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CIK: 0001824539
Total reported value
$136.8M
$136.8M
89 檔
36.9%
According to the latest 13F quarterly dataset, Impact Investors, Inc managed an equity portfolio of $136.8M at the end of Q1 2025, spanning 89 distinct U.S. exchange-listed positions.
During Q1 2025, Impact Investors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 13.19% | -1.07% | +25.27% | |
| 2 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 7.90% | +1.63% | -2.66% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 7.35% | -1.48% | +0.30% | |
| 4 | AGZ | Ishares Agency Bond ETF | ETF-Other | 5.51% | -0.23% | -52.62% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.30% | +0.47% | +5.58% | |
| 6 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 5.26% | -0.39% | +41.13% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.54% | -0.27% | — | |
| 8 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.63% | -0.22% | -6.26% | |
| 9 | MID | American Century Mid Cap Gro | ETF-Other | 2.32% | +0.36% | +9.48% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.01% | -0.15% | +360.25% | |
| 11 | ANET | Arista Networks Inc | Stock-Tech | 1.67% | +0.43% | -1.27% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.66% | -0.45% | +0.67% | |
| 13 | PWZ | Invesco California Amt-free | ETF-Other | 1.65% | -0.15% | -9.60% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | -0.28% | -2.21% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | +0.16% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.33% | -0.26% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.26% | -2.12% | |
| 18 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.18% | -0.12% | -2.34% | |
| 19 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.14% | -0.11% | -4.74% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.08% | -0.06% | -1.47% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.14% | -1.90% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.24% | -2.06% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 1.01% | +0.33% | +0.02% | |
| 24 | EA | Electronic Arts Inc | Stock-Comm Services | 0.99% | +0.01% | -1.36% | |
| 25 | RGA | Reinsurance Group Of America | Stock-Financials | 0.98% | -0.20% | EXIT | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.97% | -0.08% | -2.13% | |
| 27 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.95% | -0.20% | EXIT | |
| 28 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.92% | +0.07% | -0.01% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.89% | -0.17% | EXIT | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.02% | -4.06% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.78% | -0.22% | -2.09% | |
| 32 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.77% | -0.15% | EXIT | |
| 33 | PNR | Pentair plc | Stock-Industrials | 0.72% | -0.14% | -2.61% | |
| 34 | IOT | Samsara Inc-cl A | Stock-Tech | 0.70% | -0.02% | -2.70% | |
| 35 | ✓ | Stock-Other | 0.66% | — | -8.78% | ||
| 36 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.65% | -0.22% | EXIT | |
| 37 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.63% | — | -2.23% | |
| 38 | IMAX | Imax CORP | Stock-Other | 0.61% | +0.02% | -0.60% | |
| 39 | VITL | Vital Farms Inc | Stock-Other | 0.60% | +0.13% | +2.66% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.10% | -1.17% | |
| 41 | AON | Aon plc | Stock-Financials | 0.54% | — | +16.41% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.53% | -0.16% | EXIT | |
| 43 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.52% | — | -1.20% | |
| 44 | AZO | Autozone Inc | Stock-Consumer Disc | 0.51% | -0.08% | — | |
| 45 | CI | THE Cigna Group | Stock-Healthcare | 0.51% | -0.15% | EXIT | |
| 46 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.48% | -0.03% | — | |
| 47 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.47% | — | +4.70% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.09% | -1.88% | |
| 49 | DV | Doubleverify Holdings Inc | Stock-Other | 0.45% | -0.10% | EXIT | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.45% | -0.02% | +19.30% |
According to official SEC Form 13F filings, Impact Investors, Inc reported a total U.S. public equity portfolio value of $136.8M across 89 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTL, NULG, IAU) accounted for 36.9% of total reported equity market value during Q1 2025.
During Q1 2025, Impact Investors, Inc's top holdings by market value included SPTL (13.2%)、NULG (7.9%)、IAU (7.3%). The largest single position, SPTL, represented 13.2% of total portfolio value.
In Q1 2025, 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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