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
93 檔
37.9%
The Q4 2025 SEC filing reveals that Impact Investors, Inc held a total portfolio value of $136.8M, covering 93 public equity positions.
In Q4 2025, Impact Investors, Inc adopted a defensive or profit-taking posture, trimming 59 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPTL, ESGD, IAU) accounted for 37.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 8.67% | -1.07% | +14.81% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 7.93% | +0.47% | +20.99% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 7.88% | -1.48% | -6.68% | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 6.43% | +1.63% | -3.05% | |
| 5 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 5.08% | +1.42% | -2.75% | |
| 6 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 3.69% | -0.39% | +20.99% | |
| 7 | UBND | Victoryshares Core Plus Bond | ETF-Other | 3.64% | +0.93% | -0.02% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.86% | -0.27% | +32.17% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.50% | -0.15% | +44.55% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 2.38% | +0.43% | -2.53% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.30% | -0.45% | +3.98% | |
| 12 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.21% | -0.22% | -5.66% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.14% | -28.43% | |
| 14 | MID | American Century Mid Cap Gro | ETF-Other | 1.97% | +0.36% | +5.19% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.33% | +10.90% | |
| 16 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 1.69% | -1.18% | -0.11% | |
| 17 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.49% | -0.23% | -46.39% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.47% | +0.33% | -1.38% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.16% | -15.17% | |
| 20 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.36% | +0.37% | +48.59% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.33% | +0.24% | -12.26% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.02% | -30.20% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | -0.28% | -31.25% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.14% | +0.36% | +4.37% | |
| 25 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.06% | -0.06% | -2.52% | |
| 26 | EA | Electronic Arts Inc | Stock-Comm Services | 0.99% | +0.01% | -23.50% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.09% | +1.29% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.26% | -23.59% | |
| 29 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.87% | -0.11% | -16.37% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.80% | -0.12% | -5.89% | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.79% | +0.07% | — | |
| 32 | IMAX | Imax CORP | Stock-Other | 0.76% | +0.02% | -1.48% | |
| 33 | PWZ | Invesco California Amt-free | ETF-Other | 0.75% | -0.15% | +3.83% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.75% | -0.08% | +369.26% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.67% | +0.25% | -3.55% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.66% | +0.43% | -6.07% | |
| 37 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.65% | -0.20% | EXIT | |
| 38 | CMF | Ishares California Muni Bond | ETF-Other | 0.64% | +0.14% | +0.02% | |
| 39 | RGA | Reinsurance Group Of America | Stock-Financials | 0.58% | -0.20% | EXIT | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.58% | -0.17% | EXIT | |
| 41 | PNR | Pentair plc | Stock-Industrials | 0.57% | -0.14% | -21.02% | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.52% | -0.02% | +16.91% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.52% | -0.22% | -17.35% | |
| 44 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.48% | +0.11% | -0.80% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | +0.14% | -46.95% | |
| 46 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.44% | -0.15% | EXIT | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | +0.02% | +7.14% | |
| 48 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.40% | -0.22% | EXIT | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.38% | -0.10% | -1.31% | |
| 50 | AZO | Autozone Inc | Stock-Consumer Disc | 0.38% | -0.08% | -5.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | +1.8% | +20.99% | Add |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +1.4% | +14.81% | Add |
| 3 | VGSH | Vanguard Short-term Treasury | +0.9% | +44.55% | Add |
| 4 | VGIT | Vanguard Intermediate-term T | +0.8% | +32.17% | Add |
| 5 | SUSB | Ishares Esg Aware 1-5 Year U | +0.8% | +20.99% | Add |
| 6 | IAU | Ishares Gold Trust | +0.7% | -6.68% | Trim |
| 7 | ESGE | Ishares Inc Ishares Esg Awar | +0.5% | +48.59% | Add |
| 8 | AAPL | Apple Inc | +0.4% | +10.90% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.29% | Add |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | +0.3% | +3.98% | Add |
| 11 | UBND | Victoryshares Core Plus Bond | +0.2% | -0.02% | Trim |
| 12 | MID | American Century Mid Cap Gro | +0.2% | +5.19% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | -6.07% | Trim |
| 14 | IMAX | Imax CORP | +0.1% | -1.48% | Trim |
| 15 | JMUB | Jpmorgan Municipal ETF | +0.1% | +4.37% | Add |
| 16 | BGRN | Ishares Usd Green Bond ETF | +0.1% | -2.75% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.12% | Trim |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -1.31% | Trim |
| 19 | XLRE | Ss Real Estate Select Sector | +0.1% | +16.91% | Add |
| 20 | ASML | ASML Holding N.V. | +0.1% | -3.55% | Trim |
| 21 | HYXF | Ishares Esg Adv High Yield | +0.1% | -0.11% | Trim |
| 22 | PWR | Quanta Services Inc | +0.1% | -1.38% | Trim |
| 23 | AMD | Advanced Micro Devices | +0.1% | +2.53% | Add |
| 24 | PWZ | Invesco California Amt-free | +0.1% | +3.83% | Add |
| 25 | FCNCA | First Citizens Bcshs -cl A | +0.1% | -12.10% | Trim |
| 26 | MDB | Mongodb Inc | +0.1% | -6.97% | Trim |
| 27 | MUB | Ishares National Muni Bond E | +0.1% | +7.14% | Add |
| 28 | KLAC | Kla CORP | 0% | — | Unchanged |
| 29 | INCY | Incyte CORP | 0% | +0.92% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | -0.04% | Trim |
| 31 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 32 | CTRE | Caretrust Reit Inc | 0% | +12.91% | Add |
| 33 | USB | US Bancorp | 0% | — | Unchanged |
| 34 | CSCO | Cisco Systems Inc | 0% | +3.40% | Add |
| 35 | LPLA | Lpl Financial Holdings Inc | 0% | -2.33% | Trim |
| 36 | ETHO | Amplify Etho Climate Leaders | 0% | -0.80% | Trim |
| 37 | CMF | Ishares California Muni Bond | 0% | +0.02% | Add |
| 38 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | -3.05% | Trim |
| 39 | GLD | Spdr Gold Shares | 0% | -5.13% | Trim |
| 40 | SPGI | S&p Global Inc | 0% | -1.39% | Trim |
| 41 | PUK | Prudential Plc-adr | 0% | -4.14% | Trim |
| 42 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | +0.90% | Add |
| 43 | GRNB | Vaneck Green Bond ETF | 0% | +0.17% | Add |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 0% | -12.26% | Trim |
| 45 | INTU | Intuit Inc | 0% | -0.53% | Trim |
| 46 | DRI | Darden Restaurants Inc | 0% | — | Unchanged |
| 47 | ELV | Elevance Health Inc | 0% | -10.11% | Trim |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | — | Unchanged |
| 49 | MMM | 3m Co | 0% | +0.31% | Add |
| 50 | QCOM | Qualcomm Inc | 0% | -2.22% | Trim |
According to official SEC Form 13F filings, Impact Investors, Inc reported a total U.S. public equity portfolio value of $136.8M across 93 disclosed positions in Q4 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.
Top Position Liquidated / Trimmed
DECK
前期市值: $705.2K
During Q4 2025, Impact Investors, Inc's top holdings by market value included SPTL (8.7%)、ESGD (7.9%)、IAU (7.9%). The largest single position, SPTL, represented 8.7% of total portfolio value.
In Q4 2025, Impact Investors, Inc made 94 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 59 holdings, and fully liquidating 10 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.