Impact Investors
Latest statistics and disclosures from Impact Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTL, IAU, NULG, ESGD, BGRN, and represent 32.09% of Impact Investors's stock portfolio.
- Added to shares of these 10 stocks: BGRN (+$7.6M), UBND (+$5.3M), HYXF, JMUB, NVDA, ESGD, ESGE, GS, CMF, MUB.
- Started 18 new stock positions in UBND, CTRE, CMF, JMUB, MDB, MUB, ESGE, GS, CSCO, DE. ABBV, HYXF, BGRN, AMD, MMM, IESC, QCOM, GRNB.
- Reduced shares in these 10 stocks: SPTL (-$7.5M), SUSB, NULG, VGIT, AGZ, PWZ, IAU, VGSH, DSGX, FCNCA.
- Sold out of its positions in DSGX, PSA, SNPS, TYL, Vivid Seats, VMC.
- Impact Investors was a net buyer of stock by $3.3M.
- Impact Investors has $151M in assets under management (AUM), dropping by 8.68%.
- Central Index Key (CIK): 0001824539
Tip: Access up to 7 years of quarterly data
Positions held by Impact Investors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Impact Investors
Impact Investors holds 103 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 7.3 | $11M | -40% | 411k | 26.95 |
|
| Ishares Gold Tr Ishares New (IAU) | 7.2 | $11M | -5% | 150k | 72.77 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 6.4 | $9.7M | -23% | 98k | 99.45 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 6.1 | $9.2M | +17% | 99k | 92.98 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 5.0 | $7.6M | NEW | 157k | 48.13 |
|
| Victory Portfolios Ii Core Intrmediate (UBND) | 3.5 | $5.3M | NEW | 239k | 22.05 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 2.9 | $4.4M | -41% | 174k | 25.31 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $4.1M | +55% | 22k | 186.48 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 2.7 | $4.0M | -30% | 36k | 110.37 |
|
| Arista Networks Com Shs (ANET) | 2.6 | $3.9M | -2% | 27k | 145.71 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.5 | $3.8M | +7% | 109k | 34.36 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.1 | $3.1M | -40% | 52k | 59.99 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.1 | $3.1M | -2% | 25k | 125.95 |
|
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 1.8 | $2.8M | -5% | 41k | 66.42 |
|
| Hims & Hers Health Com Cl A (HIMS) | 1.7 | $2.6M | -6% | 46k | 56.72 |
|
| Microsoft Corporation (MSFT) | 1.7 | $2.6M | +6% | 5.0k | 515.04 |
|
| Broadcom (AVGO) | 1.7 | $2.5M | +28% | 7.6k | 329.91 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.7 | $2.5M | -19% | 42k | 58.86 |
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 1.6 | $2.5M | NEW | 52k | 47.48 |
|
| Visa Com Cl A (V) | 1.6 | $2.4M | +30% | 6.9k | 343.90 |
|
| Apple (AAPL) | 1.4 | $2.1M | +5% | 8.4k | 254.54 |
|
| Quanta Services (PWR) | 1.4 | $2.1M | 5.1k | 414.43 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $2.0M | +2% | 7.2k | 279.29 |
|
| Electronic Arts (EA) | 1.2 | $1.8M | 9.2k | 201.70 |
|
|
| Williams-Sonoma (WSM) | 1.1 | $1.7M | 8.8k | 195.45 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.7M | 2.9k | 569.06 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.0 | $1.6M | NEW | 31k | 50.47 |
|
| Servicenow (NOW) | 0.9 | $1.4M | -3% | 1.5k | 920.28 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $1.3M | NEW | 30k | 43.42 |
|
| Ameriprise Financial (AMP) | 0.8 | $1.2M | -18% | 2.5k | 491.25 |
|
| Vital Farms (VITL) | 0.8 | $1.2M | 30k | 41.15 |
|
|
| Goldman Sachs (GS) | 0.8 | $1.2M | NEW | 1.5k | 796.35 |
|
| Yum! Brands (YUM) | 0.8 | $1.1M | 7.5k | 152.00 |
|
|
| Pentair SHS (PNR) | 0.7 | $1.1M | -4% | 10k | 110.76 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.7 | $1.0M | -46% | 43k | 23.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.0M | +6% | 4.2k | 243.10 |
|
| Imax Corp Cad (IMAX) | 0.6 | $980k | 30k | 32.75 |
|
|
| Progressive Corporation (PGR) | 0.6 | $942k | -12% | 3.8k | 246.95 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $922k | NEW | 16k | 57.04 |
|
| Waste Management (WM) | 0.6 | $904k | -14% | 4.1k | 220.83 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $900k | +6% | 930.00 | 968.09 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.6 | $887k | -28% | 496.00 | 1789.16 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $887k | -18% | 4.6k | 192.13 |
|
| Samsara Com Cl A (IOT) | 0.6 | $851k | -12% | 23k | 37.25 |
|
| Applied Materials (AMAT) | 0.5 | $807k | +4% | 3.9k | 204.74 |
|
| AutoZone (AZO) | 0.5 | $738k | 172.00 | 4290.24 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.5 | $711k | -2% | 7.0k | 102.14 |
|
| Thomson Reuters Corp. (TRI) | 0.5 | $703k | -12% | 4.5k | 155.33 |
|
| Lululemon Athletica (LULU) | 0.5 | $698k | +9% | 3.8k | 185.00 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.4 | $676k | -10% | 11k | 63.69 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $666k | +11% | 16k | 42.13 |
|
| Host Hotels & Resorts (HST) | 0.4 | $659k | -19% | 39k | 17.02 |
|
| Oracle Corporation (ORCL) | 0.4 | $593k | +25% | 2.1k | 281.24 |
|
| DV (DV) | 0.4 | $586k | -3% | 49k | 11.98 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $577k | NEW | 5.4k | 106.49 |
|
| Deere & Company (DE) | 0.4 | $571k | NEW | 1.2k | 457.26 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $538k | -31% | 992.00 | 542.00 |
|
| Anthem (ELV) | 0.4 | $537k | 1.7k | 323.19 |
|
|
| Cigna Corp (CI) | 0.3 | $520k | -25% | 1.8k | 288.25 |
|
| Intuit (INTU) | 0.3 | $518k | +2% | 759.00 | 682.91 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $497k | 5.6k | 89.37 |
|
|
| Amazon (AMZN) | 0.3 | $496k | +14% | 2.2k | 220.86 |
|
| Kraft Heinz (KHC) | 0.3 | $484k | 19k | 26.04 |
|
|
| Darden Restaurants (DRI) | 0.3 | $413k | 2.2k | 190.36 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $411k | +17% | 1.7k | 243.55 |
|
| MercadoLibre (MELI) | 0.3 | $397k | +15% | 170.00 | 2336.94 |
|
| Ingredion Incorporated (INGR) | 0.3 | $395k | -3% | 3.2k | 123.00 |
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $387k | NEW | 16k | 24.43 |
|
| Synchrony Financial (SYF) | 0.2 | $362k | +14% | 5.1k | 71.05 |
|
| Kla Corp Com New (KLAC) | 0.2 | $350k | 324.00 | 1078.60 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $345k | 1.2k | 281.85 |
|
|
| Us Bancorp Del Com New (USB) | 0.2 | $343k | 7.1k | 48.33 |
|
|
| Lpl Financial Holdings (LPLA) | 0.2 | $338k | -10% | 1.1k | 315.50 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $335k | -34% | 6.1k | 54.93 |
|
| Trane Technologies SHS (TT) | 0.2 | $332k | 798.00 | 415.50 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $315k | +17% | 1.1k | 297.91 |
|
| Aon Shs Cl A (AON) | 0.2 | $307k | -50% | 855.00 | 359.00 |
|
| Church & Dwight (CHD) | 0.2 | $298k | -28% | 3.4k | 87.63 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $298k | -42% | 12k | 25.52 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $293k | -2% | 6.7k | 43.85 |
|
| Mettler-Toledo International (MTD) | 0.2 | $292k | -23% | 238.00 | 1227.61 |
|
| Fortinet (FTNT) | 0.2 | $284k | -23% | 3.2k | 89.33 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $284k | 6.1k | 46.42 |
|
|
| General Mills (GIS) | 0.2 | $283k | 5.6k | 50.42 |
|
|
| Abbvie (ABBV) | 0.2 | $274k | NEW | 1.2k | 231.54 |
|
| Metropcs Communications (TMUS) | 0.2 | $272k | 1.1k | 239.38 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $270k | 760.00 | 355.47 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $260k | NEW | 1.5k | 168.50 |
|
| Incyte Corporation (INCY) | 0.2 | $250k | -3% | 2.9k | 84.81 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $248k | +19% | 740.00 | 334.75 |
|
| UnitedHealth (UNH) | 0.2 | $236k | 937.00 | 252.00 |
|
|
| Ies Hldgs (IESC) | 0.2 | $228k | NEW | 573.00 | 397.65 |
|
| Qualcomm (QCOM) | 0.1 | $226k | NEW | 1.4k | 167.20 |
|
| S&p Global (SPGI) | 0.1 | $217k | -22% | 505.00 | 430.00 |
|
| Caretrust Reit (CTRE) | 0.1 | $216k | NEW | 6.1k | 35.14 |
|
| Cisco Systems (CSCO) | 0.1 | $216k | NEW | 3.2k | 68.42 |
|
| Prudential Adr (PUK) | 0.1 | $204k | -12% | 7.3k | 27.99 |
|
| 3M Company (MMM) | 0.1 | $202k | NEW | 1.3k | 155.18 |
|
| Zscaler Incorporated (ZS) | 0.1 | $176k | +14% | 1.1k | 165.00 |
|
| Teladoc (TDOC) | 0.1 | $117k | -30% | 15k | 7.73 |
|
| Brilliant Earth Group Cl A Com (BRLT) | 0.1 | $105k | -5% | 51k | 2.07 |
|
| Hubspot (HUBS) | 0.0 | $0 | +13% | 444.00 | 0.00 |
|
| Mongodb Cl A (MDB) | 0.0 | $0 | NEW | 875.00 | 0.00 |
|
Past Filings by Impact Investors
SEC 13F filings are viewable for Impact Investors going back to 2025
- Impact Investors 2025 Q3 filed Oct. 30, 2025
- Impact Investors 2025 Q2 filed July 21, 2025
- Impact Investors 2025 Q1 filed April 28, 2025