Impact Investors, Inc
13F Reported Value
ⓘ$136.8M
Holdings
88
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Impact Investors, Inc disclosed 88 positions worth $136.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 32 — including a new stake in $THG and a full exit from $NWG. The portfolio is most concentrated in Other (58.5% of disclosed assets). All figures are sourced directly from Impact Investors, Inc’s Form 13F-HR filing with the SEC under CIK 1824539.
AI Fund Analysis
Stable
$IAU
$MELI
$KLACSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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SPDR SERIES TRUST - ST LON TREAS ETF
—Quality
$11.5M437,179 shISHARES TR - ESG AW MSCI EAFE
—Quality
$11.4M110,574 shNUSHARES ETF TR - NUVEEN ESG LRGCP
—Quality
$10.8M92,455 shISHARES TR - USD GRN BOND ETF
—Quality
$9.6M201,844 sh- —
Quality
$8.5M113,149 sh VICTORY PORTFOLIOS II - CORE PLUS BD ETF
—Quality
$6.6M304,138 shISHARES TR - ESG AWRE 1 5 YR
—Quality
$5.2M209,479 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$4.4M74,691 shVANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$4.1M69,603 shAMERICAN CENTY ETF TR - MID CAP GRW IMP
—Quality
$3.4M48,966 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST LON TREAS ETF | — | $11.5M | 437,179 |
| ISHARES TR - ESG AW MSCI EAFE | — | $11.4M | 110,574 |
| NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $10.8M | 92,455 |
| ISHARES TR - USD GRN BOND ETF | — | $9.6M | 201,844 |
| ISHARES GOLD TRUST$IAU | — | $8.5M | 113,149 |
| VICTORY PORTFOLIOS II - CORE PLUS BD ETF | — | $6.6M | 304,138 |
| ISHARES TR - ESG AWRE 1 5 YR | — | $5.2M | 209,479 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $4.4M | 74,691 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $4.1M | 69,603 |
| AMERICAN CENTY ETF TR - MID CAP GRW IMP | — | $3.4M | 48,966 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Impact Investors, Inc's 88 positions.
Showing top 10 of 88 holdings.
Sector Allocation
Other
$80.0M
Technology
$24.5M
Financials
$18.2M
Industrials
$5.7M
Consumer Discretionary
$4.6M
Consumer Staples
$1.2M
Healthcare
$1.1M
Real Estate
$579,780
Full Holdings — Impact Investors, Inc (Q2 2026)
All 88 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $11.5M | 8.4% | -16% | — |
| 2 | — | ISHARES TR - ESG AW MSCI EAFE | $11.4M | 8.3% | -6% | — |
| 3 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $10.8M | 7.9% | -7% | — |
| 4 | — | ISHARES TR - USD GRN BOND ETF | $9.6M | 7.0% | +19% | — |
| 5 | $IAU | ISHARES GOLD TRUST | $8.5M | 6.3% | -10% | — |
| 6 | — | VICTORY PORTFOLIOS II - CORE PLUS BD ETF | $6.6M | 4.8% | +18% | — |
| 7 | — | ISHARES TR - ESG AWRE 1 5 YR | $5.2M | 3.8% | -14% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $4.4M | 3.2% | -11% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $4.1M | 3.0% | -9% | — |
| 10 | — | AMERICAN CENTY ETF TR - MID CAP GRW IMP | $3.4M | 2.5% | -1% | — |
| 11 |  $ANET | Arista Networks, Inc. | $3.3M | 2.4% | -16% | 81.9 |
| 12 | — | ABRDN ETFS - BBRG ALL COMMDY | $3.2M | 2.3% | -9% | — |
| 13 |  $PWR | QUANTA SERVICES, INC. | $3.1M | 2.2% | -15% | 72.1 |
| 14 |  $AAPL | Apple Inc. | $3.0M | 2.2% | -2% | 76.4 |
| 15 |  $NVDA | NVIDIA CORP | $2.9M | 2.1% | -11% | 85.9 |
| 16 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2.8M | 2.0% | -4% | — |
| 17 | — | ISHARES TR - ESG MSCI KLD ETF | $2.6M | 1.9% | -34% | — |
| 18 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.4M | 1.7% | -22% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $2.0M | 1.4% | +24% | — |
| 20 |  $MSFT | MICROSOFT CORP | $1.7M | 1.2% | +9% | 79.8 |
| 21 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 1.1% | -24% | 72.3 |
| 22 |  $GOOG | Alphabet Inc. | $1.3M | 0.9% | -16% | 78.2 |
| 23 | — | ISHARES TR - CALIF MUN BD ETF | $1.3M | 0.9% | +10% | — |
| 24 |  $ASML | ASML HOLDING NV | $1.2M | 0.9% | -13% | — |
| 25 |  $AVGO | Broadcom Inc. | $1.2M | 0.9% | -20% | 84.5 |
| 26 |  $YUM | YUM BRANDS INC | $1.2M | 0.9% | +0% | 73.7 |
| 27 |  $AMZN | AMAZON COM INC | $1.2M | 0.8% | -15% | 68.7 |
| 28 |  $WSM | WILLIAMS SONOMA INC | $989,976 | 0.7% | -31% | 66.1 |
| 29 |  $V | VISA INC. | $940,444 | 0.7% | -41% | 82.9 |
| 30 |  $IMAX | IMAX CORP | $913,990 | 0.7% | -7% | 59.6 |
| 31 |  $STT | STATE STREET CORP | $875,825 | 0.6% | -14% | 71.5 |
| 32 |  $IVZ | Invesco Ltd. | $816,011 | 0.6% | -27% | — |
| 33 |  $AMD | ADVANCED MICRO DEVICES INC | $807,158 | 0.6% | -17% | 79.8 |
| 34 | — | AMPLIFY ETF TR - ETHO CLI LEA ETF | $805,858 | 0.6% | -4% | — |
| 35 |  $GS | GOLDMAN SACHS GROUP INC | $801,005 | 0.6% | +2% | 73.5 |
| 36 | — | ISHARES TR - ESG ADVNCD HY BD | $800,005 | 0.6% | -69% | — |
| 37 | $KLAC | KLA CORP | $787,463 | 0.6% | +693% | 78.6 |
| 38 |  $MA | Mastercard Inc | $696,566 | 0.5% | -39% | 85.1 |
| 39 |  $GOOGL | Alphabet Inc. | $591,797 | 0.4% | -0% | 78.2 |
| 40 |  $HIMS | Hims & Hers Health, Inc. | $557,286 | 0.4% | -56% | 53.4 |
| 41 | — | ISHARES TR - AGENCY BOND ETF | $551,846 | 0.4% | -39% | — |
| 42 |  $EA | ELECTRONIC ARTS INC. | $551,148 | 0.4% | -1% | 62.9 |
| 43 |  $THG | HANOVER INSURANCE GROUP, INC. | $548,427 | 0.4% | NEW | 66.6 |
| 44 | — | ISHARES TR - NATIONAL MUN ETF | $534,333 | 0.4% | -0% | — |
| 45 |  $DRI | DARDEN RESTAURANTS INC | $447,042 | 0.3% | +0% | 64.1 |
| 46 |  $WM | WASTE MANAGEMENT INC | $440,034 | 0.3% | -42% | 67.6 |
| 47 |  $USB | US BANCORP \DE\ | $432,059 | 0.3% | +1% | 65.3 |
| 48 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $427,908 | 0.3% | +0% | — |
| 49 |  $IESC | IES Holdings, Inc. | $420,960 | 0.3% | +0% | 68.3 |
| 50 |  $AZO | AUTOZONE INC | $415,472 | 0.3% | -19% | 66.2 |
| 51 |  $FTDR | Frontdoor, Inc. | $407,580 | 0.3% | NEW | 60.3 |
| 52 |  $IOT | Samsara Inc. | $383,841 | 0.3% | -13% | 68.6 |
| 53 |  $VITL | Vital Farms, Inc. | $360,739 | 0.3% | +128% | 35.4 |
| 54 | $MELI | MERCADOLIBRE INC | $359,912 | 0.3% | +12% | 80.2 |
| 55 |  $DAR | DARLING INGREDIENTS INC. | $347,766 | 0.3% | +30% | 63.5 |
| 56 |  $TER | TERADYNE, INC | $340,623 | 0.3% | -13% | 77.3 |
| 57 |  $CTRE | CareTrust REIT, Inc. | $339,787 | 0.3% | -6% | 74.1 |
| 58 |  $PNR | PENTAIR plc | $339,220 | 0.3% | -31% | — |
| 59 | — | DBX ETF TR - XTRACK MSCI EAFE | $334,226 | 0.2% | +0% | — |
| 60 |  $VEEV | VEEVA SYSTEMS INC | $330,094 | 0.2% | NEW | 77.6 |
| 61 |  $CSCO | CISCO SYSTEMS, INC. | $325,129 | 0.2% | -24% | 70.3 |
| 62 |  $NOW | ServiceNow, Inc. | $324,997 | 0.2% | -25% | 72.9 |
| 63 |  $FSLR | FIRST SOLAR, INC. | $317,193 | 0.2% | NEW | 79.2 |
| 64 | — | ISHARES TR - ESG SELECT SCRE | $309,197 | 0.2% | -14% | — |
| 65 |  $ISRG | INTUITIVE SURGICAL INC | $305,021 | 0.2% | -23% | 79.9 |
| 66 |  $TT | Trane Technologies plc | $305,010 | 0.2% | +10% | — |
| 67 |  $INTU | INTUIT INC. | $299,889 | 0.2% | +37% | 79.3 |
| 68 |  $AFL | AFLAC INC | $290,258 | 0.2% | NEW | 61.3 |
| 69 |  $INGR | Ingredion Inc | $281,383 | 0.2% | NEW | 50.4 |
| 70 |  $AMP | AMERIPRISE FINANCIAL INC | $263,328 | 0.2% | -43% | 68.7 |
| 71 |  $VZ | VERIZON COMMUNICATIONS INC | $261,238 | 0.2% | NEW | 65.8 |
| 72 |  $WSC | WillScot Holdings Corp | $259,625 | 0.2% | NEW | 47.5 |
| 73 |  $GLD | SPDR GOLD TRUST | $256,024 | 0.2% | -1% | — |
| 74 |  $GEV | GE Vernova Inc. | $251,420 | 0.2% | NEW | 81.1 |
| 75 |  $EQIX | EQUINIX INC | $239,993 | 0.2% | -22% | 59 |
| 76 |  $INTC | INTEL CORP | $231,224 | 0.2% | NEW | 45.6 |
| 77 |  $NFLX | NETFLIX INC | $225,702 | 0.2% | +1% | 78.8 |
| 78 |  $CB | Chubb Ltd | $224,888 | 0.2% | -36% | — |
| 79 |  $CRDO | Credo Technology Group Holding Ltd | $220,280 | 0.2% | NEW | 55.1 |
| 80 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $218,949 | 0.2% | -21% | 58.1 |
| 81 |  $RDN | RADIAN GROUP INC | $216,075 | 0.2% | NEW | 65.4 |
| 82 |  $JHG | Janus Henderson Group Ltd. | $213,722 | 0.2% | +0% | — |
| 83 |  $IDCC | InterDigital, Inc. | $210,932 | 0.1% | -0% | 65 |
| 84 |  $MMM | 3M CO | $210,159 | 0.1% | NEW | 64.9 |
| 85 |  $MSCI | MSCI Inc. | $210,015 | 0.1% | -1% | 75.7 |
| 86 | — | ISHARES TR - ESG AWARE MSCI | $205,431 | 0.1% | -14% | — |
| 87 |  $SOBO | South Bow Corp | $81,011 | 0.1% | -18% | — |
| 88 |  $LYG | Lloyds Banking Group plc | $80,279 | 0.1% | NEW | — |
New Positions (14)
$THG HANOVER INSURANCE GROUP, INC.$548,427$FTDR Frontdoor, Inc.$407,580$VEEV VEEVA SYSTEMS INC$330,094$FSLR FIRST SOLAR, INC.$317,193$AFL AFLAC INC$290,258$INGR Ingredion Inc$281,383$VZ VERIZON COMMUNICATIONS INC$261,238$WSC WillScot Holdings Corp$259,625$GEV GE Vernova Inc.$251,420$INTC INTEL CORP$231,224$CRDO Credo Technology Group Holding Ltd$220,280$RDN RADIAN GROUP INC$216,075$MMM 3M CO$210,159$LYG Lloyds Banking Group plc$80,279Exited Positions (32)
$NWG NatWest Group plc
$BMY BRISTOL MYERS SQUIBB CO
$GOLF Acushnet Holdings Corp.
$HST HOST HOTELS & RESORTS, INC.
$LPLA LPL Financial Holdings Inc.
$FCNCA FIRST CITIZENS BANCSHARES INC /DE/
$MTD METTLER TOLEDO INTERNATIONAL INC/
$RGA REINSURANCE GROUP OF AMERICA INC
$TD TORONTO DOMINION BANK
$SYF Synchrony Financial
$SUI SUN COMMUNITIES INC
$HSBC HSBC HOLDINGS PLC
$GDS GDS Holdings Ltd
$PGR PROGRESSIVE CORP/OH/Browse Top Institutional Investors
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