Impact Investors as of Dec. 31, 2025
Portfolio Holdings for Impact Investors
Impact Investors holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTL) | 8.8 | $13M | 472k | 26.47 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 8.1 | $11M | 120k | 95.09 | |
| Ishares Gold Tr Ishares New (IAU) | 8.0 | $11M | 140k | 81.17 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 6.6 | $9.3M | 95k | 97.80 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 4.8 | $6.9M | 153k | 44.86 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 3.8 | $5.3M | 211k | 25.24 | |
| Victory Portfolios Ii Core Intrmediate (UBND) | 3.7 | $5.3M | 239k | 22.00 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.9 | $4.1M | 69k | 59.93 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.5 | $3.6M | 61k | 58.73 | |
| Arista Networks Com Shs (ANET) | 2.4 | $3.4M | 26k | 131.03 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.3 | $3.3M | 26k | 128.83 | |
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.3 | $3.2M | 103k | 30.96 | |
| NVIDIA Corporation (NVDA) | 2.1 | $2.9M | 16k | 186.47 | |
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.0 | $2.8M | 44k | 65.16 | |
| Apple (AAPL) | 1.8 | $2.5M | 9.3k | 272.05 | |
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 1.7 | $2.4M | 52k | 47.26 | |
| Ishares Tr Agency Bond Etf (AGZ) | 1.5 | $2.1M | 20k | 110.25 | |
| Quanta Services (PWR) | 1.5 | $2.1M | 5.0k | 422.07 | |
| Microsoft Corporation (MSFT) | 1.4 | $2.0M | 4.3k | 481.43 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.4 | $2.0M | 44k | 44.17 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $1.9M | 6.3k | 303.89 | |
| Broadcom (AVGO) | 1.3 | $1.8M | 5.3k | 346.96 | |
| Visa Com Cl A (V) | 1.2 | $1.7M | 4.7k | 353.00 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $1.6M | 33k | 50.50 | |
| Williams-Sonoma (WSM) | 1.1 | $1.5M | 8.6k | 178.59 | |
| Electronic Arts (EA) | 1.0 | $1.4M | 7.0k | 204.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.3M | 4.2k | 313.00 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | 2.2k | 570.16 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.9 | $1.3M | 39k | 32.47 | |
| Ameriprise Financial (AMP) | 0.8 | $1.2M | 2.4k | 490.35 | |
| Yum! Brands (YUM) | 0.8 | $1.1M | 7.5k | 151.28 | |
| Imax Corp Cad (IMAX) | 0.8 | $1.1M | 30k | 36.96 | |
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.8 | $1.1M | 45k | 24.16 | |
| Servicenow (NOW) | 0.8 | $1.1M | 7.1k | 153.19 | |
| Applied Materials (AMAT) | 0.8 | $1.1M | 3.7k | 288.25 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.7 | $936k | 436.00 | 2146.19 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $929k | 16k | 57.46 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $870k | 897.00 | 969.67 | |
| Waste Management (WM) | 0.6 | $820k | 3.4k | 242.50 | |
| Pentair SHS (PNR) | 0.6 | $819k | 7.9k | 104.14 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.5 | $745k | 19k | 40.35 | |
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.5 | $688k | 11k | 65.30 | |
| Goldman Sachs (GS) | 0.5 | $680k | 774.00 | 879.00 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $663k | 979.00 | 677.00 | |
| Lululemon Athletica (LULU) | 0.4 | $633k | 3.0k | 207.81 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $622k | 5.8k | 107.11 | |
| Host Hotels & Resorts (HST) | 0.4 | $552k | 32k | 17.08 | |
| AutoZone (AZO) | 0.4 | $549k | 162.00 | 3391.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $528k | 1.7k | 313.80 | |
| Anthem (ELV) | 0.4 | $524k | 1.5k | 350.64 | |
| Amazon (AMZN) | 0.4 | $517k | 2.2k | 230.42 | |
| Intuit (INTU) | 0.4 | $500k | 755.00 | 662.43 | |
| Vital Farms (VITL) | 0.3 | $495k | 16k | 31.94 | |
| Samsara Com Cl A (IOT) | 0.3 | $493k | 14k | 35.45 | |
| Thomson Reuters Corp. (TRI) | 0.3 | $483k | 3.7k | 131.89 | |
| Cigna Corp (CI) | 0.3 | $440k | 1.6k | 275.24 | |
| Darden Restaurants (DRI) | 0.3 | $399k | 2.2k | 184.02 | |
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $386k | 16k | 24.34 | |
| Us Bancorp Del Com New (USB) | 0.3 | $378k | 7.1k | 53.36 | |
| Lpl Financial Holdings (LPLA) | 0.3 | $374k | 1.0k | 357.17 | |
| Mongodb Cl A (MDB) | 0.2 | $342k | 814.00 | 419.69 | |
| Advanced Micro Devices (AMD) | 0.2 | $338k | 1.6k | 214.16 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $323k | 2.2k | 143.97 | |
| Synchrony Financial (SYF) | 0.2 | $323k | 3.9k | 83.43 | |
| DV (DV) | 0.2 | $306k | 27k | 11.44 | |
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $301k | 6.7k | 44.65 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $294k | 6.1k | 48.11 | |
| Incyte Corporation (INCY) | 0.2 | $294k | 3.0k | 98.77 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $286k | 721.00 | 396.31 | |
| Mettler-Toledo International (MTD) | 0.2 | $273k | 196.00 | 1394.19 | |
| Trane Technologies SHS (TT) | 0.2 | $265k | 698.00 | 379.50 | |
| General Mills (GIS) | 0.2 | $261k | 5.6k | 46.50 | |
| S&p Global (SPGI) | 0.2 | $260k | 498.00 | 522.63 | |
| Cisco Systems (CSCO) | 0.2 | $251k | 3.3k | 77.06 | |
| Caretrust Reit (CTRE) | 0.2 | $251k | 6.9k | 36.16 | |
| Aon Shs Cl A (AON) | 0.2 | $246k | 698.00 | 352.88 | |
| Church & Dwight (CHD) | 0.2 | $241k | 2.9k | 83.85 | |
| Oracle Corporation (ORCL) | 0.2 | $239k | 1.4k | 171.25 | |
| Fortinet (FTNT) | 0.2 | $233k | 3.2k | 73.17 | |
| Qualcomm (QCOM) | 0.2 | $226k | 1.3k | 171.05 | |
| Ies Hldgs (IESC) | 0.2 | $223k | 573.00 | 389.02 | |
| Metropcs Communications (TMUS) | 0.2 | $219k | 1.1k | 192.80 | |
| Prudential Adr (PUK) | 0.2 | $217k | 7.0k | 31.12 | |
| Ingredion Incorporated (INGR) | 0.2 | $216k | 2.0k | 110.26 | |
| 3M Company (MMM) | 0.2 | $216k | 1.3k | 165.29 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $210k | 601.00 | 349.99 | |
| Zscaler Incorporated (ZS) | 0.1 | $205k | 912.00 | 224.92 | |
| Teladoc (TDOC) | 0.1 | $88k | 13k | 7.00 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $64k | 36k | 1.75 | |
| Progressive Corporation (PGR) | 0.0 | $0 | 3.6k | 0.00 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $0 | 4.1k | 0.00 | |
| MercadoLibre (MELI) | 0.0 | $0 | 185.00 | 0.00 | |
| Kla Corp Com New (KLAC) | 0.0 | $0 | 324.00 | 0.00 |
