13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001824539
Total reported value
$136.8M
$136.8M
103 檔
35.5%
As reported in its official Q3 2025 Form 13F filing, Impact Investors, Inc's tracked investment portfolio stood at $136.8M with 103 total positions.
Impact Investors, Inc executed strategic sector rebalancing during Q3 2025, establishing 22 new positions while fully exiting 8 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 7.30% | -1.07% | -40.24% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 7.19% | -1.48% | -5.24% | |
| 3 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 6.41% | +1.63% | -23.30% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 6.09% | +0.47% | +17.21% | |
| 5 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 4.98% | +1.42% | — | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-Other | 3.47% | +0.93% | — | |
| 7 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.91% | -0.39% | -41.92% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.14% | +55.44% | |
| 9 | AGZ | Ishares Agency Bond ETF | ETF-Other | 2.64% | -0.23% | -30.65% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 2.58% | +0.43% | -2.19% | |
| 11 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.47% | -0.22% | +7.56% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.06% | -0.27% | -40.95% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.05% | -0.45% | -2.96% | |
| 14 | MID | American Century Mid Cap Gro | ETF-Other | 1.81% | +0.36% | -5.71% | |
| 15 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.72% | -0.11% | -6.25% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | +0.16% | +6.09% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.02% | +28.46% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.64% | -0.15% | -19.35% | |
| 19 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 1.61% | -1.18% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.54% | -0.28% | +30.55% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.33% | +5.19% | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 1.39% | +0.33% | -0.02% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.32% | +0.24% | +2.41% | |
| 24 | EA | Electronic Arts Inc | Stock-Comm Services | 1.22% | +0.01% | -1.58% | |
| 25 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.13% | -0.06% | -1.19% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.26% | -1.02% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.03% | +0.36% | — | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.91% | -0.08% | -3.34% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.85% | +0.37% | — | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.81% | -0.12% | -18.61% | |
| 31 | VITL | Vital Farms Inc | Stock-Other | 0.80% | +0.13% | +0.70% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | +0.14% | — | |
| 33 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.75% | +0.07% | — | |
| 34 | PNR | Pentair plc | Stock-Industrials | 0.73% | -0.14% | -4.83% | |
| 35 | PWZ | Invesco California Amt-free | ETF-Other | 0.68% | -0.15% | -46.75% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.09% | +6.34% | |
| 37 | IMAX | Imax CORP | Stock-Other | 0.65% | +0.02% | +0.85% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.62% | -0.17% | EXIT | |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.61% | +0.14% | — | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.22% | -14.41% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.59% | +0.25% | +6.16% | |
| 42 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.58% | -0.20% | EXIT | |
| 43 | RGA | Reinsurance Group Of America | Stock-Financials | 0.58% | -0.20% | EXIT | |
| 44 | IOT | Samsara Inc-cl A | Stock-Tech | 0.56% | -0.02% | -12.91% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.43% | +4.59% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.49% | -0.08% | — | |
| 47 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.46% | — | -2.81% | |
| 48 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.46% | — | -12.77% | |
| 49 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.45% | +0.11% | -10.48% | |
| 50 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.44% | -0.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +55.44% | Add |
| 2 | ANET | Arista Networks Inc | +0.9% | -2.19% | Trim |
| 3 | AVGO | Broadcom Inc | +0.9% | +28.46% | Add |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | +0.8% | +17.21% | Add |
| 5 | HIMS | Hims & Hers Health Inc | +0.6% | -6.25% | Trim |
| 6 | DSI | Ishares Esg Msci Kld 400 ETF | +0.4% | -2.96% | Add |
| 7 | PWR | Quanta Services Inc | +0.4% | -0.02% | Trim |
| 8 | MSFT | Microsoft CORP | +0.3% | +6.09% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +2.41% | Trim |
| 10 | EA | Electronic Arts Inc | +0.2% | -1.58% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.34% | Add |
| 12 | VITL | Vital Farms Inc | +0.2% | +0.70% | Add |
| 13 | ASML | ASML Holding N.V. | +0.2% | +6.16% | Add |
| 14 | ORCL | Oracle CORP | +0.2% | +25.64% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +4.59% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +17.08% | Add |
| 17 | V | Visa Inc-class A Shares | +0.1% | +30.55% | Add |
| 18 | MELI | Mercadolibre Inc | +0.1% | +15.65% | Add |
| 19 | SYF | Synchrony Financial | +0.1% | +14.31% | Add |
| 20 | KLAC | Kla CORP | +0.1% | — | Trim |
| 21 | WSM | Williams-sonoma Inc | +0.1% | -1.19% | Trim |
| 22 | IMAX | Imax CORP | 0% | +0.85% | Add |
| 23 | AAPL | Apple Inc | 0% | +5.19% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +14.53% | Add |
| 25 | INTU | Intuit Inc | 0% | +2.43% | Add |
| 26 | PNR | Pentair plc | 0% | -4.83% | Trim |
| 27 | TT | Trane Technologies plc | 0% | +0.13% | Trim |
| 28 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 29 | BRLT | Brilliant Earth Group Inc-a | 0% | -5.16% | Add |
| 30 | USB | US Bancorp | — | -0.59% | Trim |
| 31 | GLD | Spdr Gold Shares | — | -0.91% | Trim |
| 32 | XLRE | Ss Real Estate Select Sector | 0% | +11.31% | Add |
| 33 | ADBE | Adobe Inc | 0% | +19.16% | Add |
| 34 | AZO | Autozone Inc | 0% | — | Trim |
| 35 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | -2.13% | Trim |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | — | Unchanged |
| 37 | TDOC | Teladoc Health Inc | 0% | -30.30% | Trim |
| 38 | HUBS | Hubspot Inc | 0% | +13.85% | Add |
| 39 | AMD | Advanced Micro Devices | 0% | — | Trim |
| 40 | NOW | Servicenow Inc | -0.1% | -3.34% | Trim |
| 41 | DECK | Deckers Outdoor CORP | -0.1% | -2.81% | Add |
| 42 | TMUS | T-mobile US Inc | -0.1% | +0.09% | Trim |
| 43 | DV | Doubleverify Holdings Inc | -0.1% | -3.10% | Add |
| 44 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 45 | MTD | Mettler-toledo International | -0.1% | -23.96% | Trim |
| 46 | LPLA | Lpl Financial Holdings Inc | -0.1% | -10.97% | Trim |
| 47 | DRI | Darden Restaurants Inc | -0.1% | — | Unchanged |
| 48 | INGR | Ingredion Inc | -0.1% | -3.57% | Trim |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -34.60% | Add |
| 50 | SPGI | S&p Global Inc | -0.1% | -22.66% | Trim |
According to official SEC Form 13F filings, Impact Investors, Inc reported a total U.S. public equity portfolio value of $136.8M across 103 disclosed positions in Q3 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including SPTL, IAU, NULG) accounted for 35.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
BGRN
市值: $7.6M
Top Position Liquidated / Trimmed
前期市值: $849.3K
During Q3 2025, Impact Investors, Inc's top holdings by market value included SPTL (7.3%)、IAU (7.2%)、NULG (6.4%). The largest single position, SPTL, represented 7.3% of total portfolio value.
In Q3 2025, Impact Investors, Inc made 107 total portfolio adjustments, initiating 22 new buys, adding to 29 positions, trimming 48 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.