Impact Investors, Inc
Sector Allocation
- Other58.5%$80.0M
- Technology18.6%$25.4M
- Financials13.3%$18.2M
- Industrials3.5%$4.7M
- Consumer Discretionary3.3%$4.6M
- Consumer Staples0.9%$1.2M
- Healthcare0.8%$1.1M
- Real Estate0.4%$579,780
- Communication Services0.4%$486,940
- Utilities0.3%$440,034
AUM History
13fpro.ai/research/fund/impact-investors-inc-1824539
Conviction and streaks
Stable · top 10 = 55.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$11.5M
- ISHARES$11.4M
- NUSHARES$10.8M
- ISHARES$9.6M
IAU
$8.5M- VICTORY$6.6M
- ISHARES$5.2M
- VANGUARD$4.4M
- VANGUARD$4.1M
- AMERICAN$3.4M
ANET
$3.3M- ABRDN$3.2M
PWR
$3.1MAAPL
$3.0MNVDA
$2.9MMUFG
$2.8M- ISHARES$2.6M
TSM
$2.4M- J$2.0M
MSFT
$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/impact-investors-inc-1824539
Impact Investors, Inc 13F holdings — Q2 2026
$136.8M portfolio (-5.0% QoQ) · 88 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
- 1
SPDR SERIES TRUST - ST LON TREAS ETF
$11.5M
8.4% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - ESG AW MSCI EAFE
$11.4M
8.3% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
NUSHARES ETF TR - NUVEEN ESG LRGCP
$10.8M
7.9% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - USD GRN BOND ETF
$9.6M
7.0% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— $8.5M
6.3% of stocks
-10%This quarter-1.0%Since filed7+ qtrsHeld- 6
VICTORY PORTFOLIOS II - CORE PLUS BD ETF
$6.6M
4.8% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - ESG AWRE 1 5 YR
$5.2M
3.8% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$4.4M
3.2% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$4.1M
3.0% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTY ETF TR - MID CAP GRW IMP
$3.4M
2.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $8.5M | 6.3% | -10% | -1.0% | 7+ qtrsTrimmed 5 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 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% | — | — | — | — |
All holdings — Impact Investors, Inc (Q2 2026)
88 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Arista Networks, Inc. | Technology | $3.3M | 2.4% | 20K | -16% | 7+ qtrsTrimmed 4 qtrs in a row | 81.5 | 13F | |
| 12 | — | ABRDN ETFS - BBRG ALL COMMDY | — | $3.2M | 2.3% | 94K | -9% | — | — | 13F |
| 13 | QUANTA SERVICES, INC. | Industrials | $3.1M | 2.2% | 4,236 | -15% | 7+ qtrs | 72.0 | 13F | |
| 14 | Apple Inc. | Technology | $3.0M | 2.2% | 10K | -2% | 7+ qtrs | 75.7 | 13F | |
| 15 | NVIDIA CORP | Technology | $2.9M | 2.1% | 14K | -11% | 7+ qtrs | 86.0 | 13F | |
| 16 | MITSUBISHI UFJ FINANCIAL GROUP INCetf/fund | Financials | $2.8M | 2.0% | 51K | -4% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - ESG MSCI KLD ETFetf/fund | — | $2.6M | 1.9% | 19K | -34% | — | — | 13F |
| 18 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $2.4M | 1.7% | 4,987 | -22% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $2.0M | 1.4% | 39K | +24% | — | — | 13F |
| 20 | MICROSOFT CORP | Technology | $1.7M | 1.2% | 4,549 | +9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | APPLIED MATERIALS INC /DE | Technology | $1.5M | 1.1% | 2,012 | -24% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $1.3M | 0.9% | 3,627 | -16% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - CALIF MUN BD ETFetf/fund | — | $1.3M | 0.9% | 22K | +10% | — | — | 13F |
| 24 | ASML HOLDING NV | Technology | $1.2M | 0.9% | 624 | -13% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Broadcom Inc. | Technology | $1.2M | 0.9% | 3,230 | -20% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.2M | 0.9% | 7,500 | — | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.2M | 0.8% | 4,850 | -15% | |||
| 28 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $990K | 0.7% | 4,247 | -31% | |||
| 29 | $V | VISA INC. | Financials | $940K | 0.7% | 2,741 | -41% | |||
| 30 | $IMAX | IMAX CORP | Technology | $914K | 0.7% | 23K | -7% | |||
| 31 | $STT | STATE STREET CORP | Financials | $876K | 0.6% | 20K | -14% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $816K | 0.6% | 33K | -27% | |||
| 33 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $807K | 0.6% | 1,389 | -17% | |||
| 34 | — | AMPLIFY ETF TR - ETHO CLI LEA ETF | — | $806K | 0.6% | 9,997 | -4% | |||
| 35 | $GS | GOLDMAN SACHS GROUP INC | Financials | $801K | 0.6% | 792 | +2% | |||
| 36 | — | ISHARES TR - ESG ADVNCD HY BD | — | $800K | 0.6% | 17K | -69% | |||
| 37 | $KLAC | KLA CORP | Technology | $787K | 0.6% | 2,610 | +693% | |||
| 38 | $MA | Mastercard Inc | Financials | $697K | 0.5% | 1,356 | -39% | |||
| 39 | $GOOG | Alphabet Inc. | Technology | $592K | 0.4% | 1,675 | -0.5% | |||
| 40 | $HIMS | Hims & Hers Health, Inc. | Healthcare | $557K | 0.4% | 16K | -56% | |||
| 41 | — | ISHARES TR - AGENCY BOND ETF | — | $552K | 0.4% | 5,050 | -39% | |||
| 42 | $EA | ELECTRONIC ARTS INC. | Technology | $551K | 0.4% | 2,688 | -1% | |||
| 43 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $548K | 0.4% | 2,561 | New | |||
| 44 | — | ISHARES TR - NATIONAL MUN ETF | — | $534K | 0.4% | 4,965 | -0.3% | |||
| 45 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $447K | 0.3% | 2,170 | — | |||
| 46 | $WM | WASTE MANAGEMENT INC | Utilities | $440K | 0.3% | 1,974 | -42% | |||
| 47 | $USB | US BANCORP DE | Financials | $432K | 0.3% | 7,153 | +0.9% | |||
| 48 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $428K | 0.3% | 2,246 | — | |||
| 49 | $IESC | IES Holdings, Inc. | Industrials | $421K | 0.3% | 573 | — | |||
| 50 | $AZO | AUTOZONE INC | Consumer Discretionary | $415K | 0.3% | 130 | -19% | |||
| 51 | $FTDR | Frontdoor, Inc. | Industrials | $408K | 0.3% | 5,253 | New | |||
| 52 | $IOT | Samsara Inc. | Technology | $384K | 0.3% | 12K | -13% | |||
| 53 | $VITL | Vital Farms, Inc. | Consumer Staples | $361K | 0.3% | 31K | +128% | |||
| 54 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $360K | 0.3% | 212 | +12% | |||
| 55 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $348K | 0.3% | 6,367 | +30% | |||
| 56 | $TER | TERADYNE, INC | Technology | $341K | 0.3% | 704 | -13% | |||
| 57 | $CTRE | CareTrust REIT, Inc. | Real Estate | $340K | 0.3% | 8,421 | -6% | |||
| 58 | $PNR | PENTAIR plc | Industrials | $339K | 0.3% | 4,425 | -31% | |||
| 59 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $334K | 0.2% | 6,118 | — | |||
| 60 | $VEEV | VEEVA SYSTEMS INC | Technology | $330K | 0.2% | 1,860 | New | |||
| 61 | $CSCO | CISCO SYSTEMS, INC. | Technology | $325K | 0.2% | 2,768 | -24% | |||
| 62 | $NOW | ServiceNow, Inc. | Technology | $325K | 0.2% | 3,274 | -25% | |||
| 63 | $FSLR | FIRST SOLAR, INC. | Technology | $317K | 0.2% | 1,344 | New | |||
| 64 | — | ISHARES TR - ESG SELECT SCRE | — | $309K | 0.2% | 5,929 | -14% | |||
| 65 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $305K | 0.2% | 767 | -23% | |||
| 66 | $TT | Trane Technologies plc | Technology | $305K | 0.2% | 621 | +10% | |||
| 67 | $INTU | INTUIT INC. | Technology | $300K | 0.2% | 1,149 | +37% | |||
| 68 | $AFL | AFLAC INC | Financials | $290K | 0.2% | 2,476 | New | |||
| 69 | $INGR | Ingredion Inc | Consumer Staples | $281K | 0.2% | 2,971 | New | |||
| 70 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $263K | 0.2% | 574 | -43% | |||
| 71 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $261K | 0.2% | 6,170 | New | |||
| 72 | $WSC | WillScot Holdings Corp | Industrials | $260K | 0.2% | 8,996 | New | |||
| 73 | $GLD | SPDR GOLD TRUST | Financials | $256K | 0.2% | 695 | -1.0% | |||
| 74 | $GEV | GE Vernova Inc. | Industrials | $251K | 0.2% | 214 | New | |||
| 75 | $EQIX | EQUINIX INC | Real Estate | $240K | 0.2% | 230 | -22% | |||
| 76 | $INTC | INTEL CORP | Technology | $231K | 0.2% | 1,656 | New | |||
| 77 | $NFLX | NETFLIX INC | Communication Services | $226K | 0.2% | 3,161 | +1.0% | |||
| 78 | $CB | Chubb Ltd | Financials | $225K | 0.2% | 660 | -36% | |||
| 79 | $CRDO | Credo Technology Group Holding Ltd | Technology | $220K | 0.2% | 810 | New | |||
| 80 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $219K | 0.2% | 2,260 | -21% | |||
| 81 | $RDN | RADIAN GROUP INC | Financials | $216K | 0.2% | 5,736 | New | |||
| 82 | $JHG | Janus Henderson Group Ltd. | Financials | $214K | 0.2% | 4,114 | — | |||
| 83 | $IDCC | InterDigital, Inc. | Technology | $211K | 0.1% | 745 | -0.1% | |||
| 84 | $MMM | 3M CO | Healthcare | $210K | 0.1% | 1,298 | New | |||
| 85 | $MSCI | MSCI Inc. | Financials | $210K | 0.1% | 375 | -1% | |||
| 86 | — | ISHARES TR - ESG AWARE MSCI | — | $205K | 0.1% | 3,673 | -14% | |||
| 87 | $SOBO | South Bow Corp | Energy | $81K | 0.1% | 23K | -18% | |||
| 88 | $LYG | Lloyds Banking Group plc | Financials | $80K | 0.1% | 14K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 14 added to, 54 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$THGHANOVER INSURANCE GROUP, INC.$548K
first bought this quarter
$FTDRFrontdoor, Inc.$408K
first bought this quarter
$VEEVVEEVA SYSTEMS INC$330K
first bought this quarter
$FSLRFIRST SOLAR, INC.$317K
first bought this quarter
$AFLAFLAC INC$290K
first bought this quarter
$INGRIngredion Inc$281K
first bought this quarter
+8 more in the Excel export
Added to (14)
- ISHARES TR - USD GRN BOND ETF+19%
now $9.6M
- VICTORY PORTFOLIOS II - CORE PLUS BD ETF+18%
now $6.6M
$KLACKLA CORP+693%
now $787K · held 7+ qtrs
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF+24%
now $2.0M
$VITLVital Farms, Inc.+128%
now $361K · held 7+ qtrs
now $1.7M · held 7+ qtrs
+8 more in the Excel export
Trimmed (54)
- SPDR SERIES TRUST - ST LON TREAS ETF-16%
now $11.5M
- ISHARES TR - ESG ADVNCD HY BD-69%
now $800K
- ISHARES TR - ESG MSCI KLD ETF-34%
now $2.6M
now $8.5M · held 7+ qtrs, 5 trims in a row
- ISHARES TR - ESG AWRE 1 5 YR-14%
now $5.2M
- NUSHARES ETF TR - NUVEEN ESG LRGCP-7%
now $10.8M
+48 more in the Excel export
Holdings by quarter
Every 13F Impact Investors, Inc has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Impact Investors?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Impact Investors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 37% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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