Free Trial

Impact Investors, Inc Top Holdings and 13F Report (2025)

About Impact Investors, Inc

Investment Activity

  • Impact Investors, Inc has $128.48 million in total holdings as of March 31, 2025.
  • Impact Investors, Inc owns shares of 89 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 10.37% of the portfolio was purchased this quarter.
  • About 8.09% of the portfolio was sold this quarter.
  • This quarter, Impact Investors, Inc has purchased 90 new stocks and bought additional shares in 23 stocks.
  • Impact Investors, Inc sold shares of 49 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

92206C706 - Vanguard Intermediate-Term Treasury Index ETF
$4,550,578 Holding
22160N109 - CoStar Group
$207,290 Holding

Largest Purchases this Quarter

SPDR Portfolio Long Term Treasury ETF
125,415 shares (about $3.42M)
Vanguard Short-Term Treasury Index ETF
34,472 shares (about $2.02M)
iShares ESG Aware MSCI EAFE ETF
4,404 shares (about $359.76K)

Largest Sales this Quarter

iShares Agency Bond ETF
71,868 shares (about $7.87M)
Nuveen ESG Large-Cap Growth ETF
3,541 shares (about $277.19K)
VanEck HIP Sustainable Muni ETF
1,802 shares (about $81.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofImpact Investors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$16,946,533$3,418,813 25.3%621,66313.2%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$10,150,233$277,189 -2.7%129,6667.9%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$9,443,800$28,242 0.3%160,1737.4%Finance
iShares Agency Bond ETF stock logo
AGZ
iShares Agency Bond ETF
$7,082,781$7,865,282 -52.6%64,7185.5%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$6,811,827$359,764 5.6%83,3865.3%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$6,756,910$1,969,059 41.1%270,3855.3%Manufacturing
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$4,550,578$4,550,578 New Holding76,6093.5%ETF
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock logo
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
$3,384,071$226,180 -6.3%99,1522.6%ETF
MID
American Century Mid Cap Growth Impact
$2,981,911$258,095 9.5%52,6382.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$2,584,769$2,023,164 360.2%44,0412.0%ETF
ARISTA NETWORKS INC
$2,143,527$27,660 -1.3%27,6661.7%COM SHS
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,135,923$14,235 0.7%20,8571.7%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$2,124,391$225,693 -9.6%89,0731.7%ETF
Visa Inc. stock logo
V
Visa
$1,880,211$42,406 -2.2%5,3651.5%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$1,771,7560.0%4,7201.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,766,701$4,664 -0.3%7,9541.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,620,527$35,074 -2.1%2,9571.3%Business Services
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,512,884$36,309 -2.3%3,1251.2%Finance
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$1,467,246$72,959 -4.7%49,6531.1%Medical
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$1,389,857$20,711 -1.5%8,7911.1%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,367,244$26,445 -1.9%12,6151.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,308,842$27,555 -2.1%7,8851.0%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,294,050$254 0.0%5,0911.0%Construction
Electronic Arts Inc. stock logo
EA
Electronic Arts
$1,270,909$17,487 -1.4%8,7941.0%Consumer Discretionary
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$1,263,559$19,888 -1.5%6,4171.0%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,243,548$27,068 -2.1%1,5621.0%Computer and Technology
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$1,218,157$24,104 -1.9%6570.9%Finance
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$1,180,200$157 0.0%7,5000.9%Retail/Wholesale
The Progressive Co. stock logo
PGR
Progressive
$1,147,957$30,284 -2.6%4,0560.9%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$997,499$42,190 -4.1%5,9580.8%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$996,321$21,297 -2.1%4,3040.8%Business Services
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$990,499$43,877 -4.2%3,4990.8%Consumer Discretionary
Pentair plc stock logo
PNR
Pentair
$921,427$24,669 -2.6%10,5330.7%Business Services
Samsara Inc. stock logo
IOT
Samsara
$896,884$24,915 -2.7%23,3990.7%Computer and Technology
SMI
VanEck HIP Sustainable Muni ETF
$849,282$81,709 -8.8%18,7300.7%ETF
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$839,982$10,984 1.3%59,1120.7%Finance
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$809,820$18,487 -2.2%4,6870.6%Business Services
IMAX Co. stock logo
IMAX
IMAX
$780,355$4,690 -0.6%29,6150.6%Consumer Discretionary
Vital Farms, Inc. stock logo
VITL
Vital Farms
$771,735$19,988 2.7%25,3280.6%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$714,325$8,421 -1.2%1,4420.6%Medical
Aon plc stock logo
AON
AON
$687,993$96,973 16.4%1,7240.5%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$686,133$16,098 2.4%1,5770.5%Medical
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$662,354$8,050 -1.2%5,9240.5%Retail/Wholesale
AutoZone, Inc. stock logo
AZO
AutoZone
$660,2130.0%1730.5%Retail/Wholesale
The Cigna Group stock logo
CI
The Cigna Group
$649,867$10,200 1.6%1,9750.5%Medical
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$622,1190.0%5,6510.5%Consumer Staples
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$604,735$27,144 4.7%19,8730.5%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$589,435$11,288 -1.9%3,8120.5%Computer and Technology
DoubleVerify Holdings, Inc. stock logo
DV
DoubleVerify
$583,173$3,770 -0.6%43,6180.5%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$575,026$93,034 19.3%13,7400.4%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$567,503$12,624 2.3%3,9110.4%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$564,093$6,285 -1.1%1,0770.4%Medical
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$532,382$99,217 22.9%5,2800.4%Computer and Technology
Mueller Water Products, Inc. stock logo
MWA
Mueller Water Products
$516,6370.0%20,3240.4%Industrials
ASML Holding stock logo
ASML
ASML
$506,260$46,385 10.1%7640.4%Computer and Technology
Incyte Co. stock logo
INCY
Incyte
$505,653$3,451 -0.7%8,3510.4%Medical
Ingredion Incorporated stock logo
INGR
Ingredion
$452,414$9,600 -2.1%3,3460.4%Consumer Staples
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$450,8390.0%2,1700.4%Retail/Wholesale
Fortinet, Inc. stock logo
FTNT
Fortinet
$419,507$96 0.0%4,3580.3%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$416,451$7,985 -1.9%6780.3%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$395,636$48,882 14.1%5,6980.3%Medical
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$394,1740.0%1,2050.3%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$381,0120.0%6550.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$370,455$4,947 1.4%1,9470.3%Retail/Wholesale
Vulcan Materials stock logo
VMC
Vulcan Materials
$369,1560.0%1,5820.3%Construction
Synopsys, Inc. stock logo
SNPS
Synopsys
$348,5380.0%8130.3%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$335,3020.0%5,6080.3%Consumer Staples
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$333,017$1,181 -0.4%2820.3%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$330,169$4,572 -1.4%6500.3%Business Services
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$305,1840.0%1,1440.2%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$301,1650.0%7,1330.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$279,3680.0%1,3530.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$270,673$337 -0.1%8030.2%Construction
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$264,9090.0%6,1180.2%ETF
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$263,918$8,986 3.5%6,7550.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$263,236$4,971 -1.9%1,0590.2%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$262,846$3,894 -1.5%1350.2%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$254,552$559 -0.2%1,8210.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$244,630$411 0.2%2,3810.2%Computer and Technology
Synchrony Financial stock logo
SYF
Synchrony Financial
$231,930$5,506 -2.3%4,3810.2%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$231,665$19,017 -7.6%8040.2%Finance
Adobe Inc. stock logo
ADBE
Adobe
$228,377$384 -0.2%5950.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$225,032$156 -0.1%1,4400.2%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$221,1280.0%3250.2%Computer and Technology
HubSpot, Inc. stock logo
HUBS
HubSpot
$216,146$5,146 -2.3%3780.2%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$207,290$207,290 New Holding2,6160.2%Computer and Technology
Teladoc Health, Inc. stock logo
TDOC
Teladoc Health
$146,368$1,019 -0.7%18,3880.1%Medical
Vivid Seats Inc. stock logo
SEAT
Vivid Seats
$108,212$1,539 1.4%36,5580.1%Business Services
Brilliant Earth Group, Inc. stock logo
BRLT
Brilliant Earth Group
$76,494$1,160 -1.5%48,4140.1%Retail/Wholesale
AMPLIFY ETF TR
$0$552,248 -100.0%00.0%AMPLIFY ETHO CLI
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$0$265,143 -100.0%00.0%Industrials
Public Storage stock logo
PSA
Public Storage
$0$200,285 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data