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CIK: 0001824539
Total reported value
$136.8M
$136.8M
106 檔
38.8%
In Q1 2026, Impact Investors, Inc's U.S. equity holdings reached a combined market value of $136.8M, distributed across 106 disclosed stock positions.
Impact Investors, Inc executed strategic sector rebalancing during Q1 2026, establishing 25 new positions while fully exiting 12 holdings and trimming 42 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 9.45% | -1.07% | +9.58% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 7.84% | +0.47% | -1.83% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 7.73% | -1.48% | -9.79% | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 6.28% | +1.63% | +4.79% | |
| 5 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 5.59% | +1.42% | +11.05% | |
| 6 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 4.22% | -0.39% | +14.88% | |
| 7 | UBND | Victoryshares Core Plus Bond | ETF-Other | 3.90% | +0.93% | +8.07% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.49% | -0.27% | +22.69% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.11% | -0.15% | +24.55% | |
| 10 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 2.56% | -0.22% | -0.20% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.39% | -0.45% | +10.23% | |
| 12 | MID | American Century Mid Cap Gro | ETF-Other | 2.10% | +0.36% | +13.52% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 2.00% | +0.43% | -10.45% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.14% | +3.86% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 1.90% | +0.33% | -0.78% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.33% | +13.92% | |
| 17 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 1.76% | -1.18% | +6.01% | |
| 18 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.66% | +0.37% | +18.68% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.50% | +0.24% | +1.51% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.09% | +0.36% | -3.35% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | +0.16% | -1.79% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | -0.28% | -2.46% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.02% | -23.91% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.09% | +1.60% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.03% | +153.85% | |
| 26 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.81% | +0.07% | — | |
| 27 | CMF | Ishares California Muni Bond | ETF-Other | 0.79% | +0.14% | +24.07% | |
| 28 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.78% | -0.06% | -28.25% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.26% | -0.94% | |
| 30 | PWZ | Invesco California Amt-free | ETF-Other | 0.75% | -0.15% | +0.83% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.66% | +0.25% | -19.62% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.66% | -0.02% | +25.59% | |
| 33 | IMAX | Imax CORP | Stock-Other | 0.65% | +0.02% | -16.41% | |
| 34 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.63% | -0.23% | -57.83% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +0.43% | -28.76% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.54% | -0.22% | — | |
| 37 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.52% | -0.11% | -5.97% | |
| 38 | ETHO | Amplify Etho Climate Leaders | ETF-Other | 0.48% | +0.11% | -0.91% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.14% | — | |
| 40 | PNR | Pentair plc | Stock-Industrials | 0.39% | -0.14% | -18.65% | |
| 41 | EA | Electronic Arts Inc | Stock-Comm Services | 0.39% | +0.01% | -61.08% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.38% | -0.08% | -0.62% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | +0.02% | -14.28% | |
| 44 | NWG | Natwest Group PLC -spon Adr | Stock-Financials | 0.34% | -0.34% | EXIT | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.34% | +0.24% | +1.54% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.09% | -0.06% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.32% | -0.10% | +1.74% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.32% | -0.08% | -38.27% | |
| 49 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.31% | -0.12% | -57.27% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.31% | -0.31% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.8% | +9.58% | Add |
| 2 | VGIT | Vanguard Intermediate-term T | +0.6% | +22.69% | Add |
| 3 | VGSH | Vanguard Short-term Treasury | +0.6% | +24.55% | Add |
| 4 | SUSB | Ishares Esg Aware 1-5 Year U | +0.5% | +14.88% | Add |
| 5 | BGRN | Ishares Usd Green Bond ETF | +0.5% | +11.05% | Add |
| 6 | AMZN | Amazon.com Inc | +0.5% | +153.85% | Add |
| 7 | PWR | Quanta Services Inc | +0.4% | -0.78% | Trim |
| 8 | BCD | Abrdn Bloomberg All Commodit | +0.4% | -0.20% | Trim |
| 9 | ESGE | Ishares Inc Ishares Esg Awar | +0.3% | +18.68% | Add |
| 10 | UBND | Victoryshares Core Plus Bond | +0.3% | +8.07% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.51% | Add |
| 12 | CMF | Ishares California Muni Bond | +0.2% | +24.07% | Add |
| 13 | XLRE | Ss Real Estate Select Sector | +0.1% | +25.59% | Add |
| 14 | MID | American Century Mid Cap Gro | +0.1% | +13.52% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +13.92% | Add |
| 16 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | +10.23% | Add |
| 17 | HYXF | Ishares Esg Adv High Yield | +0.1% | +6.01% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +1.54% | Add |
| 19 | CTRE | Caretrust Reit Inc | +0.1% | +28.66% | Add |
| 20 | IESC | Ies Holdings Inc | 0% | — | Unchanged |
| 21 | CSCO | Cisco Systems Inc | 0% | +11.88% | Add |
| 22 | WM | Waste Management Inc | 0% | — | Unchanged |
| 23 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 24 | DRI | Darden Restaurants Inc | 0% | — | Unchanged |
| 25 | CHD | Church & Dwight Co Inc | 0% | -0.56% | Trim |
| 26 | GLD | Spdr Gold Shares | 0% | -2.64% | Trim |
| 27 | MTD | Mettler-toledo International | 0% | +15.31% | Add |
| 28 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | +2.05% | Add |
| 29 | TMUS | T-mobile US Inc | 0% | — | Unchanged |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | — | Unchanged |
| 31 | AMD | Advanced Micro Devices | 0% | +6.27% | Add |
| 32 | USB | US Bancorp | — | — | Unchanged |
| 33 | AZO | Autozone Inc | — | -0.62% | Trim |
| 34 | PWZ | Invesco California Amt-free | — | +0.83% | Add |
| 35 | ETHO | Amplify Etho Climate Leaders | — | -0.91% | Trim |
| 36 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 37 | ASML | ASML Holding N.V. | 0% | -19.62% | Trim |
| 38 | GRNB | Vaneck Green Bond ETF | 0% | — | Unchanged |
| 39 | BRLT | Brilliant Earth Group Inc-a | 0% | -54.81% | Trim |
| 40 | SPGI | S&p Global Inc | 0% | +6.22% | Add |
| 41 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 42 | AMAT | Applied Materials Inc | 0% | -28.76% | Trim |
| 43 | MELI | Mercadolibre Inc | 0% | +2.16% | Add |
| 44 | GOOG | Alphabet Inc-cl C | 0% | -0.06% | Trim |
| 45 | TT | Trane Technologies plc | 0% | -19.20% | Trim |
| 46 | IOT | Samsara Inc-cl A | 0% | -2.49% | Trim |
| 47 | SYF | Synchrony Financial | 0% | -0.18% | Trim |
| 48 | LPLA | Lpl Financial Holdings Inc | 0% | -0.38% | Trim |
| 49 | NVDA | Nvidia CORP | -0.1% | +3.86% | Add |
| 50 | INCY | Incyte CORP | -0.1% | -22.18% | Trim |
According to official SEC Form 13F filings, Impact Investors, Inc reported a total U.S. public equity portfolio value of $136.8M across 106 disclosed positions in Q1 2026.
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, ESGD, IAU) accounted for 38.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
NWG
市值: $493.9K
Top Position Liquidated / Trimmed
TRI4EUR
前期市值: $482.5K
During Q1 2026, Impact Investors, Inc's top holdings by market value included SPTL (9.4%)、ESGD (7.8%)、IAU (7.7%). The largest single position, SPTL, represented 9.4% of total portfolio value.
In Q1 2026, Impact Investors, Inc made 108 total portfolio adjustments, initiating 25 new buys, adding to 29 positions, trimming 42 holdings, and fully liquidating 12 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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