Impact Investors
Latest statistics and disclosures from Impact Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTL, ESGD, IAU, NULG, BGRN, and represent 36.37% of Impact Investors's stock portfolio.
- Added to shares of these 10 stocks: ESGD, SPTL, VGSH, VGIT, SUSB, NOW, ESGE, AAPL, XLK, MID.
- Reduced shares in these 10 stocks: AGZ, NVDA, IAU, AVGO, V, DECK, GS, DE, TLT, KHC.
- Sold out of its positions in ABBV, DECK, DE, HUBS, TLT, KHC, MWA, NVO, UNH, VEEV.
- Impact Investors was a net seller of stock by $-6.2M.
- Impact Investors has $141M in assets under management (AUM), dropping by -6.50%.
- Central Index Key (CIK): 0001824539
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Portfolio Holdings for Impact Investors
Impact Investors holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTL) | 8.8 | $13M | +14% | 472k | 26.47 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 8.1 | $11M | +20% | 120k | 95.09 |
|
| Ishares Gold Tr Ishares New (IAU) | 8.0 | $11M | -6% | 140k | 81.17 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 6.6 | $9.3M | -3% | 95k | 97.80 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 4.8 | $6.9M | -2% | 153k | 44.86 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 3.8 | $5.3M | +20% | 211k | 25.24 |
|
| Victory Portfolios Ii Core Intrmediate (UBND) | 3.7 | $5.3M | 239k | 22.00 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.9 | $4.1M | +32% | 69k | 59.93 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.5 | $3.6M | +44% | 61k | 58.73 |
|
| Arista Networks Com Shs (ANET) | 2.4 | $3.4M | -2% | 26k | 131.03 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.3 | $3.3M | +3% | 26k | 128.83 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.3 | $3.2M | -5% | 103k | 30.96 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $2.9M | -28% | 16k | 186.47 |
|
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.0 | $2.8M | +5% | 44k | 65.16 |
|
| Apple (AAPL) | 1.8 | $2.5M | +10% | 9.3k | 272.05 |
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 1.7 | $2.4M | 52k | 47.26 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 1.5 | $2.1M | -46% | 20k | 110.25 |
|
| Quanta Services (PWR) | 1.5 | $2.1M | 5.0k | 422.07 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $2.0M | -15% | 4.3k | 481.43 |
|
| Ishares Esg Awr Msci Em (ESGE) | 1.4 | $2.0M | +48% | 44k | 44.17 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $1.9M | -12% | 6.3k | 303.89 |
|
| Broadcom (AVGO) | 1.3 | $1.8M | -30% | 5.3k | 346.96 |
|
| Visa Com Cl A (V) | 1.2 | $1.7M | -31% | 4.7k | 353.00 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $1.6M | +4% | 33k | 50.50 |
|
| Williams-Sonoma (WSM) | 1.1 | $1.5M | -2% | 8.6k | 178.59 |
|
| Electronic Arts (EA) | 1.0 | $1.4M | -23% | 7.0k | 204.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.3M | 4.2k | 313.00 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | -23% | 2.2k | 570.16 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.9 | $1.3M | -16% | 39k | 32.47 |
|
| Ameriprise Financial (AMP) | 0.8 | $1.2M | -5% | 2.4k | 490.35 |
|
| Yum! Brands (YUM) | 0.8 | $1.1M | 7.5k | 151.28 |
|
|
| Imax Corp Cad (IMAX) | 0.8 | $1.1M | 30k | 36.96 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.8 | $1.1M | +3% | 45k | 24.16 |
|
| Servicenow (NOW) | 0.8 | $1.1M | +369% | 7.1k | 153.19 |
|
| Applied Materials (AMAT) | 0.8 | $1.1M | -6% | 3.7k | 288.25 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.7 | $936k | -12% | 436.00 | 2146.19 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $929k | 16k | 57.46 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $870k | -3% | 897.00 | 969.67 |
|
| Waste Management (WM) | 0.6 | $820k | -17% | 3.4k | 242.50 |
|
| Pentair SHS (PNR) | 0.6 | $819k | -21% | 7.9k | 104.14 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.5 | $745k | +16% | 19k | 40.35 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.5 | $688k | 11k | 65.30 |
|
|
| Goldman Sachs (GS) | 0.5 | $680k | -46% | 774.00 | 879.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $663k | 979.00 | 677.00 |
|
|
| Lululemon Athletica (LULU) | 0.4 | $633k | -19% | 3.0k | 207.81 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $622k | +7% | 5.8k | 107.11 |
|
| Host Hotels & Resorts (HST) | 0.4 | $552k | -16% | 32k | 17.08 |
|
| AutoZone (AZO) | 0.4 | $549k | -5% | 162.00 | 3391.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $528k | 1.7k | 313.80 |
|
|
| Anthem (ELV) | 0.4 | $524k | -10% | 1.5k | 350.64 |
|
| Amazon (AMZN) | 0.4 | $517k | 2.2k | 230.42 |
|
|
| Intuit (INTU) | 0.4 | $500k | 755.00 | 662.43 |
|
|
| Vital Farms (VITL) | 0.3 | $495k | -47% | 16k | 31.94 |
|
| Samsara Com Cl A (IOT) | 0.3 | $493k | -39% | 14k | 35.45 |
|
| Thomson Reuters Corp. (TRI) | 0.3 | $483k | -19% | 3.7k | 131.89 |
|
| Cigna Corp (CI) | 0.3 | $440k | -11% | 1.6k | 275.24 |
|
| Darden Restaurants (DRI) | 0.3 | $399k | 2.2k | 184.02 |
|
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $386k | 16k | 24.34 |
|
|
| Us Bancorp Del Com New (USB) | 0.3 | $378k | 7.1k | 53.36 |
|
|
| Lpl Financial Holdings (LPLA) | 0.3 | $374k | -2% | 1.0k | 357.17 |
|
| Mongodb Cl A (MDB) | 0.2 | $342k | -6% | 814.00 | 419.69 |
|
| Advanced Micro Devices (AMD) | 0.2 | $338k | +2% | 1.6k | 214.16 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $323k | +83% | 2.2k | 143.97 |
|
| Synchrony Financial (SYF) | 0.2 | $323k | -23% | 3.9k | 83.43 |
|
| DV (DV) | 0.2 | $306k | -45% | 27k | 11.44 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $301k | 6.7k | 44.65 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $294k | 6.1k | 48.11 |
|
|
| Incyte Corporation (INCY) | 0.2 | $294k | 3.0k | 98.77 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $286k | -5% | 721.00 | 396.31 |
|
| Mettler-Toledo International (MTD) | 0.2 | $273k | -17% | 196.00 | 1394.19 |
|
| Trane Technologies SHS (TT) | 0.2 | $265k | -12% | 698.00 | 379.50 |
|
| General Mills (GIS) | 0.2 | $261k | 5.6k | 46.50 |
|
|
| S&p Global (SPGI) | 0.2 | $260k | 498.00 | 522.63 |
|
|
| Cisco Systems (CSCO) | 0.2 | $251k | +3% | 3.3k | 77.06 |
|
| Caretrust Reit (CTRE) | 0.2 | $251k | +12% | 6.9k | 36.16 |
|
| Aon Shs Cl A (AON) | 0.2 | $246k | -18% | 698.00 | 352.88 |
|
| Church & Dwight (CHD) | 0.2 | $241k | -15% | 2.9k | 83.85 |
|
| Oracle Corporation (ORCL) | 0.2 | $239k | -33% | 1.4k | 171.25 |
|
| Fortinet (FTNT) | 0.2 | $233k | 3.2k | 73.17 |
|
|
| Qualcomm (QCOM) | 0.2 | $226k | -2% | 1.3k | 171.05 |
|
| Ies Hldgs (IESC) | 0.2 | $223k | 573.00 | 389.02 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $219k | 1.1k | 192.80 |
|
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| Prudential Adr (PUK) | 0.2 | $217k | -4% | 7.0k | 31.12 |
|
| Ingredion Incorporated (INGR) | 0.2 | $216k | -38% | 2.0k | 110.26 |
|
| 3M Company (MMM) | 0.2 | $216k | 1.3k | 165.29 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $210k | -18% | 601.00 | 349.99 |
|
| Zscaler Incorporated (ZS) | 0.1 | $205k | -14% | 912.00 | 224.92 |
|
| Teladoc (TDOC) | 0.1 | $88k | -16% | 13k | 7.00 |
|
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $64k | -28% | 36k | 1.75 |
|
| Progressive Corporation (PGR) | 0.0 | $0 | -4% | 3.6k | 0.00 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $0 | -11% | 4.1k | 0.00 |
|
| MercadoLibre (MELI) | 0.0 | $0 | +8% | 185.00 | 0.00 |
|
| Kla Corp Com New (KLAC) | 0.0 | $0 | 324.00 | 0.00 |
|
Past Filings by Impact Investors
SEC 13F filings are viewable for Impact Investors going back to 2025
- Impact Investors 2025 Q4 filed Jan. 21, 2026
- Impact Investors 2025 Q3 filed Oct. 30, 2025
- Impact Investors 2025 Q2 filed July 21, 2025
- Impact Investors 2025 Q1 filed April 28, 2025