Impact Investors, Inc — 13F Holdings & Portfolio
CIK 1824539 · latest 13F-HR filed 2026-04-29
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.
Loading holdings…
AUM
$144.0M
Long-equity book
Holdings
174
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+25 / −12 / ↑22 / ↓38
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$1.1M +8.9%
- VANGUARD SCOTTSDALE FDS$903.0K +21.9%
- VANGUARD SCOTTSDALE FDS$869.8K +24.1%
- ISHARES TR$749.8K +14.1%
- ISHARES TR$730.8K +10.0%
Top Trims
- ISHARES TR-$1.2M -58.0%
- ELECTRONIC ARTS INC-$875.8K -61.2%
- AMERIPRISE FINL INC-$710.9K -61.3%
- FIRST CTZNS BANCSHARES INC D-$641.7K -68.6%
- SERVICENOW INC-$625.2K -57.9%
New Positions
- NATWEST GROUP PLC$493.9K
- BRISTOL-MYERS SQUIBB CO$448.0K
- CHUBB LTD SWITZ$335.1K
- ACUSHNET HLDGS CORP$333.7K
- DARLING INGREDIENTS INC$303.7K
Exited Positions
- THOMSON REUTERS CORP$482.5K
- MONGODB INC$341.7K
- GENERAL MLS INC$260.8K
- FORTINET INC$252.8K
- AON PLC$246.2K
All Holdings
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 | $13.5M | 9.38% | 513,560 | SH |
| 2 | ISHARES TR | ESGD | 46435G516 | $11.2M | 7.80% | 117,401 | SH |
| 3 | ISHARES GOLD TR | IAU | 464285204 | $11.1M | 7.69% | 125,652 | SH |
| 4 | NUSHARES ETF TR | NULG | 67092P201 | $9.0M | 6.24% | 98,801 | SH |
| 5 | ISHARES TR | BGRN | 46435U440 | $8.1M | 5.59% | 169,667 | SH |
| 6 | ISHARES TR | SUSB | 46435G243 | $6.0M | 4.18% | 239,997 | SH |
| 7 | VICTORY PORTFOLIOS II | UBND | 92647X863 | $5.6M | 3.90% | 258,046 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $5.0M | 3.44% | 83,216 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $4.4M | 3.09% | 75,917 | SH |
| 10 | ABRDN ETFS | BCD | 003261203 | $3.7M | 2.55% | 102,633 | SH |
| 11 | ISHARES TR | DSI | 464288570 | $3.4M | 2.38% | 28,304 | SH |
| 12 | AMERICAN CENTY ETF TR | MID | 025072760 | $3.0M | 2.08% | 49,020 | SH |
| 13 | ARISTA NETWORKS INC | ANET | 040413205 | $2.9M | 2.00% | 23,401 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 1.94% | 16,007 | SH |
| 15 | QUANTA SVCS INC | PWR | 74762E102 | $2.7M | 1.90% | 4,974 | SH |
| 16 | ISHARES TR | HYXF | 46435G441 | $2.5M | 1.76% | 54,651 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $2.5M | 1.76% | 9,963 | SH |
| 18 | ISHARES INC | ESGE | 46434G863 | $2.4M | 1.64% | 52,012 | SH |
| 19 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.2M | 1.50% | 6,371 | SH |
| 20 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $1.6M | 1.09% | 31,405 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 1.06% | 4,126 | SH |
| 22 | VISA INC | V | 92826C839 | $1.4M | 0.96% | 4,557 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.83% | 3,877 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $1.2M | 0.81% | 5,632 | SH |
| 25 | YUM BRANDS INC | YUM | 988498101 | $1.2M | 0.81% | 7,500 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $1.1M | 0.80% | 3,996 | SH |
| 27 | ISHARES TR | CMF | 464288356 | $1.1M | 0.79% | 20,065 | SH |
| 28 | WILLIAMS SONOMA INC | WSM | 969904101 | $1.1M | 0.78% | 6,145 | SH |
| 29 | INVESCO EXCH TRADED FD TR II | PWZ | 46138E206 | $1.1M | 0.75% | 45,400 | SH |
| 30 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.1M | 0.74% | 2,129 | SH |
| 31 | ASML HLDG NV | ASML | N07059210 | $949.7K | 0.66% | 719 | SH |
| 32 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $940.3K | 0.65% | 23,029 | SH |
| 33 | IMAX CORP | IMAX | 45245E109 | $937.1K | 0.65% | 24,653 | SH |
| 34 | ISHARES TR | AGZ | 464288166 | $901.5K | 0.63% | 8,217 | SH |
| 35 | APPLIED MATLS INC | AMAT | 038222105 | $899.6K | 0.62% | 2,632 | SH |
| 36 | WASTE MGMT INC DEL | WM | 94106L109 | $776.7K | 0.54% | 3,380 | SH |
| 37 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $753.4K | 0.52% | 36,290 | SH |
| 38 | AMPLIFY ETF TR | ETHO | 032108557 | $689.3K | 0.48% | 10,432 | SH |
| 39 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $654.8K | 0.45% | 774 | SH |
| 40 | PENTAIR PLC | PNR | G7S00T104 | $557.5K | 0.39% | 6,400 | SH |
| 41 | ELECTRONIC ARTS INC | EA | 285512109 | $556.0K | 0.39% | 2,727 | SH |
| 42 | AUTOZONE INC | AZO | 053332102 | $543.8K | 0.38% | 161 | SH |
| 43 | ISHARES TR | MUB | 464288414 | $528.4K | 0.37% | 4,978 | SH |
| 44 | NATWEST GROUP PLC | NWG | 639057207 | $493.0K | 0.34% | 33,088 | SH |
| 45 | KLA CORP | KLAC | 482480100 | $484.4K | 0.34% | 329 | SH |
| 46 | ALPHABET INC | GOOG | 02079K107 | $480.2K | 0.33% | 1,674 | SH |
| 47 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $458.7K | 0.32% | 995 | SH |
| 48 | SERVICENOW INC | NOW | 81762P102 | $454.2K | 0.32% | 4,344 | SH |
| 49 | AMERIPRISE FINL INC | AMP | 03076C106 | $449.3K | 0.31% | 1,011 | SH |
| 50 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $448.0K | 0.31% | 7,386 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $144.0M | 174 | 0001824539-26-000002 |
| 2025-12-31 | 2026-01-21 | $144.2M | 155 | 0001824539-26-000001 |