Impact Investors, Inc
Reported holdings as of Q2 2026, from 7 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPTL | $11.5M | 437,179 | -1.07pp | 7q | -15.5%-$2.1M | |
| ISHARES TR | ESGD | $11.4M | 110,574 | +0.47pp | 7q | -6.4%-$774.8K | |
| NUSHARES ETF TR | NULG | $10.8M | 92,455 | +1.64pp | 7q | -7.0%-$812.2K | |
| ISHARES TR | BGRN | $9.6M | 201,844 | +1.41pp | 4q | +19.0%+$1.5M | |
| ISHARES GOLD TR | IAU | $8.5M | 113,149 | -1.48pp | 7q | -10.4%-$990.5K | |
| VICTORY PORTFOLIOS II | UBND | $6.6M | 304,138 | +0.93pp | 4q | +17.9%+$1.0M | |
| ISHARES TR | SUSB | $5.2M | 209,479 | -0.39pp | 7q | -13.6%-$822.0K | |
| VANGUARD SCOTTSDALE FDS | VGIT | $4.4M | 74,691 | -0.27pp | 6q | -11.5%-$570.2K | |
| VANGUARD SCOTTSDALE FDS | VGSH | $4.1M | 69,603 | -0.14pp | 7q | -8.9%-$394.9K | |
| AMERICAN CENTY ETF TR | MID | $3.4M | 48,966 | +0.36pp | 7q | -1.0%-$35.1K | |
| ARISTA NETWORKS INC | ANET | $3.3M | 19,597 | +0.43pp | 7q | -16.5%-$657.1K | |
| ABRDN ETFS | BCD | $3.2M | 93,798 | -0.21pp | 7q | -8.8%-$308.0K | |
| QUANTA SVCS INC | PWR | $3.1M | 4,236 | +0.33pp | 7q | -14.9%-$532.1K | |
| APPLE INC | AAPL | $3.0M | 10,391 | +0.33pp | 7q | -2.2%-$68.9K | |
| NVIDIA CORPORATION | NVDA | $2.9M | 14,358 | +0.14pp | 7q | -11.2%-$363.6K | |
| ISHARES INC | ESGE | $2.8M | 50,744 | +0.36pp | 4q | -3.7%-$106.8K | |
| ISHARES TR | DSI | $2.6M | 18,603 | -0.45pp | 7q | -34.4%-$1.4M | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $2.4M | 4,987 | +0.24pp | 7q | -22.1%-$674.3K | |
| J P MORGAN EXCHANGE TRADED F | JMUB | $2.0M | 39,040 | +0.36pp | 4q | +24.3%+$386.8K | |
| MICROSOFT CORP | MSFT | $1.7M | 4,549 | +0.17pp | 7q | +8.8%+$137.3K | |
| APPLIED MATLS INC | AMAT | $1.5M | 2,012 | +0.44pp | 7q | -23.7%-$451.1K | |
| ALPHABET INC | GOOGL | $1.3M | 3,627 | +0.09pp | 7q | -15.9%-$245.5K | |
| ISHARES TR | CMF | $1.3M | 22,060 | +0.14pp | 4q | +9.9%+$115.0K | |
| ASML HLDG NV | ASML | $1.2M | 624 | +0.25pp | 7q | -13.5%-$193.0K | |
| BROADCOM INC | AVGO | $1.2M | 3,230 | +0.02pp | 7q | -20.0%-$305.6K | |
| YUM BRANDS INC | YUM | $1.2M | 7,500 | +0.07pp | 7q | HELD | |
| AMAZON COM INC | AMZN | $1.2M | 4,850 | +0.02pp | 7q | -14.9%-$202.3K | |
| WILLIAMS SONOMA INC | WSM | $990.0K | 4,247 | -0.05pp | 7q | -30.9%-$442.4K | |
| VISA INC | V | $940.4K | 2,741 | -0.28pp | 7q | -40.5%-$640.6K | |
| IMAX CORP | IMAX | $914.0K | 22,930 | +0.02pp | 7q | -7.0%-$68.7K | |
| SELECT SECTOR SPDR TR | XLRE | $875.8K | 19,892 | -0.02pp | 7q | -14.3%-$145.7K | |
| INVESCO EXCH TRADED FD TR II | PWZ | $816.0K | 33,293 | -0.16pp | 7q | -26.7%-$296.7K | |
| ADVANCED MICRO DEVICES INC | AMD | $807.2K | 1,389 | +0.35pp | 4q | -17.3%-$168.5K | |
| AMPLIFY ETF TR | ETHO | $805.9K | 9,997 | +0.11pp | 5q | -4.2%-$35.1K | |
| GOLDMAN SACHS GROUP INC | GS | $801.0K | 792 | +0.13pp | 4q | +2.3%+$18.2K | |
| ISHARES TR | HYXF | $800.0K | 17,125 | -1.17pp | 4q | -68.7%-$1.8M | |
| KLA CORP | KLAC | $787.5K | 2,610 | +0.24pp | 7q | +693.3%+$688.2K | |
| MASTERCARD INCORPORATED | MA | $696.6K | 1,356 | -0.26pp | 7q | -38.8%-$440.7K | |
| ALPHABET INC | GOOG | $591.8K | 1,675 | +0.10pp | 7q | HELD | |
| HIMS & HERS HEALTH INC | HIMS | $557.3K | 16,074 | -0.12pp | 7q | -55.7%-$700.9K | |
| ISHARES TR | AGZ | $551.8K | 5,050 | -0.22pp | 7q | -38.5%-$346.1K | |
| ELECTRONIC ARTS INC | EA | $551.1K | 2,688 | +0.02pp | 7q | -1.4%-$8.0K | |
| HANOVER INS GROUP INC | THG | $548.4K | 2,561 | - | new | NEW | |
| ISHARES TR | MUB | $534.3K | 4,965 | +0.02pp | 4q | HELD | |
| DARDEN RESTAURANTS INC | DRI | $447.0K | 2,170 | +0.03pp | 7q | HELD | |
| WASTE MGMT INC DEL | WM | $440.0K | 1,974 | -0.22pp | 7q | -41.6%-$313.9K | |
| US BANCORP | USB | $432.1K | 7,153 | +0.06pp | 7q | +0.9%+$3.7K | |
| SELECT SECTOR SPDR TR | XLK | $427.9K | 2,246 | +0.11pp | 7q | HELD | |
| IES HOLDINGS INC | IESC | $421.0K | 573 | +0.12pp | 4q | HELD | |
| AUTOZONE INC | AZO | $415.5K | 130 | -0.07pp | 7q | -19.3%-$99.1K | |
| FRONTDOOR INC | FTDR | $407.6K | 5,253 | - | new | NEW | |
| SAMSARA INC | IOT | $383.8K | 11,836 | -0.02pp | 7q | -12.6%-$55.5K | |
| VITAL FARMS INC | VITL | $360.7K | 31,018 | +0.13pp | 7q | +127.8%+$202.4K | |
| MERCADOLIBRE INC | MELI | $359.9K | 212 | +0.04pp | 7q | +12.2%+$39.0K | |
| DARLING INGREDIENTS INC | DAR | $347.8K | 6,367 | +0.04pp | 2q | +29.7%+$79.6K | |
| TERADYNE INC | TER | $340.6K | 704 | +0.08pp | 2q | -13.2%-$51.8K | |
| CARETRUST REIT INC | CTRE | $339.8K | 8,421 | +0.02pp | 4q | -5.6%-$20.3K | |
| PENTAIR PLC | PNR | $339.2K | 4,425 | -0.14pp | 7q | -30.9%-$151.4K | |
| DBX ETF TR | DBEF | $334.2K | 6,118 | +0.03pp | 7q | HELD | |
| VEEVA SYS INC | VEEV | $330.1K | 1,860 | - | new | NEW | |
| CISCO SYS INC | CSCO | $325.1K | 2,768 | +0.04pp | 4q | -24.0%-$102.9K | |
| SERVICENOW INC | NOW | $325.0K | 3,274 | -0.08pp | 7q | -24.8%-$107.2K | |
| FIRST SOLAR INC | FSLR | $317.2K | 1,344 | - | new | NEW | |
| ISHARES TR | XJH | $309.2K | 5,929 | +0.01pp | 7q | -13.7%-$49.3K | |
| INTUITIVE SURGICAL INC | ISRG | $305.0K | 767 | -0.10pp | 7q | -23.0%-$91.1K | |
| TRANE TECHNOLOGIES PLC | TT | $305.0K | 621 | +0.06pp | 7q | +10.1%+$28.0K | |
| INTUIT | INTU | $299.9K | 1,149 | -0.03pp | 7q | +37.1%+$81.2K | |
| AFLAC INC | AFL | $290.3K | 2,476 | - | new | NEW | |
| INGREDION INC | INGR | $281.4K | 2,971 | - | new | NEW | |
| AMERIPRISE FINL INC | AMP | $263.3K | 574 | -0.12pp | 7q | -43.2%-$200.5K | |
| VERIZON COMMUNICATIONS INC | VZ | $261.2K | 6,170 | - | new | NEW | |
| WILLSCOT HLDGS CORP | WSC | $259.6K | 8,996 | - | new | NEW | |
| SPDR GOLD TR | GLD | $256.0K | 695 | -0.02pp | 7q | -1.0%-$2.6K | |
| GE VERNOVA INC | GEV | $251.4K | 214 | - | new | NEW | |
| EQUINIX INC | EQIX | $240.0K | 230 | -0.02pp | 2q | -21.8%-$66.8K | |
| INTEL CORP | INTC | $231.2K | 1,656 | - | new | NEW | |
| NETFLIX INC | NFLX | $225.7K | 3,161 | -0.04pp | 2q | +1.0%+$2.2K | |
| CHUBB LIMITED | CB | $224.9K | 660 | -0.07pp | 2q | -35.8%-$125.4K | |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | $220.3K | 810 | - | new | NEW | |
| CHURCH & DWIGHT CO INC | CHD | $218.9K | 2,260 | -0.03pp | 7q | -20.9%-$57.8K | |
| RADIAN GROUP INC | RDN | $216.1K | 5,736 | - | new | NEW | |
| JANUS HENDERSON GROUP PLC | JHG | $213.7K | 4,114 | +0.01pp | 2q | HELD | |
| INTERDIGITAL INC | IDCC | $210.9K | 745 | flat | 2q | HELD | |
| 3M CO | MMM | $210.2K | 1,298 | - | new | NEW | |
| MSCI INC | MSCI | $210.0K | 375 | +0.01pp | 2q | -1.1%-$2.2K | |
| ISHARES TR | ESML | $205.4K | 3,673 | +0.01pp | 2q | -14.3%-$34.2K | |
| BANCO BRADESCO S A | BBD | $81.0K | 23,346 | -0.01pp | 2q | -17.9%-$17.7K | |
| LLOYDS BANKING GROUP PLC | LYG | $80.3K | 13,770 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Capital Markets | $9.9M | 7.2% |
| Semiconductors & Electronics | $9.8M | 7.1% |
| Computer Hardware | $6.7M | 4.9% |
| Software & IT Services | $5.5M | 4.0% |
| Retail & Consumer | $4.2M | 3.1% |
| Construction & Building | $3.5M | 2.5% |
| Business Services | $2.9M | 2.1% |
| Instruments & Controls | $2.3M | 1.7% |
| Other sectors | $7.5M | 5.4% |
| Not classified | $84.7M | 61.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $136.8M | 88 | 14 | 14 | 51 | 32 | 55.2% | 31 |
| Q1 2026 | $144.0M | 106 | 25 | 29 | 37 | 12 | 54.2% | 29 |
| Q4 2025 | $144.2M | 93 | 0 | 22 | 55 | 10 | 51.1% | 21 |
| Q3 2025 | $151.9M | 103 | 18 | 26 | 46 | 6 | 46.2% | 30 |
| Q2 2025 | $141.5M | 91 | 6 | 35 | 31 | 4 | 53.5% | 21 |
| Q1 2025 | $128.5M | 89 | 2 | 20 | 41 | 3 | 55.0% | 28 |
| Q4 2024 | $128.9M | 90 | 0 | 0 | 0 | 0 | 54.0% | 36 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.