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☆NIA IMPACT ADVISORS, LLC

CIK 0001815217 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.152
AUM ($M)
241
Positions
72
Turnover
0.17
Top-10 wt
37%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 94 positions · portfolio value $241M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS HOLD — 6.7% +0.5% 16.1 43,575 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 4.7% +0.9% 11.3 23,612 -1,348 5 —
☆FSLR funds › FIRST SOLAR INC TRIM — 4.3% +0.2% 10.3 43,541 -2,598 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 3.5% +1.5% 8.5 24,951 -2,975 5 —
☆EBAY funds › EBAY INC. ADD — 3.3% +0.6% 7.9 70,623 +3,509 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 3.2% +0.2% 7.7 27,543 -748 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 3.0% -0.1% 7.3 14,663 -827 5 —
☆HASI funds › HA SUSTAINABLE INFRA CAP INC ADD — 2.9% +0.1% 7.0 178,539 +10,890 5 —
☆GSK funds › GSK PLC TRIM — 2.6% -0.4% 6.3 121,036 -601 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 2.6% +1.5% 6.3 10,875 -1,197 5 —
☆IRM funds › IRON MTN INC DEL TRIM — 2.6% +0.3% 6.3 49,661 -211 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 2.6% -0.5% 6.3 49,515 -127 5 —
☆FTDR funds › FRONTDOOR INC ADD — 2.6% +1.5% 6.2 79,347 +34,640 2 —
☆AAPL funds › APPLE INC TRIM — 2.5% -0.8% 6.0 20,824 -8,637 5 —
☆AVGO funds › BROADCOM INC ADD — 2.4% +0.4% 5.7 15,149 +750 3 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 2.2% +0.6% 5.4 53,955 +802 5 —
☆BEPC funds › BROOKFIELD RENEWABLE CORP ADD — 2.2% +0.2% 5.4 145,697 +32,157 5 —
☆COCO funds › VITA COCO CO INC TRIM — 2.2% +0.3% 5.3 80,398 -10,457 5 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC ADD — 2.1% +1.1% 5.1 43,312 +22,734 2 —
☆AMAL funds › AMALGAMATED FINANCIAL CORP ADD — 2.1% +0.4% 5.0 109,133 +12,740 5 —
☆STN funds › STANTEC INC TRIM — 1.9% -0.7% 4.6 66,730 -862 5 —
☆CUSIP:920253101 funds › VALMONT INDS INC ADD — 1.9% +1.1% 4.5 7,838 +3,450 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 1.9% +1.3% 4.5 6,261 +2,580 2 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 1.9% -0.8% 4.5 13,472 -10,293 4 —
☆NXT funds › NEXTPOWER INC TRIM — 1.8% -1.2% 4.4 37,253 -20,165 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 1.8% +1.0% 4.3 25,594 +10,331 2 —
☆CUSIP:130788102 funds › CALIFORNIA WTR SVC GROUP ADD — 1.7% +1.0% 4.2 85,841 +49,925 5 —
☆SAP funds › SAP SE ADD — 1.7% -0.1% 4.1 26,402 +2,541 5 —
☆UNFI funds › UNITED NAT FOODS INC ADD — 1.6% -0.1% 4.0 86,532 +2,175 5 —
☆LRN funds › STRIDE INC ADD — 1.6% -0.1% 3.9 45,596 +2,009 5 —
☆LMND funds › LEMONADE INC TRIM — 1.6% -0.2% 3.8 57,721 -5,924 5 —
☆NTRA funds › NATERA INC TRIM — 1.5% +0.2% 3.6 13,301 -1,246 3 —
☆NET funds › CLOUDFLARE INC TRIM — 1.5% -0.0% 3.5 14,302 -1,573 5 —
☆WGS funds › GENEDX HOLDINGS CORP ADD — 1.3% +0.4% 3.2 46,731 +15,100 5 —
☆FMS funds › FRESENIUS MEDICAL CARE AG TRIM — 1.3% -0.2% 3.1 136,769 -10,828 5 —
☆XYL funds › XYLEM INC TRIM — 1.2% -0.8% 2.9 24,476 -13,956 5 —
☆MWA funds › MUELLER WTR PRODS INC TRIM — 1.2% -0.3% 2.8 110,327 -8,209 5 —
☆CNM funds › CORE & MAIN INC TRIM — 1.2% -0.2% 2.8 58,907 -6,003 4 —
☆AEIS funds › ADVANCED ENERGY INDS ADD — 1.0% +0.5% 2.5 6,768 +2,941 2 —
☆IBRX funds › IMMUNITYBIO INC ADD — 1.0% +0.1% 2.4 270,167 +1,370 2 —
☆NGVC funds › NATURAL GROCERS BY VITAMIN TRIM — 0.9% +0.1% 2.1 69,193 -1,574 5 —
☆ADSK funds › AUTODESK INC ADD — 0.8% -0.2% 2.0 10,092 +430 5 —
☆CXT funds › CRANE NXT CO TRIM — 0.8% +0.1% 1.9 37,119 -2,825 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 0.8% -0.2% 1.9 4,093 -358 5 —
☆RUN funds › SUNRUN INC TRIM — 0.7% -0.1% 1.8 133,102 -10,096 5 —
☆HTUS funds › CAPITOL SER TR HOLD — 0.7% +0.0% 1.8 40,087 +0 5 —
☆TOST funds › TOAST INC TRIM — 0.7% -0.1% 1.6 59,251 -7,929 5 —
☆STM funds › STMICROELECTRONICS N V HOLD — 0.4% +0.2% 0.9 12,145 +0 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.3% +0.2% 0.8 1,870 -57 4 —
☆CSCO funds › CISCO SYS INC TRIM — 0.3% +0.1% 0.7 6,241 -522 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.3% +0.0% 0.6 7,212 +0 5 —
☆JSTC funds › TIDAL TRUST I ADD — 0.2% +0.0% 0.5 23,762 +262 5 —
☆GLW funds › CORNING INC ADD — 0.2% +0.1% 0.4 1,533 +6 2 —
☆QCOM funds › QUALCOMM INC ADD — 0.2% +0.0% 0.4 2,072 +129 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.2% +0.0% 0.4 874 -2 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 0.4 15,005 +1,526 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.1% -0.0% 0.3 1,251 -546 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.1% -0.5% 0.3 741 -3,348 5 —
☆LEVI funds › LEVI STRAUSS & CO NEW NEW — 0.1% +0.1% 0.3 10,977 +10,977 1 —
☆AXSM funds › AXSOME THERAPEUTICS INC. NEW — 0.1% +0.1% 0.3 1,111 +1,111 1 —
☆GOOGL funds › ALPHABET INC TRIM — 0.1% -0.4% 0.3 759 -3,395 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.1% -1.1% 0.3 720 -6,720 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.1% -0.6% 0.3 1,315 -7,699 5 —
☆HMN funds › HORACE MANN EDUCATORS CORP N NEW — 0.1% +0.1% 0.3 5,072 +5,072 1 —
☆TIMB funds › TIM S A ADD — 0.1% +0.0% 0.3 11,827 +3,419 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% +0.0% 0.2 701 -82 5 —
☆GRMN funds › GARMIN LTD ADD — 0.1% -0.0% 0.2 1,016 +8 5 —
☆NYT funds › NEW YORK TIMES CO MTN BE TRIM — 0.1% -0.2% 0.2 3,402 -3,700 5 —
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.1% +0.0% 0.2 1,281 +139 2 —
☆VOD funds › VODAFONE GROUP PLC ADD — 0.1% +0.0% 0.2 15,932 +2,901 4 —
☆SNY funds › SANOFI SA NEW — 0.1% +0.1% 0.2 4,723 +4,723 1 —
☆HNI funds › HNI CORP NEW — 0.1% +0.1% 0.2 4,953 +4,953 1 —
☆CNI funds › CANADIAN NATL RY CO EXIT — 0.0% -0.3% 0.0 0 -6,196 0 —
☆CAT funds › CATERPILLAR INC EXIT — 0.0% -0.1% 0.0 0 -296 0 —
☆SHOP funds › SHOPIFY INC EXIT — 0.0% -0.6% 0.0 0 -10,550 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.4% 0.0 0 -2,683 0 —
☆DSGX funds › DESCARTES SYS GROUP INC EXIT — 0.0% -0.1% 0.0 0 -2,800 0 —
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -0.3% 0.0 0 -1,350 0 —
☆TMUS funds › T-MOBILE US INC EXIT — 0.0% -0.3% 0.0 0 -3,725 0 —
☆TEAM funds › ATLASSIAN CORPORATION EXIT — 0.0% -0.2% 0.0 0 -7,621 0 —
☆DHR funds › DANAHER CORP DEL EXIT — 0.0% -0.3% 0.0 0 -3,839 0 —
☆ACM funds › AECOM EXIT — 0.0% -0.8% 0.0 0 -20,078 0 —
☆ZG funds › ZILLOW GROUP INC EXIT — 0.0% -0.6% 0.0 0 -31,243 0 —
☆CUSIP:436440101 funds › HOLOGIC INC EXIT — 0.0% -0.8% 0.0 0 -23,313 0 —
☆CARR funds › CARRIER GLOBAL CORPORATION EXIT — 0.0% -0.2% 0.0 0 -8,525 0 —
☆ROK funds › ROCKWELL AUTOMATION INC EXIT — 0.0% -0.4% 0.0 0 -2,390 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.2% 0.0 0 -1,925 0 —
☆MRK funds › MERCK & CO INC EXIT — 0.0% -0.6% 0.0 0 -10,503 0 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.3% 0.0 0 -1 0 —
☆UL funds › UNILEVER PLC EXIT — 0.0% -0.3% 0.0 0 -10,417 0 —
☆V funds › VISA INC EXIT — 0.0% -0.1% 0.0 0 -850 0 —
☆ATR funds › APTARGROUP INC EXIT — 0.0% -0.1% 0.0 0 -2,595 0 —
☆ORA funds › ORMAT TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -2,927 0 —
☆VEEV funds › VEEVA SYS INC EXIT — 0.0% -0.2% 0.0 0 -2,550 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 241 72 0.17 37% 0.026 0.152 — in
2026Q1 225 89 0.20 35% 0.023 0.124 — in
2025Q4 298 101 0.12 31% 0.019 0.179 — in
2025Q3 308 101 0.11 31% 0.019 0.198 — in
2025Q2 289 97 0.10 31% 0.019 0.242 — entered
2025Q1 269 99 0.00 31% 0.019 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status