Impact Investors, Inc — 13F Holdings & Portfolio
CIK 1824539 · latest 13F-HR filed 2026-07-31
Impact Investors, Inc manages $136.8M in 13F-reported U.S. long-equity assets across 130 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPTL (8.31%), ESGD (8.26%), NULG (7.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 32, added to 30, and trimmed 30.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SAN FRANCISCO, CA 94104-5401
$136.8M
Long-equity book
130
Distinct positions
2026-06-30
Filed 2026-07-31
+14 / −32 / ↑30 / ↓30
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NUSHARES ETF TR$1.8M +19.7%
- ISHARES TR$1.5M +19.0%
- VICTORY PORTFOLIOS II$987.2K +17.6%
- APPLIED MATLS INC$553.6K +61.4%
- ADVANCED MICRO DEVICES INC$465.6K +136.4%
Top Trims
- ISHARES GOLD TR-$2.6M -23.2%
- SPDR SERIES TRUST-$2.1M -15.7%
- ISHARES TR-$1.7M -68.4%
- ISHARES TR-$840.2K -13.8%
- ISHARES TR-$789.9K -23.0%
New Positions
- HANOVER INS GROUP INC$548.4K
- FRONTDOOR INC$407.6K
- VEEVA SYS INC$330.1K
- FIRST SOLAR INC$317.2K
- AFLAC INC$290.3K
Exited Positions
- NATWEST GROUP PLC$493.9K
- BRISTOL-MYERS SQUIBB CO$448.0K
- VANECK ETF TRUST$380.1K
- ACUSHNET HLDGS CORP$333.7K
- HOST HOTELS & RESORTS INC$322.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPTL | 78464A664 | $11.4M | 8.31% | 433,249 | SH |
| 2 | ISHARES TR | ESGD | 46435G516 | $11.3M | 8.26% | 109,865 | SH |
| 3 | NUSHARES ETF TR | NULG | 67092P201 | $10.8M | 7.86% | 91,863 | SH |
| 4 | ISHARES TR | BGRN | 46435U440 | $9.6M | 7.01% | 201,844 | SH |
| 5 | ISHARES GOLD TR | IAU | 464285204 | $8.5M | 6.21% | 112,534 | SH |
| 6 | VICTORY PORTFOLIOS II | UBND | 92647X863 | $6.6M | 4.83% | 304,138 | SH |
| 7 | ISHARES TR | SUSB | 46435G243 | $5.2M | 3.78% | 207,104 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $4.3M | 3.17% | 73,553 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $4.0M | 2.94% | 69,147 | SH |
| 10 | AMERICAN CENTY ETF TR | MID | 025072760 | $3.3M | 2.44% | 48,509 | SH |
| 11 | ARISTA NETWORKS INC | ANET | 040413205 | $3.3M | 2.43% | 19,537 | SH |
| 12 | ABRDN ETFS | BCD | 003261203 | $3.2M | 2.34% | 93,613 | SH |
| 13 | QUANTA SVCS INC | PWR | 74762E102 | $3.1M | 2.23% | 4,236 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $2.9M | 2.11% | 9,987 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.9M | 2.09% | 14,292 | SH |
| 16 | ISHARES INC | ESGE | 46434G863 | $2.7M | 2.00% | 50,059 | SH |
| 17 | ISHARES TR | DSI | 464288570 | $2.6M | 1.93% | 18,532 | SH |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.4M | 1.74% | 4,982 | SH |
| 19 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $2.0M | 1.45% | 39,040 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $1.7M | 1.23% | 4,528 | SH |
| 21 | APPLIED MATLS INC | AMAT | 038222105 | $1.5M | 1.06% | 2,011 | SH |
| 22 | ISHARES TR | CMF | 464288356 | $1.3M | 0.93% | 22,060 | SH |
| 23 | ASML HLDG NV | ASML | N07059210 | $1.2M | 0.91% | 624 | SH |
| 24 | ALPHABET INC | GOOGL | 02079K305 | $1.2M | 0.90% | 3,450 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.88% | 3,184 | SH |
| 26 | YUM BRANDS INC | YUM | 988498101 | $1.2M | 0.88% | 7,500 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.84% | 4,807 | SH |
| 28 | WILLIAMS SONOMA INC | WSM | 969904101 | $990.0K | 0.72% | 4,247 | SH |
| 29 | VISA INC | V | 92826C839 | $927.4K | 0.68% | 2,703 | SH |
| 30 | IMAX CORP | IMAX | 45245E109 | $914.0K | 0.67% | 22,930 | SH |
| 31 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $868.2K | 0.63% | 19,719 | SH |
| 32 | INVESCO EXCH TRADED FD TR II | PWZ | 46138E206 | $816.0K | 0.60% | 33,293 | SH |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $806.9K | 0.59% | 1,389 | SH |
| 34 | AMPLIFY ETF TR | ETHO | 032108557 | $805.9K | 0.59% | 9,997 | SH |
| 35 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $801.0K | 0.59% | 792 | SH |
| 36 | ISHARES TR | HYXF | 46435G441 | $800.0K | 0.58% | 17,125 | SH |
| 37 | KLA CORP | KLAC | 482480100 | $787.5K | 0.58% | 2,610 | SH |
| 38 | MASTERCARD INCORPORATED | MA | 57636Q104 | $655.4K | 0.48% | 1,276 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $591.5K | 0.43% | 1,674 | SH |
| 40 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $557.3K | 0.41% | 16,074 | SH |
| 41 | ISHARES TR | AGZ | 464288166 | $551.8K | 0.40% | 5,050 | SH |
| 42 | ELECTRONIC ARTS INC | EA | 285512109 | $551.1K | 0.40% | 2,688 | SH |
| 43 | HANOVER INS GROUP INC | THG | 410867105 | $548.4K | 0.40% | 2,561 | SH |
| 44 | ISHARES TR | MUB | 464288414 | $534.3K | 0.39% | 4,965 | SH |
| 45 | DARDEN RESTAURANTS INC | DRI | 237194105 | $447.0K | 0.33% | 2,170 | SH |
| 46 | WASTE MGMT INC DEL | WM | 94106L109 | $440.0K | 0.32% | 1,974 | SH |
| 47 | US BANCORP | USB | 902973304 | $431.9K | 0.32% | 7,151 | SH |
| 48 | IES HOLDINGS INC | IESC | 44951W106 | $421.0K | 0.31% | 573 | SH |
| 49 | AUTOZONE INC | AZO | 053332102 | $415.5K | 0.30% | 130 | SH |
| 50 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $410.0K | 0.30% | 2,152 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-31 | $136.8M | 130 | 0001824539-26-000003 |
| 2026-03-31 | 2026-04-29 | $144.0M | 174 | 0001824539-26-000002 |
| 2025-12-31 | 2026-01-21 | $144.2M | 155 | 0001824539-26-000001 |