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

About Impact Investors, Inc

Investment Activity

  • Impact Investors, Inc has $143.98 million in total holdings as of March 31, 2026.
  • Impact Investors, Inc owns shares of 106 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 10.29% of the portfolio was purchased this quarter.
  • About 8.74% of the portfolio was sold this quarter.
  • This quarter, Impact Investors, Inc has purchased 93 new stocks and bought additional shares in 29 stocks.
  • Impact Investors, Inc sold shares of 42 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

639057207 - NatWest Group
$493,870 Holding
110122108 - Bristol Myers Squibb
$447,961 Holding
H1467J104 - Chubb
$335,086 Holding
005098108 - Acushnet
$333,724 Holding
237266101 - Darling Ingredients
$303,684 Holding

Largest Purchases this Quarter

SPDR Portfolio Long Term Treasury ETF
45,243 shares (about $1.19M)
Vanguard Intermediate-Term Treasury ETF
15,602 shares (about $929.10K)
Vanguard Short-Term Treasury ETF
15,058 shares (about $881.49K)
iShares USD Green Bond ETF
16,888 shares (about $801.70K)

Largest Sales this Quarter

iShares Agency Bond ETF
11,269 shares (about $1.24M)
iShares Gold Trust
13,701 shares (about $1.21M)
Electronic Arts
4,280 shares (about $872.56K)
Ameriprise Financial
1,355 shares (about $602.19K)
Reinsurance Group of America
2,716 shares (about $554.62K)

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
$13,609,987$1,189,891 9.6%517,4909.5%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$11,293,691$209,982 -1.8%118,1107.8%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$11,131,698$1,207,880 -9.8%126,2677.7%Finance
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$9,038,806$413,232 4.8%99,3936.3%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$8,054,364$801,700 11.1%169,6675.6%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$6,075,059$786,691 14.9%242,3724.2%Manufacturing
VictoryShares Core Plus Intermediate Bond ETF stock logo
UBND
VictoryShares Core Plus Intermediate Bond ETF
$5,620,242$419,570 8.1%258,0463.9%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$5,023,584$929,100 22.7%84,3593.5%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$4,471,798$881,493 24.6%76,3893.1%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
$3,678,829$7,335 -0.2%102,8182.6%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$3,438,766$319,093 10.2%28,3752.4%ETF
MID
American Century Mid Cap Growth Impact ETF
$3,022,832$360,098 13.5%49,4772.1%ETF
ARISTA NETWORKS INC
$2,881,025$336,171 -10.4%23,4652.0%COM SHS
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,820,873$104,813 3.9%16,1752.0%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$2,731,618$21,414 -0.8%4,9751.9%Construction
Apple Inc. stock logo
AAPL
Apple
$2,697,603$329,682 13.9%10,6291.9%Computer and Technology
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$2,530,986$143,381 6.0%54,6511.8%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$2,396,133$377,219 18.7%52,6971.7%Manufacturing
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,162,614$32,106 1.5%6,3991.5%Computer and Technology
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$1,569,936$54,389 -3.3%31,4051.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,547,863$28,136 -1.8%4,1811.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,392,645$35,058 -2.5%4,6081.0%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$1,250,119$392,771 -23.9%4,0390.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,240,656$19,556 1.6%4,3140.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,186,901$719,347 153.9%5,6990.8%Retail/Wholesale
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$1,166,1770.0%7,5000.8%Retail/Wholesale
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$1,140,896$221,356 24.1%20,0650.8%ETF
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$1,120,443$441,249 -28.3%6,1450.8%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$1,106,259$10,493 -0.9%2,2140.8%Business Services
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$1,083,698$8,880 0.8%45,4000.8%ETF
ASML Holding N.V. stock logo
ASML
ASML
$952,848$232,595 -19.6%7210.7%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$947,320$193,000 25.6%23,2020.7%ETF
IMAX Corporation stock logo
IMAX
IMAX
$937,061$183,930 -16.4%24,6530.7%Consumer Discretionary
iShares Agency Bond ETF stock logo
AGZ
iShares Agency Bond ETF
$901,487$1,236,322 -57.8%8,2170.6%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$901,022$363,690 -28.8%2,6360.6%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$777,2240.0%3,3820.5%Business Services
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$753,380$47,810 -6.0%36,2900.5%Medical
AMPLIFY ETF TR
$689,322$6,343 -0.9%10,4320.5%AMPLIFY ETHO CLI
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$654,7960.0%7740.5%Finance
Pentair plc stock logo
PNR
Pentair
$557,517$127,793 -18.6%6,4000.4%Business Services
Electronic Arts Inc. stock logo
EA
Electronic Arts
$555,953$872,563 -61.1%2,7270.4%Consumer Discretionary
AutoZone, Inc. stock logo
AZO
AutoZone
$544,634$3,383 -0.6%1610.4%Retail/Wholesale
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$528,415$87,998 -14.3%4,9780.4%ETF
NatWest Group plc stock logo
NWG
NatWest Group
$493,870$493,870 New Holding33,1460.3%Finance
KLA Corporation stock logo
KLAC
KLA
$484,851$7,369 1.5%3290.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$482,850$287 -0.1%1,6830.3%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$459,161$7,837 1.7%9960.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$455,261$282,212 -38.3%4,3540.3%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$449,311$602,192 -57.3%1,0110.3%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$447,961$447,961 New Holding7,3860.3%Medical
Samsara Inc. stock logo
IOT
Samsara
$429,273$10,965 -2.5%13,5460.3%Computer and Technology
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$425,4070.0%2,1700.3%Retail/Wholesale
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$380,0860.0%15,8640.3%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$368,7990.0%7,0910.3%Finance
Intuit Inc. stock logo
INTU
Intuit
$362,295$35,884 11.0%8380.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$341,508$20,137 6.3%1,6790.2%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$335,086$335,086 New Holding1,0280.2%Finance
Acushnet stock logo
GOLF
Acushnet
$333,724$333,724 New Holding3,5700.2%Consumer Discretionary
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$327,648$6,934 2.2%1890.2%Retail/Wholesale
CARETRUST REIT INC
$327,061$72,859 28.7%8,9240.2%COM
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$322,417$296,360 -47.9%16,8280.2%Finance
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$313,440$1,203 -0.4%1,0420.2%Finance
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$311,873$6,261 2.0%6,8740.2%ETF
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$303,684$303,684 New Holding4,9100.2%Consumer Staples
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$302,2290.0%6,1180.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$302,063$8,175 -2.6%7020.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$300,926$300,926 New Holding3,1300.2%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$298,4940.0%2,2460.2%ETF
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$294,013$527,716 -64.2%1560.2%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$287,737$287,737 New Holding2940.2%Finance
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$285,031$37,836 15.3%2260.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$282,700$30,023 11.9%3,6440.2%Computer and Technology
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$282,617$554,615 -66.2%1,3840.2%Finance
IES Holdings, Inc. stock logo
IESC
IES
$273,0170.0%5730.2%Computer and Technology
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$266,615$1,493 -0.6%2,8570.2%Consumer Staples
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$264,371$264,371 New Holding2,8330.2%Finance
Synchrony Financial stock logo
SYF
Synchrony Financial
$263,106$476 -0.2%3,8680.2%Finance
Sun Communities, Inc. stock logo
SUI
Sun Communities
$255,022$255,022 New Holding2,0250.2%Finance
HSBC Holdings plc stock logo
HSBC
HSBC
$250,158$250,158 New Holding3,0330.2%Finance
GDS Holdings stock logo
GDS
GDS
$245,044$245,044 New Holding6,0820.2%Business Services
The Progressive Corporation stock logo
PGR
Progressive
$242,299$481,029 -66.5%1,2220.2%Finance
Mattel, Inc. stock logo
MAT
Mattel
$242,291$242,291 New Holding16,6750.2%Consumer Discretionary
Teradyne, Inc. stock logo
TER
Teradyne
$240,516$240,516 New Holding8110.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$238,8680.0%1,1370.2%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$235,089$55,854 -19.2%5640.2%Construction
Elevance Health, Inc. stock logo
ELV
Elevance Health
$233,767$203,887 -46.6%7980.2%Medical
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$229,711$229,711 New Holding8170.2%Financial Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$225,549$225,549 New Holding7670.2%Finance
InterDigital, Inc. stock logo
IDCC
InterDigital
$225,292$225,292 New Holding7460.2%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$225,105$13,191 6.2%5290.2%Finance
AEGON LTD
$219,608$219,608 New Holding30,2490.2%AMER REG 1 CERT
Incyte Corporation stock logo
INCY
Incyte
$217,888$62,119 -22.2%2,3150.2%Medical
Cigna Group stock logo
CI
Cigna Group
$215,175$211,175 -49.5%8070.1%Medical
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$211,336$211,336 New Holding4,1140.1%Finance
NMI Holdings Inc stock logo
NMIH
NMI
$209,831$209,831 New Holding5,5940.1%Finance
lululemon athletica inc. stock logo
LULU
lululemon athletica
$209,076$256,983 -55.1%1,3660.1%Consumer Discretionary
Oracle Corporation stock logo
ORCL
Oracle
$204,784$883 -0.4%1,3920.1%Computer and Technology
MSCI Inc stock logo
MSCI
MSCI
$204,348$204,348 New Holding3790.1%Finance
CRH PLC
$202,810$202,810 New Holding1,9290.1%ORD
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$201,434$201,434 New Holding4,2840.1%ETF

Showing largest 100 holdings. View all holdings.
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