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Home > Institutional Investor > Natural Investments, Llc > Profile

Instuitional Investor - Natural Investments, Llc

Fund Profile
Filing Period:
Fund Name: Natural Investments, Llc
Portfolio Value $361,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 94,798 $23,739 6.57%
2.
Microsoft Corp
 MSFT 50,589 $21,323 5.9%
3.
Investment Managers Ser Tr I
 469,470 $14,924 4.13%
4.
Nvidia Corp
 NVDA 110,611 $14,853 4.11%
5.
Ishares Tr
 81,269 $8,959 2.47%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)