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CIK: 0001824539
Total reported value
$136.8M
$136.8M
91 檔
40.4%
At the close of Q2 2025, Impact Investors, Inc disclosed equity holdings valued at approximately $136.8M, spread across 91 reported holdings.
During Q2 2025, 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 SPTL, NULG, IAU) accounted for 40.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 12.93% | -1.07% | +10.72% | |
| 2 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 8.47% | +1.63% | -1.64% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 6.98% | -1.48% | -1.18% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.35% | +0.47% | +1.74% | |
| 5 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 5.34% | -0.39% | +11.04% | |
| 6 | AGZ | Ishares Agency Bond ETF | ETF-Other | 4.06% | -0.23% | -19.02% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.72% | -0.27% | +15.00% | |
| 8 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.38% | -0.22% | +2.39% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.19% | -0.15% | +19.45% | |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.09% | -0.45% | +22.31% | |
| 11 | MID | American Century Mid Cap Gro | ETF-Other | 2.05% | +0.36% | -16.52% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.99% | +0.43% | -0.66% | |
| 13 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.73% | -0.11% | -0.86% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.16% | +0.21% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.14% | +10.97% | |
| 16 | PWR | Quanta Services Inc | Stock-Industrials | 1.36% | +0.33% | -0.12% | |
| 17 | PWZ | Invesco California Amt-free | ETF-Other | 1.34% | -0.15% | -8.58% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | -0.28% | -1.90% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.26% | -0.07% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.17% | -0.12% | -1.15% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.33% | +0.55% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.02% | -0.64% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.08% | -0.45% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.12% | +0.24% | -11.02% | |
| 25 | EA | Electronic Arts Inc | Stock-Comm Services | 1.05% | +0.01% | +5.82% | |
| 26 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.03% | -0.06% | +1.15% | |
| 27 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.97% | -0.20% | EXIT | |
| 28 | PGR | Progressive CORP | Stock-Financials | 0.82% | -0.17% | EXIT | |
| 29 | VITL | Vital Farms Inc | Stock-Other | 0.80% | +0.13% | +15.90% | |
| 30 | RGA | Reinsurance Group Of America | Stock-Financials | 0.79% | -0.20% | EXIT | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.79% | +0.07% | — | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.22% | +11.08% | |
| 33 | PNR | Pentair plc | Stock-Industrials | 0.76% | -0.14% | -0.63% | |
| 34 | IOT | Samsara Inc-cl A | Stock-Tech | 0.74% | -0.02% | +12.08% | |
| 35 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.74% | — | +10.63% | |
| 36 | IMAX | Imax CORP | Stock-Other | 0.59% | +0.02% | +0.24% | |
| 37 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.58% | -0.15% | EXIT | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.56% | -0.15% | EXIT | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.10% | -0.07% | |
| 40 | DV | Doubleverify Holdings Inc | Stock-Other | 0.53% | -0.10% | EXIT | |
| 41 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.52% | -0.22% | EXIT | |
| 42 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.52% | — | +20.83% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.25% | +14.66% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.09% | +3.41% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.49% | +0.43% | -3.71% | |
| 46 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.49% | +0.11% | — | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.45% | — | +63.69% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.45% | -0.08% | -0.58% | |
| 49 | ELV | Elevance Health Inc | Stock-Healthcare | 0.45% | -0.16% | EXIT | |
| 50 | AON | Aon plc | Stock-Financials | 0.43% | — | -0.29% |
According to official SEC Form 13F filings, Impact Investors, Inc reported a total U.S. public equity portfolio value of $136.8M across 91 disclosed positions in Q2 2025.
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During Q2 2025, Impact Investors, Inc's top holdings by market value included SPTL (12.9%)、NULG (8.5%)、IAU (7.0%). The largest single position, SPTL, represented 12.9% of total portfolio value.
In Q2 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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