Impact Investors, Inc
CIK 1824539 · View on SEC EDGAR ↗
- Portfolio value
- $96.7M
- Positions
- 88
- As of
- June 30, 2026
#8,367 of 9,443 by 13F value · top 88.6%
Portfolio value QoQ: +31.7% 13F does not disclose cash
- Top 10 holdings weight
- 62.33%
- Top 25 holdings weight
- 82.90%
- Positions above 1%
- 19
- Effective number of positions
- 18.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 32.46% Est. buys $48,045,670 · sells $27,614,354
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 59.1% still held
- New positions
- 14
- Increased
- 30
- Decreased
- 36
- Closed
- 32
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
11.9%
Industrials
5.5%
Communications
3.7%
Financial Services
3.4%
Retail
3.0%
Communication Services
1.8%
Consumer Discretionary
1.7%
Financials
1.4%
Health Care
1.2%
Consumer Staples
1.0%
Diversified Consumer Services
0.4%
Real Estate
0.4%
Telecommunication
0.3%
Consumer products
0.2%
Other/Unmapped
64.0%
Full portfolio 88 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPTL | $11,364,121 | 11.75% | 433,249 | $11,260,762 | Up ×2 | ||
| NULG | $10,753,491 | 11.12% | 91,863 | $10,699,655 | Up ×1 | ||
| BGRN iShares USD Green Bond ETF | $9,582,039 | 9.91% | 201,844 | $1,527,675 | Up ×2 | ||
| UBND VictoryShares Core Plus Bond ETF | $6,607,398 | 6.83% | 304,138 | $987,156 | Up ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $5,175,522 | 5.35% | 207,104 | $-840,008 | Down ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $4,338,156 | 4.49% | 73,553 | $-617,357 | Down ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3,318,946 | 3.43% | 19,537 | $3,311,096 | Up ×1 | ||
| BCD | $3,196,867 | 3.31% | 93,613 | $-475,343 | Down ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $3,050,182 | 3.15% | 4,236 | $3,049,460 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,889,943 | 2.99% | 9,987 | $2,720,831 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,859,686 | 2.96% | 14,292 | $68,065 | Down ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $2,737,727 | 2.83% | 50,059 | $2,706,580 | Up ×2 | ||
| JMUB | $1,977,571 | 2.04% | 39,040 | $407,635 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,453,953 | 1.50% | 2,011 | $1,452,542 | Up ×1 | ||
| CMF | $1,271,538 | 1.31% | 22,060 | $130,642 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1,202,756 | 1.24% | 3,184 | $2,760 | Down ×1 | ||
| YUM Yum! Brands, Inc. | $1,198,950 | 1.24% | 7,500 | $32,773 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,145,700 | 1.18% | 4,807 | $1,131,776 | Up ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $989,976 | 1.02% | 4,247 | $-130,467 | Down ×4 | ||
| V Visa Inc. | $927,372 | 0.96% | 2,703 | $912,091 | Up ×2 | ||
| IMAX Imax Corporation Common Stock | $913,990 | 0.95% | 22,930 | $-23,071 | Down ×3 | ||
| PWZ | $816,011 | 0.84% | 33,293 | $-267,687 | Down ×1 | ||
| ETHO | $805,858 | 0.83% | 9,997 | $116,536 | Down ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $801,005 | 0.83% | 792 | $146,209 | Up ×1 | ||
| HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $800,005 | 0.83% | 17,125 | $-1,730,981 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $787,463 | 0.81% | 2,610 | $787,035 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $655,354 | 0.68% | 1,276 | $612,880 | Up ×1 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $557,286 | 0.58% | 16,074 | $-196,094 | Down ×6 | ||
| AGZ | $551,846 | 0.57% | 5,050 | $-349,641 | Down ×6 | ||
| EA Electronic Arts Inc. - Common Stock | $551,148 | 0.57% | 2,688 | $-4,805 | Down ×4 | ||
| THG Hanover Insurance Group Inc | $548,361 | 0.57% | 2,561 | Up ×1 | |||
| MUB | $534,333 | 0.55% | 4,965 | $5,918 | Down ×2 | ||
| DRI Darden Restaurants, Inc. Common Stock | $447,042 | 0.46% | 2,170 | $21,635 | |||
| WM Waste Management, Inc. Common Stock | $439,965 | 0.45% | 1,974 | $439,458 | Up ×1 | ||
| USB U.S. Bancorp Common Stock | $431,920 | 0.45% | 7,151 | $63,221 | Up ×1 | ||
| IESC IES Holdings, Inc. - Common Stock | $420,960 | 0.44% | 573 | $147,943 | |||
| AZO AutoZone, Inc. Common Stock | $415,472 | 0.43% | 130 | $-128,351 | Down ×3 | ||
| XLK XLK | $409,999 | 0.42% | 2,152 | $397,506 | Up ×1 | ||
| FTDR Frontdoor, Inc. - Common Stock | $407,580 | 0.42% | 5,253 | Up ×1 | |||
| IOT Samsara Inc. Class A Common Stock | $383,841 | 0.40% | 11,836 | $-45,432 | Down ×4 | ||
| VITL Vital Farms, Inc. - Common Stock | $360,739 | 0.37% | 31,018 | $168,538 | Up ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $359,847 | 0.37% | 212 | $33,062 | Up ×2 | ||
| DAR Darling Ingredients Inc. Common Stock | $347,766 | 0.36% | 6,367 | $44,082 | Up ×1 | ||
| TER Teradyne, Inc. - Common Stock | $340,623 | 0.35% | 704 | $340,536 | Up ×1 | ||
| CTRE CareTrust REIT, Inc. Common Stock | $339,787 | 0.35% | 8,421 | $339,351 | Up ×1 | ||
| PNR Pentair plc. Ordinary Share | $339,220 | 0.35% | 4,425 | $-218,297 | Down ×6 | ||
| DBEF | $334,226 | 0.35% | 6,118 | $31,997 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $330,094 | 0.34% | 1,860 | ||||
| NOW ServiceNow, Inc. Common Stock | $324,943 | 0.34% | 3,273 | $-129,222 | Down ×2 | ||
| FSLR First Solar, Inc. - Common Stock | $317,130 | 0.33% | 1,344 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $307,510 | 0.32% | 2,618 | $69,774 | Down ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $305,021 | 0.32% | 767 | $-153,664 | Down ×1 | ||
| TT Trane Technologies plc | $305,010 | 0.32% | 621 | $70,802 | Up ×2 | ||
| INTU Intuit Inc. - Common Stock | $299,889 | 0.31% | 1,149 | $-61,153 | Up ×2 | ||
| INGR Ingredion Incorporated Common Stock | $281,383 | 0.29% | 2,971 | ||||
| AMP Ameriprise Financial, Inc. Common Stock | $263,328 | 0.27% | 574 | $-185,983 | Down ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $261,238 | 0.27% | 6,170 | Up ×1 | |||
| WSC WillScot Holdings Corporation - Class A Common Stock | $259,625 | 0.27% | 8,996 | Up ×1 | |||
| GEV GE Vernova Inc. Common Stock | $251,420 | 0.26% | 214 | Up ×1 | |||
| GLD | $242,762 | 0.25% | 659 | $227,272 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $231,088 | 0.24% | 1,655 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $225,553 | 0.23% | 3,159 | $222,019 | Up ×1 | ||
| CB Chubb Limited Common Stock | $224,888 | 0.23% | 660 | $191,613 | Up ×1 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $220,280 | 0.23% | 810 | Up ×1 | |||
| CHD Church & Dwight Company, Inc. Common Stock | $218,949 | 0.23% | 2,260 | $-47,666 | Down ×5 | ||
| RDN Radian Group Inc. Common Stock | $216,075 | 0.22% | 5,736 | Up ×1 | |||
| JHG Janus Henderson Group plc Ordinary Shares | $213,722 | 0.22% | 4,114 | $2,386 | |||
| IDCC InterDigital, Inc. - Common Stock | $210,932 | 0.22% | 745 | $-14,360 | Down ×1 | ||
| MMM 3M Company Common Stock | $210,159 | 0.22% | 1,298 | ||||
| MSCI MSCI Inc. Common Stock | $210,015 | 0.22% | 375 | $5,730 | Down ×1 | ||
| ESML | $203,809 | 0.21% | 3,644 | $202,445 | Up ×1 | ||
| BBD Banco Bradesco Sa American Depositary Shares | $81,011 | 0.08% | 23,346 | $-22,463 | Down ×1 | ||
| LYG Lloyds Banking Group Plc American Depositary Shares | $80,279 | 0.08% | 13,770 | Up ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $72,892 | 0.08% | 709 | $5,097 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $63,361 | 0.07% | 177 | $-1,085,732 | Down ×1 | ||
| IAU | $46,439 | 0.05% | 615 | $-7,779 | |||
| MID | $31,419 | 0.03% | 457 | $-2,963,492 | Down ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $26,539 | 0.03% | 456 | $-4,417,642 | Down ×1 | ||
| DSI | $10,110 | 0.01% | 71 | $-3,420,052 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7,833 | 0.01% | 21 | $-1,519,488 | Down ×1 | ||
| XLRE XLRE | $7,617 | 0.01% | 173 | $-932,639 | Down ×1 | ||
| XJH | $2,555 | 0.00% | 49 | $332 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2,271 | 0.00% | 5 | $-7,264 | Down ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $323 | 0.00% | 1 | $-2,323 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $274 | 0.00% | 0 | $-896 | Down ×2 | ||
| EQIX Equinix, Inc. - Common Stock | $243 | 0.00% | 0 | $-284,027 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $204 | 0.00% | 0 | $-2,967 | Down ×3 | ||
| AFL AFLAC Incorporated Common Stock | $64 | 0.00% | 1 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| CMF | $1,271,538 | 1.31% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| THG | $548,361 | 2,561 | 0.57% |
| FTDR | $407,580 | 5,253 | 0.42% |
| VEEV | $330,094 | 1,860 | 0.34% |
| FSLR | $317,130 | 1,344 | 0.33% |
| INGR | $281,383 | 2,971 | 0.29% |
| VZ | $261,238 | 6,170 | 0.27% |
| WSC | $259,625 | 8,996 | 0.27% |
| GEV | $251,420 | 214 | 0.26% |
| INTC | $231,088 | 1,655 | 0.24% |
| CRDO | $220,280 | 810 | 0.23% |
| RDN | $216,075 | 5,736 | 0.22% |
| MMM | $210,159 | 1,298 | 0.22% |
| LYG | $80,279 | 13,770 | 0.08% |
| AFL | $64 | 1 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| HYXF | Trimmed | -38K | -$1.7M |
| BGRN | Bought more | +32K | +$1.5M |
| UBND | Bought more | +46K | +$987K |
| SUSB | Trimmed | -33K | -$840K |
| VGIT | Trimmed | -10K | -$617K |
| BCD | Trimmed | -9K | -$475K |
| JMUB | Bought more | +8K | +$408K |
| AGZ | Trimmed | -3K | -$350K |
| PWZ | Trimmed | -12K | -$268K |
| PNR | Trimmed | -2K | -$218K |
24 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SMI | June 30, 2025 | 18,730 | $849,282 | No longer tracked |
| DE | Dec. 31, 2025 | 1,247 | $570,203 | 34.0% |
| ETHO | March 31, 2025 | 9,244 | $552,248 | No longer tracked |
| DSGX | Sept. 30, 2025 | 5,269 | $535,568 | -18.6% |
| TLT | Dec. 31, 2025 | 5,564 | $497,255 | |
| NWG | June 30, 2026 | 33,088 | $493,011 | 5.4% |
| KHC | Dec. 31, 2025 | 18,598 | $484,291 | 5.1% |
| TRI | March 31, 2026 | 3,658 | $482,454 | 17.2% |
| BMY | June 30, 2026 | 7,386 | $447,961 | 14.6% |
| GRNB | June 30, 2026 | 15,864 | $380,086 | No longer tracked |
| MDB | March 31, 2026 | 814 | $341,628 | 71.0% |
| VMC | Sept. 30, 2025 | 1,303 | $339,848 | -11.2% |
| TYL | Sept. 30, 2025 | 538 | $318,948 | -34.3% |
| VEEV | Dec. 31, 2025 | 1,056 | $314,593 | 11.0% |
| MWA | Dec. 31, 2025 | 11,559 | $294,986 | 6.3% |
| FCNCA | June 30, 2026 | 156 | $294,013 | 4.8% |
| MTD | June 30, 2026 | 226 | $285,031 | 9.0% |
| TTEK | March 31, 2025 | 6,617 | $263,621 | 25.6% |
| SYF | June 30, 2026 | 3,868 | $263,106 | 3.3% |
| ABBV | Dec. 31, 2025 | 1,130 | $261,640 | 15.5% |
| TD | June 30, 2026 | 2,801 | $261,361 | -2.3% |
| GIS | March 31, 2026 | 5,608 | $260,772 | 5.7% |
| AON | March 31, 2026 | 695 | $245,252 | 9.4% |
| GDS | June 30, 2026 | 6,082 | $245,044 | 10.8% |
| AMD | June 30, 2025 | 2,372 | $243,699 | 231.8% |
| PGR | June 30, 2026 | 1,222 | $242,252 | 0.7% |
| MAT | June 30, 2026 | 16,654 | $241,983 | 6.3% |
| TMUS | June 30, 2026 | 1,132 | $237,754 | 9.1% |
| QCOM | March 31, 2026 | 1,318 | $225,447 | 25.0% |
| SPGI | June 30, 2026 | 527 | $224,171 | 12.5% |
| AEG | June 30, 2026 | 30,249 | $219,608 | 7.0% |
| INCY | June 30, 2026 | 2,315 | $217,888 | 12.5% |
| PUK | March 31, 2026 | 6,956 | $216,471 | -1.3% |
| INGR | March 31, 2026 | 1,961 | $216,228 | -4.7% |
| CI | June 30, 2026 | 806 | $215,027 | 0.4% |
| PSA | Sept. 30, 2025 | 724 | $212,315 | 11.6% |
| NMIH | June 30, 2026 | 5,594 | $209,831 | 11.0% |
| ADBE | March 31, 2026 | 597 | $208,944 | 12.3% |
| ZS | March 31, 2026 | 911 | $204,902 | 23.3% |
| CRH | June 30, 2026 | 1,922 | $202,041 | -11.6% |
| PSA | March 31, 2025 | 666 | $199,294 | 7.7% |
| CWK | June 30, 2026 | 13,143 | $161,133 | 9.8% |
| DV | June 30, 2026 | 14,476 | $137,522 | 22.6% |
| TAL | June 30, 2026 | 11,874 | $135,007 | 16.9% |
| TDOC | March 31, 2026 | 12,571 | $87,997 | 17.8% |
| IBM | June 30, 2025 | 243 | $60,329 | -20.8% |
| SEATXXXX | Sept. 30, 2025 | 35,289 | $59,638 | No longer tracked |
| BRLT | June 30, 2026 | 16,454 | $21,884 | 16.8% |
| JPM | June 30, 2026 | 30 | $8,753 | 8.6% |
| GOLF | June 30, 2026 | 37 | $3,459 | -24.1% |
| HSBC | June 30, 2026 | 42 | $3,430 | 9.6% |
| NVO | Dec. 31, 2025 | 42 | $2,307 | -8.2% |
| ORCL | June 30, 2026 | 9 | $1,331 | -0.1% |
| MMM | March 31, 2026 | 7 | $1,157 | 23.8% |
| CBOE | June 30, 2026 | 3 | $920 | No longer tracked |
| DECK | Dec. 31, 2025 | 7 | $715 | -13.3% |
| LPLA | June 30, 2026 | 2 | $577 | 27.3% |
| FTNT | March 31, 2026 | 6 | $439 | 82.9% |
| HST | June 30, 2026 | 21 | $403 | -2.2% |
| SNPS | Sept. 30, 2025 | 1 | $373 | -19.3% |
| SUI | June 30, 2026 | 3 | $331 | 2.2% |
| UNH | Dec. 31, 2025 | 1 | $252 | 17.3% |
| LULU | June 30, 2026 | 2 | $248 | 3.1% |
| HUBS | Dec. 31, 2025 | 0 | $161 | -41.8% |
| CSGP | June 30, 2025 | 1 | $104 | -60.2% |
| ELV | June 30, 2026 | 0 | $66 | 3.4% |
| RGA | June 30, 2026 | 0 | $30 | 14.6% |