NI

Nia Impact Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$224.9M

Reporting period: 2026-03-31 · Number of holdings: 89

NIA IMPACT ADVISORS, LLC disclosed 89 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $224.9M and a quarterly turnover rate of 42.9%.

Personality snowflake

Concentration
9.08
Portfolio Stability
42.87
Momentum/Contrarian
100
Sector conviction
73.02
Diversification
100
Sizing Uniformity
89.85

Recent moves

  • Add VRT

    -18.8%　$1.2M

  • Trim GOOGL

    -70.3%　-$3.2M

  • Trim SHOP

    -60.2%　-$3.0M

  • Trim NVDA

    -62.8%　-$2.9M

  • Trim TEAM

    -60.3%　-$2.6M

  • Add IRM

    -4.0%　$782.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other6.22%——
2FSLRFirst Solar INCStock-Tech4.05%-0.36%-8.21%
3TSMTaiwan Semiconductor-sp AdrStock-Tech3.75%+0.46%-22.53%
4AAPLApple INCStock-Tech3.32%-0.57%-30.86%
5NXTNextpower Inc-cl AStock-Tech3.08%—-22.53%
6GILDGilead Sciences INCStock-Healthcare3.08%—-8.67%
7VRTXVertex Pharmaceuticals INCStock-Healthcare3.08%+0.40%-12.18%
8IBMIntl Business Machines CORPStock-Tech3.05%+0.03%-6.88%
9GSKGsk Plc-spon AdrStock-Healthcare2.98%—-3.93%
10HASIHa Sustainable InfrastructurStock-Financials2.74%—-2.87%
11EBAYEbay INCStock-Consumer Disc2.72%—-6.26%
12VRTVertiv Holdings Co-aStock-Industrials2.65%+1.06%-18.82%
13STNStantec INCStock-Other2.60%+0.32%-6.14%
14IRMIron Mountain INCStock-Real Estate2.26%+0.81%-4.04%
15XYLXylem INCStock-Industrials2.04%-0.23%-22.60%
16BEPCBrookfield Renewable CORPStock-Utilities2.01%—+0.27%
17PANWPalo Alto Networks INCStock-Tech1.99%+0.08%-9.56%
18AVGOBroadcom INCStock-Tech1.98%-0.27%-25.50%
19COCOVita Coco Co Inc/theStock-Other1.94%—+2.15%
20SAPSap Se-sponsored AdrStock-Tech1.82%-0.18%-2.65%
21LMNDLemonade INCStock-Financials1.77%—-3.45%
22LRNStride INCStock-Consumer Staples1.71%—-7.64%
23UNFIUnited Natural Foods INCStock-Consumer Staples1.69%—-14.43%
24AMALAmalgamated Financial CORPStock-Other1.67%—-19.10%
25HOODRobinhood Markets INC - AStock-Financials1.64%-0.08%+17.62%
26FMSFresenius Medical Care-adrStock-Other1.48%—-3.51%
27NETCloudflare INC - Class AStock-Tech1.46%+0.04%-25.79%
28MWAMueller Water Products Inc-aStock-Industrials1.45%—-3.68%
29CNMCore & Main Inc-class AStock-Industrials1.43%—-3.67%
30NTRANatera INCStock-Healthcare1.29%—-2.28%
31MSFTMicrosoft CORPStock-Tech1.22%-0.55%-31.61%
32AMDAdvanced Micro DevicesStock-Tech1.09%-0.62%-49.16%
33AKAMAkamai Technologies INCStock-Tech1.05%+1.05%NEW
34FTDRFrontdoor INCStock-Consumer Disc1.05%+1.05%NEW
35ADSKAutodesk INCStock-Tech1.03%-0.02%-8.70%
36SPOTSpotify Technology S.A.Stock-Comm Services0.96%—-8.06%
37IBRXImmunitybio INCStock-Healthcare0.92%+0.92%NEW
38WGSGenedx Holdings CORPStock-Other0.90%-0.44%+3.26%
39RUNSunrun INCStock-Tech0.86%-0.06%-4.33%
40ANETArista Networks INCStock-Tech0.83%+0.83%NEW
41NGVCNatural Grocers By Vitamin CStock-Other0.81%—-2.83%
42TOSTToast Inc-class AStock-Tech0.79%—-2.83%
43HO1Hologic INCStock-Other0.78%-0.55%-56.06%
44VMIValmont IndustriesStock-Industrials0.78%+0.78%NEW
45ACMAecomStock-Industrials0.76%-0.72%-56.57%
46CWTCalifornia Water Service GrpStock-Utilities0.72%—-3.49%
47CXTCrane Nxt CoStock-Industrials0.72%—-0.50%
48NVDANvidia CORPStock-Tech0.70%-0.82%-62.81%
49HTUSHull Tactical US ETFETF-Other0.68%——
50ADIAnalog Devices INCStock-Tech0.58%-0.61%-68.67%
1–50 of 89

Holding changes this quarter

Nia Impact Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Procter & Gamble Co/the (PG); Sold out: Telefonica Sa-spon Adr (TELFY); New buy: Akamai Technologies INC (AKAM); New buy: Frontdoor INC (FTDR); New buy: Immunitybio INC (IBRX).

Position changes disclosed by Nia Impact Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VRTVertiv Holdings Co-a+1.1%-18.82%Trim
2IRMIron Mountain INC+0.8%-4.04%Trim
3TSMTaiwan Semiconductor-sp Adr+0.5%-22.53%Trim
4VRTXVertex Pharmaceuticals INC+0.4%-12.18%Trim
5STNStantec INC+0.3%-6.14%Trim
6PANWPalo Alto Networks INC+0.1%-9.56%Trim
7NETCloudflare INC - Class A0%-25.79%Trim
8IBMIntl Business Machines CORP0%-6.88%Trim
9ADSKAutodesk INC0%-8.70%Trim
10RUNSunrun INC-0.1%-4.33%Trim
11HOODRobinhood Markets INC - A-0.1%+17.62%Add
12ZGZillow Group INC - A-0.1%+0.17%Add
13SAPSap Se-sponsored Adr-0.2%-2.65%Trim
14ULUnilever Plc-sponsored Adr-0.2%-52.10%Trim
15VEEVVeeva Systems Inc-class A-0.2%-54.70%Trim
16XYLXylem INC-0.2%-22.60%Trim
17ATRAptargroup INC-0.2%-72.58%Trim
18CARRCarrier Global CORP-0.3%-66.98%Trim
19AVGOBroadcom INC-0.3%-25.50%Trim
20TMUST-mobile US INC-0.3%-59.09%Trim
21NYTNew York Times Co-a-0.3%-70.71%Trim
22FSLRFirst Solar INC-0.4%-8.21%Trim
23ADPAutomatic Data Processing-0.4%-70.53%Trim
24DHRDanaher CORP-0.4%-59.21%Trim
25CNICanadian Natl Railway Co-0.4%-69.92%Trim
26WGSGenedx Holdings CORP-0.4%+3.26%Add
27MSFTMicrosoft CORP-0.6%-31.61%Trim
28HO1Hologic INC-0.6%-56.06%Trim
29AAPLApple INC-0.6%-30.86%Trim
30SYKStryker CORP-0.6%-67.70%Trim
31MAMastercard INC - A-0.6%-71.24%Trim
32ADIAnalog Devices INC-0.6%-68.67%Trim
33AMDAdvanced Micro Devices-0.6%-49.16%Trim
34ROKRockwell Automation INC-0.7%-70.41%Trim
35ACMAecom-0.7%-56.57%Trim
36NVDANvidia CORP-0.8%-62.81%Trim
37TEAMAtlassian Corp-cl A-0.8%-60.33%Trim
38SHOPShopify INC - Class A-0.9%-60.24%Trim
39GOOGLAlphabet Inc-cl A-0.9%-70.32%Trim
40PGProcter & Gamble Co/the—EXITSold out
41TELFYTelefonica Sa-spon Adr—EXITSold out
42AKAMAkamai Technologies INC—NEWNew buy
43FTDRFrontdoor INC—NEWNew buy
44IBRXImmunitybio INC—NEWNew buy
45ANETArista Networks INC—NEWNew buy
46VMIValmont Industries—NEWNew buy
47AMATApplied Materials INC—NEWNew buy
48AEISAdvanced Energy Industries—NEWNew buy
49NVONovo-nordisk A/s-spons Adr—EXITSold out
50ISRGIntuitive Surgical INC—EXITSold out

FAQ

What is Nia Impact Advisors, LLC and what type of investor is it?
Nia Impact Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $224.9M, spread across 89 disclosed positions.
What are Nia Impact Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Nia Impact Advisors, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $14.0M (6.2%) 2. First Solar INC (FSLR) — $9.1M (4.0%) 3. Taiwan Semiconductor-sp Adr (TSM) — $8.4M (3.8%) 4. Apple INC (AAPL) — $7.5M (3.3%) 5. Nextpower Inc-cl A (NXT) — $6.9M (3.1%)
What changes did Nia Impact Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Nia Impact Advisors, LLC made 50 notable position adjustments: 7 new positions were initiated, 3 existing holdings were added to, 36 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Procter & Gamble Co/the (PG); Sold out: Telefonica Sa-spon Adr (TELFY); New buy: Akamai Technologies INC (AKAM); New buy: Frontdoor INC (FTDR); New buy: Immunitybio INC (IBRX)
What sectors does Nia Impact Advisors, LLC focus on?
Nia Impact Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.9% • Health Care: 16.2% • Industrials: 14.0% • Financials: 8.0% • Consumer Discretionary: 4.6% • Consumer Staples: 4.5%