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CIK: 0001824539
Total reported value
$136.8M
$136.8M
90 檔
38.8%
As reported in its official Q4 2024 Form 13F filing, Impact Investors, Inc's tracked investment portfolio stood at $136.8M with 90 total positions.
During Q4 2024, Impact Investors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AGZ, SPTL, NULG) accounted for 38.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGZ | Ishares Agency Bond ETF | ETF-Other | 11.44% | -0.23% | — | |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 10.08% | -1.07% | — | |
| 3 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 8.87% | +1.63% | — | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 6.13% | -1.48% | — | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.67% | +0.47% | — | |
| 6 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 3.67% | -0.39% | — | |
| 7 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.57% | -0.22% | — | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 2.40% | +0.43% | — | |
| 9 | MID | American Century Mid Cap Gro | ETF-Other | 2.25% | +0.36% | — | |
| 10 | PWZ | Invesco California Amt-free | ETF-Other | 1.89% | -0.15% | — | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.77% | -0.45% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.33% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | +0.16% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | -0.28% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.14% | — | |
| 16 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.32% | -0.12% | — | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.31% | -0.08% | — | |
| 18 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.28% | -0.06% | — | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.25% | +0.33% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.26% | — | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | +0.24% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.02% | — | |
| 23 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.10% | -0.20% | EXIT | |
| 24 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.08% | -0.15% | EXIT | |
| 25 | RGA | Reinsurance Group Of America | Stock-Financials | 1.08% | -0.20% | EXIT | |
| 26 | EA | Electronic Arts Inc | Stock-Comm Services | 1.01% | +0.01% | — | |
| 27 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.98% | -0.11% | — | |
| 28 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.94% | — | — | |
| 29 | PNR | Pentair plc | Stock-Industrials | 0.84% | -0.14% | — | |
| 30 | IOT | Samsara Inc-cl A | Stock-Tech | 0.82% | -0.02% | — | |
| 31 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.79% | -0.22% | EXIT | |
| 32 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.78% | +0.07% | — | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.77% | -0.17% | EXIT | |
| 34 | ✓ | Stock-Other | 0.73% | — | — | ||
| 35 | VITL | Vital Farms Inc | Stock-Other | 0.72% | +0.13% | — | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.69% | -0.22% | — | |
| 37 | DV | Doubleverify Holdings Inc | Stock-Other | 0.65% | -0.10% | EXIT | |
| 38 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.60% | — | — | |
| 39 | IMAX | Imax CORP | Stock-Other | 0.59% | +0.02% | — | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.59% | -0.10% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.09% | — | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.43% | — | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.46% | -0.03% | — | |
| 44 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.45% | — | — | |
| 45 | INCY | Incyte CORP | Stock-Healthcare | 0.45% | -0.15% | EXIT | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.44% | -0.16% | EXIT | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.43% | -0.15% | — | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.43% | -0.08% | — | |
| 49 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.43% | +0.11% | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | — | — |
According to official SEC Form 13F filings, Impact Investors, Inc reported a total U.S. public equity portfolio value of $136.8M across 90 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Impact Investors, Inc's top holdings by market value included AGZ (11.4%)、SPTL (10.1%)、NULG (8.9%). The largest single position, AGZ, represented 11.4% of total portfolio value.
In Q4 2024, Impact Investors, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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