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Impact Investors, Inc — 13F Holdings & Portfolio

CIK 1824539 · latest 13F-HR filed 2026-07-31

Backtest portfolio

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 and exited 32; 30 existing positions rose in reported value and 30 fell.

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.

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AUM
$136.8M

Long-equity book

Holdings
130

Distinct positions

Period
2026-06-30

Filed 2026-07-31

Q/Q Activity
+14 / −32 / ↑30 / ↓30

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPTL8.4% · -16%ESGD8.3% · -6%NULG7.9% · -7%BGRN7.0% · +19%IAU6.2% · -10%UBND4.8% · +18%SUSB3.8% · -14%VGIT3.2% · -12%VGSH3.0% · -9%MID2.5% · -1%ANET2.4% · -16%BCD2.3% · -9%PWR2.2% · -15%AAPL2.2% · -2%NVDA2.1% · -11%ESGE2.0% · -4%DSI1.9% · -34%TSM1.7% · -22%JMUB1.4% · +24%MSFT1.2% · +9%AMAT1.1% · -24%GOOGL0.9% · -16%CMF0.9% · +10%ASML0.9% · -14%AVGO0.9% · -20%YUM0.9% · 0%AMZN0.8% · -15%WSM0.7% · -31%V0.7% · -40%IMAX0.7% · -7%XLRE0.6% · -14%PWZ0.6% · -27%AMD0.6% · -17%ETHO0.6% · -4%GS0.6% · +2%HYXF0.6% · -69%KLAC0.6% · +693%MA0.5% · -39%GOOG0.4% · -0%HIMS0.4% · -56%AGZ0.4% · -38%EA0.4% · -1%THG0.4% · newMUB0.4% · -0%DRI0.3% · 0%WM0.3% · -42%USB0.3% · +1%XLK0.3% · 0%IESC0.3% · 0%AZO0.3% · -19%FTDR0.3% · newIOT0.3% · -13%VITL0.3% · +128%MELI0.3% · +12%DAR0.3% · +30%TER0.2% · -13%CTRE0.2% · -6%PNR0.2% · -31%DBEF0.2% · 0%VEEV0.2% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 5, 2026.

Assets Under Management
$318.2M
Discretionary
$279.8M
Employees
9
Accounts
769
Phone
(888) 463-6861
Website
Mailing Address
7960 SOQUEL DR #264, APTOS, CA, 95003
Name Title / Status Ownership Type
YONSTON, SHANE, GARRET ControlPRINCIPAL ADVISOR AND CCO
since Jul 2015
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since Feb 19, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 23, 2026 filing
  • No longer listedWOODMAN, CATHERINE, LORRAINE · PRINCIPAL ADVISOR · 50–75% · control person · listed since Jan 2017
  • ChangedYONSTON, SHANE, GARRET · ownership 50–75% → 75% or more
Apr 29, 2025 filing
  • ChangedWOODMAN, CATHERINE, LORRAINE · title PRINCIPAL ADVISOR AND CCO → PRINCIPAL ADVISOR
  • ChangedYONSTON, SHANE, GARRET · title PRINCIPAL ADVISOR → PRINCIPAL ADVISOR AND CCO
Mar 30, 2023 filing
  • ChangedWOODMAN, CATHERINE, LORRAINE · title PRINCIPAL ADVISOR → PRINCIPAL ADVISOR AND CCO
  • ChangedYONSTON, SHANE, GARRET · title PRINCIPAL ADVISOR AND CCO → PRINCIPAL ADVISOR
Feb 19, 2020 filing (earliest on record)
  • ListedWOODMAN, CATHERINE, LORRAINE · PRINCIPAL ADVISOR · 50–75% · control person
  • ListedYONSTON, SHANE, GARRET · PRINCIPAL ADVISOR AND CCO · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 30 →

Top Trims

Show all 30 →

New Positions

Show all 14 →

Exited Positions

Show all 32 →

Impact Investors, Inc Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
548 MARKET STREET #82444
SAN FRANCISCO, CA 94104-5401
Phone
(888) 463-6861
Filing Manager
Impact Investors, Inc
SAN FRANCISCO, CA
Signatory
Shane Yonston
Principal