Impact Investors, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Impact Investors, Inc reported 91 stock positions worth $141.5 million. Its top holding was SS SPDR PF LNG TRM TSY E-Usd (SPTL) at 12.9% of the portfolio, followed by Nuveen ESG LRG-Cap GRW ETF (NULG, 8.5%) and iShares Gold Trust (IAU, 7.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 4, added to 38 and reduced 41. The biggest buy was Nvidia (NVDA, shares +11%) and the biggest sale iShares Agency Bond ETF (AGZ, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001824539
- Portfolio Value
- $141.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003989 ↗ filed Jul 21, 2025
Holdings Value
Holdings 91 stocks · $141.5M
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 12.93% | 688,286 | $18.3M | Add +10.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 8.47% | 127,538 | $12.0M | Reduce -1.6% |
| IAU iShares Gold Trust | 6.98% | 158,287 | $9.9M | Reduce -1.2% |
| ESGD iShares Trust iShares ESG Aw | 5.35% | 84,839 | $7.6M | Add +1.7% |
| SUSB iShares ESG Aware 1-5 Year U | 5.34% | 300,236 | $7.6M | Add +11.0% |
| AGZ iShares Agency Bond ETF | 4.06% | 52,408 | $5.7M | Reduce -19.0% |
| VGIT Vanguard Intermediate-Term T | 3.72% | 88,104 | $5.3M | Add +15.0% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.38% | 101,524 | $3.4M | Add +2.4% |
| VGSH Vanguard Short-Term Treasury | 2.19% | 52,609 | $3.1M | Add +19.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.09% | 25,510 | $3.0M | Add +22.3% |
| MID American Century Mid Cap Gro | 2.05% | 43,940 | $2.9M | Reduce -16.5% |
| ANET Arista Networks Inc. | 1.99% | 27,483 | $2.8M | Reduce -0.7% |
| HIMS Hims & Hers Health Inc. | 1.73% | 49,224 | $2.5M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.66% | 4,730 | $2.4M | Add +0.2% |
| NVDA Nvidia Corp. | 1.56% | 13,999 | $2.2M | Add +11.0% |
| PWR Quanta Services Inc. | 1.36% | 5,085 | $1.9M | Reduce -0.1% |
| PWZ Invesco California Amt-Free | 1.34% | 81,431 | $1.9M | Reduce -8.6% |
| V Visa Inc. Class A | 1.32% | 5,263 | $1.9M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 1.17% | 2,955 | $1.7M | Reduce -0.1% |
| AMP Ameriprise Financial Inc. | 1.17% | 3,089 | $1.6M | Reduce -1.1% |
| AAPL Apple Inc. | 1.16% | 7,998 | $1.6M | Add +0.6% |
| AVGO Broadcom Inc. | 1.15% | 5,920 | $1.6M | Reduce -0.6% |
| NOW ServiceNow Inc. | 1.13% | 1,555 | $1.6M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.12% | 7,016 | $1.6M | Reduce -11.0% |
| EA Electronic Arts Inc. | 1.05% | 9,306 | $1.5M | Add +5.8% |
| WSM Williams-Sonoma Inc. | 1.03% | 8,892 | $1.5M | Add +1.1% |
| FCNCA First Citizens Bcshs Class A | 0.96% | 698 | $1.4M | Add +6.2% |
| PGR Progressive Corp. | 0.82% | 4,366 | $1.2M | Add +7.6% |
| VITL Vital Farms Inc. | 0.80% | 29,355 | $1.1M | Add +15.9% |
| RGA Reinsurance Group of America | 0.79% | 5,637 | $1.1M | Reduce -12.2% |
| YUM Yum! Brands Inc. | 0.79% | 7,500 | $1.1M | No change |
| WM Waste Management Inc. | 0.77% | 4,781 | $1.1M | Add +11.1% |
| PNR Pentair PLC | 0.76% | 10,467 | $1.1M | Reduce -0.6% |
| IOT Samsara Inc. Class A | 0.74% | 26,226 | $1.0M | Add +12.1% |
| TRI Thomson Reuters Corp. | 0.74% | 5,185 | $1.0M | Add +10.6% |
| IMAX Imax Corp. | 0.59% | 29,685 | $830K | Add +0.2% |
| LULU Lululemon Athletica Inc. | 0.58% | 3,457 | $821K | Reduce -1.2% |
| CI The Cigna Group | 0.56% | 2,417 | $799K | Add +22.4% |
| ISRG Intuitive Surgical Inc. | 0.55% | 1,441 | $783K | Reduce -0.1% |
| DV Doubleverify Holdings Inc. | 0.53% | 50,477 | $756K | Add +15.7% |
| HST Host Hotels & Resorts Inc. | 0.52% | 48,099 | $739K | Reduce -18.6% |
| DECK Deckers Outdoor Corp. | 0.52% | 7,158 | $738K | Add +20.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.50% | 876 | $702K | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 0.49% | 3,942 | $695K | Add +3.4% |
| AMAT Applied Materials Inc. | 0.49% | 3,766 | $689K | Reduce -3.7% |
| ETHO Amplify Etho Climate Leaders | 0.49% | 11,855 | $689K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 9,327 | $644K | Add +63.7% |
| AZO AutoZone Inc. | 0.45% | 172 | $639K | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.45% | 1,640 | $638K | Add +4.0% |
| AON Aon PLC Class A | 0.43% | 1,719 | $613K | Reduce -0.3% |
| XLRE SS Real Estate Select Sector | 0.42% | 14,197 | $588K | Add +3.3% |
| INTU Intuit Inc. | 0.41% | 741 | $584K | Add +9.3% |
| DSGX The Descartes Systems Grp | 0.38% | 5,269 | $536K | Reduce -0.2% |
| TLT iShares 20+ Year Treasury BD | 0.35% | 5,564 | $491K | New |
| MWA Mueller Water Products Inc. Class A | 0.34% | 20,294 | $488K | Reduce -0.1% |
| KHC The Kraft Heinz Co. | 0.34% | 18,530 | $478K | Reduce -6.8% |
| DRI Darden Restaurants Inc. | 0.33% | 2,170 | $473K | No change |
| CHD Church & Dwight Co. Inc. | 0.32% | 4,774 | $459K | Reduce -15.5% |
| INGR Ingredion Inc. | 0.32% | 3,330 | $452K | Reduce -0.5% |
| LPLA LPL Financial Holdings Inc. | 0.32% | 1,203 | $451K | Reduce -0.2% |
| FTNT Fortinet Inc. | 0.31% | 4,148 | $438K | Reduce -4.8% |
| AMZN Amazon.com Inc. | 0.30% | 1,961 | $430K | Add +0.7% |
| MELI MercadoLibre Inc. | 0.27% | 147 | $383K | Add +8.9% |
| MTD Mettler-Toledo International | 0.26% | 313 | $368K | Add +11.0% |
| ORCL Oracle Corp. | 0.26% | 1,677 | $367K | Reduce -7.9% |
| TT Trane Technologies PLC | 0.25% | 797 | $349K | Reduce -0.8% |
| SPGI S&P Global Inc. | 0.24% | 653 | $344K | Add +0.5% |
| VMC Vulcan Materials Co. | 0.24% | 1,303 | $340K | Reduce -17.6% |
| SNPS Synopsys Inc. | 0.23% | 648 | $332K | Reduce -20.3% |
| USB US Bancorp | 0.23% | 7,133 | $323K | No change |
| TYL Tyler Technologies Inc. | 0.23% | 538 | $319K | Reduce -17.9% |
| XLK SS Technology Select Sector | 0.22% | 1,223 | $310K | Reduce -9.6% |
| SYF Synchrony Financial | 0.21% | 4,459 | $298K | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.21% | 938 | $293K | Reduce -12.9% |
| ZS Zscaler Inc. | 0.21% | 928 | $291K | New |
| GIS General Mills Inc. | 0.21% | 5,608 | $291K | No change |
| KLAC KLA Corp. | 0.21% | 324 | $290K | Reduce -0.3% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.20% | 6,821 | $283K | Add +1.0% |
| TMUS T-Mobile US Inc. | 0.19% | 1,136 | $271K | Reduce -0.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.19% | 6,118 | $268K | No change |
| VEEV Veeva Systems Inc. Class A | 0.18% | 900 | $259K | New |
| GOOG Alphabet Inc. Class C | 0.18% | 1,440 | $255K | No change |
| ADBE Adobe Inc. | 0.17% | 621 | $240K | Add +4.4% |
| GLD SPDR Gold Shares | 0.17% | 767 | $234K | Reduce -4.6% |
| HUBS HubSpot Inc. | 0.15% | 390 | $217K | Add +3.2% |
| PSA Public Storage | 0.15% | 727 | $213K | New |
| INCY Incyte Corp. | 0.15% | 3,068 | $209K | Reduce -63.3% |
| PUK Prudential PLC-ADR | 0.15% | 8,335 | $209K | New |
| TDOC Teladoc Health Inc. | 0.13% | 21,620 | $188K | Add +17.6% |
| BRLT Brilliant Earth Group Inc. Class A | 0.05% | 53,446 | $73K | Add +10.4% |
| VIVID SEATS INC | 0.04% | 35,289 | $60K | Reduce -3.5% |
Portfolio Sells Q1 2025 → Q2 2025
| AGZ iShares Agency Bond ETF | Reduce -19.0% | 4.06% | −1.45 |
| SMI Vaneck Hip Sustainable Muni | Sold out | 0.00% | −0.66 |
| IAU iShares Gold Trust | Reduce -1.2% | 6.98% | −0.38 |
| PWZ Invesco California Amt-Free | Reduce -8.6% | 1.34% | −0.31 |
| MID American Century Mid Cap Gro | Reduce -16.5% | 2.05% | −0.27 |
| INCY Incyte Corp. | Reduce -63.3% | 0.15% | −0.25 |
| UNH Unitedhealth Group Inc. | Reduce -12.9% | 0.21% | −0.23 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.20 |
| RGA Reinsurance Group of America | Reduce -12.2% | 0.79% | −0.19 |
| LULU Lululemon Athletica Inc. | Reduce -1.2% | 0.58% | −0.19 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.19 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.16 |
| CHD Church & Dwight Co. Inc. | Reduce -15.5% | 0.32% | −0.16 |
| V Visa Inc. Class A | Reduce -1.9% | 1.32% | −0.14 |
| KHC The Kraft Heinz Co. | Reduce -6.8% | 0.34% | −0.13 |
| HST Host Hotels & Resorts Inc. | Reduce -18.6% | 0.52% | −0.13 |
| AON Aon PLC Class A | Reduce -0.3% | 0.43% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 1.17% | −0.09 |
| TYL Tyler Technologies Inc. | Reduce -17.9% | 0.23% | −0.07 |
| AZO AutoZone Inc. | Reduce -0.6% | 0.45% | −0.06 |
| MWA Mueller Water Products Inc. Class A | Reduce -0.1% | 0.34% | −0.06 |
| VMC Vulcan Materials Co. | Reduce -17.6% | 0.24% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -0.7% | 0.19% | −0.05 |
| VIVID SEATS INC | Reduce -3.5% | 0.04% | −0.04 |
| SNPS Synopsys Inc. | Reduce -20.3% | 0.23% | −0.04 |
| DSGX The Descartes Systems Grp | Reduce -0.2% | 0.38% | −0.04 |
| INGR Ingredion Inc. | Reduce -0.5% | 0.32% | −0.03 |
| FTNT Fortinet Inc. | Reduce -4.8% | 0.31% | −0.02 |
| GLD SPDR Gold Shares | Reduce -4.6% | 0.17% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -1.1% | 1.17% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.55% | −0.00 |
| XLK SS Technology Select Sector | Reduce -9.6% | 0.22% | +0.00 |
| LPLA LPL Financial Holdings Inc. | Reduce -0.2% | 0.32% | +0.01 |
| KLAC KLA Corp. | Reduce -0.3% | 0.21% | +0.03 |
| TT Trane Technologies PLC | Reduce -0.8% | 0.25% | +0.04 |
| PNR Pentair PLC | Reduce -0.6% | 0.76% | +0.04 |
| AMAT Applied Materials Inc. | Reduce -3.7% | 0.49% | +0.05 |
| ORCL Oracle Corp. | Reduce -7.9% | 0.26% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.0% | 1.12% | +0.10 |
| NOW ServiceNow Inc. | Reduce -0.5% | 1.13% | +0.16 |
| ANET Arista Networks Inc. | Reduce -0.7% | 1.99% | +0.32 |
| PWR Quanta Services Inc. | Reduce -0.1% | 1.36% | +0.35 |
| AVGO Broadcom Inc. | Reduce -0.6% | 1.15% | +0.38 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.6% | 8.47% | +0.57 |
| HIMS Hims & Hers Health Inc. | Reduce -0.9% | 1.73% | +0.59 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +11.0% | 1.56% | +0.50 |
| ETHO Amplify Etho Climate Leaders | New | 0.49% | +0.49 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +22.3% | 2.09% | +0.43 |
| TLT iShares 20+ Year Treasury BD | New | 0.35% | +0.35 |
| MSFT Microsoft Corp. | Add +0.2% | 1.66% | +0.28 |
| ZS Zscaler Inc. | New | 0.21% | +0.21 |
| VITL Vital Farms Inc. | Add +15.9% | 0.80% | +0.20 |
| VEEV Veeva Systems Inc. Class A | New | 0.18% | +0.18 |
| VGIT Vanguard Intermediate-Term T | Add +15.0% | 3.72% | +0.18 |
| VGSH Vanguard Short-Term Treasury | Add +19.4% | 2.19% | +0.17 |
| PSA Public Storage | New | 0.15% | +0.15 |
| PUK Prudential PLC-ADR | New | 0.15% | +0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +63.7% | 0.45% | +0.15 |
| TRI Thomson Reuters Corp. | Add +10.6% | 0.74% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.7% | 0.50% | +0.10 |
| INTU Intuit Inc. | Add +9.3% | 0.41% | +0.09 |
| SUSB iShares ESG Aware 1-5 Year U | Add +11.0% | 5.34% | +0.08 |
| DV Doubleverify Holdings Inc. | Add +15.7% | 0.53% | +0.08 |
| MELI MercadoLibre Inc. | Add +8.9% | 0.27% | +0.07 |
| EA Electronic Arts Inc. | Add +5.8% | 1.05% | +0.06 |
| CI The Cigna Group | Add +22.4% | 0.56% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +1.7% | 5.35% | +0.05 |
| IOT Samsara Inc. Class A | Add +12.1% | 0.74% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.49% | +0.03 |
| SYF Synchrony Financial | Add +1.8% | 0.21% | +0.03 |
| TDOC Teladoc Health Inc. | Add +17.6% | 0.13% | +0.02 |
| FCNCA First Citizens Bcshs Class A | Add +6.2% | 0.96% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.30% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +20.8% | 0.52% | +0.01 |
| MTD Mettler-Toledo International | Add +11.0% | 0.26% | +0.00 |
| WM Waste Management Inc. | Add +11.1% | 0.77% | −0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +1.0% | 0.20% | −0.01 |
| BRLT Brilliant Earth Group Inc. Class A | Add +10.4% | 0.05% | −0.01 |
| ADBE Adobe Inc. | Add +4.4% | 0.17% | −0.01 |
| SPGI S&P Global Inc. | Add +0.5% | 0.24% | −0.01 |
| HUBS HubSpot Inc. | Add +3.2% | 0.15% | −0.01 |
| IMAX Imax Corp. | Add +0.2% | 0.59% | −0.02 |
| XLRE SS Real Estate Select Sector | Add +3.3% | 0.42% | −0.03 |
| WSM Williams-Sonoma Inc. | Add +1.1% | 1.03% | −0.06 |
| PGR Progressive Corp. | Add +7.6% | 0.82% | −0.07 |
| ELV Elevance Health Inc. | Add +4.0% | 0.45% | −0.08 |
| AAPL Apple Inc. | Add +0.6% | 1.16% | −0.22 |
| BCD Abrdn Bloomberg All Commodit | Add +2.4% | 2.38% | −0.26 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +10.7% | 12.93% | −0.26 |
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 |