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Impact Investors, Inc Top Holdings and 13F Report (2026)

About Impact Investors, Inc

Investment Activity

  • Impact Investors, Inc has $136.76 million in total holdings as of June 30, 2026.
  • Impact Investors, Inc owns shares of 88 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 6.01% of the portfolio was purchased this quarter.
  • About 19.46% of the portfolio was sold this quarter.
  • This quarter, Impact Investors, Inc has purchased 106 new stocks and bought additional shares in 14 stocks.
  • Impact Investors, Inc sold shares of 54 stocks and completely divested from 32 stocks this quarter.

Largest New Holdings this Quarter

410867105 - The Hanover Insurance Group
$548,427 Holding
35905A109 - Frontdoor
$407,580 Holding
922475108 - Veeva Systems
$330,094 Holding
336433107 - First Solar
$317,193 Holding
001055102 - Aflac
$290,258 Holding

Largest Purchases this Quarter

iShares USD Green Bond ETF
32,177 shares (about $1.53M)
KLA
2,281 shares (about $688.20K)
The Hanover Insurance Group
2,561 shares (about $548.43K)
Frontdoor
5,253 shares (about $407.58K)

Largest Sales this Quarter

SPDR Portfolio Long Term Treasury ETF
80,311 shares (about $2.11M)
iShares ESG MSCI KLD 400 ETF
9,772 shares (about $1.39M)
iShares Gold Trust
13,118 shares (about $990.54K)

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
$11,467,205$2,106,557 â–¼-15.5%437,1798.4%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$11,368,126$774,777 â–¼-6.4%110,5748.3%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$10,822,791$812,163 â–¼-7.0%92,4557.9%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$9,582,039$1,527,523 â–²19.0%201,8447.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$8,543,881$990,540 â–¼-10.4%113,1496.2%ETF
VictoryShares Core Plus Intermediate Bond ETF stock logo
UBND
VictoryShares Core Plus Intermediate Bond ETF
$6,607,398$1,001,349 â–²17.9%304,1384.8%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$5,234,873$821,995 â–¼-13.6%209,4793.8%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$4,405,275$570,219 â–¼-11.5%74,6913.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$4,050,894$394,945 â–¼-8.9%69,6033.0%ETF
MID
American Century Mid Cap Growth Impact ETF
$3,366,408$35,131 â–¼-1.0%48,9662.5%ETF
ARISTA NETWORKS INC
$3,329,219$657,112 â–¼-16.5%19,5972.4%COM SHS
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
$3,203,185$308,031 â–¼-8.8%93,7982.3%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$3,050,182$532,126 â–¼-14.9%4,2362.2%Industrials
Apple Inc. stock logo
AAPL
Apple
$3,006,880$68,871 â–¼-2.2%10,3912.2%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,872,812$363,553 â–¼-11.2%14,3582.1%Technology
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$2,775,190$106,810 â–¼-3.7%50,7442.0%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,648,881$1,391,435 â–¼-34.4%18,6031.9%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,381,525$674,296 â–¼-22.1%4,9871.7%Technology
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$1,977,571$386,751 â–²24.3%39,0401.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,696,868$137,271 â–²8.8%4,5491.2%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,454,648$451,143 â–¼-23.7%2,0121.1%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,296,288$245,533 â–¼-15.9%3,6270.9%Communication Services
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$1,271,538$114,992 â–²9.9%22,0600.9%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,241,615$193,007 â–¼-13.5%6240.9%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,220,032$305,575 â–¼-20.0%3,2300.9%Technology
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$1,198,9500.0%7,5000.9%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,155,858$202,335 â–¼-14.9%4,8500.8%Consumer Discretionary
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$989,976$442,424 â–¼-30.9%4,2470.7%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$940,444$640,572 â–¼-40.5%2,7410.7%Finance
IMAX Corporation stock logo
IMAX
IMAX
$913,990$68,679 â–¼-7.0%22,9300.7%Communication Services
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$875,825$145,736 â–¼-14.3%19,8920.6%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$816,011$296,742 â–¼-26.7%33,2930.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$807,158$168,521 â–¼-17.3%1,3890.6%Technology
AMPLIFY ETF TR
$805,858$35,065 â–¼-4.2%9,9970.6%ETHO CLI LEA ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$801,005$18,205 â–²2.3%7920.6%Finance
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$800,005$1,753,050 â–¼-68.7%17,1250.6%ETF
KLA Corporation stock logo
KLAC
KLA
$787,463$688,200 â–²693.3%2,6100.6%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$696,566$440,748 â–¼-38.8%1,3560.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$591,797$2,826 â–¼-0.5%1,6750.4%Communication Services
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$557,286$700,889 â–¼-55.7%16,0740.4%Healthcare
iShares Agency Bond ETF stock logo
AGZ
iShares Agency Bond ETF
$551,846$346,078 â–¼-38.5%5,0500.4%ETF
Electronic Arts Inc. stock logo
EA
Electronic Arts
$551,148$7,997 â–¼-1.4%2,6880.4%Communication Services
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$548,427$548,427 â–²New Holding2,5610.4%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$534,333$1,399 â–¼-0.3%4,9650.4%ETF
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$447,0420.0%2,1700.3%Consumer Discretionary
Waste Management, Inc. stock logo
WM
Waste Management
$440,034$313,864 â–¼-41.6%1,9740.3%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$432,059$3,745 â–²0.9%7,1530.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$427,9080.0%2,2460.3%ETF
IES Holdings, Inc. stock logo
IESC
IES
$420,9600.0%5730.3%Industrials
AutoZone, Inc. stock logo
AZO
AutoZone
$415,472$99,074 â–¼-19.3%1300.3%Consumer Discretionary
Frontdoor Inc. stock logo
FTDR
Frontdoor
$407,580$407,580 â–²New Holding5,2530.3%Consumer Discretionary
Samsara Inc. stock logo
IOT
Samsara
$383,841$55,455 â–¼-12.6%11,8360.3%Technology
Vital Farms, Inc. stock logo
VITL
Vital Farms
$360,739$202,385 â–²127.8%31,0180.3%Consumer Staples
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$359,912$39,047 â–²12.2%2120.3%Consumer Discretionary
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$347,766$79,581 â–²29.7%6,3670.3%Consumer Staples
Teradyne, Inc. stock logo
TER
Teradyne
$340,623$51,771 â–¼-13.2%7040.2%Technology
CARETRUST REIT INC
$339,787$20,296 â–¼-5.6%8,4210.2%COM
Pentair plc stock logo
PNR
Pentair
$339,220$151,403 â–¼-30.9%4,4250.2%Industrials
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$334,2260.0%6,1180.2%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$330,094$330,094 â–²New Holding1,8600.2%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$325,129$102,895 â–¼-24.0%2,7680.2%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$324,997$107,207 â–¼-24.8%3,2740.2%Technology
First Solar, Inc. stock logo
FSLR
First Solar
$317,193$317,193 â–²New Holding1,3440.2%Technology
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$309,197$49,282 â–¼-13.7%5,9290.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$305,021$91,069 â–¼-23.0%7670.2%Healthcare
Trane Technologies plc stock logo
TT
Trane Technologies
$305,010$27,996 â–²10.1%6210.2%Industrials
Intuit Inc. stock logo
INTU
Intuit
$299,889$81,171 â–²37.1%1,1490.2%Technology
Aflac Incorporated stock logo
AFL
Aflac
$290,258$290,258 â–²New Holding2,4760.2%Finance
Ingredion Incorporated stock logo
INGR
Ingredion
$281,383$281,383 â–²New Holding2,9710.2%Consumer Staples
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$263,328$200,478 â–¼-43.2%5740.2%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$261,238$261,238 â–²New Holding6,1700.2%Communication Services
WillScot Holdings Corporation stock logo
WSC
WillScot
$259,625$259,625 â–²New Holding8,9960.2%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$256,024$2,579 â–¼-1.0%6950.2%ETF
GE VERNOVA INC
$251,420$251,420 â–²New Holding2140.2%COM
Equinix, Inc. stock logo
EQIX
Equinix
$239,993$66,781 â–¼-21.8%2300.2%Real Estate
Intel Corporation stock logo
INTC
Intel
$231,224$231,224 â–²New Holding1,6560.2%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$225,702$2,213 â–²1.0%3,1610.2%Communication Services
Chubb Limited stock logo
CB
Chubb
$224,888$125,392 â–¼-35.8%6600.2%Finance
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$220,280$220,280 â–²New Holding8100.2%Technology
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$218,949$57,837 â–¼-20.9%2,2600.2%Consumer Staples
Radian Group Inc. stock logo
RDN
Radian Group
$216,075$216,075 â–²New Holding5,7360.2%Finance
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$213,7220.0%4,1140.2%Finance
InterDigital, Inc. stock logo
IDCC
InterDigital
$210,932$283 â–¼-0.1%7450.2%Technology
3M Company stock logo
MMM
3M
$210,159$210,159 â–²New Holding1,2980.2%Industrials
MSCI Inc stock logo
MSCI
MSCI
$210,015$2,240 â–¼-1.1%3750.2%Finance
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$205,431$34,173 â–¼-14.3%3,6730.2%ETF
Banco Bradesco SA stock logo
BBD
Banco Bradesco
$81,011$17,694 â–¼-17.9%23,3460.1%Finance
Lloyds Banking Group PLC stock logo
LYG
Lloyds Banking Group
$80,279$80,279 â–²New Holding13,7700.1%Finance
NatWest Group plc stock logo
NWG
NatWest Group
$0$493,870 â–¼-100.0%00.0%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$447,961 â–¼-100.0%00.0%Healthcare
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$0$380,086 â–¼-100.0%00.0%ETF
Acushnet stock logo
GOLF
Acushnet
$0$333,724 â–¼-100.0%00.0%Consumer Discretionary
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$0$322,417 â–¼-100.0%00.0%Real Estate
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$0$313,440 â–¼-100.0%00.0%Finance
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$0$294,013 â–¼-100.0%00.0%Finance
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$0$285,031 â–¼-100.0%00.0%Healthcare
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$0$282,617 â–¼-100.0%00.0%Finance
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$0$264,371 â–¼-100.0%00.0%Finance
Synchrony Financial stock logo
SYF
Synchrony Financial
$0$263,106 â–¼-100.0%00.0%Finance
Sun Communities, Inc. stock logo
SUI
Sun Communities
$0$255,022 â–¼-100.0%00.0%Real Estate

Showing largest 100 holdings. View all holdings.
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