MondegarAI
NIA IMPACT ADVISORS, LLC

Q4 2025 · 13F-HR

NIA IMPACT ADVISORS, LLCholdings as filed

Filed 2026-02-09 · accession 0001420506-26-000214

$297.9M
Reported value
101
Positions
2025-12-31
Period end
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The Brief · NIA IMPACT ADVISORS, LLC · Q4 2025

AI · grounded in 13F

NIA IMPACT ADVISORS, LLC exited its position in FTNT, reducing its exposure by $6.2M. The fund established new positions in AVGO for $6.7M and NTRA for $3.4M. Other activity included closing its position in DUOL for $3.3M and increasing its stake in RUN by 717.1%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$14.6M4.90%43,575CommonSOLE
336433107FSLRFIRST SOLAR INC$13.1M4.41%50,267CommonNONE
037833100AAPLAPPLE INC$11.6M3.89%42,612CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.8M3.29%32,220CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$9.0M3.02%30,380CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$8.0M2.68%17,638CommonNONE
85472N109STNSTANTEC INC$6.8M2.28%72,017CommonNONE
98419M100XYLXYLEM INC$6.8M2.27%49,656CommonNONE
11135F101AVGOBROADCOM INC$6.7M2.25%19,328CommonNONE
375558103GILDGILEAD SCIENCES INC$6.7M2.24%54,354CommonNONE
65290E101NXTNEXTPOWER INC$6.5M2.17%74,117CommonNONE
278642103EBAYEBAY INC.$6.2M2.09%71,596CommonNONE
37733W204GSKGSK PLC$6.2M2.08%126,607CommonNONE
803054204SAPSAP SE$6.0M2.00%24,510CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.9M1.99%41,454CommonNONE
697435105PANWPALO ALTO NETWORKS INC$5.7M1.91%30,877CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$5.4M1.82%172,605CommonNONE
594918104MSFTMICROSOFT CORP$5.3M1.77%10,879CommonNONE
770700102HOODROBINHOOD MKTS INC$5.1M1.72%45,189CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5.1M1.71%23,745CommonNONE
92537N108VRTVERTIV HOLDINGS CO$4.7M1.59%29,273CommonNONE
92846Q107COCOVITA COCO CO INC$4.7M1.58%88,947CommonNONE
52567D107LMNDLEMONADE INC$4.7M1.57%65,920CommonNONE
67066G104NVDANVIDIA CORPORATION$4.5M1.52%24,237CommonSOLE
00766T100ACMAECOM$4.4M1.48%46,235CommonNONE
02079K305GOOGLALPHABET INC$4.4M1.47%13,994CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$4.3M1.46%113,237CommonNONE
46284V101IRMIRON MTN INC DEL$4.3M1.45%51,974CommonNONE
82509L107SHOPSHOPIFY INC$4.3M1.43%26,532CommonNONE
18915M107NETCLOUDFLARE INC$4.2M1.42%21,392CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$4.0M1.34%30,632CommonNONE
436440101HO1HOLOGIC INC$4.0M1.33%53,051CommonNONE
022671101AMALAMALGAMATED FINANCIAL CORP$3.8M1.28%119,156CommonNONE
879382208TELFYTELEFONICA S A$3.7M1.23%904,617CommonNONE
358029106FMSFRESENIUS MEDICAL CARE AG$3.6M1.22%152,962CommonNONE
032654105ADIANALOG DEVICES INC$3.5M1.19%13,052CommonSOLE
21874C102CNMCORE & MAIN INC$3.5M1.18%67,385CommonNONE
632307104NTRANATERA INC$3.4M1.14%14,887CommonNONE
911163103UNFIUNITED NAT FOODS INC$3.3M1.11%98,588CommonNONE
773903109ROKROCKWELL AUTOMATION INC$3.1M1.05%8,078CommonSOLE
052769106ADSKAUTODESK INC$3.1M1.05%10,583CommonNONE
049468101TEAMATLASSIAN CORPORATION$3.1M1.05%19,209CommonNONE
86333M108LRNSTRIDE INC$3.1M1.03%47,190CommonNONE
624758108MWAMUELLER WTR PRODS INC$2.9M0.98%123,059CommonNONE
863667101SYKSTRYKER CORPORATION$2.9M0.98%8,307CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.8M0.94%4,841CommonNONE
86771W105RUNSUNRUN INC$2.8M0.92%149,684CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.90%4,694CommonSOLE
888787108TOSTTOAST INC$2.5M0.82%69,134CommonNONE
235851102DHRDANAHER CORPORATION$2.2M0.72%9,411CommonSOLE
98954M101ZGZILLOW GROUP INC$2.1M0.71%31,191CommonNONE
136375102CNICANADIAN NATL RY CO$2.0M0.68%20,601CommonSOLE
224441105CXTCRANE NXT CO$1.9M0.63%40,144CommonNONE
872590104TMUST-MOBILE US INC$1.8M0.62%9,106CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$1.8M0.61%72,828CommonNONE
650111107NYTNEW YORK TIMES CO$1.7M0.56%24,247CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.56%6,532CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$1.6M0.54%37,216CommonNONE
14064D519HTUSCAPITOL SER TR$1.6M0.53%40,087CommonNONE
904767803ULUNILEVER PLC$1.4M0.48%21,747CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.4M0.46%25,817CommonSOLE
922475108VEEVVEEVA SYS INC$1.3M0.42%5,629CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.42%11,816CommonSOLE
670100205NVONOVO-NORDISK A S$1.2M0.39%22,900CommonSOLE
038336103ATRAPTARGROUP INC$1.2M0.39%9,465CommonSOLE
886364876JSTCTIDAL TRUST I$959,9060.32%47,309CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$850,6730.29%1,502CommonNONE
17275R102CSCOCISCO SYS INC$764,1610.26%9,920CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.25%1CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$694,8750.23%1,199CommonSOLE
252131107DXCMDEXCOM INC$616,5110.21%9,289CommonSOLE
92338C103VLTOVERALTO CORP$583,1150.20%5,844CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$556,4370.19%5,037CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$553,7600.19%7,528CommonNONE
Y2573F102FLEXFLEX LTD$532,7230.18%8,817CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$482,9410.16%2,665CommonSOLE
149123101CATCATERPILLAR INC$470,3260.16%821CommonSOLE
00287Y109ABBVABBVIE INC$459,5710.15%2,011CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$459,3800.15%1,032CommonNONE
002824100ABTABBOTT LABS$445,5070.15%3,556CommonNONE
G29183103ETNEATON CORP PLC$410,6920.14%1,289CommonSOLE
717081103PFEPFIZER INC$409,2150.14%16,434CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$402,1200.13%800CommonNONE
747525103QCOMQUALCOMM INC$374,1370.13%2,187CommonNONE
512807306LRCXLAM RESEARCH CORP$362,6380.12%2,118CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$359,4060.12%4,100CommonSOLE
478160104JNJJOHNSON & JOHNSON$322,0140.11%1,556CommonSOLE
861012102STMSTMICROELECTRONICS N V$315,0410.11%12,145CommonSOLE
92826C839VVISA INC$303,7150.10%866CommonSOLE
693718108PCARPACCAR INC$288,6680.10%2,636CommonNONE
922908363VOOVANGUARD INDEX FDS$285,3440.10%455CommonNONE
02079K107GOOGALPHABET INC$281,2830.09%896CommonNONE
718172109PMPHILIP MORRIS INTL INC$242,8460.08%1,514CommonSOLE
532457108LLYELI LILLY & CO$233,3350.08%217CommonSOLE
00774Q148DMCYADVISORS INNER CIRCLE FD III$231,0100.08%7,450CommonSOLE
228368106CCKCROWN HLDGS INC$229,1080.08%2,225CommonSOLE
291011104EMREMERSON ELEC CO$228,8090.08%1,724CommonSOLE
H2906T109GRMNGARMIN LTD$222,2940.07%1,096CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$207,2410.07%1,588CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$138,8020.05%10,507CommonNONE
76200L309RZLTREZOLUTE INC$24,4470.01%10,359CommonNONE

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.