2026 Q2 Portfolio Activity
In 2026 Q2, NIA IMPACT ADVISORS, LLC maintained a portfolio of 94 distinct positions. The most significant new addition was LEVI STRAUSS & CO NEW, now representing 0.11% of the total fund value. They heavily accumulated shares in FRONTDOOR INC, increasing the position by 77.5%. The fund also reduced its exposure to NEXTPOWER INC by 35.1%.
Position History
hover any row below to update
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Total Positions
94
Quarter
2026 Q2
Top Holding
VTI (6.7%)
Top 10 Concentration
36.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
NIA IMPACT ADVISORS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 6.68% | 6.22% |
#1
Prev: #1
|
5.7 |
—
|
no change | no change |
P
S
|
43,575 | $16,124,493 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.67% | 3.75% |
#2
1
Prev: #3
|
3.9 |
—
|
-1,348 | -5.4% |
P
S
|
23,612 | $11,276,539 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 4.26% | 4.05% |
#3
1
Prev: #2
|
3.2 |
—
|
-2,598 | -5.6% |
P
S
|
43,541 | $10,273,931 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 3.52% | 1.99% |
#4
13
Prev: #17
|
2.4 |
—
|
-2,975 | -10.7% |
P
S
|
24,951 | $8,508,890 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 3.27% | 2.72% |
#5
6
Prev: #11
|
3.8 |
—
|
3,509 | 5.2% |
P
S
|
70,623 | $7,892,173 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 3.21% | 3.05% |
#6
2
Prev: #8
|
1.8 |
—
|
-748 | -2.6% |
P
S
|
27,543 | $7,745,455 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 3.02% | 3.08% |
#7
Prev: #7
|
1.7 |
—
|
-827 | -5.3% |
P
S
|
14,663 | $7,283,439 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
HASI
HA SUSTAINABLE ...
|
Financial Services | 2.89% | 2.74% |
#8
2
Prev: #10
|
3.2 |
—
|
10,890 | 6.5% |
P
S
|
178,539 | $6,971,956 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GSK
GSK PLC
|
Healthcare | 2.63% | 2.98% |
#9
Prev: #9
|
1.6 |
—
|
-601 | -0.5% |
P
S
|
121,036 | $6,344,681 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.62% | 1.09% |
#10
22
Prev: #32
|
1.5 |
—
|
-1,197 | -9.9% |
P
S
|
10,875 | $6,317,489 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IRM
IRON MTN INC DE...
|
Real Estate | 2.60% | 2.26% |
#11
3
Prev: #14
|
1.5 |
—
|
-211 | -0.4% |
P
S
|
49,661 | $6,272,680 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.59% | 3.08% |
#12
6
Prev: #6
|
1.5 |
—
|
-127 | -0.3% |
P
S
|
49,515 | $6,255,710 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
FTDR
FRONTDOOR INC
|
Consumer Cyclical | 2.55% | 1.05% |
#13
21
Prev: #34
|
4.0 |
—
|
34,640 | 77.5% |
P
S
|
79,347 | $6,156,547 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AAPL
APPLE INC
|
Technology | 2.50% | 3.32% |
#14
10
Prev: #4
|
1.0 |
—
|
-8,637 | -29.3% |
P
S
|
20,824 | $6,025,621 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.37% | 1.98% |
#15
3
Prev: #18
|
2.9 |
—
|
750 | 5.2% |
P
S
|
15,149 | $5,722,388 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 2.24% | 1.64% |
#16
9
Prev: #25
|
1.4 |
—
|
802 | 1.5% |
P
S
|
53,955 | $5,410,611 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BEPC
BROOKFIELD RENE...
|
Utilities | 2.24% | 2.01% |
#17
1
Prev: #16
|
3.4 |
—
|
32,157 | 28.3% |
P
S
|
145,697 | $5,408,256 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
COCO
VITA COCO CO IN...
|
Consumer Defensive | 2.20% | 1.94% |
#18
1
Prev: #19
|
1.4 |
—
|
-10,457 | -11.5% |
P
S
|
80,398 | $5,317,498 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 2.12% | 1.05% |
#19
14
Prev: #33
|
3.8 |
—
|
22,734 | 110.5% |
P
S
|
43,312 | $5,119,911 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMAL
AMALGAMATED FIN...
|
Financial Services | 2.08% | 1.67% |
#20
4
Prev: #24
|
2.8 |
—
|
12,740 | 13.2% |
P
S
|
109,133 | $5,009,185 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
STN
STANTEC INC
|
Industrials | 1.90% | 2.60% |
#21
8
Prev: #13
|
1.3 |
—
|
-862 | -1.3% |
P
S
|
66,730 | $4,598,391 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VMI
VALMONT INDS IN...
|
Industrials | 1.88% | 0.78% |
#22
22
Prev: #44
|
3.8 |
—
|
3,450 | 78.6% |
P
S
|
7,838 | $4,527,073 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.88% | 0.56% |
#23
30
Prev: #53
|
3.8 |
—
|
2,580 | 70.1% |
P
S
|
6,261 | $4,527,003 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.87% | 2.65% |
#24
12
Prev: #12
|
0.7 |
—
|
-10,293 | -43.3% |
P
S
|
13,472 | $4,510,570 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NXT
NEXTPOWER INC
|
Technology | 1.84% | 3.08% |
#25
20
Prev: #5
|
0.7 |
—
|
-20,165 | -35.1% |
P
S
|
37,253 | $4,438,322 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.80% | 0.83% |
#26
14
Prev: #40
|
3.7 |
—
|
10,331 | 67.7% |
P
S
|
25,594 | $4,347,932 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CWT
CALIFORNIA WTR ...
|
Utilities | 1.73% | 0.72% |
#27
19
Prev: #46
|
3.7 |
—
|
49,925 | 139.0% |
P
S
|
85,841 | $4,176,145 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SAP
SAP SE
|
Technology | 1.69% | 1.82% |
#28
8
Prev: #20
|
2.7 |
—
|
2,541 | 10.6% |
P
S
|
26,402 | $4,068,811 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
UNFI
UNITED NAT FOOD...
|
Consumer Defensive | 1.64% | 1.69% |
#29
6
Prev: #23
|
1.2 |
—
|
2,175 | 2.6% |
P
S
|
86,532 | $3,951,931 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LRN
STRIDE INC
|
Consumer Defensive | 1.63% | 1.71% |
#30
8
Prev: #22
|
1.2 |
—
|
2,009 | 4.6% |
P
S
|
45,596 | $3,932,224 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LMND
LEMONADE INC
|
Financial Services | 1.56% | 1.77% |
#31
10
Prev: #21
|
1.1 |
—
|
-5,924 | -9.3% |
P
S
|
57,721 | $3,754,742 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.50% | 1.29% |
#32
2
Prev: #30
|
1.1 |
—
|
-1,246 | -8.6% |
P
S
|
13,301 | $3,610,679 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.45% | 1.46% |
#33
6
Prev: #27
|
1.1 |
—
|
-1,573 | -9.9% |
P
S
|
14,302 | $3,508,007 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 1.33% | 0.90% |
#34
4
Prev: #38
|
3.0 |
—
|
15,100 | 47.7% |
P
S
|
46,731 | $3,208,065 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
FMS
FRESENIUS MEDIC...
|
Healthcare | 1.28% | 1.48% |
#35
9
Prev: #26
|
1.0 |
—
|
-10,828 | -7.3% |
P
S
|
136,769 | $3,092,356 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XYL
XYLEM INC
|
Industrials | 1.20% | 2.04% |
#36
21
Prev: #15
|
0.5 |
—
|
-13,956 | -36.3% |
P
S
|
24,476 | $2,893,361 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MWA
MUELLER WTR PRO...
|
Industrials | 1.18% | 1.45% |
#37
9
Prev: #28
|
1.0 |
—
|
-8,209 | -6.9% |
P
S
|
110,327 | $2,849,753 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 1.18% | 1.43% |
#38
9
Prev: #29
|
1.0 |
—
|
-6,003 | -9.2% |
P
S
|
58,907 | $2,842,284 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AEIS
ADVANCED ENERGY...
|
Industrials | 1.05% | 0.55% |
#39
16
Prev: #55
|
3.4 |
—
|
2,941 | 76.8% |
P
S
|
6,768 | $2,523,425 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IBRX
IMMUNITYBIO INC
|
Healthcare | 0.98% | 0.92% |
#40
3
Prev: #37
|
0.9 |
—
|
1,370 | 0.5% |
P
S
|
270,167 | $2,365,310 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NGVC
NATURAL GROCERS...
|
Consumer Defensive | 0.89% | 0.81% |
#41
Prev: #41
|
0.9 |
—
|
-1,574 | -2.2% |
P
S
|
69,193 | $2,146,374 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ADSK
AUTODESK INC
|
Technology | 0.81% | 1.03% |
#42
7
Prev: #35
|
0.8 |
—
|
430 | 4.5% |
P
S
|
10,092 | $1,962,004 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CXT
CRANE NXT CO
|
Industrials | 0.79% | 0.72% |
#43
4
Prev: #47
|
0.8 |
—
|
-2,825 | -7.1% |
P
S
|
37,119 | $1,899,022 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.78% | 0.96% |
#44
8
Prev: #36
|
0.8 |
—
|
-358 | -8.0% |
P
S
|
4,093 | $1,879,280 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
RUN
SUNRUN INC
|
Technology | 0.74% | 0.86% |
#45
6
Prev: #39
|
0.8 |
—
|
-10,096 | -7.1% |
P
S
|
133,102 | $1,780,903 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
HTUS
CAPITOL SER TR
|
ETF | 0.73% | 0.68% |
#46
3
Prev: #49
|
1.3 |
—
|
no change | no change |
P
S
|
40,087 | $1,757,815 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TOST
TOAST INC
|
Technology | 0.68% | 0.79% |
#47
5
Prev: #42
|
0.8 |
—
|
-7,929 | -11.8% |
P
S
|
59,251 | $1,648,375 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
STM
STMICROELECTRON...
|
Technology | 0.38% | 0.19% |
#48
24
Prev: #72
|
1.2 |
—
|
no change | no change |
P
S
|
12,145 | $909,537 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.34% | 0.18% |
#49
24
Prev: #73
|
0.6 |
—
|
-57 | -3.0% |
P
S
|
1,870 | $810,168 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.30% | 0.23% |
#50
17
Prev: #67
|
0.6 |
—
|
-522 | -7.7% |
P
S
|
6,241 | $733,047 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 |
Showing 1-50 of 94 holdings