Impact Investors as of June 30, 2025
Portfolio Holdings for Impact Investors
Impact Investors holds 91 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 13.1 | $18M | 688k | 26.58 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 8.6 | $12M | 128k | 93.95 | |
| Ishares Gold Tr Ishares New (IAU) | 7.1 | $9.9M | 158k | 62.36 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 5.4 | $7.6M | 85k | 89.22 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 5.4 | $7.6M | 300k | 25.17 | |
| Ishares Tr Agency Bond Etf (AGZ) | 4.1 | $5.7M | 52k | 109.70 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.8 | $5.3M | 88k | 59.81 | |
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.4 | $3.4M | 102k | 33.15 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.2 | $3.1M | 53k | 58.78 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.1 | $3.0M | 26k | 116.16 | |
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.1 | $2.9M | 44k | 66.04 | |
| Arista Networks Com Shs (ANET) | 2.0 | $2.8M | 28k | 102.31 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.8 | $2.5M | 49k | 49.85 | |
| Microsoft Corporation (MSFT) | 1.7 | $2.4M | 4.7k | 499.44 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.2M | 14k | 157.91 | |
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 1.4 | $1.9M | 81k | 23.34 | |
| Visa Com Cl A (V) | 1.3 | $1.9M | 5.3k | 355.06 | |
| Quanta Services (PWR) | 1.3 | $1.9M | 5.1k | 366.00 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $1.7M | 3.0k | 564.29 | |
| Ameriprise Financial (AMP) | 1.2 | $1.6M | 3.1k | 533.73 | |
| Apple (AAPL) | 1.2 | $1.6M | 8.0k | 205.17 | |
| Broadcom (AVGO) | 1.2 | $1.6M | 5.9k | 275.65 | |
| Servicenow (NOW) | 1.1 | $1.6M | 1.6k | 1028.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $1.6M | 7.0k | 226.65 | |
| Electronic Arts (EA) | 1.1 | $1.5M | 9.3k | 159.70 | |
| Williams-Sonoma (WSM) | 1.0 | $1.5M | 8.9k | 163.37 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.0 | $1.4M | 698.00 | 1956.47 | |
| Progressive Corporation (PGR) | 0.8 | $1.2M | 4.4k | 266.86 | |
| Vital Farms (VITL) | 0.8 | $1.1M | 29k | 38.52 | |
| Yum! Brands (YUM) | 0.8 | $1.1M | 7.5k | 148.18 | |
| Waste Management (WM) | 0.8 | $1.1M | 4.8k | 228.82 | |
| Pentair SHS (PNR) | 0.8 | $1.1M | 11k | 102.66 | |
| Samsara Com Cl A (IOT) | 0.7 | $1.0M | 26k | 39.78 | |
| Thomson Reuters Corp. (TRI) | 0.7 | $1.0M | 5.2k | 201.13 | |
| Lululemon Athletica (LULU) | 0.7 | $1.0M | 3.5k | 298.00 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $1.0M | 1.4k | 700.00 | |
| Imax Corp Cad (IMAX) | 0.6 | $830k | 30k | 27.96 | |
| Cigna Corp (CI) | 0.6 | $799k | 2.4k | 330.58 | |
| DV (DV) | 0.5 | $756k | 51k | 14.97 | |
| Host Hotels & Resorts (HST) | 0.5 | $739k | 48k | 15.36 | |
| Deckers Outdoor Corporation (DECK) | 0.5 | $733k | 7.2k | 102.43 | |
| Intuit (INTU) | 0.5 | $711k | 741.00 | 959.50 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $702k | 876.00 | 801.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $695k | 3.9k | 176.23 | |
| Applied Materials (AMAT) | 0.5 | $689k | 3.8k | 183.07 | |
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.5 | $689k | 12k | 58.13 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $648k | 9.3k | 69.52 | |
| AutoZone (AZO) | 0.5 | $639k | 172.00 | 3712.23 | |
| Aon Shs Cl A (AON) | 0.4 | $613k | 1.7k | 356.76 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $588k | 14k | 41.42 | |
| Descartes Sys Grp (DSGX) | 0.4 | $536k | 5.3k | 101.65 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $491k | 5.6k | 88.25 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.4 | $488k | 20k | 24.04 | |
| Trane Technologies SHS (TT) | 0.3 | $479k | 797.00 | 601.00 | |
| Kraft Heinz (KHC) | 0.3 | $478k | 19k | 25.82 | |
| Darden Restaurants (DRI) | 0.3 | $473k | 2.2k | 217.97 | |
| Church & Dwight (CHD) | 0.3 | $459k | 4.8k | 96.11 | |
| Ingredion Incorporated (INGR) | 0.3 | $452k | 3.3k | 135.62 | |
| Lpl Financial Holdings (LPLA) | 0.3 | $431k | 1.2k | 358.00 | |
| Amazon (AMZN) | 0.3 | $430k | 2.0k | 219.39 | |
| Fortinet (FTNT) | 0.3 | $418k | 4.1k | 100.83 | |
| MercadoLibre (MELI) | 0.3 | $384k | 147.00 | 2613.63 | |
| Mettler-Toledo International (MTD) | 0.3 | $368k | 313.00 | 1174.72 | |
| Us Bancorp Del Com New (USB) | 0.3 | $360k | 7.1k | 50.50 | |
| Oracle Corporation (ORCL) | 0.3 | $358k | 1.7k | 213.33 | |
| Vulcan Materials Company (VMC) | 0.2 | $340k | 1.3k | 260.82 | |
| Tyler Technologies (TYL) | 0.2 | $319k | 538.00 | 592.84 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $310k | 1.2k | 253.23 | |
| Synchrony Financial (SYF) | 0.2 | $298k | 4.5k | 66.74 | |
| General Mills (GIS) | 0.2 | $291k | 5.6k | 51.81 | |
| S&p Global (SPGI) | 0.2 | $289k | 653.00 | 443.00 | |
| Metropcs Communications (TMUS) | 0.2 | $288k | 1.1k | 253.50 | |
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $283k | 6.8k | 41.50 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $268k | 6.1k | 43.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $256k | 1.4k | 177.73 | |
| UnitedHealth (UNH) | 0.2 | $251k | 938.00 | 267.50 | |
| Synopsys (SNPS) | 0.2 | $242k | 648.00 | 373.00 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $240k | 621.00 | 386.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $234k | 767.00 | 304.83 | |
| Public Storage (PSA) | 0.2 | $213k | 727.00 | 293.25 | |
| Incyte Corporation (INCY) | 0.2 | $209k | 3.1k | 68.10 | |
| Prudential Adr (PUK) | 0.1 | $209k | 8.3k | 25.02 | |
| Teladoc (TDOC) | 0.1 | $188k | 22k | 8.71 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.1 | $74k | 53k | 1.38 | |
| Vivid Seats Com Cl A | 0.0 | $60k | 35k | 1.69 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $0 | 5.6k | 0.00 | |
| Kla Corp Com New (KLAC) | 0.0 | $0 | 324.00 | 0.00 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $0 | 900.00 | 0.00 | |
| Anthem (ELV) | 0.0 | $0 | 1.6k | 0.00 | |
| Hubspot (HUBS) | 0.0 | $0 | 390.00 | 0.00 | |
| Zscaler Incorporated (ZS) | 0.0 | $0 | 928.00 | 0.00 |
