Impact Investors as of Sept. 30, 2025
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 | 411k | 26.95 | |
| Ishares Gold Tr Ishares New (IAU) | 7.2 | $11M | 150k | 72.77 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 6.4 | $9.7M | 98k | 99.45 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 6.1 | $9.2M | 99k | 92.98 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 5.0 | $7.6M | 157k | 48.13 | |
| Victory Portfolios Ii Core Intrmediate (UBND) | 3.5 | $5.3M | 239k | 22.05 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 2.9 | $4.4M | 174k | 25.31 | |
| NVIDIA Corporation (NVDA) | 2.7 | $4.1M | 22k | 186.48 | |
| Ishares Tr Agency Bond Etf (AGZ) | 2.7 | $4.0M | 36k | 110.37 | |
| Arista Networks Com Shs (ANET) | 2.6 | $3.9M | 27k | 145.71 | |
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.5 | $3.8M | 109k | 34.36 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.1 | $3.1M | 52k | 59.99 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.1 | $3.1M | 25k | 125.95 | |
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 1.8 | $2.8M | 41k | 66.42 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.7 | $2.6M | 46k | 56.72 | |
| Microsoft Corporation (MSFT) | 1.7 | $2.6M | 5.0k | 515.04 | |
| Broadcom (AVGO) | 1.7 | $2.5M | 7.6k | 329.91 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.7 | $2.5M | 42k | 58.86 | |
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 1.6 | $2.5M | 52k | 47.48 | |
| Visa Com Cl A (V) | 1.6 | $2.4M | 6.9k | 343.90 | |
| Apple (AAPL) | 1.4 | $2.1M | 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 | 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 | 31k | 50.47 | |
| Servicenow (NOW) | 0.9 | $1.4M | 1.5k | 920.28 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $1.3M | 30k | 43.42 | |
| Ameriprise Financial (AMP) | 0.8 | $1.2M | 2.5k | 491.25 | |
| Vital Farms (VITL) | 0.8 | $1.2M | 30k | 41.15 | |
| Goldman Sachs (GS) | 0.8 | $1.2M | 1.5k | 796.35 | |
| Yum! Brands (YUM) | 0.8 | $1.1M | 7.5k | 152.00 | |
| Pentair SHS (PNR) | 0.7 | $1.1M | 10k | 110.76 | |
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.7 | $1.0M | 43k | 23.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.0M | 4.2k | 243.10 | |
| Imax Corp Cad (IMAX) | 0.6 | $980k | 30k | 32.75 | |
| Progressive Corporation (PGR) | 0.6 | $942k | 3.8k | 246.95 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $922k | 16k | 57.04 | |
| Waste Management (WM) | 0.6 | $904k | 4.1k | 220.83 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $900k | 930.00 | 968.09 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.6 | $887k | 496.00 | 1789.16 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $887k | 4.6k | 192.13 | |
| Samsara Com Cl A (IOT) | 0.6 | $851k | 23k | 37.25 | |
| Applied Materials (AMAT) | 0.5 | $807k | 3.9k | 204.74 | |
| AutoZone (AZO) | 0.5 | $738k | 172.00 | 4290.24 | |
| Deckers Outdoor Corporation (DECK) | 0.5 | $711k | 7.0k | 102.14 | |
| Thomson Reuters Corp. (TRI) | 0.5 | $703k | 4.5k | 155.33 | |
| Lululemon Athletica (LULU) | 0.5 | $698k | 3.8k | 185.00 | |
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.4 | $676k | 11k | 63.69 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $666k | 16k | 42.13 | |
| Host Hotels & Resorts (HST) | 0.4 | $659k | 39k | 17.02 | |
| Oracle Corporation (ORCL) | 0.4 | $593k | 2.1k | 281.24 | |
| DV (DV) | 0.4 | $586k | 49k | 11.98 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $577k | 5.4k | 106.49 | |
| Deere & Company (DE) | 0.4 | $571k | 1.2k | 457.26 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $538k | 992.00 | 542.00 | |
| Anthem (ELV) | 0.4 | $537k | 1.7k | 323.19 | |
| Cigna Corp (CI) | 0.3 | $520k | 1.8k | 288.25 | |
| Intuit (INTU) | 0.3 | $518k | 759.00 | 682.91 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $497k | 5.6k | 89.37 | |
| Amazon (AMZN) | 0.3 | $496k | 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 | 1.7k | 243.55 | |
| MercadoLibre (MELI) | 0.3 | $397k | 170.00 | 2336.94 | |
| Ingredion Incorporated (INGR) | 0.3 | $395k | 3.2k | 123.00 | |
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $387k | 16k | 24.43 | |
| Synchrony Financial (SYF) | 0.2 | $362k | 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 | 1.1k | 315.50 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $335k | 6.1k | 54.93 | |
| Trane Technologies SHS (TT) | 0.2 | $332k | 798.00 | 415.50 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $315k | 1.1k | 297.91 | |
| Aon Shs Cl A (AON) | 0.2 | $307k | 855.00 | 359.00 | |
| Church & Dwight (CHD) | 0.2 | $298k | 3.4k | 87.63 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $298k | 12k | 25.52 | |
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $293k | 6.7k | 43.85 | |
| Mettler-Toledo International (MTD) | 0.2 | $292k | 238.00 | 1227.61 | |
| Fortinet (FTNT) | 0.2 | $284k | 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 | 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 | 1.5k | 168.50 | |
| Incyte Corporation (INCY) | 0.2 | $250k | 2.9k | 84.81 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $248k | 740.00 | 334.75 | |
| UnitedHealth (UNH) | 0.2 | $236k | 937.00 | 252.00 | |
| Ies Hldgs (IESC) | 0.2 | $228k | 573.00 | 397.65 | |
| Qualcomm (QCOM) | 0.1 | $226k | 1.4k | 167.20 | |
| S&p Global (SPGI) | 0.1 | $217k | 505.00 | 430.00 | |
| Caretrust Reit (CTRE) | 0.1 | $216k | 6.1k | 35.14 | |
| Cisco Systems (CSCO) | 0.1 | $216k | 3.2k | 68.42 | |
| Prudential Adr (PUK) | 0.1 | $204k | 7.3k | 27.99 | |
| 3M Company (MMM) | 0.1 | $202k | 1.3k | 155.18 | |
| Zscaler Incorporated (ZS) | 0.1 | $176k | 1.1k | 165.00 | |
| Teladoc (TDOC) | 0.1 | $117k | 15k | 7.73 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.1 | $105k | 51k | 2.07 | |
| Hubspot (HUBS) | 0.0 | $0 | 444.00 | 0.00 | |
| Mongodb Cl A (MDB) | 0.0 | $0 | 875.00 | 0.00 |
