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Humankind Investments Portfolio holdings

AUM $175M
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
-1.13%
1 Year Est. Return
+14.3%
3 Year Est. Return
+46.43%
5 Year Est. Return
+54.92%
10 Year Est. Return
–
AUM
$385M
AUM Growth
-$9.82M
Cap. Flow
-$2.74M
Cap. Flow %
-0.71%
Top 10 Hldgs %
63.32%
Holding
159
New
7
Increased
78
Reduced
50
Closed
10

Top Buys

Rank Stock Value
1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$477K
2
FMC icon
FMC
FMC
+$441K
3
UNH icon
UnitedHealth
UNH
+$376K
4
BG icon
Bunge Global
BG
+$318K
5
ADM icon
Archer Daniels Midland
ADM
+$294K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
2
ABBV icon
AbbVie
ABBV
+$609K
3
DE icon
Deere & Co
DE
+$605K
4
LLY icon
Eli Lilly
LLY
+$489K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$424K

Sector Composition

Rank Sector Weight
1 Healthcare 13%
2 Technology 12.13%
3 Consumer Staples 5.59%
4 Communication Services 2.76%
5 Materials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOLX
101
DELISTED
Hologic
HOLX
$417K 0.11%
6,746
+1,293
+24% +$85.7K
SPB icon
102
Spectrum Brands
SPB
$2.07B
$416K 0.11%
5,814
+710
+14% +$55.7K
FELE icon
103
Franklin Electric
FELE
$4.84B
$368K 0.1%
3,918
+127
+3% +$12.6K
ALL icon
104
Allstate
ALL
$67.5B
$366K 0.09%
1,766
+112
+7% +$21.8K
IBM icon
105
IBM
IBM
$224B
$361K 0.09%
1,452
-369
-20% -$90.3K
KR icon
106
Kroger
KR
$34.8B
$357K 0.09%
5,277
-465
-8% -$29.5K
UHS icon
107
Universal Health Services
UHS
$10.5B
$349K 0.09%
1,857
+210
+13% +$38.3K
LOW icon
108
Lowe's Companies
LOW
$125B
$349K 0.09%
1,495
+179
+14% +$44K
PGR icon
109
Progressive
PGR
$125B
$344K 0.09%
1,214
-42
-3% -$11K
CLX icon
110
Clorox
CLX
$12.7B
$324K 0.08%
2,198
+190
+9% +$29K
BBY icon
111
Best Buy
BBY
$17.3B
$315K 0.08%
4,284
+214
+5% +$17.6K
CHTR icon
112
Charter Communications
CHTR
$18.2B
$301K 0.08%
818
+67
+9% +$24K
MET icon
113
MetLife
MET
$62.1B
$297K 0.08%
3,697
+122
+3% +$10.1K
DOW icon
114
Dow Inc
DOW
$21.2B
$296K 0.08%
8,470
+1,068
+14% +$41K
VTRS icon
115
Viatris
VTRS
$18.9B
$294K 0.08%
33,797
+4,170
+14% +$43.8K
RMD icon
116
ResMed
RMD
$30.7B
$294K 0.08%
1,315
+40
+3% +$9.34K
AXP icon
117
American Express
AXP
$230B
$289K 0.07%
1,073
-16
-1% -$4.73K
DIS icon
118
Walt Disney
DIS
$181B
$284K 0.07%
2,878
+151
+6% +$16.2K
TRV icon
119
Travelers Companies
TRV
$80.2B
$273K 0.07%
1,033
+89
+9% +$22.2K
PRU icon
120
Prudential Financial
PRU
$41.8B
$268K 0.07%
2,404
+357
+17% +$40.7K
DHI icon
121
D.R. Horton
DHI
$42.3B
$252K 0.07%
1,984
+477
+32% +$64K
SOLV icon
122
Solventum
SOLV
$14.1B
$249K 0.06%
3,271
-186
-5% -$13.9K
V icon
123
Visa
V
$677B
$247K 0.06%
704
-77
-10% -$26.1K
HPE icon
124
Hewlett Packard
HPE
$70.5B
$230K 0.06%
14,916
+11
+0.1% +$219
ZWS icon
125
Zurn Elkay Water Solutions
ZWS
$8.53B
$227K 0.06%
6,887
+754
+12% +$27.2K
3 4
5
6 7

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BW
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DWA
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APCM
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Humankind Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Humankind Investments held 159 positions worth $385M, down 2.5% from $395M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Humankind Investments's Q1 2025 filing shows 7 new, 78 increased, 50 reduced and 10 closed positions. Its largest new stake was Vanguard ESG US Stock ETF: 4,565 shares worth $447K. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.11M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Staples.

  • Humankind Investments's largest Q1 2025 buy was Vanguard ESG US Stock ETF: 4,565 shares worth $447K.
  • Humankind Investments added most to FMC in Q1 2025, an estimated $441K increase.
  • Humankind Investments's biggest Q1 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.11M.
  • Humankind Investments fully exited iShares ESG MSCI USA Leaders ETF in Q1 2025, selling an estimated $424K.
  • Humankind Investments's ten largest holdings make up 63% of its $385M portfolio in Q1 2025.
  • Humankind Investments opened 7 new positions and closed 10 in Q1 2025.
  • Humankind Investments's portfolio value fell 2.5% quarter-over-quarter to $385M.

Based on Humankind Investments's 13F filing for Q1 2025, filed 14 May 2025.