Latest NIA IMPACT ADVISORS, LLC Stock Portfolio

NIA IMPACT ADVISORS, LLC Performance:

2025 Q4: -0.64%YTD: 13.91%2024: 6.89%

Performance for 2025 Q4 is -0.64%, and YTD is 13.91%, and 2024 is 6.89%.

About NIA IMPACT ADVISORS, LLC and 13F Hedge Fund Stock Holdings

NIA IMPACT ADVISORS, LLC is a hedge fund based in Berkeley, CA. On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, NIA IMPACT ADVISORS, LLC reported an equity portfolio of $297.9 Millions as of 31 Dec, 2025.

The top stock holdings of NIA IMPACT ADVISORS, LLC are VB, FSLR, AAPL. The fund has invested 4.9% of it's portfolio in VANGUARD INDEX FDS and 4.4% of portfolio in FIRST SOLAR INC.

The fund managers got completely rid off FORTINET INC (FTNT), DUOLINGO INC (DUOL) and UNILEVER PLC stocks. They significantly reduced their stock positions in MARKETAXESS HLDGS INC (MKTX), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and ROBINHOOD MKTS INC (HOOD). NIA IMPACT ADVISORS, LLC opened new stock positions in BROADCOM INC (AVGO), NATERA INC (NTRA) and UNILEVER PLC. The fund showed a lot of confidence in some stocks as they added substantially to SUNRUN INC (RUN), ATLASSIAN CORPORATION (TEAM) and CATERPILLAR INC (CAT).

NIA IMPACT ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that NIA IMPACT ADVISORS, LLC made a return of -0.64% in the last quarter. In trailing 12 months, it's portfolio return was 13.91%.

Performance
S&P 500

New Buys

Ticker	$ Bought
broadcom inc	6,689,270
natera inc	3,410,500
unilever plc	1,422,250
eli lilly & co	233,335
emerson elec co	228,809

New stocks bought by NIA IMPACT ADVISORS, LLC

Additions

Ticker	% Inc.
sunrun inc	717
atlassian corporation	26.33
caterpillar inc	26.11
united nat foods inc	23.88
abbvie inc	21.44
pfizer inc	17.61
qualcomm inc	16.14
gsk plc	14.91

Additions to existing portfolio by NIA IMPACT ADVISORS, LLC

Reductions

Ticker	% Reduced
marketaxess hldgs inc	-22.53
taiwan semiconductor mfg ltd	-20.73
robinhood mkts inc	-17.55
nextpower inc	-13.83
visa inc	-13.4
vanguard intl equity index f	-11.73
rezolute inc	-9.56
t-mobile us inc	-9.56

NIA IMPACT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
honest co inc	-1,128,510
fortinet inc	-6,235,010
sylvamo corp	-1,374,430
unilever plc	-1,451,400
duolingo inc	-3,311,290

NIA IMPACT ADVISORS, LLC got rid off the above stocks

Sector Distribution

NIA IMPACT ADVISORS, LLC has about 29.5% of it's holdings in Technology sector.

Sector	%
Technology	29.5
Others	26.6
Healthcare	11.7
Industrials	10.7
Consumer Defensive	6.4
Real Estate	4
Financial Services	4
Communication Services	2.8
Consumer Cyclical	2.2
	1.3

Market Cap. Distribution

NIA IMPACT ADVISORS, LLC has about 56.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39.1
UNALLOCATED	27.7
MEGA-CAP	17.3
MID-CAP	8.4
SMALL-CAP	7.5

Stocks belong to which Index?

About 57.7% of the stocks held by NIA IMPACT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	47
Others	42.3
RUSSELL 2000	10.7

Top 5 Winners (%)		%
LMND	lemonade inc	32.8 %
AMD	advanced micro devices inc	32.2 %
GOOG	alphabet inc	27.9 %
GOOG	alphabet inc	27.6 %
LRCX	lam research corp	27.1 %

Top 5 Winners ($)		$
FSLR	first solar inc	2.0 M
AMD	advanced micro devices inc	1.2 M
LMND	lemonade inc	1.2 M
	nextpower inc	1.1 M
VRTX	vertex pharmaceuticals inc	1.0 M

Top 5 Losers (%)		%
RZLT	rezolute inc	-71.3 %
LRN	stride inc	-56.0 %
NGVC	natural grocers by vitamin c	-35.9 %
CR	crane nxt co	-29.4 %
ACM	aecom	-26.2 %

Top 5 Losers ($)		$
LRN	stride inc	-4.0 M
ACM	aecom	-1.7 M
HOOD	robinhood mkts inc	-1.5 M
NGVC	natural grocers by vitamin c	-1.1 M
IRM	iron mtn inc del	-1.0 M

NIA IMPACT ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of NIA IMPACT ADVISORS, LLC

NIA IMPACT ADVISORS, LLC has 101 stocks in it's portfolio. About 31.2% of the portfolio is in top 10 stocks. LRN proved to be the most loss making stock for the portfolio. FSLR was the most profitable stock for NIA IMPACT ADVISORS, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.89	42,612	11,584,600	reduced	-3.86

ABBV	abbvie inc	0.15	2,011	459,571	added	21.44

ABT	abbott labs	0.15	3,556	445,507	added	0.51

ACM	aecom	1.48	46,235	4,407,580	reduced	-5.47

ACSI	tidal trust i	0.32	47,309	959,906	reduced	-1.71

ADI	analog devices inc	1.19	13,052	3,539,610	reduced	-0.36

ADP	automatic data processing in	0.56	6,532	1,680,230	reduced	-2.22

ADSK	autodesk inc	1.05	10,583	3,132,550	reduced	-6.91

AMAL	amalgamated financial corp	1.28	119,156	3,816,570	reduced	-3.7

AMD	advanced micro devices inc	1.71	23,745	5,085,240	reduced	-0.86

ATR	aptargroup inc	0.39	9,465	1,154,350	unchanged	0.00

AVGO	broadcom inc	2.24	19,328	6,689,270	new

AWK	american wtr wks co inc new	0.07	1,588	207,241	unchanged	0.00

CARR	carrier global corporation	0.46	25,817	1,364,170	reduced	-1.48

CAT	caterpillar inc	0.16	821	470,326	added	26.11

CCK	crown hldgs inc	0.08	2,225	229,108	unchanged	0.00

CNM	core & main inc	1.18	67,385	3,502,020	added	1.43

COCO	vita coco co inc	1.58	88,947	4,715,060	reduced	-4.93

CR	crane nxt co	0.63	40,144	1,889,600	reduced	-2.99

CSCO	cisco sys inc	0.26	9,920	764,161	added	2.57