What's really inside your fund?
What is your fund actually invested in?
44 funds screened against 2,598 companies flagged for avoidable harm across 55 exclusion categories → Holdings from SEC N-PORT filings.
Want to do better?
We build concentrated portfolios. One screen, no exceptions.
Ready to do better →Our framework: Exclusions are binary. A company either causes avoidable harm to living things or it doesn't. There is no score, no rubric, no partial credit — no exceptions based on financial performance. The screen is the screen.
Data sourced from SEC N-PORT filings and fund provider disclosures. 44 funds analyzed. Holdings as of February 2026.
Companies appear on our exclusion list based on our investment judgment — not because they've done anything illegal. This is a difference of values and opinion, not an accusation of wrongdoing. Exclusion does not constitute a recommendation against investing in any company, and absence from the list does not constitute a recommendation to invest.
This information is provided for educational and transparency purposes only and should not be relied upon as investment advice. Data is drawn from independent watchdogs, NGOs, government registries, and Ethical Capital's ongoing research — see Research Sources for the full list. Companies may challenge or update their status.
Ethical Capital LLC is a state-registered investment adviser in Utah (CRD #316032). Registration does not imply a certain level of skill or training.