Impact Investors, Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Impact Investors, Inc reported 103 stock positions worth $151.9 million. Its top holding was SS SPDR PF LNG TRM TSY E-Usd (SPTL) at 7.3% of the portfolio, followed by iShares Gold Trust (IAU, 7.2%) and Nuveen ESG LRG-Cap GRW ETF (NULG, 6.4%). Compared with Q2 2025, it opened 18 new positions, sold out of 6, added to 29 and reduced 48. The biggest buy was a new position in iShares Usd Green Bond ETF (BGRN) and the biggest sale SS SPDR PF LNG TRM TSY E-Usd (SPTL, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001824539
- Portfolio Value
- $151.9M (Q3 2025)
- SEC Filing
- 0001824539-25-000002 ↗ filed Oct 30, 2025
Holdings Value
Holdings 103 stocks · $151.9M
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 7.30% | 411,338 | $11.1M | Reduce -40.2% |
| IAU iShares Gold Trust | 7.19% | 149,990 | $10.9M | Reduce -5.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 6.41% | 97,828 | $9.7M | Reduce -23.3% |
| ESGD iShares Trust iShares ESG Aw | 6.09% | 99,438 | $9.2M | Add +17.2% |
| BGRN iShares Usd Green Bond ETF | 4.98% | 157,099 | $7.6M | New |
| UBND Victoryshares Core Plus Bond | 3.47% | 238,841 | $5.3M | New |
| SUSB iShares ESG Aware 1-5 Year U | 2.91% | 174,387 | $4.4M | Reduce -41.9% |
| NVDA Nvidia Corp. | 2.67% | 21,760 | $4.1M | Add +55.4% |
| AGZ iShares Agency Bond ETF | 2.64% | 36,345 | $4.0M | Reduce -30.6% |
| ANET Arista Networks Inc. | 2.58% | 26,882 | $3.9M | Reduce -2.2% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.47% | 109,203 | $3.8M | Add +7.6% |
| VGIT Vanguard Intermediate-Term T | 2.06% | 52,023 | $3.1M | Reduce -41.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.05% | 24,756 | $3.1M | Reduce -3.0% |
| MID American Century Mid Cap Gro | 1.81% | 41,431 | $2.8M | Reduce -5.7% |
| HIMS Hims & Hers Health Inc. | 1.72% | 46,149 | $2.6M | Reduce -6.3% |
| MSFT Microsoft Corp. | 1.71% | 5,018 | $2.6M | Add +6.1% |
| AVGO Broadcom Inc. | 1.65% | 7,605 | $2.5M | Add +28.5% |
| VGSH Vanguard Short-Term Treasury | 1.64% | 42,428 | $2.5M | Reduce -19.4% |
| HYXF iShares ESG Adv High Yield | 1.61% | 51,611 | $2.5M | New |
| V Visa Inc. Class A | 1.54% | 6,871 | $2.3M | Add +30.6% |
| AAPL Apple Inc. | 1.41% | 8,413 | $2.1M | Add +5.2% |
| PWR Quanta Services Inc. | 1.39% | 5,084 | $2.1M | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.32% | 7,185 | $2.0M | Add +2.4% |
| EA Electronic Arts Inc. | 1.22% | 9,159 | $1.8M | Reduce -1.6% |
| WSM Williams-Sonoma Inc. | 1.13% | 8,786 | $1.7M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 1.10% | 2,925 | $1.7M | Reduce -1.0% |
| JMUB JPMorgan Municipal ETF | 1.03% | 31,134 | $1.6M | New |
| NOW ServiceNow Inc. | 0.91% | 1,503 | $1.4M | Reduce -3.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.85% | 29,882 | $1.3M | New |
| AMP Ameriprise Financial Inc. | 0.81% | 2,514 | $1.2M | Reduce -18.6% |
| VITL Vital Farms Inc. | 0.80% | 29,561 | $1.2M | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.77% | 1,459 | $1.2M | New |
| YUM Yum! Brands Inc. | 0.75% | 7,500 | $1.1M | No change |
| PNR Pentair PLC | 0.73% | 9,961 | $1.1M | Reduce -4.8% |
| PWZ Invesco California Amt-Free | 0.68% | 43,365 | $1.0M | Reduce -46.8% |
| GOOGL Alphabet Inc. Class A | 0.67% | 4,192 | $1.0M | Add +6.3% |
| IMAX Imax Corp. | 0.65% | 29,936 | $980K | Add +0.8% |
| PGR Progressive Corp. | 0.62% | 3,813 | $942K | Reduce -12.7% |
| CMF iShares California Muni Bond | 0.61% | 16,169 | $922K | New |
| WM Waste Management Inc. | 0.60% | 4,092 | $904K | Reduce -14.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.59% | 930 | $900K | Add +6.2% |
| FCNCA First Citizens Bcshs Class A | 0.58% | 496 | $887K | Reduce -28.9% |
| RGA Reinsurance Group of America | 0.58% | 4,618 | $887K | Reduce -18.1% |
| IOT Samsara Inc. Class A | 0.56% | 22,839 | $851K | Reduce -12.9% |
| AMAT Applied Materials Inc. | 0.53% | 3,939 | $807K | Add +4.6% |
| AZO AutoZone Inc. | 0.49% | 172 | $739K | No change |
| DECK Deckers Outdoor Corp. | 0.46% | 6,957 | $705K | Reduce -2.8% |
| TRI Thomson Reuters Corp. | 0.46% | 4,523 | $703K | Reduce -12.8% |
| ETHO Amplify Etho Climate Leaders | 0.45% | 10,613 | $676K | Reduce -10.5% |
| LULU Lululemon Athletica Inc. | 0.44% | 3,773 | $671K | Add +9.1% |
| XLRE SS Real Estate Select Sector | 0.44% | 15,803 | $666K | Add +11.3% |
| HST Host Hotels & Resorts Inc. | 0.43% | 38,724 | $659K | Reduce -19.5% |
| ORCL Oracle Corp. | 0.39% | 2,107 | $593K | Add +25.6% |
| DV Doubleverify Holdings Inc. | 0.39% | 48,911 | $586K | Reduce -3.1% |
| MUB iShares National Muni Bond E | 0.38% | 5,420 | $577K | New |
| DE Deere & Co. | 0.38% | 1,248 | $571K | New |
| ELV Elevance Health Inc. | 0.35% | 1,662 | $537K | Add +1.3% |
| CI The Cigna Group | 0.34% | 1,803 | $520K | Reduce -25.4% |
| INTU Intuit Inc. | 0.34% | 759 | $518K | Add +2.4% |
| TLT iShares 20+ Year Treasury BD | 0.33% | 5,564 | $497K | No change |
| AMZN Amazon.com Inc. | 0.32% | 2,246 | $493K | Add +14.5% |
| KHC The Kraft Heinz Co. | 0.32% | 18,598 | $484K | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 0.29% | 992 | $444K | Reduce -31.2% |
| DRI Darden Restaurants Inc. | 0.27% | 2,170 | $413K | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 1,686 | $411K | Add +17.1% |
| MELI MercadoLibre Inc. | 0.26% | 170 | $398K | Add +15.7% |
| INGR Ingredion Inc. | 0.26% | 3,211 | $392K | Reduce -3.6% |
| GRNB Vaneck Green Bond ETF | 0.25% | 15,837 | $387K | New |
| SYF Synchrony Financial | 0.24% | 5,097 | $362K | Add +14.3% |
| LPLA LPL Financial Holdings Inc. | 0.23% | 1,071 | $356K | Reduce -11.0% |
| KLAC KLA Corp. | 0.23% | 324 | $350K | No change |
| XLK SS Technology Select Sector | 0.23% | 1,223 | $345K | No change |
| USB US Bancorp | 0.23% | 7,091 | $343K | Reduce -0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 6,100 | $338K | Reduce -34.6% |
| TT Trane Technologies PLC | 0.22% | 798 | $337K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.21% | 937 | $323K | Reduce -0.1% |
| ZS Zscaler Inc. | 0.21% | 1,066 | $319K | Add +14.9% |
| VEEV Veeva Systems Inc. Class A | 0.21% | 1,056 | $315K | Add +17.3% |
| AON Aon PLC Class A | 0.20% | 855 | $305K | Reduce -50.3% |
| CHD Church & Dwight Co. Inc. | 0.20% | 3,399 | $298K | Reduce -28.8% |
| MWA Mueller Water Products Inc. Class A | 0.20% | 11,665 | $298K | Reduce -42.5% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.19% | 6,676 | $293K | Reduce -2.1% |
| MTD Mettler-Toledo International | 0.19% | 238 | $292K | Reduce -24.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.19% | 6,118 | $284K | No change |
| GIS General Mills Inc. | 0.19% | 5,608 | $283K | No change |
| ABBV Abbvie Inc. | 0.18% | 1,184 | $274K | New |
| TMUS T-Mobile US Inc. | 0.18% | 1,137 | $272K | Add +0.1% |
| MDB Mongodb Inc. | 0.18% | 875 | $272K | New |
| GLD SPDR Gold Shares | 0.18% | 760 | $270K | Reduce -0.9% |
| FTNT Fortinet Inc. | 0.18% | 3,184 | $268K | Reduce -23.2% |
| ADBE Adobe Inc. | 0.17% | 740 | $261K | Add +19.2% |
| INCY Incyte Corp. | 0.16% | 2,948 | $250K | Reduce -3.9% |
| AMD Advanced Micro Devices | 0.16% | 1,541 | $249K | New |
| SPGI S&P Global Inc. | 0.16% | 505 | $246K | Reduce -22.7% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.15% | 573 | $228K | New |
| QCOM Qualcomm Inc. | 0.15% | 1,353 | $225K | New |
| CSCO Cisco Systems Inc. | 0.14% | 3,150 | $215K | New |
| CTRE Caretrust REIT Inc. | 0.14% | 6,143 | $213K | New |
| HUBS HubSpot Inc. | 0.14% | 444 | $208K | Add +13.8% |
| PUK Prudential PLC-ADR | 0.13% | 7,278 | $204K | Reduce -12.7% |
Portfolio Sells Q2 2025 → Q3 2025
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -40.2% | 7.30% | −5.63 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -41.9% | 2.91% | −2.43 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -23.3% | 6.41% | −2.06 |
| VGIT Vanguard Intermediate-Term T | Reduce -41.0% | 2.06% | −1.67 |
| AGZ iShares Agency Bond ETF | Reduce -30.6% | 2.64% | −1.42 |
| PWZ Invesco California Amt-Free | Reduce -46.8% | 0.68% | −0.66 |
| VGSH Vanguard Short-Term Treasury | Reduce -19.4% | 1.64% | −0.54 |
| FCNCA First Citizens Bcshs Class A | Reduce -28.9% | 0.58% | −0.38 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −0.38 |
| AMP Ameriprise Financial Inc. | Reduce -18.6% | 0.81% | −0.35 |
| TRI Thomson Reuters Corp. | Reduce -12.8% | 0.46% | −0.27 |
| ISRG Intuitive Surgical Inc. | Reduce -31.2% | 0.29% | −0.26 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.24 |
| MID American Century Mid Cap Gro | Reduce -5.7% | 1.81% | −0.24 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.23 |
| AON Aon PLC Class A | Reduce -50.3% | 0.20% | −0.23 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -34.6% | 0.22% | −0.23 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.23 |
| CI The Cigna Group | Reduce -25.4% | 0.34% | −0.22 |
| NOW ServiceNow Inc. | Reduce -3.3% | 0.91% | −0.22 |
| RGA Reinsurance Group of America | Reduce -18.1% | 0.58% | −0.21 |
| PGR Progressive Corp. | Reduce -12.7% | 0.62% | −0.20 |
| WM Waste Management Inc. | Reduce -14.4% | 0.60% | −0.18 |
| IOT Samsara Inc. Class A | Reduce -12.9% | 0.56% | −0.18 |
| PSA Public Storage | Sold out | 0.00% | −0.15 |
| MWA Mueller Water Products Inc. Class A | Reduce -42.5% | 0.20% | −0.15 |
| DV Doubleverify Holdings Inc. | Reduce -3.1% | 0.39% | −0.15 |
| FTNT Fortinet Inc. | Reduce -23.2% | 0.18% | −0.13 |
| CHD Church & Dwight Co. Inc. | Reduce -28.8% | 0.20% | −0.13 |
| HST Host Hotels & Resorts Inc. | Reduce -19.5% | 0.43% | −0.09 |
| LPLA LPL Financial Holdings Inc. | Reduce -11.0% | 0.23% | −0.08 |
| SPGI S&P Global Inc. | Reduce -22.7% | 0.16% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 1.10% | −0.08 |
| MTD Mettler-Toledo International | Reduce -24.0% | 0.19% | −0.07 |
| INGR Ingredion Inc. | Reduce -3.6% | 0.26% | −0.06 |
| DECK Deckers Outdoor Corp. | Reduce -2.8% | 0.46% | −0.06 |
| TDOC Teladoc Health Inc. | Reduce -30.3% | 0.08% | −0.06 |
| VIVID SEATS INC | Sold out | 0.00% | −0.04 |
| ETHO Amplify Etho Climate Leaders | Reduce -10.5% | 0.45% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -3.0% | 2.05% | −0.04 |
| PNR Pentair PLC | Reduce -4.8% | 0.73% | −0.03 |
| PUK Prudential PLC-ADR | Reduce -12.7% | 0.13% | −0.01 |
| HIMS Hims & Hers Health Inc. | Reduce -6.3% | 1.72% | −0.01 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -2.1% | 0.19% | −0.01 |
| USB US Bancorp | Reduce -0.6% | 0.23% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.21% | +0.01 |
| GLD SPDR Gold Shares | Reduce -0.9% | 0.18% | +0.01 |
| INCY Incyte Corp. | Reduce -3.9% | 0.16% | +0.02 |
| BRLT Brilliant Earth Group Inc. Class A | Reduce -5.2% | 0.07% | +0.02 |
| PWR Quanta Services Inc. | Reduce -0.0% | 1.39% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| BGRN iShares Usd Green Bond ETF | New | 4.98% | +4.98 |
| UBND Victoryshares Core Plus Bond | New | 3.47% | +3.47 |
| HYXF iShares ESG Adv High Yield | New | 1.61% | +1.61 |
| NVDA Nvidia Corp. | Add +55.4% | 2.67% | +1.11 |
| JMUB JPMorgan Municipal ETF | New | 1.03% | +1.03 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.85% | +0.85 |
| GS Goldman Sachs Group Inc. | New | 0.77% | +0.77 |
| ESGD iShares Trust iShares ESG Aw | Add +17.2% | 6.09% | +0.74 |
| CMF iShares California Muni Bond | New | 0.61% | +0.61 |
| AVGO Broadcom Inc. | Add +28.5% | 1.65% | +0.50 |
| MUB iShares National Muni Bond E | New | 0.38% | +0.38 |
| DE Deere & Co. | New | 0.38% | +0.38 |
| GRNB Vaneck Green Bond ETF | New | 0.25% | +0.25 |
| AAPL Apple Inc. | Add +5.2% | 1.41% | +0.25 |
| V Visa Inc. Class A | Add +30.6% | 1.54% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 1.32% | +0.20 |
| ABBV Abbvie Inc. | New | 0.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +6.3% | 0.67% | +0.18 |
| MDB Mongodb Inc. | New | 0.18% | +0.18 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| IESC Ies Holdings Inc. | New | 0.15% | +0.15 |
| QCOM Qualcomm Inc. | New | 0.15% | +0.15 |
| CSCO Cisco Systems Inc. | New | 0.14% | +0.14 |
| CTRE Caretrust REIT Inc. | New | 0.14% | +0.14 |
| MMM 3M Co. | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | Add +25.6% | 0.39% | +0.13 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.2% | 0.59% | +0.10 |
| BCD Abrdn Bloomberg All Commodit | Add +7.6% | 2.47% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +17.1% | 0.27% | +0.09 |
| IMAX Imax Corp. | Add +0.8% | 0.65% | +0.06 |
| MSFT Microsoft Corp. | Add +6.1% | 1.71% | +0.05 |
| AMAT Applied Materials Inc. | Add +4.6% | 0.53% | +0.04 |
| SYF Synchrony Financial | Add +14.3% | 0.24% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +17.3% | 0.21% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +11.3% | 0.44% | +0.02 |
| AMZN Amazon.com Inc. | Add +14.5% | 0.32% | +0.02 |
| ZS Zscaler Inc. | Add +14.9% | 0.21% | +0.00 |
| ADBE Adobe Inc. | Add +19.2% | 0.17% | +0.00 |
| VITL Vital Farms Inc. | Add +0.7% | 0.80% | +0.00 |
| MELI MercadoLibre Inc. | Add +15.7% | 0.26% | −0.01 |
| TMUS T-Mobile US Inc. | Add +0.1% | 0.18% | −0.01 |
| HUBS HubSpot Inc. | Add +13.8% | 0.14% | −0.02 |
| KHC The Kraft Heinz Co. | Add +0.4% | 0.32% | −0.02 |
| TT Trane Technologies PLC | Add +0.1% | 0.22% | −0.02 |
| INTU Intuit Inc. | Add +2.4% | 0.34% | −0.07 |
| ELV Elevance Health Inc. | Add +1.3% | 0.35% | −0.10 |
| LULU Lululemon Athletica Inc. | Add +9.1% | 0.44% | −0.14 |
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 |