Grufity logo
Grufity logo

Latest NIA IMPACT ADVISORS, LLC Stock Portfolio

$224Million– No. of Holdings #89

NIA IMPACT ADVISORS, LLC Performance:
2026 Q1: -3.76%YTD: -3.76%2025: 13.91%
Performance for 2026 Q1 is -3.76%, and YTD is -3.76%, and 2025 is 13.91%.

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

NIA IMPACT ADVISORS, LLC is a hedge fund based in Berkeley, CA. On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, NIA IMPACT ADVISORS, LLC reported an equity portfolio of $224.9 Millions as of 31 Mar, 2026.

The top stock holdings of NIA IMPACT ADVISORS, LLC are VB, FSLR, TSM. The fund has invested 6.2% of it's portfolio in VANGUARD INDEX FDS and 4% of portfolio in FIRST SOLAR INC.

The fund managers got completely rid off PROCTER AND GAMBLE CO (PG), TELEFONICA S A (TEF) and NOVO-NORDISK A S (NVO) stocks. They significantly reduced their stock positions in APTARGROUP INC (ATR), MASTERCARD INCORPORATED (MA) and NEW YORK TIMES CO MTN BE (NYT). NIA IMPACT ADVISORS, LLC opened new stock positions in AKAMAI TECHNOLOGIES INC (AKAM), FRONTDOOR INC (FTDR) and IMMUNITYBIO INC (IBRX). The fund showed a lot of confidence in some stocks as they added substantially to VODAFONE GROUP PLC (VOD), ROBINHOOD MKTS INC (HOOD) and GENEDX HOLDINGS CORP (SMFR).
NIA IMPACT ADVISORS, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026

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

Our best estimate is that NIA IMPACT ADVISORS, LLC made a return of -3.76% in the last quarter. In trailing 12 months, it's portfolio return was 12.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
akamai technologies inc2,363,400
frontdoor inc2,363,200
immunitybio inc2,061,670
arista networks inc1,874,000
valmont inds inc1,753,420
applied matls inc1,258,250
advanced energy inds1,234,960
tim s a222,715
New stocks bought by NIA IMPACT ADVISORS, LLC

Additions

Ticker% Inc.
vodafone group plc24.02
robinhood mkts inc17.62
genedx holdings corp3.26
vita coco co inc2.15
brookfield renewable corp0.27
zillow group inc0.17
Additions to existing portfolio by NIA IMPACT ADVISORS, LLC

Reductions

Ticker% Reduced
aptargroup inc-72.58
mastercard incorporated-71.24
new york times co mtn be-70.71
automatic data processing in-70.53
rockwell automation inc-70.41
alphabet inc-70.32
canadian natl ry co-69.92
analog devices inc-68.67
NIA IMPACT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
telefonica s a-3,663,700
procter and gamble co-5,940,770
novo-nordisk a s-1,165,150
rezolute inc-24,447
dexcom inc-616,511
flex ltd-532,723
advisors inner circle fd iii-231,010
veralto corp-583,115
NIA IMPACT ADVISORS, LLC got rid off the above stocks

Sector Distribution

NIA IMPACT ADVISORS, LLC has about 27.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Real Estate
  • Financial Services
  • Consumer Cyclical
  • Communication Services
Sector%
Others27.9
Technology27.2
Industrials11.4
Healthcare11.1
Consumer Defensive6.1
Real Estate5.7
Financial Services3.9
Consumer Cyclical3.8
Communication Services1.2

Market Cap. Distribution

NIA IMPACT ADVISORS, LLC has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
LARGE-CAP38.2
UNALLOCATED27.9
MID-CAP16.8
MEGA-CAP14.6
SMALL-CAP2.5

Stocks belong to which Index?

About 57.4% of the stocks held by NIA IMPACT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others42.6
S&P 50040.2
RUSSELL 200017.2
Top 5 Winners (%)%
VRT
vertiv holdings co
49.5 %
LRN
stride inc
34.4 %
nextpower inc
34.1 %
STM
stmicroelectronics n v
33.2 %
UNFI
united nat foods inc
31.4 %
Top 5 Winners ($)$
VRT
vertiv holdings co
2.3 M
nextpower inc
2.2 M
LRN
stride inc
1.1 M
UNFI
united nat foods inc
1.0 M
IRM
iron mtn inc del
1.0 M
Top 5 Losers (%)%
SMFR
genedx holdings corp
-50.2 %
TEAM
atlassian corporation
-40.4 %
Z
zillow group inc
-39.3 %
HOOD
robinhood mkts inc
-36.9 %
SAP
sap se
-29.1 %
Top 5 Losers ($)$
FSLR
first solar inc
-3.1 M
HOOD
robinhood mkts inc
-2.2 M
SMFR
genedx holdings corp
-2.0 M
SAP
sap se
-1.7 M
IBM
international business machs
-1.6 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 89 stocks in it's portfolio. About 35.3% of the portfolio is in top 10 stocks. FSLR proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for NIA IMPACT ADVISORS, LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions