2026 Q1 Portfolio Activity
In 2026 Q1, NIA IMPACT ADVISORS, LLC maintained a portfolio of 111 distinct positions. The most significant new addition was AKAMAI TECHNOLOGIES INC, now representing 1.05% of the total fund value. They heavily accumulated shares in VODAFONE GROUP PLC, increasing the position by 24.0%. Conversely, NIA IMPACT ADVISORS, LLC completely exited their position in PROCTER AND GAMBLE CO.
Position History
hover any row below to update
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Total Positions
111
Quarter
2026 Q1
Top Holding
VTI (6.2%)
Top 10 Concentration
35.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 111
NIA IMPACT ADVISORS, LLC Full Holdings List — 2026 Q1
| 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 | 6.22% | 4.90% |
#1
Prev: #1
|
5.5 |
—
|
no change | no change |
P
S
|
43,575 | $13,979,296 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 4.05% | 4.41% |
#2
Prev: #2
|
3.6 |
—
|
-4,128 | -8.2% |
P
S
|
46,139 | $9,101,373 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.75% | 3.29% |
#3
1
Prev: #4
|
2.5 |
—
|
-7,260 | -22.5% |
P
S
|
24,960 | $8,435,184 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 3.32% | 3.89% |
#4
1
Prev: #3
|
1.8 |
—
|
-13,151 | -30.9% |
P
S
|
29,461 | $7,476,952 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NXT
NEXTPOWER INC
|
Technology | 3.08% | 2.17% |
#5
6
Prev: #11
|
1.7 |
—
|
-16,699 | -22.5% |
P
S
|
57,418 | $6,921,789 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 3.08% | 2.24% |
#6
4
Prev: #10
|
1.7 |
—
|
-4,712 | -8.7% |
P
S
|
49,642 | $6,918,582 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 3.08% | 2.68% |
#7
1
Prev: #6
|
1.7 |
—
|
-2,148 | -12.2% |
P
S
|
15,490 | $6,917,119 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 3.05% | 3.02% |
#8
3
Prev: #5
|
1.7 |
—
|
-2,089 | -6.9% |
P
S
|
28,291 | $6,857,473 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GSK
GSK PLC
|
Healthcare | 2.98% | 2.08% |
#9
4
Prev: #13
|
1.7 |
—
|
-4,970 | -3.9% |
P
S
|
121,637 | $6,713,153 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HASI
HA SUSTAINABLE ...
|
Financial Services | 2.74% | 1.82% |
#10
7
Prev: #17
|
1.6 |
—
|
-4,956 | -2.9% |
P
S
|
167,649 | $6,161,106 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 2.72% | 2.09% |
#11
1
Prev: #12
|
1.6 |
—
|
-4,482 | -6.3% |
P
S
|
67,114 | $6,108,736 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 2.65% | 1.59% |
#12
9
Prev: #21
|
1.6 |
—
|
-5,508 | -18.8% |
P
S
|
23,765 | $5,954,943 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
STN
STANTEC INC
|
Industrials | 2.60% | 2.28% |
#13
6
Prev: #7
|
1.5 |
—
|
-4,425 | -6.1% |
P
S
|
67,592 | $5,839,945 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IRM
IRON MTN INC DE...
|
Real Estate | 2.26% | 1.45% |
#14
14
Prev: #28
|
1.4 |
—
|
-2,102 | -4.0% |
P
S
|
49,872 | $5,093,896 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XYL
XYLEM INC
|
Industrials | 2.04% | 2.27% |
#15
7
Prev: #8
|
0.8 |
—
|
-11,224 | -22.6% |
P
S
|
38,432 | $4,592,596 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BEPC
BROOKFIELD RENE...
|
Utilities | 2.01% | 1.46% |
#16
11
Prev: #27
|
1.3 |
—
|
303 | 0.3% |
P
S
|
113,540 | $4,522,294 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.99% | 1.91% |
#17
1
Prev: #16
|
1.3 |
—
|
-2,951 | -9.6% |
P
S
|
27,926 | $4,477,092 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.98% | 2.25% |
#18
9
Prev: #9
|
0.8 |
—
|
-4,929 | -25.5% |
P
S
|
14,399 | $4,456,569 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
COCO
VITA COCO CO IN...
|
Consumer Defensive | 1.94% | 1.58% |
#19
3
Prev: #22
|
1.3 |
—
|
1,908 | 2.1% |
P
S
|
90,855 | $4,352,872 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SAP
SAP SE
|
Technology | 1.82% | 2.00% |
#20
6
Prev: #14
|
1.2 |
—
|
-649 | -2.6% |
P
S
|
23,861 | $4,085,268 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LMND
LEMONADE INC
|
Financial Services | 1.77% | 1.57% |
#21
2
Prev: #23
|
1.2 |
—
|
-2,275 | -3.5% |
P
S
|
63,645 | $3,989,297 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LRN
STRIDE INC
|
Consumer Defensive | 1.71% | 1.03% |
#22
21
Prev: #43
|
1.2 |
—
|
-3,603 | -7.6% |
P
S
|
43,587 | $3,843,077 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
UNFI
UNITED NAT FOOD...
|
Consumer Defensive | 1.69% | 1.11% |
#23
16
Prev: #39
|
1.2 |
—
|
-14,231 | -14.4% |
P
S
|
84,357 | $3,801,123 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMAL
AMALGAMATED FIN...
|
Financial Services | 1.67% | 1.28% |
#24
9
Prev: #33
|
1.2 |
—
|
-22,763 | -19.1% |
P
S
|
96,393 | $3,746,810 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 1.64% | 1.72% |
#25
6
Prev: #19
|
2.7 |
—
|
7,964 | 17.6% |
P
S
|
53,153 | $3,683,502 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FMS
FRESENIUS MEDIC...
|
Healthcare | 1.48% | 1.22% |
#26
9
Prev: #35
|
1.1 |
—
|
-5,365 | -3.5% |
P
S
|
147,597 | $3,329,791 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.46% | 1.42% |
#27
3
Prev: #30
|
0.6 |
—
|
-5,517 | -25.8% |
P
S
|
15,875 | $3,275,577 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MWA
MUELLER WTR PRO...
|
Industrials | 1.45% | 0.98% |
#28
16
Prev: #44
|
1.1 |
—
|
-4,523 | -3.7% |
P
S
|
118,536 | $3,258,541 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 1.43% | 1.18% |
#29
8
Prev: #37
|
1.1 |
—
|
-2,475 | -3.7% |
P
S
|
64,910 | $3,206,532 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.29% | 1.14% |
#30
8
Prev: #38
|
1.0 |
—
|
-340 | -2.3% |
P
S
|
14,547 | $2,909,289 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.22% | 1.77% |
#31
13
Prev: #18
|
0.5 |
—
|
-3,439 | -31.6% |
P
S
|
7,440 | $2,754,104 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.09% | 1.71% |
#32
12
Prev: #20
|
0.4 |
—
|
-11,673 | -49.2% |
P
S
|
12,072 | $2,455,866 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 1.05% | — |
#33
Prev: #—
|
3.9 |
—
|
20,578 | — |
NEW
|
20,578 | $2,363,403 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FTDR
FRONTDOOR INC
|
Consumer Cyclical | 1.05% | — |
#34
Prev: #—
|
3.9 |
—
|
44,707 | — |
NEW
|
44,707 | $2,363,198 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ADSK
AUTODESK INC
|
Technology | 1.03% | 1.05% |
#35
6
Prev: #41
|
0.9 |
—
|
-921 | -8.7% |
P
S
|
9,662 | $2,313,181 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.96% | 0.94% |
#36
10
Prev: #46
|
0.9 |
—
|
-390 | -8.1% |
P
S
|
4,451 | $2,158,326 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IBRX
IMMUNITYBIO INC
|
Healthcare | 0.92% | — |
#37
Prev: #—
|
3.9 |
—
|
268,797 | — |
NEW
|
268,797 | $2,061,671 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 0.90% | 1.34% |
#38
7
Prev: #31
|
0.9 |
—
|
999 | 3.3% |
P
S
|
31,631 | $2,031,370 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RUN
SUNRUN INC
|
Technology | 0.86% | 0.92% |
#39
8
Prev: #47
|
0.8 |
—
|
-6,486 | -4.3% |
P
S
|
143,198 | $1,941,766 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.83% | — |
#40
Prev: #—
|
3.8 |
—
|
15,263 | — |
NEW
|
15,263 | $1,874,004 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NGVC
NATURAL GROCERS...
|
Consumer Defensive | 0.81% | 0.61% |
#41
14
Prev: #55
|
0.8 |
—
|
-2,061 | -2.8% |
P
S
|
70,767 | $1,829,320 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TOST
TOAST INC
|
Technology | 0.79% | 0.82% |
#42
7
Prev: #49
|
0.8 |
—
|
-1,954 | -2.8% |
P
S
|
67,180 | $1,780,952 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HOLX
HOLOGIC INC
|
Healthcare | 0.78% | 1.33% |
#43
11
Prev: #32
|
0.3 |
—
|
-29,738 | -56.1% |
P
S
|
23,313 | $1,762,260 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VMI
VALMONT INDS IN...
|
Industrials | 0.78% | — |
#44
Prev: #—
|
3.8 |
—
|
4,388 | — |
NEW
|
4,388 | $1,753,420 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ACM
AECOM
|
Industrials | 0.76% | 1.48% |
#45
20
Prev: #25
|
0.3 |
—
|
-26,157 | -56.6% |
P
S
|
20,078 | $1,703,043 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CWT
CALIFORNIA WTR ...
|
Utilities | 0.72% | 0.54% |
#46
12
Prev: #58
|
0.8 |
—
|
-1,300 | -3.5% |
P
S
|
35,916 | $1,628,431 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CXT
CRANE NXT CO
|
Industrials | 0.72% | 0.63% |
#47
6
Prev: #53
|
0.8 |
—
|
-200 | -0.5% |
P
S
|
39,944 | $1,621,341 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.70% | 1.52% |
#48
24
Prev: #24
|
0.3 |
—
|
-15,223 | -62.8% |
P
S
|
9,014 | $1,572,060 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HTUS
CAPITOL SER TR
|
ETF | 0.68% | 0.53% |
#49
10
Prev: #59
|
1.3 |
—
|
no change | no change |
P
S
|
40,087 | $1,530,121 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.58% | 1.19% |
#50
14
Prev: #36
|
0.2 |
—
|
-8,963 | -68.7% |
P
S
|
4,089 | $1,300,784 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 111 holdings