Impact Investors as of March 31, 2025
Portfolio Holdings for Impact Investors
Impact Investors holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 13.6 | $17M | 622k | 27.26 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 8.1 | $10M | 130k | 78.28 | |
| Ishares Gold Tr Ishares New (IAU) | 7.6 | $9.4M | 160k | 58.96 | |
| Ishares Tr Agency Bond Etf (AGZ) | 5.7 | $7.1M | 65k | 109.44 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 5.5 | $6.8M | 83k | 81.69 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 5.4 | $6.8M | 270k | 24.99 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.6 | $4.6M | 77k | 59.40 | |
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.7 | $3.4M | 99k | 34.13 | |
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.4 | $3.0M | 53k | 56.65 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.1 | $2.6M | 44k | 58.70 | |
| Arista Networks Com Shs (ANET) | 1.7 | $2.1M | 28k | 77.48 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 1.7 | $2.1M | 21k | 102.41 | |
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.7 | $2.1M | 89k | 23.85 | |
| Visa Com Cl A (V) | 1.5 | $1.9M | 5.4k | 350.47 | |
| Apple (AAPL) | 1.4 | $1.8M | 8.0k | 222.01 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.8M | 4.7k | 374.02 | |
| Ameriprise Financial (AMP) | 1.3 | $1.6M | 3.1k | 524.00 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $1.6M | 3.0k | 545.05 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.2 | $1.5M | 50k | 29.55 | |
| Williams-Sonoma (WSM) | 1.1 | $1.4M | 8.8k | 158.10 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.4M | 13k | 108.54 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.3M | 7.9k | 164.61 | |
| Electronic Arts (EA) | 1.0 | $1.3M | 8.8k | 144.52 | |
| Quanta Services (PWR) | 1.0 | $1.3M | 5.1k | 247.50 | |
| Servicenow (NOW) | 1.0 | $1.2M | 1.6k | 796.14 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.0 | $1.2M | 657.00 | 1854.12 | |
| Yum! Brands (YUM) | 0.9 | $1.2M | 7.5k | 157.36 | |
| Broadcom (AVGO) | 0.8 | $994k | 6.0k | 166.75 | |
| Lululemon Athletica (LULU) | 0.8 | $990k | 3.5k | 283.06 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $924k | 1.4k | 641.00 | |
| Pentair SHS (PNR) | 0.7 | $921k | 11k | 87.48 | |
| Samsara Com Cl A (IOT) | 0.7 | $897k | 23k | 38.33 | |
| Vaneck Etf Trust Hip Sustble Muni | 0.7 | $849k | 19k | 45.34 | |
| Host Hotels & Resorts (HST) | 0.7 | $840k | 59k | 14.21 | |
| Thomson Reuters Corp. (TRI) | 0.6 | $810k | 4.7k | 172.78 | |
| Imax Corp Cad (IMAX) | 0.6 | $780k | 30k | 26.35 | |
| Vital Farms (VITL) | 0.6 | $716k | 25k | 28.25 | |
| Anthem (ELV) | 0.5 | $686k | 1.6k | 435.04 | |
| Aon Shs Cl A (AON) | 0.5 | $666k | 1.7k | 386.33 | |
| Deckers Outdoor Corporation (DECK) | 0.5 | $662k | 5.9k | 111.81 | |
| AutoZone (AZO) | 0.5 | $660k | 173.00 | 3812.78 | |
| Cigna Corp (CI) | 0.5 | $650k | 2.0k | 329.00 | |
| Church & Dwight (CHD) | 0.5 | $622k | 5.7k | 110.09 | |
| Kraft Heinz (KHC) | 0.5 | $605k | 20k | 30.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $589k | 3.8k | 154.48 | |
| DV (DV) | 0.5 | $583k | 44k | 13.37 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $575k | 14k | 41.83 | |
| Waste Management (WM) | 0.5 | $572k | 4.3k | 133.00 | |
| UnitedHealth (UNH) | 0.5 | $564k | 1.1k | 523.75 | |
| Descartes Sys Grp (DSGX) | 0.4 | $532k | 5.3k | 100.83 | |
| Applied Materials (AMAT) | 0.4 | $519k | 3.9k | 132.80 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.4 | $517k | 20k | 25.42 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $508k | 764.00 | 665.25 | |
| Incyte Corporation (INCY) | 0.4 | $506k | 8.4k | 60.55 | |
| Intuit (INTU) | 0.4 | $473k | 678.00 | 697.00 | |
| Ingredion Incorporated (INGR) | 0.4 | $452k | 3.3k | 135.21 | |
| Darden Restaurants (DRI) | 0.4 | $451k | 2.2k | 207.76 | |
| Fortinet (FTNT) | 0.3 | $424k | 4.4k | 97.17 | |
| Lpl Financial Holdings (LPLA) | 0.3 | $394k | 1.2k | 327.14 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $392k | 5.7k | 68.71 | |
| Trane Technologies SHS (TT) | 0.3 | $372k | 803.00 | 463.00 | |
| Amazon (AMZN) | 0.3 | $371k | 1.9k | 190.56 | |
| General Mills (GIS) | 0.3 | $335k | 5.6k | 59.79 | |
| Mettler-Toledo International (MTD) | 0.3 | $333k | 282.00 | 1180.91 | |
| S&p Global (SPGI) | 0.2 | $306k | 650.00 | 470.67 | |
| Metropcs Communications (TMUS) | 0.2 | $305k | 1.1k | 266.71 | |
| Us Bancorp Del Com New (USB) | 0.2 | $301k | 7.1k | 42.22 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $279k | 1.4k | 206.48 | |
| CoStar (CSGP) | 0.2 | $272k | 2.6k | 104.00 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $265k | 6.1k | 43.30 | |
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $264k | 6.8k | 39.07 | |
| International Business Machines (IBM) | 0.2 | $263k | 1.1k | 248.27 | |
| Oracle Corporation (ORCL) | 0.2 | $254k | 1.8k | 139.53 | |
| Synopsys (SNPS) | 0.2 | $254k | 813.00 | 312.00 | |
| Advanced Micro Devices (AMD) | 0.2 | $245k | 2.4k | 102.74 | |
| Synchrony Financial (SYF) | 0.2 | $232k | 4.4k | 52.94 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $232k | 804.00 | 288.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $231k | 1.4k | 160.27 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $228k | 595.00 | 383.53 | |
| Hubspot (HUBS) | 0.2 | $216k | 378.00 | 571.29 | |
| MercadoLibre (MELI) | 0.2 | $193k | 135.00 | 1429.00 | |
| Teladoc (TDOC) | 0.1 | $146k | 18k | 7.96 | |
| Vivid Seats Com Cl A | 0.1 | $108k | 37k | 2.96 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.1 | $77k | 48k | 1.58 | |
| Progressive Corporation (PGR) | 0.0 | $0 | 4.1k | 0.00 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $0 | 6.4k | 0.00 | |
| Vulcan Materials Company (VMC) | 0.0 | $0 | 1.6k | 0.00 | |
| Kla Corp Com New (KLAC) | 0.0 | $0 | 325.00 | 0.00 | |
| Tyler Technologies (TYL) | 0.0 | $0 | 655.00 | 0.00 |
