68%
- California Water Service GroupCWT1.7% of the fund+139%
- SAP SESAP1.7% of the fund+11%
- United Natural FoodsUNFI1.6% of the fund+3%
- StrideLRN1.6% of the fund+5%
- GeneDx HoldingsWGS1.3% of the fund+48%
- Advanced Energy IndustriesAEIS1.0% of the fund+77%
- AutodeskADSK0.8% of the fund+4%
- QualcommQCOM0.2% of the fund+7%
- PfizerPFE0.1% of the fund+11%
- TIM S ATIMB0.1% of the fund+41%
- Digital Realty TrustDLR<0.1% of the fund+12%
- Vodafone GroupVOD<0.1% of the fund+22%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM4.7% of the fund-5%
- First SolarFSLR4.3% of the fund-6%
- Palo Alto NetworksPANW3.5% of the fund-11%
- International Business MachinesIBM3.2% of the fund-3%
- Vertex PharmaceuticalsVRTX3.0% of the fund-5%
- Advanced Micro DevicesAMD2.6% of the fund-10%
- AppleAAPL2.5% of the fund-29%
- Vita Coco CompanyCOCO2.2% of the fund-12%
- Vertiv HoldingsVRT1.9% of the fund-43%
- NextpowerNXT1.8% of the fund-35%
- LemonadeLMND1.6% of the fund-9%
- NateraNTRA1.5% of the fund-9%
- CloudflareNET1.5% of the fund-10%
- Fresenius Medical Care AGFMS1.3% of the fund-7%
- XylemXYL1.2% of the fund-36%
- Mueller Water ProductsMWA1.2% of the fund-7%
- Core & MainCNM1.2% of the fund-9%
- Natural Grocers by Vitamin CottageNGVC0.9% of the fund-2%
- Crane NXTCXT0.8% of the fund-7%
- Spotify TechnologySPOT0.8% of the fund-8%
- SunrunRUN0.7% of the fund-7%
- ToastTOST0.7% of the fund-12%
- Lam ResearchLRCX0.3% of the fund-3%
- Cisco SystemsCSCO0.3% of the fund-8%
- AbbVieABBV0.1% of the fund-30%
Sold out
Sold their entire stake.
- Hologic-100%
- AECOMACM-100%
- Zillow GroupZG-100%
- MerckMRK-100%
- ShopifySHOP-100%
- StrykerSYK-100%
- Rockwell AutomationROK-100%
- T-Mobile USTMUS-100%
- DanaherDHR-100%
- Berkshire Hathaway INC DELBRK-A-100%
- MastercardMA-100%
- Canadian National RailwayCNI-100%
- UnileverUL-100%
- AtlassianTEAM-100%
- Carrier GlobalCARR-100%
- Veeva SystemsVEEV-100%
- Automatic Data ProcessingADP-100%
- Ormat TechnologiesORA-100%
- AptargroupATR-100%
- VisaV-100%
- CaterpillarCAT-100%
- Descartes Systems GroupDSGX-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 6.7%
- Value
- $16m
- Shares
- 43,575
Held
- HA Sustainable Infrastructure CapitalHASI
- Share
- 2.9%
- Value
- $7m
- Shares
- 178,539
+7%
- GSKGSK
- Share
- 2.6%
- Value
- $6m
- Shares
- 121,036
Held
- StantecSTN
- Share
- 1.9%
- Value
- $5m
- Shares
- 66,730
Held
- Fresenius Medical Care AGFMS
- Share
- 1.3%
- Value
- $3m
- Shares
- 136,769
-7%
- Capitol SER TRHTUS
- Share
- 0.7%
- Value
- $2m
- Shares
- 40,087
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $604,005
- Shares
- 7,212
Held
- Tidal Trust IJSTC
- Share
- 0.2%
- Value
- $543,668
- Shares
- 23,762
Held
- TIM S ATIMB
- Share
- 0.1%
- Value
- $253,330
- Shares
- 11,827
+41%
- Vodafone GroupVOD
- Share
- <0.1%
- Value
- $210,697
- Shares
- 15,932
+22%
- Sanofi SASNY
- Share
- <0.1%
- Value
- $201,483
- Shares
- 4,723
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 6.7% | $16m | 43,575 | Held |
| Taiwan Semiconductor ManufacturingTSM | 4.7% | $11m | 23,612 | -5% |
| First SolarFSLR | 4.3% | $10m | 43,541 | -6% |
| Palo Alto NetworksPANW | 3.5% | $9m | 24,951 | -11% |
| eBayEBAY | 3.3% | $8m | 70,623 | +5% |
| International Business MachinesIBM | 3.2% | $8m | 27,543 | -3% |
| Vertex PharmaceuticalsVRTX | 3.0% | $7m | 14,663 | -5% |
| HA Sustainable Infrastructure CapitalHASI | 2.9% | $7m | 178,539 | +7% |
| GSKGSK | 2.6% | $6m | 121,036 | Held |
| Advanced Micro DevicesAMD | 2.6% | $6m | 10,875 | -10% |
| Iron MountainIRM | 2.6% | $6m | 49,661 | Held |
| Gilead SciencesGILD | 2.6% | $6m | 49,515 | Held |
| FrontdoorFTDR | 2.6% | $6m | 79,347 | +77% |
| AppleAAPL | 2.5% | $6m | 20,824 | -29% |
| BroadcomAVGO | 2.4% | $6m | 15,149 | +5% |
| Robinhood MarketsHOOD | 2.2% | $5m | 53,955 | Held |
| Brookfield RenewableBEPC | 2.2% | $5m | 145,697 | +28% |
| Vita Coco CompanyCOCO | 2.2% | $5m | 80,398 | -12% |
| Akamai TechnologiesAKAM | 2.1% | $5m | 43,312 | +110% |
| Amalgamated FinancialAMAL | 2.1% | $5m | 109,133 | +13% |
| StantecSTN | 1.9% | $5m | 66,730 | Held |
| Valmont IndustriesVMI | 1.9% | $5m | 7,838 | +79% |
| Applied MaterialsAMAT | 1.9% | $5m | 6,261 | +70% |
| Vertiv HoldingsVRT | 1.9% | $5m | 13,472 | -43% |
| NextpowerNXT | 1.8% | $4m | 37,253 | -35% |
| Arista NetworksANET | 1.8% | $4m | 25,594 | +68% |
| California Water Service GroupCWT | 1.7% | $4m | 85,841 | +139% |
| SAP SESAP | 1.7% | $4m | 26,402 | +11% |
| United Natural FoodsUNFI | 1.6% | $4m | 86,532 | +3% |
| StrideLRN | 1.6% | $4m | 45,596 | +5% |
| LemonadeLMND | 1.6% | $4m | 57,721 | -9% |
| NateraNTRA | 1.5% | $4m | 13,301 | -9% |
| CloudflareNET | 1.5% | $4m | 14,302 | -10% |
| GeneDx HoldingsWGS | 1.3% | $3m | 46,731 | +48% |
| Fresenius Medical Care AGFMS | 1.3% | $3m | 136,769 | -7% |
| XylemXYL | 1.2% | $3m | 24,476 | -36% |
| Mueller Water ProductsMWA | 1.2% | $3m | 110,327 | -7% |
| Core & MainCNM | 1.2% | $3m | 58,907 | -9% |
| Advanced Energy IndustriesAEIS | 1.0% | $3m | 6,768 | +77% |
| ImmunityBioIBRX | 1.0% | $2m | 270,167 | Held |
| Natural Grocers by Vitamin CottageNGVC | 0.9% | $2m | 69,193 | -2% |
| AutodeskADSK | 0.8% | $2m | 10,092 | +4% |
| Crane NXTCXT | 0.8% | $2m | 37,119 | -7% |
| Spotify TechnologySPOT | 0.8% | $2m | 4,093 | -8% |
| SunrunRUN | 0.7% | $2m | 133,102 | -7% |
| Capitol SER TRHTUS | 0.7% | $2m | 40,087 | Held |
| ToastTOST | 0.7% | $2m | 59,251 | -12% |
| STMicroelectronicsSTM | 0.4% | $909,537 | 12,145 | Held |
| Lam ResearchLRCX | 0.3% | $810,168 | 1,870 | -3% |
| Cisco SystemsCSCO | 0.3% | $733,047 | 6,241 | -8% |
| Vanguard Intl Equity Index FVEU | 0.3% | $604,005 | 7,212 | Held |
| Tidal Trust IJSTC | 0.2% | $543,668 | 23,762 | Held |
| CorningGLW | 0.2% | $391,574 | 1,533 | Held |
| QualcommQCOM | 0.2% | $382,894 | 2,072 | +7% |
| EatonETN | 0.2% | $372,383 | 874 | Held |
| PfizerPFE | 0.1% | $361,327 | 15,005 | +11% |
| AbbVieABBV | 0.1% | $314,749 | 1,251 | -30% |
| Analog DevicesADI | 0.1% | $294,202 | 741 | -82% |
| Levi StraussLEVI | 0.1% | $272,549 | 10,977 | New |
| Axsome TherapeuticsAXSM | 0.1% | $271,939 | 1,111 | New |
| AlphabetGOOGL | 0.1% | $271,244 | 759 | -82% |
| MicrosoftMSFT | 0.1% | $268,575 | 720 | -90% |
| NvidiaNVDA | 0.1% | $263,153 | 1,315 | -85% |
| Horace Mann EducatorsHMN | 0.1% | $261,962 | 5,072 | New |
| TIM S ATIMB | 0.1% | $253,330 | 11,827 | +41% |
| AlphabetGOOG | 0.1% | $247,547 | 701 | -10% |
| GarminGRMN | <0.1% | $241,381 | 1,016 | Held |
| New York TimesNYT | <0.1% | $238,072 | 3,402 | -52% |
| Digital Realty TrustDLR | <0.1% | $230,126 | 1,281 | +12% |
| Vodafone GroupVOD | <0.1% | $210,697 | 15,932 | +22% |
| Sanofi SASNY | <0.1% | $201,483 | 4,723 | New |
| HNIHNI | <0.1% | $200,168 | 4,953 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 16.6% since 30 June 2025.
Where the money is
Technology39.0%
Industrials11.9%
Health care9.8%
Financial services9.6%
Retail & consumer5.2%
Everyday goods4.7%
Utilities4.0%
Real estate2.7%
Media & telecom1.1%
Other12.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.