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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
HKND
1
DELISTED
Humankind US Stock ETF
HKND
$90.4M 23.47%
2,843,055
+375
+0% +$12.2K
QQQ icon
2
Invesco QQQ Trust
QQQ
$446B
$40.6M 10.54%
86,575
– –
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$780B
$33.1M 8.59%
59,140
– –
AAPL icon
4
Apple
AAPL
$4.95T
$16.8M 4.37%
75,803
-1,196
-2% -$277K
MSFT icon
5
Microsoft
MSFT
$2.9T
$13.1M 3.41%
35,002
+193
+0.6% +$78.7K
VT icon
6
Vanguard Total World Stock ETF
VT
$76.2B
$11.7M 3.04%
101,000
– –
GLD icon
7
SPDR Gold Trust
GLD
$132B
$11.5M 2.99%
40,000
– –
IWM icon
8
iShares Russell 2000 ETF
IWM
$80B
$11.1M 2.88%
55,660
– –
IWV icon
9
iShares Russell 3000 ETF
IWV
$19.4B
$7.8M 2.03%
24,570
– –
IWB icon
10
iShares Russell 1000 ETF
IWB
$47.7B
$7.69M 2%
25,070
– –
PG icon
11
Procter & Gamble
PG
$348B
$6.39M 1.66%
37,515
+680
+2% +$114K
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.98T
$5.43M 1.41%
35,110
-1,146
-3% -$208K
CSCO icon
13
Cisco
CSCO
$446B
$5.43M 1.41%
87,933
-424
-0.5% -$26.1K
SONY icon
14
Sony
SONY
$131B
$5.13M 1.33%
202,195
– –
HEWJ icon
15
iShares Currency Hedged MSCI Japan ETF
HEWJ
$728M
$4.62M 1.2%
67,411
– –
IGM icon
16
iShares Expanded Tech Sector ETF
IGM
$9.82B
$4.44M 1.15%
48,930
– –
ABBV icon
17
AbbVie
ABBV
$462B
$3.18M 0.83%
15,191
-3,132
-17% -$609K
LLY icon
18
Eli Lilly
LLY
$1.07T
$3.12M 0.81%
3,780
-588
-13% -$489K
MOS icon
19
The Mosaic Company
MOS
$7.06B
$2.92M 0.76%
108,114
+4,582
+4% +$121K
DE icon
20
Deere & Co
DE
$167B
$2.9M 0.75%
6,173
-1,294
-17% -$605K
MRK icon
21
Merck
MRK
$327B
$2.86M 0.74%
31,904
+2,995
+10% +$280K
TIP icon
22
iShares TIPS Bond ETF
TIP
$14.5B
$2.83M 0.74%
25,500
– –
ADM icon
23
Archer Daniels Midland
ADM
$40.1B
$2.5M 0.65%
52,062
+6,071
+13% +$294K
PFE icon
24
Pfizer
PFE
$142B
$2.42M 0.63%
95,379
-3,593
-4% -$94K
CL icon
25
Colgate-Palmolive
CL
$73.9B
$2.25M 0.58%
23,999
+1,461
+6% +$131K
1
2 3 4 5

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AWMM
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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.