Impact Investors
Latest statistics and disclosures from Impact Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTL, ESGD, NULG, BGRN, IAU, and represent 38.59% of Impact Investors's stock portfolio.
- Added to shares of these 10 stocks: BGRN, UBND, KLAC, THG, FTDR, JMUB, VEEV, FSLR, INGR, VZ.
- Started 14 new stock positions in VZ, CRDO, INTC, THG, AFL, VEEV, MMM, FSLR, FTDR, RDN. WSC, LYG, INGR, GEV.
- Reduced shares in these 10 stocks: SPTL, HYXF, DSI, IAU, SUSB, NULG, ESGD, HIMS, ANET, TSM.
- Sold out of its positions in GOLF, AEG, ELV, BRLT, BMY, CBOE, CI, DV, FCNCA, GDS.
- Impact Investors was a net seller of stock by $-18M.
- Impact Investors has $134M in assets under management (AUM), dropping by -6.71%.
- Central Index Key (CIK): 0001824539
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Portfolio Holdings for Impact Investors
Impact Investors holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 8.5 | $12M | -15% | 437k | 26.23 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 8.5 | $11M | -6% | 111k | 102.81 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 8.1 | $11M | -6% | 93k | 117.06 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 7.1 | $9.6M | +18% | 202k | 47.47 |
|
| Ishares Gold Tr Ishares New (IAU) | 6.4 | $8.5M | -10% | 113k | 75.51 |
|
| Victory Portfolios Ii Core Plus Bd Etf (UBND) | 4.9 | $6.6M | +17% | 304k | 21.73 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 3.9 | $5.2M | -13% | 210k | 24.99 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.3 | $4.4M | -11% | 75k | 58.98 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.0 | $4.1M | -8% | 70k | 58.20 |
|
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.5 | $3.4M | 49k | 68.75 |
|
|
| Arista Networks Com Shs (ANET) | 2.5 | $3.3M | -16% | 20k | 169.88 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.4 | $3.2M | -8% | 94k | 34.15 |
|
| Quanta Services (PWR) | 2.3 | $3.1M | -14% | 4.2k | 720.06 |
|
| Apple (AAPL) | 2.2 | $3.0M | -2% | 10k | 289.37 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $2.9M | -11% | 14k | 200.09 |
|
| Ishares Esg Awr Msci Em (ESGE) | 2.1 | $2.8M | -3% | 51k | 54.69 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 2.0 | $2.6M | -34% | 19k | 142.39 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.7 | $2.3M | -22% | 5.0k | 454.20 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.5 | $2.0M | +24% | 39k | 50.66 |
|
| Microsoft Corporation (MSFT) | 1.3 | $1.7M | +8% | 4.5k | 373.00 |
|
| Applied Materials (AMAT) | 1.1 | $1.5M | -23% | 2.0k | 723.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.3M | -15% | 3.6k | 357.97 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.9 | $1.3M | +9% | 22k | 57.64 |
|
| Broadcom (AVGO) | 0.9 | $1.2M | -20% | 3.2k | 377.75 |
|
| Yum! Brands (YUM) | 0.9 | $1.2M | 7.5k | 159.86 |
|
|
| Amazon (AMZN) | 0.9 | $1.2M | -14% | 4.9k | 238.34 |
|
| Williams-Sonoma (WSM) | 0.7 | $990k | -30% | 4.2k | 233.10 |
|
| Visa Com Cl A (V) | 0.7 | $940k | -40% | 2.7k | 343.09 |
|
| Imax Corp Cad (IMAX) | 0.7 | $914k | -6% | 23k | 39.86 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.7 | $876k | -14% | 20k | 44.03 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.6 | $816k | -26% | 33k | 24.51 |
|
| Amplify Etf Tr Etho Cli Lea Etf (ETHO) | 0.6 | $806k | -4% | 10k | 80.61 |
|
| Goldman Sachs (GS) | 0.6 | $801k | +2% | 792.00 | 1011.37 |
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.6 | $800k | -68% | 17k | 46.72 |
|
| Kla Corp Com New (KLAC) | 0.6 | $788k | +693% | 2.6k | 301.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $696k | -38% | 1.4k | 513.60 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.4 | $557k | -55% | 16k | 34.67 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.4 | $552k | -38% | 5.1k | 109.28 |
|
| Electronic Arts (EA) | 0.4 | $551k | 2.7k | 205.04 |
|
|
| Hanover Insurance (THG) | 0.4 | $548k | NEW | 2.6k | 214.12 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $541k | 1.7k | 323.00 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $534k | 5.0k | 107.62 |
|
|
| Darden Restaurants (DRI) | 0.3 | $447k | 2.2k | 206.01 |
|
|
| Waste Management (WM) | 0.3 | $440k | -41% | 2.0k | 222.88 |
|
| Us Bancorp Com New (USB) | 0.3 | $432k | 7.2k | 60.40 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $428k | 2.2k | 190.52 |
|
|
| Ies Hldgs (IESC) | 0.3 | $421k | 573.00 | 734.66 |
|
|
| AutoZone (AZO) | 0.3 | $416k | -19% | 130.00 | 3195.94 |
|
| Frontdoor (FTDR) | 0.3 | $408k | NEW | 5.3k | 77.59 |
|
| Samsara Com Cl A (IOT) | 0.3 | $384k | -12% | 12k | 32.43 |
|
| Vital Farms (VITL) | 0.3 | $361k | +127% | 31k | 11.63 |
|
| MercadoLibre (MELI) | 0.3 | $360k | +12% | 212.00 | 1697.39 |
|
| Darling International (DAR) | 0.3 | $348k | +29% | 6.4k | 54.62 |
|
| Teradyne (TER) | 0.3 | $341k | -13% | 704.00 | 483.84 |
|
| Caretrust Reit (CTRE) | 0.3 | $340k | -5% | 8.4k | 40.35 |
|
| Pentair SHS (PNR) | 0.3 | $339k | -30% | 4.4k | 76.66 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $334k | 6.1k | 54.63 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $330k | NEW | 1.9k | 177.47 |
|
| Cisco Systems (CSCO) | 0.2 | $325k | -24% | 2.8k | 117.46 |
|
| Servicenow (NOW) | 0.2 | $325k | -24% | 3.3k | 99.28 |
|
| First Solar (FSLR) | 0.2 | $317k | NEW | 1.3k | 235.96 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $309k | -13% | 5.9k | 52.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $305k | -22% | 767.00 | 397.68 |
|
| Trane Technologies SHS (TT) | 0.2 | $305k | +10% | 621.00 | 491.16 |
|
| Intuit (INTU) | 0.2 | $300k | +37% | 1.1k | 261.00 |
|
| Ingredion Incorporated (INGR) | 0.2 | $281k | NEW | 3.0k | 94.71 |
|
| Ameriprise Financial (AMP) | 0.2 | $263k | -43% | 574.00 | 458.76 |
|
| Verizon Communications (VZ) | 0.2 | $261k | NEW | 6.2k | 42.34 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $260k | NEW | 9.0k | 28.86 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $256k | 695.00 | 368.38 |
|
|
| Ge Vernova (GEV) | 0.2 | $251k | NEW | 214.00 | 1174.86 |
|
| Intel Corporation (INTC) | 0.2 | $231k | NEW | 1.7k | 139.63 |
|
| Netflix (NFLX) | 0.2 | $226k | 3.2k | 71.40 |
|
|
| Chubb (CB) | 0.2 | $225k | -35% | 660.00 | 340.74 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $220k | NEW | 810.00 | 271.95 |
|
| Church & Dwight (CHD) | 0.2 | $219k | -20% | 2.3k | 96.88 |
|
| Radian (RDN) | 0.2 | $216k | NEW | 5.7k | 37.67 |
|
| Janus Henderson Group Ord Shs | 0.2 | $214k | 4.1k | 51.95 |
|
|
| InterDigital (IDCC) | 0.2 | $211k | 745.00 | 283.13 |
|
|
| 3M Company (MMM) | 0.2 | $210k | NEW | 1.3k | 161.91 |
|
| Msci (MSCI) | 0.2 | $210k | 375.00 | 560.04 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $205k | -14% | 3.7k | 55.93 |
|
| AFLAC Incorporated (AFL) | 0.1 | $159k | NEW | 2.5k | 64.00 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.1 | $81k | -17% | 23k | 3.47 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $80k | NEW | 14k | 5.83 |
|
| Advanced Micro Devices (AMD) | 0.0 | $0 | -17% | 1.4k | 0.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $0 | -13% | 624.00 | 0.00 |
|
| Equinix (EQIX) | 0.0 | $0 | -21% | 230.00 | 0.00 |
|
Past Filings by Impact Investors
SEC 13F filings are viewable for Impact Investors going back to 2025
- Impact Investors 2026 Q2 filed July 31, 2026
- 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