NIA IMPACT ADVISORS, LLC
Reported holdings as of Q2 2026, from 21 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | $16.1M | 43,575 | +0.46pp | 21q | HELD | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $11.3M | 23,612 | +0.92pp | 21q | -5.4%-$643.8K | |
| FIRST SOLAR INC | FSLR | $10.3M | 43,541 | +0.21pp | 21q | -5.6%-$613.0K | |
| PALO ALTO NETWORKS INC | PANW | $8.5M | 24,951 | +1.53pp | 21q | -10.7%-$1.0M | |
| EBAY INC. | EBAY | $7.9M | 70,623 | +0.55pp | 7q | +5.2%+$392.1K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $7.7M | 27,543 | +0.16pp | 21q | -2.6%-$210.3K | |
| VERTEX PHARMACEUTICALS INC | VRTX | $7.3M | 14,663 | -0.06pp | 15q | -5.3%-$410.8K | |
| HA SUSTAINABLE INFRA CAP INC | HASI | $7.0M | 178,539 | +0.15pp | 21q | +6.5%+$425.3K | |
| GSK PLC | GSK | $6.3M | 121,036 | -0.36pp | 6q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $6.3M | 10,875 | +1.53pp | 10q | -9.9%-$695.4K | |
| IRON MTN INC DEL | IRM | $6.3M | 49,661 | +0.33pp | 13q | HELD | |
| GILEAD SCIENCES INC | GILD | $6.3M | 49,515 | -0.48pp | 21q | HELD | |
| FRONTDOOR INC | FTDR | $6.2M | 79,347 | +1.50pp | 2q | +77.5%+$2.7M | |
| APPLE INC | AAPL | $6.0M | 20,824 | -0.83pp | 21q | -29.3%-$2.5M | |
| BROADCOM INC | AVGO | $5.7M | 15,149 | +0.39pp | 3q | +5.2%+$283.3K | |
| ROBINHOOD MKTS INC | HOOD | $5.4M | 53,955 | +0.60pp | 7q | +1.5%+$80.4K | |
| BROOKFIELD RENEWABLE CORP | BEPC | $5.4M | 145,697 | +0.23pp | 7q | +28.3%+$1.2M | |
| VITA COCO CO INC | COCO | $5.3M | 80,398 | +0.27pp | 11q | -11.5%-$691.6K | |
| AKAMAI TECHNOLOGIES INC | AKAM | $5.1M | 43,312 | +1.07pp | 2q | +110.5%+$2.7M | |
| AMALGAMATED FINANCIAL CORP | AMAL | $5.0M | 109,133 | +0.41pp | 15q | +13.2%+$584.8K | |
| STANTEC INC | STN | $4.6M | 66,730 | -0.69pp | 15q | -1.3%-$59.4K | |
| VALMONT INDS INC | VMI | $4.5M | 7,838 | +1.10pp | 2q | +78.6%+$2.0M | |
| APPLIED MATLS INC | AMAT | $4.5M | 6,261 | +1.32pp | 2q | +70.1%+$1.9M | |
| VERTIV HOLDINGS CO | VRT | $4.5M | 13,472 | -0.78pp | 4q | -43.3%-$3.4M | |
| NEXTPOWER INC | NXT | $4.4M | 37,253 | -1.24pp | 10q | -35.1%-$2.4M | |
| ARISTA NETWORKS INC | ANET | $4.3M | 25,594 | +0.97pp | 2q | +67.7%+$1.8M | |
| CALIFORNIA WTR SVC GROUP | CWT | $4.2M | 85,841 | +1.01pp | 21q | +139.0%+$2.4M | |
| SAP SE | SAP | $4.1M | 26,402 | -0.13pp | 10q | +10.6%+$391.6K | |
| UNITED NAT FOODS INC | UNFI | $4.0M | 86,532 | -0.05pp | 7q | +2.6%+$99.3K | |
| STRIDE INC | LRN | $3.9M | 45,596 | -0.08pp | 15q | +4.6%+$173.3K | |
| LEMONADE INC | LMND | $3.8M | 57,721 | -0.22pp | 7q | -9.3%-$385.4K | |
| NATERA INC | NTRA | $3.6M | 13,301 | +0.20pp | 3q | -8.6%-$338.2K | |
| CLOUDFLARE INC | NET | $3.5M | 14,302 | flat | 10q | -9.9%-$385.8K | |
| GENEDX HOLDINGS CORP | WGS | $3.2M | 46,731 | +0.43pp | 7q | +47.7%+$1.0M | |
| FRESENIUS MEDICAL CARE AG | FMS | $3.1M | 136,769 | -0.20pp | 6q | -7.3%-$244.8K | |
| XYLEM INC | XYL | $2.9M | 24,476 | -0.84pp | 21q | -36.3%-$1.6M | |
| MUELLER WTR PRODS INC | MWA | $2.8M | 110,327 | -0.27pp | 12q | -6.9%-$212.0K | |
| CORE & MAIN INC | CNM | $2.8M | 58,907 | -0.25pp | 4q | -9.2%-$289.6K | |
| ADVANCED ENERGY INDS | AEIS | $2.5M | 6,768 | +0.50pp | 2q | +76.8%+$1.1M | |
| IMMUNITYBIO INC | IBRX | $2.4M | 270,167 | +0.06pp | 2q | +0.5%+$12.0K | |
| NATURAL GROCERS BY VITAMIN | NGVC | $2.1M | 69,193 | +0.08pp | 8q | -2.2%-$48.8K | |
| AUTODESK INC | ADSK | $2.0M | 10,092 | -0.22pp | 21q | +4.5%+$83.6K | |
| CRANE NXT CO | CXT | $1.9M | 37,119 | +0.07pp | 5q | -7.1%-$144.5K | |
| SPOTIFY TECHNOLOGY S A | SPOT | $1.9M | 4,093 | -0.18pp | 7q | -8.0%-$164.4K | |
| SUNRUN INC | RUN | $1.8M | 133,102 | -0.13pp | 21q | -7.1%-$135.1K | |
| CAPITOL SER TR | HTUS | $1.8M | 40,087 | +0.05pp | 11q | HELD | |
| TOAST INC | TOST | $1.6M | 59,251 | -0.11pp | 9q | -11.8%-$220.6K | |
| STMICROELECTRONICS N V | STM | $909.5K | 12,145 | +0.19pp | 21q | HELD | |
| LAM RESEARCH CORP | LRCX | $810.2K | 1,870 | +0.15pp | 4q | -3.0%-$24.7K | |
| CISCO SYS INC | CSCO | $733.0K | 6,241 | +0.07pp | 12q | -7.7%-$61.3K | |
| VANGUARD INTL EQUITY INDEX F | VEU | $604.0K | 7,212 | +0.01pp | 21q | HELD | |
| TIDAL TRUST I | JSTC | $543.7K | 23,762 | +0.02pp | 20q | +1.1%+$6.0K | |
| CORNING INC | GLW | $391.6K | 1,533 | +0.07pp | 2q | HELD | |
| QUALCOMM INC | QCOM | $382.9K | 2,072 | +0.05pp | 10q | +6.6%+$23.8K | |
| EATON CORP PLC | ETN | $372.4K | 874 | +0.01pp | 11q | HELD | |
| PFIZER INC | PFE | $361.3K | 15,005 | -0.02pp | 10q | +11.3%+$36.7K | |
| ABBVIE INC | ABBV | $314.7K | 1,251 | -0.04pp | 10q | -30.4%-$137.4K | |
| ANALOG DEVICES INC | ADI | $294.2K | 741 | -0.46pp | 10q | -81.9%-$1.3M | |
| LEVI STRAUSS & CO NEW | LEVI | $272.5K | 10,977 | - | new | NEW | |
| AXSOME THERAPEUTICS INC | AXSM | $271.9K | 1,111 | - | new | NEW | |
| ALPHABET INC | GOOGL | $271.2K | 759 | -0.42pp | 10q | -81.7%-$1.2M | |
| MICROSOFT CORP | MSFT | $268.6K | 720 | -1.11pp | 12q | -90.3%-$2.5M | |
| NVIDIA CORPORATION | NVDA | $263.2K | 1,315 | -0.59pp | 10q | -85.4%-$1.5M | |
| HORACE MANN EDUCATORS CORP N | HMN | $262.0K | 5,072 | - | new | NEW | |
| TIM S A | TIMB | $253.3K | 11,827 | +0.01pp | 2q | +40.7%+$73.2K | |
| ALPHABET INC | GOOG | $247.5K | 701 | flat | 5q | -10.5%-$29.0K | |
| GARMIN LTD | GRMN | $241.4K | 1,016 | flat | 8q | +0.8%+$1.9K | |
| NEW YORK TIMES CO MTN BE | NYT | $238.1K | 3,402 | -0.17pp | 10q | -52.1%-$258.9K | |
| DIGITAL RLTY TR INC | DLR | $230.1K | 1,281 | flat | 2q | +12.2%+$25.0K | |
| VODAFONE GROUP PLC | VOD | $210.7K | 15,932 | flat | 4q | +22.3%+$38.4K | |
| SANOFI SA | SNY | $201.5K | 4,723 | - | new | NEW | |
| HNI CORP | HNI | $200.2K | 4,953 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $53.2M | 22.0% |
| Business Services | $27.7M | 11.5% |
| Computer Hardware | $27.4M | 11.3% |
| Biotech & Pharma | $23.4M | 9.7% |
| Industrials | $13.4M | 5.5% |
| Software & IT Services | $12.0M | 5.0% |
| Healthcare Services | $9.9M | 4.1% |
| Utilities | $9.6M | 4.0% |
| Holding & Investment | $7.0M | 2.9% |
| Wholesale & Distribution | $6.8M | 2.8% |
| Real Estate | $6.5M | 2.7% |
| Capital Markets | $5.4M | 2.2% |
| Other sectors | $20.2M | 8.4% |
| Not classified | $19.0M | 7.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $241.4M | 72 | 5 | 26 | 32 | 22 | 36.8% | 34 |
| Q1 2026 | $224.9M | 89 | 10 | 4 | 68 | 22 | 35.3% | 38 |
| Q4 2025 | $297.9M | 101 | 5 | 22 | 52 | 5 | 31.2% | 40 |
| Q3 2025 | $307.7M | 101 | 6 | 36 | 26 | 2 | 30.7% | 44 |
| Q2 2025 | $289.3M | 97 | 6 | 17 | 50 | 8 | 31.1% | 45 |
| Q1 2025 | $269.3M | 99 | 5 | 15 | 55 | 18 | 30.9% | 45 |
| Q4 2024 | $307.5M | 112 | 12 | 40 | 31 | 9 | 31.0% | 45 |
| Q3 2024 | $301.2M | 109 | 7 | 38 | 31 | 1 | 33.1% | 45 |
| Q2 2024 | $278.3M | 103 | 13 | 27 | 46 | 1 | 34.0% | 40 |
| Q1 2024 | $250.9M | 91 | 48 | 11 | 30 | 10 | 32.8% | 45 |
| Q2 2023 | $175.8M | 53 | 3 | 8 | 35 | 10 | 41.8% | 42 |
| Q1 2023 | $185.2M | 60 | 6 | 20 | 26 | 4 | 37.7% | 33 |
| Q4 2022 | $172.2M | 58 | 3 | 33 | 15 | 7 | 36.1% | 40 |
| Q3 2022 | $162.2M | 62 | 4 | 25 | 28 | 7 | 34.0% | 45 |
| Q2 2022 | $166.6M | 65 | 10 | 19 | 29 | 6 | 38.5% | 36 |
| Q1 2022 | $206.2M | 61 | 5 | 31 | 19 | 0 | 40.0% | 41 |
| Q4 2021 | $188.5M | 56 | 1 | 12 | 38 | 2 | 42.9% | 42 |
| Q3 2021 | $234.6M | 57 | 4 | 36 | 11 | 1 | 37.6% | 47 |
| Q2 2021 | $205.0M | 54 | 1 | 45 | 0 | 0 | 39.5% | 47 |
| Q1 2021 | $184.9M | 53 | 2 | 41 | 5 | 3 | 38.8% | 77 |
| Q4 2020 | $191.9M | 54 | 0 | 0 | 0 | 0 | 39.9% | 25 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.