Q2 2025 · 13F-HR
NIA IMPACT ADVISORS, LLCholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002186
$289.3M
Reported value
97
Positions
2025-06-30
Period end
The Brief · NIA IMPACT ADVISORS, LLC · Q2 2025
AI · grounded in 13F
NIA IMPACT ADVISORS, LLC established a new position in VTI valued at $13.2M. The fund also initiated new stakes in STN for $9.4M and AAPL for $9.2M. Additional new positions include TSM at $9.1M and IBM at $9.0M. The fund ended the period with 97 positions and total AUM of $289.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $13.2M | 4.58% | 43,575 | Common | SOLE |
| 85472N109 | STN | STANTEC INC | $9.4M | 3.26% | 86,698 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $9.2M | 3.19% | 44,916 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $9.1M | 3.16% | 40,378 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $9.0M | 3.11% | 30,512 | Common | NONE |
| 98419M100 | XYL | XYLEM INC | $8.2M | 2.82% | 63,004 | Common | NONE |
| 336433107 | FSLR | FIRST SOLAR INC | $8.1M | 2.81% | 49,058 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $8.0M | 2.75% | 38,890 | Common | NONE |
| 34959E109 | FTNT | FORTINET INC | $7.8M | 2.70% | 73,885 | Common | NONE |
| 803054204 | SAP | SAP SE | $7.8M | 2.69% | 25,567 | Common | NONE |
| 86333M108 | LRN | STRIDE INC | $7.3M | 2.51% | 50,054 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $7.1M | 2.44% | 15,887 | Common | NONE |
| 00766T100 | ACM | AECOM | $6.8M | 2.35% | 60,364 | Common | NONE |
| 022671101 | AMAL | AMALGAMATED FINANCIAL CORP | $6.6M | 2.29% | 212,145 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $6.6M | 2.28% | 41,477 | Common | NONE |
| 142339100 | CSL | CARLISLE COS INC | $6.0M | 2.09% | 16,169 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $5.5M | 1.91% | 49,896 | Common | NONE |
| 46284V101 | IRM | IRON MTN INC DEL | $5.4M | 1.86% | 52,502 | Common | NONE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $5.2M | 1.80% | 55,479 | Common | NONE |
| 879382208 | TELFY | TELEFONICA S A | $5.1M | 1.75% | 967,830 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.0M | 1.71% | 31,384 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $4.5M | 1.54% | 82,060 | Common | NONE |
| 41068X100 | HASI | HA SUSTAINABLE INFRA CAP INC | $4.4M | 1.53% | 164,858 | Common | NONE |
| 278642103 | EBAY | EBAY INC. | $4.4M | 1.52% | 58,949 | Common | NONE |
| 26603R106 | DUOL | DUOLINGO INC | $4.3M | 1.48% | 10,430 | Common | NONE |
| 37733W204 | GSK | GSK PLC | $4.2M | 1.44% | 108,696 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $3.9M | 1.36% | 5,110 | Common | NONE |
| 11285B108 | BEPC | BROOKFIELD RENEWABLE CORP | $3.9M | 1.35% | 119,265 | Common | NONE |
| 436440101 | HO1 | HOLOGIC INC | $3.7M | 1.27% | 56,389 | Common | NONE |
| 358029106 | FMS | FRESENIUS MEDICAL CARE AG | $3.5M | 1.21% | 122,198 | Common | NONE |
| 888787108 | TOST | TOAST INC | $3.5M | 1.20% | 78,617 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.4M | 1.19% | 24,279 | Common | NONE |
| 52567D107 | LMND | LEMONADE INC | $3.4M | 1.19% | 78,536 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $3.4M | 1.17% | 8,545 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $3.3M | 1.15% | 92,111 | Common | NONE |
| 624758108 | MWA | MUELLER WTR PRODS INC | $3.1M | 1.08% | 130,383 | Common | NONE |
| 18915M107 | NET | CLOUDFLARE INC | $3.1M | 1.08% | 15,904 | Common | NONE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $3.1M | 1.07% | 15,309 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $3.1M | 1.07% | 26,757 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $3.1M | 1.07% | 12,949 | Common | SOLE |
| 63888U108 | NGVC | NATURAL GROCERS BY VITAMIN C | $3.1M | 1.06% | 78,387 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.1M | 1.05% | 6,133 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $2.7M | 0.94% | 8,180 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $2.7M | 0.94% | 4,828 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $2.7M | 0.94% | 15,388 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $2.4M | 0.83% | 10,073 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $2.4M | 0.82% | 7,652 | Common | NONE |
| 98954M101 | ZG | ZILLOW GROUP INC | $2.3M | 0.79% | 33,397 | Common | NONE |
| 224441105 | CXT | CRANE NXT CO | $2.2M | 0.75% | 40,222 | Common | NONE |
| 136375102 | CNI | CANADIAN NATL RY CO | $2.1M | 0.74% | 20,478 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $2.1M | 0.71% | 6,680 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $1.9M | 0.66% | 26,226 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $1.9M | 0.65% | 80,537 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $1.9M | 0.65% | 9,457 | Common | SOLE |
| 14064D519 | HTUS | CAPITOL SER TR | $1.7M | 0.60% | 43,563 | Common | SOLE |
| 130788102 | CWT | CALIFORNIA WTR SVC GROUP | $1.7M | 0.58% | 36,992 | Common | NONE |
| 922475108 | VEEV | VEEVA SYS INC | $1.6M | 0.57% | 5,719 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $1.6M | 0.55% | 17,123 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $1.6M | 0.54% | 22,700 | Common | SOLE |
| 438333106 | HNST | HONEST CO INC | $1.6M | 0.54% | 305,086 | Common | NONE |
| 871332102 | SLVM | SYLVAMO CORP | $1.6M | 0.54% | 30,995 | Common | NONE |
| 038336103 | ATR | APTARGROUP INC | $1.5M | 0.51% | 9,479 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $1.5M | 0.51% | 24,035 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $1.4M | 0.48% | 24,887 | Common | SOLE |
| 886364876 | JSTC | TIDAL TRUST I | $952,579 | 0.33% | 48,134 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $943,500 | 0.33% | 11,919 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $835,365 | 0.29% | 9,570 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $814,572 | 0.28% | 1,499 | Common | NONE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $768,178 | 0.27% | 3,440 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $728,800 | 0.25% | 1 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $584,851 | 0.20% | 8,430 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $584,419 | 0.20% | 1,031 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $573,252 | 0.20% | 8,528 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $523,123 | 0.18% | 5,182 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $522,794 | 0.18% | 1,289 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $504,006 | 0.17% | 3,706 | Common | NONE |
| Y2573F102 | FLEX | FLEX LTD | $434,054 | 0.15% | 8,695 | Common | NONE |
| 686688102 | ORA | ORMAT TECHNOLOGIES INC | $429,773 | 0.15% | 5,131 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $426,909 | 0.15% | 4,200 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $406,934 | 0.14% | 1,140 | Common | SOLE |
| 92826C839 | V | VISA INC | $403,337 | 0.14% | 1,136 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $388,616 | 0.13% | 800 | Common | NONE |
| 861012102 | STM | STMICROELECTRONICS N V | $370,931 | 0.13% | 12,198 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $319,400 | 0.11% | 2,091 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $287,219 | 0.10% | 1,577 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $286,842 | 0.10% | 1,545 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $252,725 | 0.09% | 651 | Common | SOLE |
| 693718108 | PCAR | PACCAR INC | $250,103 | 0.09% | 2,631 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $248,382 | 0.09% | 10,247 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $244,253 | 0.08% | 430 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $242,822 | 0.08% | 1,525 | Common | NONE |
| H2906T109 | GRMN | GARMIN LTD | $230,373 | 0.08% | 1,104 | Common | NONE |
| 228368106 | CCK | CROWN HLDGS INC | $229,131 | 0.08% | 2,225 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $215,009 | 0.07% | 1,212 | Common | NONE |
| 00774Q148 | DMCY | ADVISORS INNER CIRCLE FD III | $212,069 | 0.07% | 7,450 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $207,995 | 0.07% | 1,560 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $153,638 | 0.05% | 18,782 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.