NIAGX
NIA IMPACT SOLUTIONS FUND
Ultimus Managers Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NATERA INC 0 5,606 5,606 1.24% $1.17M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
DUOLINGO INC 3,423 0 -3,423 0.00% -$655.20K
HONEST CO INC (THE) 109,851 0 -109,851 0.00% -$295.50K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
FRST AM-GV OB-X 4,092,086 7,876,390 3,784,304 8.35% $3.78M
VERTEX PHARMACEUTICALS INC 4,915 5,811 896 3.06% $755.89K
ROBINHOOD MARKETS INC 16,396 21,915 5,519 1.76% -$444.47K
UNITED NATURAL FOODS INC 27,995 36,707 8,712 1.49% $358.08K
ATLASSIAN CORP PLC CLS A 5,121 5,446 325 0.43% -$356.53K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
TAIWAN SEMIC MFG CO LTD SP ADR 13,743 11,459 -2,284 4.55% $286.09K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
GILEAD SCIENCES INC 19,922 19,922 0 3.15% $460.40K
Schneider Electric SE ADR 44,501 44,501 0 3.08% $514.88K
GSK plc SPONSORED ADR 47,689 47,689 0 2.99% $537.46K
Vestas Wind Systems A/S ADR 332,016 332,016 0 2.98% $185.93K
FIRST SOLAR INC 13,944 13,944 0 2.92% -$1.06M
VERTIV HOLDINGS CO 10,509 10,509 0 2.84% $789.86K
STANTEC INC 26,998 26,998 0 2.66% -$102.32K
EBAY INC 26,775 26,775 0 2.58% $216.07K
INTL BUS MACH CORP 9,812 9,812 0 2.50% -$670.85K
NEXTRACKER INC CL A 21,047 21,047 0 2.35% $283.71K
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC 59,339 59,339 0 2.30% $128.17K
Sanlam Ltd. ADR 158,226 158,226 0 2.27% $441.45K
BROADCOM INC 6,594 6,594 0 2.23% -$550.01K
VITA COCO CO INC/THE 34,111 34,111 0 2.10% $158.62K
APPLE INC 7,392 7,392 0 2.07% -$108.44K
IRON MOUNTAIN INC 17,870 17,870 0 2.05% $392.78K
SAP SE 8,781 8,781 0 1.88% -$353.17K
BROOKFIELD RENEW 40,447 40,447 0 1.83% $50.15K
ADV MICRO DEVICE 8,583 8,583 0 1.82% -$148.66K
AECOM 17,502 17,502 0 1.82% -$90.14K
Brambles Ltd. ADR 47,090 47,090 0 1.78% $186.81K
XYLEM INC 12,123 12,123 0 1.67% -$134.69K
City Developments Ltd. ADR 202,472 202,472 0 1.65% $429.24K
PALO ALTO NETWORKS INC 10,406 10,406 0 1.64% -$428.83K
TELEFONICA SA ADR 344,932 344,932 0 1.64% $68.99K
HOLOGIC INC 20,400 20,400 0 1.63% $7.96K
STRIDE INC 17,171 17,171 0 1.54% $358.02K
MUELLER WATER PRODUCTS INC A 46,530 46,530 0 1.48% $264.76K
Fresenius Medical Care AG SPON ADR-EACH REP 0.5 NPV 59,072 59,072 0 1.47% -$27.17K
CORE & MAIN IN-A 24,856 24,856 0 1.43% $144.66K
AMALGAMATED FINANCIAL CORP 32,754 32,754 0 1.34% $299.37K
LEMONADE INC 23,915 23,915 0 1.31% -$630.88K
SHOPIFY INC CL A 9,171 9,171 0 1.17% -$347.67K
CLOUDFLARE INC-A 6,195 6,195 0 1.13% -$173.58K
AUTODESK INC 4,171 4,171 0 1.09% -$239.71K
BYD CO-UNSP ADR 84,288 84,288 0 1.07% -$43.83K
GENEDX HOLDINGS CORP-A 12,260 12,260 0 1.04% -$1.07M
MICROSOFT CORP 2,220 2,220 0 0.92% -$220.38K
Spotify Technology SA 1,685 1,685 0 0.92% -$141.42K
NATURAL GROCERS VIT GROC INC 27,624 27,624 0 0.79% -$19.89K
CRANE NXT CO 14,730 14,730 0 0.75% -$117.99K
TOAST INC-A 24,730 24,730 0 0.72% -$170.14K
Daiichi Sankyo Company Ltd. Sponsored ADR 33,844 33,844 0 0.70% -$172.27K
SUNRUN INC 48,197 48,197 0 0.68% -$337.38K
CALIF WATER SRVC 13,010 13,010 0 0.62% -$3.77K
ZILLOW GROUP INC CL A 11,351 11,351 0 0.54% -$312.72K

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