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 36.94% of Impact Investors's stock portfolio.
- Added to shares of these 10 stocks: SPTL, VGIT, VGSH, BGRN, SUSB, AMZN, NWG, BMY, UBND, NULG.
- Started 25 new stock positions in DAR, JHG, NFLX, MSCI, CRH, JPM, TD, CBOE, NWG, AEG.
- Reduced shares in these 10 stocks: AGZ, IAU, EA, AMP, FCNCA, TRI, PGR, WSM, AVGO, AMAT.
- Sold out of its positions in ADBE, FTNT, GIS, INGR, MDB, PUK, QCOM, TDOC, TRI, MMM. ZS, AON.
- Impact Investors was a net buyer of stock by $2.7M.
- Impact Investors has $144M in assets under management (AUM), dropping by 1.71%.
- 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 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTL) | 9.5 | $14M | +9% | 518k | 26.30 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 7.9 | $11M | 118k | 95.62 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 7.7 | $11M | -9% | 126k | 88.16 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 6.3 | $9.0M | +4% | 99k | 90.94 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 5.6 | $8.1M | +11% | 170k | 47.47 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 4.2 | $6.1M | +14% | 242k | 25.07 |
|
| Victory Portfolios Ii Core Plus Bd Etf (UBND) | 3.9 | $5.6M | +8% | 258k | 21.78 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.5 | $5.0M | +22% | 84k | 59.55 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.1 | $4.5M | +24% | 76k | 58.54 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.6 | $3.7M | 103k | 35.78 |
|
|
| Quanta Services (PWR) | 2.5 | $3.6M | 5.0k | 722.00 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.4 | $3.4M | +10% | 28k | 121.19 |
|
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.1 | $3.0M | +13% | 50k | 61.10 |
|
| Arista Networks Com Shs (ANET) | 2.0 | $2.9M | -10% | 24k | 122.66 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $2.8M | +3% | 16k | 174.40 |
|
| Apple (AAPL) | 1.9 | $2.7M | +13% | 11k | 253.92 |
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 1.8 | $2.5M | +6% | 55k | 46.31 |
|
| Ishares Esg Awr Msci Em (ESGE) | 1.7 | $2.4M | +18% | 53k | 45.47 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.2M | 6.4k | 340.54 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.1 | $1.6M | -3% | 31k | 49.99 |
|
| Microsoft Corporation (MSFT) | 1.1 | $1.5M | 4.2k | 370.17 |
|
|
| Visa Com Cl A (V) | 1.0 | $1.4M | -2% | 4.6k | 299.63 |
|
| Broadcom (AVGO) | 0.9 | $1.3M | -23% | 4.0k | 309.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.2M | 4.3k | 287.56 |
|
|
| Amazon (AMZN) | 0.8 | $1.2M | +153% | 5.7k | 207.82 |
|
| Yum! Brands (YUM) | 0.8 | $1.2M | 7.5k | 155.49 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $1.1M | -19% | 721.00 | 1585.50 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.8 | $1.1M | +24% | 20k | 56.86 |
|
| Williams-Sonoma (WSM) | 0.8 | $1.1M | -28% | 6.1k | 182.33 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.1M | 2.2k | 499.69 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.8 | $1.1M | 45k | 23.87 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.7 | $947k | +25% | 23k | 40.83 |
|
| Imax Corp Cad (IMAX) | 0.7 | $937k | -16% | 25k | 38.01 |
|
| Applied Materials (AMAT) | 0.6 | $930k | -28% | 2.6k | 352.75 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.6 | $902k | -57% | 8.2k | 109.71 |
|
| Waste Management (WM) | 0.6 | $857k | 3.4k | 253.50 |
|
|
| Hims & Hers Health Com Cl A (HIMS) | 0.5 | $753k | -5% | 36k | 20.76 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.5 | $689k | 10k | 66.08 |
|
|
| Goldman Sachs (GS) | 0.5 | $655k | 774.00 | 845.99 |
|
|
| Pentair SHS (PNR) | 0.4 | $558k | -18% | 6.4k | 87.11 |
|
| Electronic Arts (EA) | 0.4 | $556k | -61% | 2.7k | 203.87 |
|
| AutoZone (AZO) | 0.4 | $544k | 161.00 | 3377.78 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $528k | -14% | 5.0k | 106.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $495k | 1.7k | 294.00 |
|
|
| Natwest Group Spons Adr (NWG) | 0.3 | $494k | NEW | 33k | 14.90 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $459k | 996.00 | 460.99 |
|
|
| Servicenow (NOW) | 0.3 | $455k | -38% | 4.4k | 104.55 |
|
| Ameriprise Financial (AMP) | 0.3 | $449k | -57% | 1.0k | 444.42 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $448k | NEW | 7.4k | 60.65 |
|
| Samsara Com Cl A (IOT) | 0.3 | $429k | -2% | 14k | 31.69 |
|
| Darden Restaurants (DRI) | 0.3 | $425k | 2.2k | 196.04 |
|
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $380k | 16k | 23.96 |
|
|
| Us Bancorp Com New (USB) | 0.3 | $369k | 7.1k | 52.01 |
|
|
| Intuit (INTU) | 0.3 | $362k | +10% | 838.00 | 432.39 |
|
| Chubb (CB) | 0.2 | $335k | NEW | 1.0k | 326.23 |
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $334k | NEW | 3.6k | 93.49 |
|
| Advanced Micro Devices (AMD) | 0.2 | $327k | +6% | 1.7k | 195.00 |
|
| MercadoLibre (MELI) | 0.2 | $327k | +2% | 189.00 | 1729.02 |
|
| Caretrust Reit (CTRE) | 0.2 | $324k | +28% | 8.9k | 36.33 |
|
| Host Hotels & Resorts (HST) | 0.2 | $323k | -47% | 17k | 19.19 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $312k | +2% | 6.9k | 45.37 |
|
| Darling International (DAR) | 0.2 | $304k | NEW | 4.9k | 61.85 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $302k | 6.1k | 49.40 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $302k | -2% | 702.00 | 430.28 |
|
| Lpl Financial Holdings (LPLA) | 0.2 | $301k | 1.0k | 288.50 |
|
|
| Netflix (NFLX) | 0.2 | $299k | NEW | 3.1k | 95.51 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $299k | 2.2k | 132.90 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.2 | $294k | -64% | 156.00 | 1884.70 |
|
| Equinix (EQIX) | 0.2 | $288k | NEW | 294.00 | 980.24 |
|
| Mettler-Toledo International (MTD) | 0.2 | $285k | +15% | 226.00 | 1261.20 |
|
| Cisco Systems (CSCO) | 0.2 | $283k | +11% | 3.6k | 77.59 |
|
| Ies Hldgs (IESC) | 0.2 | $273k | 573.00 | 476.47 |
|
|
| Church & Dwight (CHD) | 0.2 | $267k | 2.9k | 93.32 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $264k | NEW | 2.8k | 93.31 |
|
| Synchrony Financial (SYF) | 0.2 | $263k | 3.9k | 68.02 |
|
|
| CBOE Holdings (CBOE) | 0.2 | $251k | NEW | 817.00 | 306.67 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $248k | NEW | 3.0k | 81.67 |
|
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $245k | NEW | 6.1k | 40.29 |
|
| Mattel (MAT) | 0.2 | $242k | NEW | 17k | 14.53 |
|
| Progressive Corporation (PGR) | 0.2 | $242k | -66% | 1.2k | 198.24 |
|
| Metropcs Communications (TMUS) | 0.2 | $239k | 1.1k | 210.03 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $235k | -19% | 564.00 | 416.74 |
|
| InterDigital (IDCC) | 0.2 | $225k | NEW | 746.00 | 302.00 |
|
| S&p Global (SPGI) | 0.2 | $225k | +6% | 529.00 | 425.37 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $224k | NEW | 767.00 | 291.77 |
|
| Sun Communities (SUI) | 0.2 | $223k | NEW | 2.0k | 110.33 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.2 | $220k | NEW | 30k | 7.26 |
|
| Incyte Corporation (INCY) | 0.2 | $218k | -22% | 2.3k | 94.12 |
|
| Cigna Corp (CI) | 0.1 | $215k | -49% | 807.00 | 266.78 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $211k | NEW | 4.1k | 51.37 |
|
| Nmi Hldgs Inc cl a (NMIH) | 0.1 | $210k | NEW | 5.6k | 37.51 |
|
| Oracle Corporation (ORCL) | 0.1 | $206k | 1.4k | 147.89 |
|
|
| Msci (MSCI) | 0.1 | $204k | NEW | 379.00 | 539.01 |
|
| CRH Ord (CRH) | 0.1 | $203k | NEW | 1.9k | 105.12 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $202k | NEW | 4.3k | 47.03 |
|
| Vital Farms (VITL) | 0.1 | $192k | -12% | 14k | 14.12 |
|
| Lululemon Athletica (LULU) | 0.1 | $169k | -55% | 1.4k | 124.00 |
|
| Cushman And Wakefield Common Shares (CWK) | 0.1 | $161k | NEW | 13k | 12.26 |
|
| DV (DV) | 0.1 | $138k | -45% | 15k | 9.50 |
|
| Tal Ed Group Sponsored Ads (TAL) | 0.1 | $135k | NEW | 12k | 11.37 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.1 | $104k | NEW | 28k | 3.65 |
|
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $22k | -54% | 17k | 1.33 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $0 | -66% | 1.4k | 0.00 |
|
| Kla Corp Com New (KLAC) | 0.0 | $0 | 329.00 | 0.00 |
|
|
| Teradyne (TER) | 0.0 | $0 | NEW | 811.00 | 0.00 |
|
| Anthem (ELV) | 0.0 | $0 | -46% | 798.00 | 0.00 |
|
Past Filings by Impact Investors
SEC 13F filings are viewable for Impact Investors going back to 2025
- Impact Investors 2026 Q1 filed April 29, 2026
- 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