Impact Investors, Inc
CIK 1824539 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $96.7M
- Posisi
- 88
- Per tanggal
- 30 Juni 2026
#8.367 dari 9.443 berdasarkan nilai 13F · top 88.6%
Nilai portofolio QoQ: +31.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 62,33%
- Bobot 25 kepemilikan teratas
- 82,90%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 18,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 32,46% Perkiraan pembelian $48.045.670 · penjualan $27.614.354
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 59,1% masih dipegang
- Posisi baru
- 14
- Meningkat
- 30
- Menurun
- 36
- Tertutup
- 32
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
64,0%
Portofolio lengkap 88 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPTL | $11.364.121 | 11,75% | 433.249 | $11.260.762 | Naik ×2 | ||
| NULG | $10.753.491 | 11,12% | 91.863 | $10.699.655 | Naik ×1 | ||
| BGRN iShares USD Green Bond ETF | $9.582.039 | 9,91% | 201.844 | $1.527.675 | Naik ×2 | ||
| UBND VictoryShares Core Plus Bond ETF | $6.607.398 | 6,83% | 304.138 | $987.156 | Naik ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $5.175.522 | 5,35% | 207.104 | $-840.008 | Turun ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $4.338.156 | 4,49% | 73.553 | $-617.357 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3.318.946 | 3,43% | 19.537 | $3.311.096 | Naik ×1 | ||
| BCD | $3.196.867 | 3,31% | 93.613 | $-475.343 | Turun ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $3.050.182 | 3,15% | 4.236 | $3.049.460 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.889.943 | 2,99% | 9.987 | $2.720.831 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.859.686 | 2,96% | 14.292 | $68.065 | Turun ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $2.737.727 | 2,83% | 50.059 | $2.706.580 | Naik ×2 | ||
| JMUB | $1.977.571 | 2,04% | 39.040 | $407.635 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.453.953 | 1,50% | 2.011 | $1.452.542 | Naik ×1 | ||
| CMF | $1.271.538 | 1,31% | 22.060 | $130.642 | Naik ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1.202.756 | 1,24% | 3.184 | $2.760 | Turun ×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 | Naik ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $989.976 | 1,02% | 4.247 | $-130.467 | Turun ×4 | ||
| V Visa Inc. | $927.372 | 0,96% | 2.703 | $912.091 | Naik ×2 | ||
| IMAX Imax Corporation Common Stock | $913.990 | 0,95% | 22.930 | $-23.071 | Turun ×3 | ||
| PWZ | $816.011 | 0,84% | 33.293 | $-267.687 | Turun ×1 | ||
| ETHO | $805.858 | 0,83% | 9.997 | $116.536 | Turun ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $801.005 | 0,83% | 792 | $146.209 | Naik ×1 | ||
| HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $800.005 | 0,83% | 17.125 | $-1.730.981 | Turun ×1 | ||
| KLAC KLA Corporation - Common Stock | $787.463 | 0,81% | 2.610 | $787.035 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $655.354 | 0,68% | 1.276 | $612.880 | Naik ×1 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $557.286 | 0,58% | 16.074 | $-196.094 | Turun ×6 | ||
| AGZ | $551.846 | 0,57% | 5.050 | $-349.641 | Turun ×6 | ||
| EA Electronic Arts Inc. - Common Stock | $551.148 | 0,57% | 2.688 | $-4.805 | Turun ×4 | ||
| THG Hanover Insurance Group Inc | $548.361 | 0,57% | 2.561 | Naik ×1 | |||
| MUB | $534.333 | 0,55% | 4.965 | $5.918 | Turun ×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 | Naik ×1 | ||
| USB U.S. Bancorp Common Stock | $431.920 | 0,45% | 7.151 | $63.221 | Naik ×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 | Turun ×3 | ||
| XLK XLK | $409.999 | 0,42% | 2.152 | $397.506 | Naik ×1 | ||
| FTDR Frontdoor, Inc. - Common Stock | $407.580 | 0,42% | 5.253 | Naik ×1 | |||
| IOT Samsara Inc. Class A Common Stock | $383.841 | 0,40% | 11.836 | $-45.432 | Turun ×4 | ||
| VITL Vital Farms, Inc. - Common Stock | $360.739 | 0,37% | 31.018 | $168.538 | Naik ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $359.847 | 0,37% | 212 | $33.062 | Naik ×2 | ||
| DAR Darling Ingredients Inc. Common Stock | $347.766 | 0,36% | 6.367 | $44.082 | Naik ×1 | ||
| TER Teradyne, Inc. - Common Stock | $340.623 | 0,35% | 704 | $340.536 | Naik ×1 | ||
| CTRE CareTrust REIT, Inc. Common Stock | $339.787 | 0,35% | 8.421 | $339.351 | Naik ×1 | ||
| PNR Pentair plc. Ordinary Share | $339.220 | 0,35% | 4.425 | $-218.297 | Turun ×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 | Turun ×2 | ||
| FSLR First Solar, Inc. - Common Stock | $317.130 | 0,33% | 1.344 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $307.510 | 0,32% | 2.618 | $69.774 | Turun ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $305.021 | 0,32% | 767 | $-153.664 | Turun ×1 | ||
| TT Trane Technologies plc | $305.010 | 0,32% | 621 | $70.802 | Naik ×2 | ||
| INTU Intuit Inc. - Common Stock | $299.889 | 0,31% | 1.149 | $-61.153 | Naik ×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 | Turun ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $261.238 | 0,27% | 6.170 | Naik ×1 | |||
| WSC WillScot Holdings Corporation - Class A Common Stock | $259.625 | 0,27% | 8.996 | Naik ×1 | |||
| GEV GE Vernova Inc. Common Stock | $251.420 | 0,26% | 214 | Naik ×1 | |||
| GLD | $242.762 | 0,25% | 659 | $227.272 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $231.088 | 0,24% | 1.655 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $225.553 | 0,23% | 3.159 | $222.019 | Naik ×1 | ||
| CB Chubb Limited Common Stock | $224.888 | 0,23% | 660 | $191.613 | Naik ×1 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $220.280 | 0,23% | 810 | Naik ×1 | |||
| CHD Church & Dwight Company, Inc. Common Stock | $218.949 | 0,23% | 2.260 | $-47.666 | Turun ×5 | ||
| RDN Radian Group Inc. Common Stock | $216.075 | 0,22% | 5.736 | Naik ×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 | Turun ×1 | ||
| MMM 3M Company Common Stock | $210.159 | 0,22% | 1.298 | ||||
| MSCI MSCI Inc. Common Stock | $210.015 | 0,22% | 375 | $5.730 | Turun ×1 | ||
| ESML | $203.809 | 0,21% | 3.644 | $202.445 | Naik ×1 | ||
| BBD Banco Bradesco Sa American Depositary Shares | $81.011 | 0,08% | 23.346 | $-22.463 | Turun ×1 | ||
| LYG Lloyds Banking Group Plc American Depositary Shares | $80.279 | 0,08% | 13.770 | Naik ×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 | Turun ×1 | ||
| IAU | $46.439 | 0,05% | 615 | $-7.779 | |||
| MID | $31.419 | 0,03% | 457 | $-2.963.492 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $26.539 | 0,03% | 456 | $-4.417.642 | Turun ×1 | ||
| DSI | $10.110 | 0,01% | 71 | $-3.420.052 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7.833 | 0,01% | 21 | $-1.519.488 | Turun ×1 | ||
| XLRE XLRE | $7.617 | 0,01% | 173 | $-932.639 | Turun ×1 | ||
| XJH | $2.555 | 0,00% | 49 | $332 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2.271 | 0,00% | 5 | $-7.264 | Turun ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $323 | 0,00% | 1 | $-2.323 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $274 | 0,00% | 0 | $-896 | Turun ×2 | ||
| EQIX Equinix, Inc. - Common Stock | $243 | 0,00% | 0 | $-284.027 | Turun ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $204 | 0,00% | 0 | $-2.967 | Turun ×3 | ||
| AFL AFLAC Incorporated Common Stock | $64 | 0,00% | 1 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| CMF | $1.271.538 | 1,31% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| HYXF | Dipangkas | -38K | -$1.7M |
| BGRN | Beli lebih banyak | +32K | +$1.5M |
| UBND | Beli lebih banyak | +46K | +$987K |
| SUSB | Dipangkas | -33K | -$840K |
| VGIT | Dipangkas | -10K | -$617K |
| BCD | Dipangkas | -9K | -$475K |
| JMUB | Beli lebih banyak | +8K | +$408K |
| AGZ | Dipangkas | -3K | -$350K |
| PWZ | Dipangkas | -12K | -$268K |
| PNR | Dipangkas | -2K | -$218K |
24 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SMI | 30 Juni 2025 | 18.730 | $849.282 | Tidak lagi dilacak |
| DE | 31 Des. 2025 | 1.247 | $570.203 | 34,0% |
| ETHO | 31 Maret 2025 | 9.244 | $552.248 | Tidak lagi dilacak |
| DSGX | 30 Sep. 2025 | 5.269 | $535.568 | -18,6% |
| TLT | 31 Des. 2025 | 5.564 | $497.255 | |
| NWG | 30 Juni 2026 | 33.088 | $493.011 | 5,4% |
| KHC | 31 Des. 2025 | 18.598 | $484.291 | 5,1% |
| TRI | 31 Maret 2026 | 3.658 | $482.454 | 17,2% |
| BMY | 30 Juni 2026 | 7.386 | $447.961 | 14,6% |
| GRNB | 30 Juni 2026 | 15.864 | $380.086 | Tidak lagi dilacak |
| MDB | 31 Maret 2026 | 814 | $341.628 | 71,0% |
| VMC | 30 Sep. 2025 | 1.303 | $339.848 | -11,2% |
| TYL | 30 Sep. 2025 | 538 | $318.948 | -34,3% |
| VEEV | 31 Des. 2025 | 1.056 | $314.593 | 11,0% |
| MWA | 31 Des. 2025 | 11.559 | $294.986 | 6,3% |
| FCNCA | 30 Juni 2026 | 156 | $294.013 | 4,8% |
| MTD | 30 Juni 2026 | 226 | $285.031 | 9,0% |
| TTEK | 31 Maret 2025 | 6.617 | $263.621 | 25,6% |
| SYF | 30 Juni 2026 | 3.868 | $263.106 | 3,3% |
| ABBV | 31 Des. 2025 | 1.130 | $261.640 | 15,5% |
| TD | 30 Juni 2026 | 2.801 | $261.361 | -2,3% |
| GIS | 31 Maret 2026 | 5.608 | $260.772 | 5,7% |
| AON | 31 Maret 2026 | 695 | $245.252 | 9,4% |
| GDS | 30 Juni 2026 | 6.082 | $245.044 | 10,8% |
| AMD | 30 Juni 2025 | 2.372 | $243.699 | 231,8% |
| PGR | 30 Juni 2026 | 1.222 | $242.252 | 0,7% |
| MAT | 30 Juni 2026 | 16.654 | $241.983 | 6,3% |
| TMUS | 30 Juni 2026 | 1.132 | $237.754 | 9,1% |
| QCOM | 31 Maret 2026 | 1.318 | $225.447 | 25,0% |
| SPGI | 30 Juni 2026 | 527 | $224.171 | 12,5% |
| AEG | 30 Juni 2026 | 30.249 | $219.608 | 7,0% |
| INCY | 30 Juni 2026 | 2.315 | $217.888 | 12,5% |
| PUK | 31 Maret 2026 | 6.956 | $216.471 | -1,3% |
| INGR | 31 Maret 2026 | 1.961 | $216.228 | -4,7% |
| CI | 30 Juni 2026 | 806 | $215.027 | 0,4% |
| PSA | 30 Sep. 2025 | 724 | $212.315 | 11,6% |
| NMIH | 30 Juni 2026 | 5.594 | $209.831 | 11,0% |
| ADBE | 31 Maret 2026 | 597 | $208.944 | 12,3% |
| ZS | 31 Maret 2026 | 911 | $204.902 | 23,3% |
| CRH | 30 Juni 2026 | 1.922 | $202.041 | -11,6% |
| PSA | 31 Maret 2025 | 666 | $199.294 | 7,7% |
| CWK | 30 Juni 2026 | 13.143 | $161.133 | 9,8% |
| DV | 30 Juni 2026 | 14.476 | $137.522 | 22,6% |
| TAL | 30 Juni 2026 | 11.874 | $135.007 | 16,9% |
| TDOC | 31 Maret 2026 | 12.571 | $87.997 | 17,8% |
| IBM | 30 Juni 2025 | 243 | $60.329 | -20,8% |
| SEATXXXX | 30 Sep. 2025 | 35.289 | $59.638 | Tidak lagi dilacak |
| BRLT | 30 Juni 2026 | 16.454 | $21.884 | 16,8% |
| JPM | 30 Juni 2026 | 30 | $8.753 | 8,6% |
| GOLF | 30 Juni 2026 | 37 | $3.459 | -24,1% |
| HSBC | 30 Juni 2026 | 42 | $3.430 | 9,6% |
| NVO | 31 Des. 2025 | 42 | $2.307 | -8,2% |
| ORCL | 30 Juni 2026 | 9 | $1.331 | -0,1% |
| MMM | 31 Maret 2026 | 7 | $1.157 | 23,8% |
| CBOE | 30 Juni 2026 | 3 | $920 | Tidak lagi dilacak |
| DECK | 31 Des. 2025 | 7 | $715 | -13,3% |
| LPLA | 30 Juni 2026 | 2 | $577 | 27,3% |
| FTNT | 31 Maret 2026 | 6 | $439 | 82,9% |
| HST | 30 Juni 2026 | 21 | $403 | -2,2% |
| SNPS | 30 Sep. 2025 | 1 | $373 | -19,3% |
| SUI | 30 Juni 2026 | 3 | $331 | 2,2% |
| UNH | 31 Des. 2025 | 1 | $252 | 17,3% |
| LULU | 30 Juni 2026 | 2 | $248 | 3,1% |
| HUBS | 31 Des. 2025 | 0 | $161 | -41,8% |
| CSGP | 30 Juni 2025 | 1 | $104 | -60,2% |
| ELV | 30 Juni 2026 | 0 | $66 | 3,4% |
| RGA | 30 Juni 2026 | 0 | $30 | 14,6% |