Impact Investors as of March 31, 2026
Portfolio Holdings for Impact Investors
Impact Investors holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTL) | 9.5 | $14M | 518k | 26.30 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 7.9 | $11M | 118k | 95.62 | |
| Ishares Gold Tr Ishares New (IAU) | 7.7 | $11M | 126k | 88.16 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 6.3 | $9.0M | 99k | 90.94 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 5.6 | $8.1M | 170k | 47.47 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 4.2 | $6.1M | 242k | 25.07 | |
| Victory Portfolios Ii Core Plus Bd Etf (UBND) | 3.9 | $5.6M | 258k | 21.78 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.5 | $5.0M | 84k | 59.55 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.1 | $4.5M | 76k | 58.54 | |
| Abrdn Etfs Bbrg All Commdy (BCD) | 2.6 | $3.7M | 103k | 35.78 | |
| Quanta Services (PWR) | 2.5 | $3.6M | 5.0k | 722.00 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.4 | $3.4M | 28k | 121.19 | |
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 2.1 | $3.0M | 50k | 61.10 | |
| Arista Networks Com Shs (ANET) | 2.0 | $2.9M | 24k | 122.66 | |
| NVIDIA Corporation (NVDA) | 2.0 | $2.8M | 16k | 174.40 | |
| Apple (AAPL) | 1.9 | $2.7M | 11k | 253.92 | |
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 1.8 | $2.5M | 55k | 46.31 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.7 | $2.4M | 53k | 45.47 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.2M | 6.4k | 340.54 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.1 | $1.6M | 31k | 49.99 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.5M | 4.2k | 370.17 | |
| Visa Com Cl A (V) | 1.0 | $1.4M | 4.6k | 299.63 | |
| Broadcom (AVGO) | 0.9 | $1.3M | 4.0k | 309.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.2M | 4.3k | 287.56 | |
| Amazon (AMZN) | 0.8 | $1.2M | 5.7k | 207.82 | |
| Yum! Brands (YUM) | 0.8 | $1.2M | 7.5k | 155.49 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $1.1M | 721.00 | 1585.50 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.8 | $1.1M | 20k | 56.86 | |
| Williams-Sonoma (WSM) | 0.8 | $1.1M | 6.1k | 182.33 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.1M | 2.2k | 499.69 | |
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.8 | $1.1M | 45k | 23.87 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.7 | $947k | 23k | 40.83 | |
| Imax Corp Cad (IMAX) | 0.7 | $937k | 25k | 38.01 | |
| Applied Materials (AMAT) | 0.6 | $930k | 2.6k | 352.75 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.6 | $902k | 8.2k | 109.71 | |
| Waste Management (WM) | 0.6 | $857k | 3.4k | 253.50 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.5 | $753k | 36k | 20.76 | |
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.5 | $689k | 10k | 66.08 | |
| Goldman Sachs (GS) | 0.5 | $655k | 774.00 | 845.99 | |
| Pentair SHS (PNR) | 0.4 | $558k | 6.4k | 87.11 | |
| Electronic Arts (EA) | 0.4 | $556k | 2.7k | 203.87 | |
| AutoZone (AZO) | 0.4 | $544k | 161.00 | 3377.78 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $528k | 5.0k | 106.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $495k | 1.7k | 294.00 | |
| Natwest Group Spons Adr (NWG) | 0.3 | $494k | 33k | 14.90 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $459k | 996.00 | 460.99 | |
| Servicenow (NOW) | 0.3 | $455k | 4.4k | 104.55 | |
| Ameriprise Financial (AMP) | 0.3 | $449k | 1.0k | 444.42 | |
| Bristol Myers Squibb (BMY) | 0.3 | $448k | 7.4k | 60.65 | |
| Samsara Com Cl A (IOT) | 0.3 | $429k | 14k | 31.69 | |
| Darden Restaurants (DRI) | 0.3 | $425k | 2.2k | 196.04 | |
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.3 | $380k | 16k | 23.96 | |
| Us Bancorp Com New (USB) | 0.3 | $369k | 7.1k | 52.01 | |
| Intuit (INTU) | 0.3 | $362k | 838.00 | 432.39 | |
| Chubb (CB) | 0.2 | $335k | 1.0k | 326.23 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $334k | 3.6k | 93.49 | |
| Advanced Micro Devices (AMD) | 0.2 | $327k | 1.7k | 195.00 | |
| MercadoLibre (MELI) | 0.2 | $327k | 189.00 | 1729.02 | |
| Caretrust Reit (CTRE) | 0.2 | $324k | 8.9k | 36.33 | |
| Host Hotels & Resorts (HST) | 0.2 | $323k | 17k | 19.19 | |
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $312k | 6.9k | 45.37 | |
| Darling International (DAR) | 0.2 | $304k | 4.9k | 61.85 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $302k | 6.1k | 49.40 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $302k | 702.00 | 430.28 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $301k | 1.0k | 288.50 | |
| Netflix (NFLX) | 0.2 | $299k | 3.1k | 95.51 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $299k | 2.2k | 132.90 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.2 | $294k | 156.00 | 1884.70 | |
| Equinix (EQIX) | 0.2 | $288k | 294.00 | 980.24 | |
| Mettler-Toledo International (MTD) | 0.2 | $285k | 226.00 | 1261.20 | |
| Cisco Systems (CSCO) | 0.2 | $283k | 3.6k | 77.59 | |
| Ies Hldgs (IESC) | 0.2 | $273k | 573.00 | 476.47 | |
| Church & Dwight (CHD) | 0.2 | $267k | 2.9k | 93.32 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $264k | 2.8k | 93.31 | |
| Synchrony Financial (SYF) | 0.2 | $263k | 3.9k | 68.02 | |
| CBOE Holdings (CBOE) | 0.2 | $251k | 817.00 | 306.67 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $248k | 3.0k | 81.67 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $245k | 6.1k | 40.29 | |
| Mattel (MAT) | 0.2 | $242k | 17k | 14.53 | |
| Progressive Corporation (PGR) | 0.2 | $242k | 1.2k | 198.24 | |
| Metropcs Communications (TMUS) | 0.2 | $239k | 1.1k | 210.03 | |
| Trane Technologies SHS (TT) | 0.2 | $235k | 564.00 | 416.74 | |
| InterDigital (IDCC) | 0.2 | $225k | 746.00 | 302.00 | |
| S&p Global (SPGI) | 0.2 | $225k | 529.00 | 425.37 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $224k | 767.00 | 291.77 | |
| Sun Communities (SUI) | 0.2 | $223k | 2.0k | 110.33 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.2 | $220k | 30k | 7.26 | |
| Incyte Corporation (INCY) | 0.2 | $218k | 2.3k | 94.12 | |
| Cigna Corp (CI) | 0.1 | $215k | 807.00 | 266.78 | |
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $211k | 4.1k | 51.37 | |
| Nmi Hldgs Inc cl a (NMIH) | 0.1 | $210k | 5.6k | 37.51 | |
| Oracle Corporation (ORCL) | 0.1 | $206k | 1.4k | 147.89 | |
| Msci (MSCI) | 0.1 | $204k | 379.00 | 539.01 | |
| CRH Ord (CRH) | 0.1 | $203k | 1.9k | 105.12 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $202k | 4.3k | 47.03 | |
| Vital Farms (VITL) | 0.1 | $192k | 14k | 14.12 | |
| Lululemon Athletica (LULU) | 0.1 | $169k | 1.4k | 124.00 | |
| Cushman And Wakefield Common Shares (CWK) | 0.1 | $161k | 13k | 12.26 | |
| DV (DV) | 0.1 | $138k | 15k | 9.50 | |
| Tal Ed Group Sponsored Ads (TAL) | 0.1 | $135k | 12k | 11.37 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.1 | $104k | 28k | 3.65 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $22k | 17k | 1.33 | |
| Reinsurance Group Amer Com New (RGA) | 0.0 | $0 | 1.4k | 0.00 | |
| Kla Corp Com New (KLAC) | 0.0 | $0 | 329.00 | 0.00 | |
| Teradyne (TER) | 0.0 | $0 | 811.00 | 0.00 | |
| Anthem (ELV) | 0.0 | $0 | 798.00 | 0.00 |
