Nia-Impact-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "FLEX",
  "WGS",
  "BEPC",
  "ATR",
  "ABT",
  "ABBV",
  "MWA",
  "GOOGL",
  "TEAM",
  "AMAL",
  "CAT",
  "FMS",
  "HNST",
  null,
  "LMND",
  "NGVC",
  "EBAY",
  "GILD",
  "QCOM",
  "ISRG",
  "UNFI",
  "MA",
  "MSFT",
  "TMUS",
  "DUOL",
  "ELF",
  "HOLX",
  "PCAR",
  "PANW",
  "IRM",
  "AAPL",
  "NVDA",
  "OGN",
  "PFE",
  "PG",
  "MRK",
  "ORA",
  "NYT",
  "ROK",
  "SLVM",
  null,
  null,
  null,
  "SHOP",
  "ROP",
  "SAP",
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "UL",
  "SCS",
  "TEF",
  "TOST",
  "NXT",
  "TSM",
  "LRN",
  "GSK",
  "VRTX",
  "HASI",
  "ADSK",
  "AMD",
  "FSLR",
  "FTNT",
  "NVO",
  "ACM",
  "VEU",
  "VLTO",
  "VEEV",
  "V",
  "COCO",
  "ZG",
  "XYL",
  "GRMN",
  "STN",
  "RUN",
  "SPOT",
  "STM",
  "MKTX",
  "ADP",
  "BRK-A",
  "BRK-B",
  "CWT",
  "CNI",
  "CARR",
  "CSL",
  "CSCO",
  "NET",
  "DHR",
  "DSGX",
  "DXCM",
  "ADI",
  "ETN",
  "JNJ",
  "TSLA",
  "PM",
  "AWK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 99
Total Value: 269328813
Accession Number: 0001815217-25-000002
Form Type: 13F-HR
CIK: nia-impact-advisors
Manager Name: Nia-Impact-Advisors

Data Enrichment

96% identified

95 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

99 positions • $269.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alphabet Inc.

GOOGL|02079K305

Shares:15.8K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$269.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:23.4K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$269.3M)

MICROSOFT CORP

MSFT|594918104

Shares:6.2K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$269.3M)

ZILLOW GROUP, INC.

ZG|98954M101

Shares:33.8K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$269.3M)

UNITED NATURAL FOODS INC

UNFI|911163103

Shares:81.2K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$269.3M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:8.4K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$269.3M)

Sylvamo Corp

SLVM|871332102

Shares:31.5K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$269.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.9K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$269.3M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:21.6K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$269.3M)

Autodesk, Inc.

ADSK|052769106

Shares:7.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$269.3M)

Vita Coco Company, Inc.

COCO|92846Q107

Shares:65.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$269.3M)

DANAHER CORP /DE/

DHR|235851102

Shares:9.8K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$269.3M)

92189H813

Shares:43.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$269.3M)

Cloudflare, Inc.

NET|18915M107

Shares:16.6K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$269.3M)

Toast, Inc.

TOST|888787108

Shares:55.6K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$269.3M)

CALIFORNIA WATER SERVICE GROUP

CWT|130788102

Shares:37.3K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$269.3M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:27.4K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$269.3M)

Lemonade, Inc.

LMND|52567D107

Shares:53.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$269.3M)

STEELCASE INC

SCS|858155203

Shares:151.0K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$269.3M)

GeneDx Holdings Corp.

WGS|81663L200

Shares:18.4K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$269.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	15.8K	QoQ -7.87% (-1.4K) YoY -0.13% (-21)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$269.3M)	QoQ -24.74% (-$803.9K) YoY +2.32% (-$55.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	23.4K	QoQ -0.29% (-70) YoY +9.98% (-2.1K)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$269.3M)	QoQ -15.19% (-$431.2K) YoY -37.39% (-$1.4M)
MICROSOFT CORP(MSFTcusip594918104)	6.2K	QoQ -8.67% (-590) YoY -5.79% (-382)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$269.3M)	QoQ -18.66% (-$535.1K) YoY -15.94% (-$442.4K)
ZILLOW GROUP, INC.(ZGcusip98954M101)	33.8K	QoQ -2.73% (-948) YoY +3.19% (+1.0K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$269.3M)	QoQ -8.21% (-$201.9K) YoY +44.16% (+$691.6K)
UNITED NATURAL FOODS INC(UNFIcusip911163103)	81.2K	QoQ +4.34% (+3.4K) YoY NEW(+81.2K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$269.3M)	QoQ +4.65% (+$98.9K) YoY NEW(+$2.2M)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	8.4K	QoQ -1.86% (-160) YoY +0.98% (-82)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$269.3M)	QoQ -11.27% (-$276.8K) YoY -10.43% (-$253.9K)
Sylvamo Corp(SLVMcusip871332102)	31.5K	QoQ -5.97% (-2.0K) YoY -9.18% (-3.2K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$269.3M)	QoQ -20.19% (-$534.1K) YoY -1.34% (-$28.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	6.9K	QoQ -4.38% (-317) YoY -0.71% (-50)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$269.3M)	QoQ -0.20% (-$4.4K) YoY +21.45% (-$372.7K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	21.6K	QoQ 0.00% (-0) YoY +3.64% (-760)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$269.3M)	QoQ -3.98% (-$87.5K) YoY -23.30% (-$639.9K)
Autodesk, Inc.(ADSKcusip052769106)	7.7K	QoQ -1.05% (-82) YoY -7.28% (-606)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$269.3M)	QoQ -12.35% (-$284.7K) YoY -6.79% (-$147.1K)
Vita Coco Company, Inc.(COCOcusip92846Q107)	65.7K	QoQ +4.77% (-3.0K) YoY -0.07% (-46)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$269.3M)	QoQ -12.99% (-$300.7K) YoY +25.37% (-$407.3K)
DANAHER CORP /DE/(DHRcusip235851102)	9.8K	QoQ 0.00% (-0) YoY +5.51% (-510)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$269.3M)	QoQ -10.69% (-$239.6K) YoY -13.38% (-$309.1K)
(cusip92189H813)✕	43.7K	QoQ +0.08% (-39) YoY -32.01% (-20.6K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$269.3M)	QoQ -1.28% (-$25.8K) YoY -33.18% (-$984.3K)
Cloudflare, Inc.(NETcusip18915M107)	16.6K	QoQ -60.40% (-25.3K) YoY -55.93% (-21.1K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$269.3M)	QoQ -58.56% (-$2.6M) YoY -48.72% (-$1.8M)
Toast, Inc.(TOSTcusip888787108)	55.6K	QoQ -18.24% (-12.4K) YoY NEW(+55.6K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$269.3M)	QoQ -25.59% (-$635.0K) YoY NEW(+$1.8M)
CALIFORNIA WATER SERVICE GROUP(CWTcusip130788102)	37.3K	QoQ +0.43% (+160) YoY -4.29% (-1.7K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$269.3M)	QoQ +7.36% (+$124.0K) YoY -0.21% (-$3.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	27.4K	QoQ -6.33% (-1.9K) YoY -1.26% (-350)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$269.3M)	QoQ -13.00% (-$259.2K) YoY +7.68% (-$123.8K)
Lemonade, Inc.(LMNDcusip52567D107)	53.3K	QoQ +18.51% (+8.3K) YoY NEW(+53.3K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$269.3M)	QoQ +1.55% (+$25.6K) YoY NEW(+$1.7M)
STEELCASE INC(SCScusip858155203)	151.0K	QoQ -1.46% (-2.2K) YoY -18.42% (-34.1K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$269.3M)	QoQ -8.63% (-$156.4K) YoY -31.65% (-$766.4K)
GeneDx Holdings Corp.(WGScusip81663L200)	18.4K	QoQ -4.46% (-860) YoY NEW(+18.4K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$269.3M)	QoQ +10.08% (-$149.2K) YoY NEW(+$1.6M)