NIA IMPACT ADVISORS, LLC
Long book
$224.9M
Q1 2026
Positions
89
Top-10 weight
35%
concentration
Last quarter
+16.0%
SPY +14.8%
Turnover
29%
of book per quarter
Strategy in plain words
auto-generated from filingsNIA IMPACT ADVISORS, LLC is an institutional manager, running a $224.9M US long book across 89 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, FIRST SOLAR INC, TAIWAN SEMICONDUCTOR-SP ADR, APPLE INC, NEXTPOWER INC-CL A.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.5%
Q2 2024
+8.6%
Q3 2024
-2.4%
Q4 2024
-2.8%
Q1 2025
+12.9%
Q2 2025
+5.5%
Q3 2025
-1.3%
Q4 2025
-4.1%
Q1 2026
+16.0%
Sector allocation
Technology 41%
Services media 14%
Healthcare 13%
Financials 10%
Industrials 8%
Consumer discretionary 5%
Utilities 4%
Consumer staples 2%
Long book by quarter
What does NIA IMPACT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| FSLR FIRST SOLAR INC | Technology | 46.1K | $9.1M | 4.0% | -8.2% |
| AAPL APPLE INC | Technology | 29.5K | $7.5M | 3.3% | -30.9% |
| NXT NEXTPOWER INC-CL A | Technology | 57.4K | $6.9M | 3.1% | -22.5% |
| GILD GILEAD SCIENCES INC | Healthcare | 49.6K | $6.9M | 3.1% | -8.7% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 15.5K | $6.9M | 3.1% | -12.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 28.3K | $6.9M | 3.0% | -6.9% |
| HASI HA SUSTAINABLE INFRASTRUCTUR | Financials | 167.6K | $6.2M | 2.7% | -2.9% |
| EBAY EBAY INC | Services media | 67.1K | $6.1M | 2.7% | -6.3% |
| VRT VERTIV HOLDINGS CO-A | Technology | 23.8K | $6.0M | 2.6% | -18.8% |
| STN STANTEC INC | Services media | 67.6K | $5.8M | 2.6% | -6.1% |
| XYL XYLEM INC | Industrials | 38.4K | $4.6M | 2.0% | -22.6% |
| BEPC BROOKFIELD RENEWABLE CORP | Utilities | 113.5K | $4.5M | 2.0% | +0.3% |
| PANW PALO ALTO NETWORKS INC | Technology | 27.9K | $4.5M | 2.0% | -9.6% |
| AVGO BROADCOM INC | Technology | 14.4K | $4.5M | 2.0% | -25.5% |
| COCO VITA COCO CO INC/THE | Consumer staples | 90.9K | $4.4M | 1.9% | +2.1% |
| LMND LEMONADE INC | Financials | 63.6K | $4.0M | 1.8% | -3.5% |
| LRN STRIDE INC | Services media | 43.6K | $3.8M | 1.7% | -7.6% |
| UNFI UNITED NATURAL FOODS INC | Consumer discretionary | 84.4K | $3.8M | 1.7% | -14.4% |
| AMAL AMALGAMATED FINANCIAL CORP | Financials | 96.4K | $3.7M | 1.7% | -19.1% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 53.2K | $3.7M | 1.6% | +17.6% |
| NET CLOUDFLARE INC - CLASS A | Technology | 15.9K | $3.3M | 1.5% | -25.8% |
| MWA MUELLER WATER PRODUCTS INC-A | Industrials | 118.5K | $3.3M | 1.4% | -3.7% |
| CNM CORE & MAIN INC-CLASS A | Consumer discretionary | 64.9K | $3.2M | 1.4% | -3.7% |
| NTRA NATERA INC | Healthcare | 14.5K | $2.9M | 1.3% | -2.3% |
| MSFT MICROSOFT CORP | Technology | 7.4K | $2.8M | 1.2% | -31.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 12.1K | $2.5M | 1.1% | -49.2% |
| AKAM AKAMAI TECHNOLOGIES INC | Services media | 20.6K | $2.4M | 1.1% | New |
| FTDR FRONTDOOR INC | Services media | 44.7K | $2.4M | 1.1% | New |
| ADSK AUTODESK INC | Technology | 9.7K | $2.3M | 1.0% | -8.7% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 4.5K | $2.2M | 1.0% | -8.1% |
| IBRX IMMUNITYBIO INC | Healthcare | 268.8K | $2.1M | 0.9% | New |
| WGS GENEDX HOLDINGS CORP | Healthcare | 31.6K | $2.0M | 0.9% | +3.3% |
| RUN SUNRUN INC | Technology | 143.2K | $1.9M | 0.9% | -4.3% |
| ANET ARISTA NETWORKS INC | Technology | 15.3K | $1.9M | 0.8% | New |
| NGVC NATURAL GROCERS BY VITAMIN C | Consumer discretionary | 70.8K | $1.8M | 0.8% | -2.8% |
| TOST TOAST INC-CLASS A | Technology | 67.2K | $1.8M | 0.8% | -2.8% |
| HO1 HOLOGIC INC | — | 23.3K | $1.8M | 0.8% | -56.1% |
| VMI VALMONT INDUSTRIES | Industrials | 4.4K | $1.8M | 0.8% | New |
| ACM AECOM | Services media | 20.1K | $1.7M | 0.8% | -56.6% |
| CWT CALIFORNIA WATER SERVICE GRP | Utilities | 35.9K | $1.6M | 0.7% | -3.5% |
| CXT CRANE NXT CO | Industrials | 39.9K | $1.6M | 0.7% | -0.5% |
| NVDA NVIDIA CORP | Technology | 9.0K | $1.6M | 0.7% | -62.8% |
| ADI ANALOG DEVICES INC | Technology | 4.1K | $1.3M | 0.6% | -68.7% |
| ZG ZILLOW GROUP INC - A | Services media | 31.2K | $1.3M | 0.6% | +0.2% |
| MRK MERCK & CO. INC. | Healthcare | 10.5K | $1.3M | 0.6% | -11.1% |
| AMAT APPLIED MATERIALS INC | Technology | 3.7K | $1.3M | 0.6% | New |
| SHOP SHOPIFY INC - CLASS A | Technology | 10.6K | $1.3M | 0.6% | -60.2% |
| AEIS ADVANCED ENERGY INDUSTRIES | Technology | 3.8K | $1.2M | 0.5% | New |
| GOOGL ALPHABET INC-CL A | Technology | 4.2K | $1.2M | 0.5% | -70.3% |
| SYK STRYKER CORP | Healthcare | 2.7K | $882K | 0.4% | -67.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 89 | $224.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 101 | $297.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 101 | $307.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 97 | $289.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 99 | $269.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 112 | $307.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 109 | $301.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 103 | $278.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 91 | $250.9M | canonical | SEC ↗ |
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