Nia Impact Advisors, LLC 13F Portfolio

CIK 1815217 Filing since Q4 2020 Q3 2026 filed Nov 4, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 4, 2026.

Portfolio Snapshot

76 positions · Q3 2026

Nia Impact Advisors, LLC reported 76 positions worth $210.28M for the quarter ended Sep 30, 2026, down 3.5% on the prior quarter. It opened 12 new positions, added to 30, trimmed 31 and exited 3. Its largest holding is First Solar, Inc. at 4% of the portfolio.

Portfolio Value
$210.28M
-3.5% QoQ · -24.1% YoY
Positions
76
12 new · 3 sold out
Top 10 Concentration
33%
of portfolio value
Largest Position
FSLR 4%
First Solar, Inc.
Net Buying
-$88.26K
$24.66M bought · $24.75M sold
Turnover
11.5%
of the portfolio traded
Top Sector
Technology
36.6% of value
Track Record
22
quarters on file since Q4 2020

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
36.56%
Technology
Technology36.56%
Industrials21.07%
Healthcare16.1%
Financial Services12.16%
Consumer Staples5.83%
Utilities4.21%
Consumer Discretionary1.88%
Basic Materials1.63%
Communication Services0.379%
Real Estate0.189%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyIndustrialsHealthcareFinancial ServicesConsumer StaplesUtilitiesConsumer DiscretionaryBasic MaterialsCommunication ServicesReal EstateOther

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
SMTC Semtech Corp +24.6K – $4.39M 2.09%
WCC Wesco International Inc +11.7K – $4.21M 2%
STLD Steel Dynamics Inc +14.4K – $3.19M 1.52%
AMAL Amalgamated Financial Corp. +38.7K +35.4% $1.84M 3.34%
NGVC Natural Grocers by Vitamin Cottage, Inc. +51.2K +74.0% $1.56M 1.74%
VRT Vertiv Holdings Co +6,012 +44.6% $1.45M 2.24%
VMI Valmont Industries Inc +2,439 +31.1% $1.13M 2.26%
FSLR First Solar, Inc. +4,590 +10.5% $803.98K 4.01%
AKAM Akamai Technologies Inc +6,882 +15.9% $731.90K 2.54%
BEPC Brookfield Renewable Corp +14.9K +10.2% $419.63K 2.15%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
AVGO Broadcom Inc. -15.1K -100.0% $5.72M Exited
EBAY Ebay Inc -29.0K -41.0% $3.07M 2.1%
TSM Taiwan Semiconductor Manufacturing Co Ltd -6,039 -25.6% $2.75M 3.81%
HOOD Robinhood Markets, Inc. -22.4K -41.6% $2.52M 1.69%
PANW Palo Alto Networks Inc -5,939 -23.8% $2.36M 3.59%
GILD Gilead Sciences, Inc. -13.6K -27.4% $2.02M 2.55%
GSK GSK plc -18.9K -15.6% $908.05K 2.34%
AMAT Applied Materials Inc -1,768 -28.2% $904.04K 1.09%
RUN Sunrun Inc. -113.4K -85.2% $880.89K 0.073%
AAPL Apple Inc. -2,601 -12.5% $866.17K 2.89%

New Positions

Q3 2026
Holding Shares Trade Value Weight
SMTC Semtech Corp +24.6K $4.39M 2.09%
WCC Wesco International Inc +11.7K $4.21M 2%
STLD Steel Dynamics Inc +14.4K $3.19M 1.52%
P Everpure, Inc. +2,799 $366.05K 0.174%
LLY ELI LILLY & Co +260 $301.01K 0.143%
MRK Merck & Co., Inc. +1,669 $242.56K 0.115%
BDSX Biodesix Inc +7,384 $220.27K 0.105%
RLJ RLJ Lodging Trust +15.9K $175.17K 0.083%
RPD Rapid7, Inc. +11.4K $139.87K 0.067%
LILAK Liberty Latin America Ltd. +15.6K $128.17K 0.061%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
AVGO Broadcom Inc. -15.1K $5.72M 2.63%
SNY Sanofi -4,723 $201.48K 0.092%
HNI Hni Corp -4,953 $200.17K 0.092%
Holdings · Q3 2026

76 Positions

As ofSep 30, 2026
Value$210.28M
Top 1033%
Avg position$2.77M
# Activity
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Showing 1–15 of 76 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Nia Impact Advisors.

About Nia Impact Advisors, LLC’s 13F Portfolio

What are Nia Impact Advisors, LLC’s largest holdings?

As of its Q3 2026 13F filing, Nia Impact Advisors, LLC’s five largest positions were First Solar, Inc. (FSLR) at 4.0%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 3.8%, Vertex Pharmaceuticals Inc / Ma (VRTX) at 3.7%, Palo Alto Networks Inc (PANW) at 3.6%, Amalgamated Financial Corp. (AMAL) at 3.3% of the reported portfolio.

How much is Nia Impact Advisors, LLC’s portfolio worth?

Nia Impact Advisors, LLC reported a 13F portfolio worth $210.28M across 76 positions for Q3 2026. That is down 3.5% from the previous quarter.

What did Nia Impact Advisors, LLC buy in Q3 2026?

Its largest purchases by value were Semtech Corp ($4.39M), Wesco International Inc ($4.21M), Steel Dynamics Inc ($3.19M). It opened 12 new positions.

What did Nia Impact Advisors, LLC sell in Q3 2026?

Its largest sales by value were Broadcom Inc. ($5.72M), Ebay Inc ($3.07M), Taiwan Semiconductor Manufacturing Co Ltd ($2.75M). It exited 3 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Nia Impact Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.