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Stock research / United States / Funds / Nia Impact Advisors, LLC

Nia Impact Advisors, LLC

CIK 1815217 · latest 13F filed 3 August 2026 · Read the filing on EDGAR

Nia Impact Advisors, LLC reported 72 US-listed holdings worth $241.4 million in its 13F for the quarter ended 30 June 2026, filed 3 August 2026. Its largest: VG Totl STK Vprs (6.7%), Taiwan Semiconductor Manufacturing Company Limited (4.7%) and First Solar, Inc. (4.3%). Against the quarter before, it opened 5 positions, added to 27, trimmed 36 and sold out of 22.

Reported holdings$241.4M+7.3% on Q1 2026
Positions72-17 on Q1 2026
The largest ten36.8%of its reported holdings
Latest 13FQ2 2026filed 3 August 2026
Where the money is
Added toHeldTrimmed
VTI6.7%TSM4.7%FSLR4.3%PANW3.5%EBAY3.3%IBM3.2%VRTX3.0%HASI2.9%GSK2.6%AMD2.6%IRM2.6%GILD2.6%FTDR2.6%AAPL2.5%58 more53.0%

The 14 largest of its 72 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $301.2 million in 109 positions$301MQ3 24Q4 2024: $307.5 million in 112 positions$308MQ4 24Q1 2025: $269.3 million in 99 positions$269MQ1 25Q2 2025: $289.3 million in 97 positions$289MQ2 25Q3 2025: $307.7 million in 101 positions$308MQ3 25Q4 2025: $297.9 million in 101 positions$298MQ4 25Q1 2026: $224.9 million in 89 positions$225MQ1 26Q2 2026: $241.4 million in 72 positions$241MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +22.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +22.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 27Held 4Trimmed 36Sold out 22
Opened: 5Added: 27Held: 4Trimmed: 36Sold out: 22

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Levi Strauss & Co. New LEVI$272,549
  2. Axsome Therapeutics Inc. AXSM$271,939
  3. Horace Mann Educators Corp. HMN$261,962
  4. Sanofi SNY$201,483
  5. HNI Corp. HNI$200,168

Added to 27

  1. Frontdoor, Inc. FTDR+34,640 shares · +77%
  2. Akamai Technologies Inc. AKAM+22,734 shares · +110%
  3. California Water Service Group CWT+49,925 shares · +139%
  4. Valmont Industries Inc. VMI+3,450 shares · +79%
  5. Applied Materials Inc. AMAT+2,580 shares · +70%
  6. Arista Networks, Inc. ANET+10,331 shares · +68%
  7. Brookfield Renewable Corp. Class A Ex Sub VTG BEPC+32,157 shares · +28%
  8. Advanced Energy Industries Inc. AEIS+2,941 shares · +77%

and 19 more in the table below

Trimmed 36

  1. Vertiv Holdings Co. VRT-10,293 shares · -43%
  2. Microsoft Corp. MSFT-6,720 shares · -90%
  3. Apple Inc. AAPL-8,637 shares · -29%
  4. Nextpower Inc. NXT-20,165 shares · -35%
  5. Xylem Inc. XYL-13,956 shares · -36%
  6. NVIDIA Corp. NVDA-7,699 shares · -85%
  7. Analog Devices Inc. ADI-3,348 shares · -82%
  8. Alphabet Inc. GOOGL-3,395 shares · -82%

and 28 more in the table below

Sold out of 22

  1. Hologic Inc. HOLX$1.8 million last quarter
  2. Aecom ACM$1.7 million last quarter
  3. Zillow Group Inc. ZG$1.3 million last quarter
  4. Merck & Co., Inc. MRK$1.3 million last quarter
  5. Shopify Inc. SHOP$1.3 million last quarter
  6. Stryker Corp. SYK$881,607 last quarter
  7. Rockwell Automation, Inc. ROK$857,723 last quarter
  8. T-Mobile US, Inc. TMUS$782,362 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
VG Totl STK Vprs VTI43.6K$16.1 million6.68%no change
Taiwan Semiconductor Manufacturing Company Limited TSM23.6K$11.3 million4.67%-1.3K
First Solar, Inc. FSLR43.5K$10.3 million4.26%-2.6K
Palo Alto Networks Inc. PANW25.0K$8.5 million3.52%-3.0K
Ebay Inc. EBAY70.6K$7.9 million3.27%+3.5K
International Business Machines Corp. IBM27.5K$7.7 million3.21%-748
Vertex Pharmaceuticals Inc. VRTX14.7K$7.3 million3.02%-827
HA Sustainable Infrastructure Capital, Inc. HASI178.5K$7.0 million2.89%+10.9K
GSK plc GSK121.0K$6.3 million2.63%-601
Advanced Micro Devices Inc. AMD10.9K$6.3 million2.62%-1.2K
Iron Mountain Inc. IRM49.7K$6.3 million2.60%-211
Gilead Sciences, Inc. GILD49.5K$6.3 million2.59%-127
Frontdoor, Inc. FTDR79.3K$6.2 million2.55%+34.6K
Apple Inc. AAPL20.8K$6.0 million2.50%-8.6K
Broadcom Inc. AVGO15.1K$5.7 million2.37%+750
Robinhood Markets, Inc. HOOD54.0K$5.4 million2.24%+802
Brookfield Renewable Corp. Class A Ex Sub VTG BEPC145.7K$5.4 million2.24%+32.2K
Vita Coco Company, Inc. COCO80.4K$5.3 million2.20%-10.5K
Akamai Technologies Inc. AKAM43.3K$5.1 million2.12%+22.7K
Amalgamated Financial Corp. AMAL109.1K$5.0 million2.08%+12.7K
Stantec Inc. STN66.7K$4.6 million1.90%-862
Valmont Industries Inc. VMI7.8K$4.5 million1.88%+3.5K
Applied Materials Inc. AMAT6.3K$4.5 million1.88%+2.6K
Vertiv Holdings Co. VRT13.5K$4.5 million1.87%-10.3K
Nextpower Inc. NXT37.3K$4.4 million1.84%-20.2K
Arista Networks, Inc. ANET25.6K$4.3 million1.80%+10.3K
California Water Service Group CWT85.8K$4.2 million1.73%+49.9K
SAP SE SAP26.4K$4.1 million1.69%+2.5K
United Natural Foods Inc. UNFI86.5K$4.0 million1.64%+2.2K
Stride, Inc. LRN45.6K$3.9 million1.63%+2.0K
Lemonade Inc. LMND57.7K$3.8 million1.56%-5.9K
Natera Inc Com NTRA13.3K$3.6 million1.50%-1.2K
Cloudflare Inc. NET14.3K$3.5 million1.45%-1.6K
Genedx Holdings Corp. WGS46.7K$3.2 million1.33%+15.1K
Fresenius Medical Care AG FMS136.8K$3.1 million1.28%-10.8K
Xylem Inc. XYL24.5K$2.9 million1.20%-14.0K
Mueller Water Products, Inc. MWA110.3K$2.8 million1.18%-8.2K
Core & Main, Inc. CNM58.9K$2.8 million1.18%-6.0K
Advanced Energy Industries Inc. AEIS6.8K$2.5 million1.05%+2.9K
Immunitybio Inc. IBRX270.2K$2.4 million0.98%+1.4K
Natural Grocers By Vitamin C NGVC69.2K$2.1 million0.89%-1.6K
Autodesk, Inc. ADSK10.1K$2.0 million0.81%+430
Crane Nxt, Co. CXT37.1K$1.9 million0.79%-2.8K
Spotify Technology S.A. SPOT4.1K$1.9 million0.78%-358
Sunrun Inc. RUN133.1K$1.8 million0.74%-10.1K
Capitol Series Trust - Hull Tactical US ETF HTUS40.1K$1.8 million0.73%no change
Toast, Inc. TOST59.3K$1.6 million0.68%-7.9K
STMicroelectronics N.V. STM12.1K$909,5370.38%no change
Lam Research Corp. LRCX1.9K$810,1680.34%-57
Cisco Systems, Inc. CSCO6.2K$733,0470.30%-522
Vanguard FTSE All-World ex-US ETF VEU7.2K$604,0050.25%no change
Adasina Social Justc Allcp GLB ETF JSTC23.8K$543,6680.23%+262
Corning Inc. GLW1.5K$391,5740.16%+6
Qualcomm Inc. QCOM2.1K$382,8940.16%+129
Eaton Corp. plc ETN874$372,3830.15%-2
Pfizer Inc. PFE15.0K$361,3270.15%+1.5K
AbbVie Inc. ABBV1.3K$314,7490.13%-546
Analog Devices Inc. ADI741$294,2020.12%-3.3K
Levi Strauss & Co. New LEVI11.0K$272,5490.11%new
Axsome Therapeutics Inc. AXSM1.1K$271,9390.11%new
Alphabet Inc. GOOGL759$271,2440.11%-3.4K
Microsoft Corp. MSFT720$268,5750.11%-6.7K
NVIDIA Corp. NVDA1.3K$263,1530.11%-7.7K
Horace Mann Educators Corp. HMN5.1K$261,9620.11%new
Tim S A Sponsored ADR ISIN#US88706T1088 TIMB11.8K$253,3300.10%+3.4K
Alphabet Inc. GOOG701$247,5470.10%-82
Garmin Ltd. GRMN1.0K$241,3810.10%+8
New York Times Co. NYT3.4K$238,0720.10%-3.7K
Digital Realty Trust, Inc. DLR1.3K$230,1260.10%+139
Vodafone Group Public Limited Company VOD15.9K$210,6970.09%+2.9K
Sanofi SNY4.7K$201,4830.08%new
HNI Corp. HNI5.0K$200,1680.08%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 22 it sold out of are in the box above.