NIA IMPACT ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001815217
13F-HR · 44 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
64.3%
NIA IMPACT ADVISORS, LLC — $114M AUM allocation strategy
NIA IMPACT ADVISORS, LLC files SEC Form 13F and reports $114M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 41.4%, followed by Health Care 12.2% and Industrials 9.3%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NIA IMPACT ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$114M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$CARR −17.3K sh · −$884K−$NVDA −15.2K sh · −$2.95M−$AAPL −13.2K sh · −$4.11M
Exited to nil (held last quarter, gone now)
$PG ($5.94M last qtr)$ISRG ($851K last qtr)$TMO ($695K last qtr)$DXCM ($617K last qtr)$VLTO ($583K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors16.6%—
- Biotechnology12.2%—
- Technology Hardware, Storage & Peripherals6.6%—
- Systems Software6.4%—
- IT Consulting & Other Services6.0%—
- Broadline Retail5.4%—
- Electrical Components & Equipment5.2%—
- Other Specialized REITs4.5%—
- Other holdings37.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $FSLR | First Solar Inc | 46.1K | $9.1M | -4.13K | 8.0% |
| $AAPL | Apple Inc | 29.5K | $7.48M | -13.2K | 6.6% |
| $GILD | Gilead Sciences Inc | 49.6K | $6.92M | -4.71K | 6.1% |
| $VRTX | Vertex Pharmaceuticals Incorporated | 15.5K | $6.92M | -2.15K | 6.1% |
| $IBM | International Business Machines Corporation | 28.3K | $6.86M | -2.09K | 6.0% |
| $EBAY | eBay Inc | 67.1K | $6.11M | -4.48K | 5.4% |
| $VRT | Vertiv Holdings LLC | 23.8K | $5.95M | -5.51K | 5.2% |
| $IRM | Iron Mountain Incorporated Common Stock REIT | 49.9K | $5.09M | -2.1K | 4.5% |
| $XYL | Xylem Inc. Common Stock New | 38.4K | $4.59M | -11.2K | 4.0% |
…and 35 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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