Impact Investors, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Impact Investors, Inc reported 90 stock positions worth $128.9 million. Its top holding was iShares Agency Bond ETF (AGZ) at 11.4% of the portfolio, followed by SS SPDR PF LNG TRM TSY E-Usd (SPTL, 10.1%) and Nuveen ESG LRG-Cap GRW ETF (NULG, 8.9%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001824539
- Portfolio Value
- $128.9M (Q4 2024)
- SEC Filing
- 0001085146-25-000797 ↗ filed Feb 5, 2025
Holdings Value
Holdings 90 stocks · $128.9M
| AGZ iShares Agency Bond ETF | 11.44% | 136,586 | $14.7M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 10.08% | 496,248 | $13.0M | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 8.87% | 133,207 | $11.4M | — |
| IAU iShares Gold Trust | 6.13% | 159,694 | $7.9M | — |
| ESGD iShares Trust iShares ESG Aw | 4.67% | 78,982 | $6.0M | — |
| SUSB iShares ESG Aware 1-5 Year U | 3.67% | 191,591 | $4.7M | — |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.57% | 105,779 | $3.3M | — |
| ANET Arista Networks Inc. | 2.40% | 28,023 | $3.1M | — |
| MID American Century Mid Cap Gro | 2.25% | 48,082 | $2.9M | — |
| PWZ Invesco California Amt-Free | 1.89% | 98,536 | $2.4M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 1.77% | 20,718 | $2.3M | — |
| AAPL Apple Inc. | 1.55% | 7,975 | $2.0M | — |
| MSFT Microsoft Corp. | 1.54% | 4,720 | $2.0M | — |
| V Visa Inc. Class A | 1.35% | 5,486 | $1.7M | — |
| NVDA Nvidia Corp. | 1.34% | 12,859 | $1.7M | — |
| AMP Ameriprise Financial Inc. | 1.32% | 3,200 | $1.7M | — |
| NOW ServiceNow Inc. | 1.31% | 1,596 | $1.7M | — |
| WSM Williams-Sonoma Inc. | 1.28% | 8,922 | $1.7M | — |
| PWR Quanta Services Inc. | 1.25% | 5,090 | $1.6M | — |
| MA Mastercard Inc. Class A | 1.23% | 3,021 | $1.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.23% | 8,051 | $1.6M | — |
| AVGO Broadcom Inc. | 1.12% | 6,210 | $1.4M | — |
| FCNCA First Citizens Bcshs Class A | 1.10% | 670 | $1.4M | — |
| LULU Lululemon Athletica Inc. | 1.08% | 3,654 | $1.4M | — |
| RGA Reinsurance Group of America | 1.08% | 6,518 | $1.4M | — |
| EA Electronic Arts Inc. | 1.01% | 8,915 | $1.3M | — |
| HIMS Hims & Hers Health Inc. | 0.98% | 52,122 | $1.3M | — |
| DECK Deckers Outdoor Corp. | 0.94% | 5,996 | $1.2M | — |
| PNR Pentair PLC | 0.84% | 10,815 | $1.1M | — |
| IOT Samsara Inc. Class A | 0.82% | 24,049 | $1.1M | — |
| HST Host Hotels & Resorts Inc. | 0.79% | 58,339 | $1.0M | — |
| YUM Yum! Brands Inc. | 0.78% | 7,501 | $1.0M | — |
| PGR Progressive Corp. | 0.77% | 4,163 | $998K | — |
| SMI Vaneck Hip Sustainable Muni | 0.73% | 20,532 | $944K | — |
| VITL Vital Farms Inc. | 0.72% | 24,672 | $930K | — |
| WM Waste Management Inc. | 0.69% | 4,396 | $887K | — |
| DV Doubleverify Holdings Inc. | 0.65% | 43,900 | $843K | — |
| TRI Thomson Reuters Corp. | 0.60% | 4,794 | $769K | — |
| IMAX Imax Corp. | 0.59% | 29,793 | $763K | — |
| ISRG Intuitive Surgical Inc. | 0.59% | 1,459 | $762K | — |
| GOOGL Alphabet Inc. Class A | 0.57% | 3,885 | $735K | — |
| AMAT Applied Materials Inc. | 0.48% | 3,824 | $622K | — |
| CHD Church & Dwight Co. Inc. | 0.46% | 5,651 | $592K | — |
| KHC The Kraft Heinz Co. | 0.45% | 18,981 | $583K | — |
| INCY Incyte Corp. | 0.45% | 8,408 | $581K | — |
| ELV Elevance Health Inc. | 0.44% | 1,540 | $568K | — |
| VGSH Vanguard Short-Term Treasury | 0.43% | 9,569 | $557K | — |
| AZO AutoZone Inc. | 0.43% | 173 | $554K | — |
| ETHO Amplify Etho Climate Leaders | 0.43% | 9,244 | $552K | — |
| UNH Unitedhealth Group Inc. | 0.43% | 1,089 | $551K | — |
| CI The Cigna Group | 0.42% | 1,944 | $537K | — |
| AON Aon PLC Class A | 0.41% | 1,481 | $532K | — |
| DSGX The Descartes Systems Grp | 0.38% | 4,296 | $488K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 694 | $481K | — |
| INGR Ingredion Inc. | 0.36% | 3,417 | $470K | — |
| XLRE SS Real Estate Select Sector | 0.36% | 11,517 | $468K | — |
| MWA Mueller Water Products Inc. Class A | 0.35% | 20,324 | $457K | — |
| INTU Intuit Inc. | 0.34% | 691 | $434K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.33% | 4,994 | $430K | — |
| AMZN Amazon.com Inc. | 0.33% | 1,921 | $422K | — |
| FTNT Fortinet Inc. | 0.32% | 4,359 | $412K | — |
| VMC Vulcan Materials Co. | 0.32% | 1,582 | $407K | — |
| DRI Darden Restaurants Inc. | 0.31% | 2,170 | $405K | — |
| SNPS Synopsys Inc. | 0.31% | 813 | $395K | — |
| LPLA LPL Financial Holdings Inc. | 0.31% | 1,205 | $393K | — |
| TYL Tyler Technologies Inc. | 0.29% | 655 | $378K | — |
| GIS General Mills Inc. | 0.28% | 5,608 | $358K | — |
| MTD Mettler-Toledo International | 0.27% | 283 | $346K | — |
| USB US Bancorp | 0.26% | 7,133 | $341K | — |
| SPGI S&P Global Inc. | 0.25% | 659 | $328K | — |
| XLK SS Technology Select Sector | 0.24% | 1,353 | $315K | — |
| ORCL Oracle Corp. | 0.24% | 1,825 | $304K | — |
| TT Trane Technologies PLC | 0.23% | 804 | $297K | — |
| SYF Synchrony Financial | 0.23% | 4,485 | $292K | — |
| AMD Advanced Micro Devices | 0.22% | 2,377 | $287K | — |
| GOOG Alphabet Inc. Class C | 0.21% | 1,441 | $274K | — |
| XJH Ishare ESG SS S&P Midcap ETF | 0.21% | 6,525 | $273K | — |
| HUBS HubSpot Inc. | 0.21% | 387 | $270K | — |
| TTEK Tetra Tech Inc. | 0.21% | 6,655 | $265K | — |
| ADBE Adobe Inc. | 0.21% | 596 | $265K | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.20% | 6,118 | $253K | — |
| TMUS T-Mobile US Inc. | 0.20% | 1,144 | $252K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,079 | $237K | — |
| MELI MercadoLibre Inc. | 0.18% | 137 | $232K | — |
| GLD SPDR Gold Shares | 0.16% | 870 | $211K | — |
| KLAC KLA Corp. | 0.16% | 325 | $205K | — |
| PSA Public Storage | 0.16% | 669 | $200K | — |
| TDOC Teladoc Health Inc. | 0.13% | 18,516 | $168K | — |
| VIVID SEATS INC | 0.13% | 36,038 | $167K | — |
| BRLT Brilliant Earth Group Inc. Class A | 0.08% | 49,148 | $103K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $136.8M | SPTL, ESGD, NULG, BGRN, IAU |
| Q1 2026 | 106 | $144.0M | SPTL, ESGD, IAU, NULG, BGRN |
| Q4 2025 | 93 | $144.2M | SPTL, ESGD, IAU, NULG, BGRN |
| Q3 2025 | 103 | $151.9M | SPTL, IAU, NULG, ESGD, BGRN |
| Q2 2025 | 91 | $141.5M | SPTL, NULG, IAU, ESGD, SUSB |
| Q1 2025 | 89 | $128.5M | SPTL, NULG, IAU, AGZ, ESGD |
| Q4 2024 | 90 | $128.9M | AGZ, SPTL, NULG, IAU, ESGD |