Impact Investors, Inc

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Impact Investors, Inc reported 93 stock positions worth $144.2 million. Its top holding was SS SPDR PF LNG TRM TSY E-Usd (SPTL) at 8.7% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 7.9%) and iShares Gold Trust (IAU, 7.9%). Compared with Q3 2025, it sold out of 10, added to 23 and reduced 61. The biggest buy was iShares Trust iShares ESG Aw (ESGD, shares +21%) and the biggest sale iShares Agency Bond ETF (AGZ, shares −46%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001824539
Portfolio Value
$144.2M (Q4 2025)
SEC Filing
0001824539-26-000001 ↗ filed Jan 21, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $128.9M Q4 2024 Q1 2025: $128.5M Q1 2025 Q2 2025: $141.5M Q2 2025 Q3 2025: $151.9M Q3 2025 Q4 2025: $144.2M $144.2M Q4 2025 Q1 2026: $144.0M Q1 2026 Q2 2026: $136.8M Q2 2026

Holdings 93 stocks · $144.2M
SPTL SS SPDR PF LNG TRM TSY E-Usd 8.67% 472,247 $12.5M Add +14.8%
ESGD iShares Trust iShares ESG Aw 7.93% 120,306 $11.4M Add +21.0%
IAU iShares Gold Trust 7.88% 139,968 $11.4M Reduce -6.7%
NULG Nuveen ESG LRG-Cap GRW ETF 6.43% 94,849 $9.3M Reduce -3.0%
BGRN iShares Usd Green Bond ETF 5.08% 152,779 $7.3M Reduce -2.8%
SUSB iShares ESG Aware 1-5 Year U 3.69% 210,986 $5.3M Add +21.0%
UBND Victoryshares Core Plus Bond 3.64% 238,782 $5.3M Reduce -0.0%
VGIT Vanguard Intermediate-Term T 2.86% 68,757 $4.1M Add +32.2%
VGSH Vanguard Short-Term Treasury 2.50% 61,331 $3.6M Add +44.5%
ANET Arista Networks Inc. 2.38% 26,203 $3.4M Reduce -2.5%
DSI iShares ESG MSCI KLD 400 ETF 2.30% 25,742 $3.3M Add +4.0%
BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS 2.21% 103,023 $3.2M Reduce -5.7%
NVDA Nvidia Corp. 2.01% 15,574 $2.9M Reduce -28.4%
MID American Century Mid Cap Gro 1.97% 43,583 $2.8M Add +5.2%
AAPL Apple Inc. 1.76% 9,330 $2.5M Add +10.9%
HYXF iShares ESG Adv High Yield 1.69% 51,555 $2.4M Reduce -0.1%
AGZ iShares Agency Bond ETF 1.49% 19,486 $2.1M Reduce -46.4%
PWR Quanta Services Inc. 1.47% 5,014 $2.1M Reduce -1.4%
MSFT Microsoft Corp. 1.43% 4,257 $2.1M Reduce -15.2%
ESGE iShares Inc. iShares ESG Awar 1.36% 44,401 $2.0M Add +48.6%
TSM Taiwan Semiconductor-SP ADR 1.33% 6,304 $1.9M Reduce -12.3%
AVGO Broadcom Inc. 1.27% 5,308 $1.8M Reduce -30.2%
V Visa Inc. Class A 1.15% 4,724 $1.7M Reduce -31.3%
JMUB JPMorgan Municipal ETF 1.14% 32,493 $1.6M Add +4.4%
WSM Williams-Sonoma Inc. 1.06% 8,565 $1.5M Reduce -2.5%
EA Electronic Arts Inc. 0.99% 7,007 $1.4M Reduce -23.5%
GOOGL Alphabet Inc. Class A 0.92% 4,246 $1.3M Add +1.3%
MA Mastercard Inc. Class A 0.88% 2,235 $1.3M Reduce -23.6%
HIMS Hims & Hers Health Inc. 0.87% 38,593 $1.3M Reduce -16.4%
AMP Ameriprise Financial Inc. 0.80% 2,366 $1.2M Reduce -5.9%
YUM Yum! Brands Inc. 0.79% 7,500 $1.1M No change
IMAX Imax Corp. 0.76% 29,492 $1.1M Reduce -1.5%
PWZ Invesco California Amt-Free 0.75% 45,028 $1.1M Add +3.8%
NOW ServiceNow Inc. 0.75% 7,053 $1.1M Reduce -6.2%
ASML ASML Holding NV-NY Reg SHS 0.67% 897 $959K Reduce -3.5%
AMAT Applied Materials Inc. 0.66% 3,700 $951K Reduce -6.1%
FCNCA First Citizens Bcshs Class A 0.65% 436 $936K Reduce -12.1%
CMF iShares California Muni Bond 0.64% 16,172 $929K Add +0.0%
RGA Reinsurance Group of America 0.58% 4,100 $834K Reduce -11.2%
PGR Progressive Corp. 0.58% 3,648 $831K Reduce -4.3%
PNR Pentair PLC 0.57% 7,867 $819K Reduce -21.0%
XLRE SS Real Estate Select Sector 0.52% 18,475 $745K Add +16.9%
WM Waste Management Inc. 0.52% 3,382 $743K Reduce -17.4%
ETHO Amplify Etho Climate Leaders 0.48% 10,528 $687K Reduce -0.8%
GS Goldman Sachs Group Inc. 0.47% 774 $680K Reduce -47.0%
LULU Lululemon Athletica Inc. 0.44% 3,045 $633K Reduce -19.3%
MUB iShares National Muni Bond E 0.43% 5,807 $622K Add +7.1%
HST Host Hotels & Resorts Inc. 0.40% 32,296 $573K Reduce -16.6%
ISRG Intuitive Surgical Inc. 0.38% 979 $555K Reduce -1.3%
AZO AutoZone Inc. 0.38% 162 $550K Reduce -5.8%
GOOG Alphabet Inc. Class C 0.37% 1,684 $529K Reduce -0.1%
ELV Elevance Health Inc. 0.36% 1,494 $524K Reduce -10.1%
AMZN Amazon.com Inc. 0.36% 2,245 $518K Reduce -0.0%
INTU Intuit Inc. 0.35% 755 $500K Reduce -0.5%
VITL Vital Farms Inc. 0.34% 15,482 $494K Reduce -47.6%
IOT Samsara Inc. Class A 0.34% 13,892 $492K Reduce -39.2%
TRI Thomson Reuters Corp. 0.33% 3,658 $482K Reduce -19.1%
CI The Cigna Group 0.31% 1,599 $440K Reduce -11.3%
DRI Darden Restaurants Inc. 0.28% 2,170 $399K No change
KLAC KLA Corp. 0.27% 324 $394K No change
GRNB Vaneck Green Bond ETF 0.27% 15,864 $386K Add +0.2%
USB US Bancorp 0.26% 7,091 $378K No change
MELI MercadoLibre Inc. 0.26% 185 $374K Add +8.8%
LPLA LPL Financial Holdings Inc. 0.26% 1,046 $373K Reduce -2.3%
MDB Mongodb Inc. 0.24% 814 $342K Reduce -7.0%
AMD Advanced Micro Devices 0.23% 1,580 $338K Add +2.5%
XLK SS Technology Select Sector 0.22% 2,246 $323K Reduce -8.2%
SYF Synchrony Financial 0.22% 3,875 $323K Reduce -24.0%
DV Doubleverify Holdings Inc. 0.21% 26,725 $306K Reduce -45.4%
XJH Ishare ESG SS S&P Midcap ETF 0.21% 6,736 $301K Add +0.9%
DBEF Xtrackers MSCI Eafe Hedged E 0.20% 6,118 $294K No change
INCY Incyte Corp. 0.20% 2,975 $294K Add +0.9%
GLD SPDR Gold Shares 0.20% 721 $286K Reduce -5.1%
MTD Mettler-Toledo International 0.19% 196 $273K Reduce -17.6%
ORCL Oracle Corp. 0.19% 1,398 $272K Reduce -33.6%
TT Trane Technologies PLC 0.19% 698 $272K Reduce -12.5%
GIS General Mills Inc. 0.18% 5,608 $261K No change
SPGI S&P Global Inc. 0.18% 498 $260K Reduce -1.4%
FTNT Fortinet Inc. 0.18% 3,184 $253K No change
CSCO Cisco Systems Inc. 0.17% 3,257 $251K Add +3.4%
CTRE Caretrust REIT Inc. 0.17% 6,936 $251K Add +12.9%
AON Aon PLC Class A 0.17% 698 $246K Reduce -18.4%
CHD Church & Dwight Co. Inc. 0.17% 2,873 $241K Reduce -15.5%
TMUS T-Mobile US Inc. 0.16% 1,137 $231K No change
QCOM Qualcomm Inc. 0.16% 1,323 $226K Reduce -2.2%
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.15% 573 $223K No change
PUK Prudential PLC-ADR 0.15% 6,977 $217K Reduce -4.1%
INGR Ingredion Inc. 0.15% 1,963 $216K Reduce -38.9%
ADBE Adobe Inc. 0.15% 601 $210K Reduce -18.8%
MMM 3M Co. 0.14% 1,305 $209K Add +0.3%
ZS Zscaler Inc. 0.14% 912 $205K Reduce -14.4%
TDOC Teladoc Health Inc. 0.06% 12,571 $88K Reduce -16.6%
BRLT Brilliant Earth Group Inc. Class A 0.04% 36,410 $64K Reduce -28.2%

Portfolio Sells Q3 2025 → Q4 2025
AGZ iShares Agency Bond ETF Reduce -46.4% 1.49% −1.15
HIMS Hims & Hers Health Inc. Reduce -16.4% 0.87% −0.85
NVDA Nvidia Corp. Reduce -28.4% 2.01% −0.66
DECK Deckers Outdoor Corp. Sold out 0.00% −0.46
VITL Vital Farms Inc. Reduce -47.6% 0.34% −0.46
V Visa Inc. Class A Reduce -31.3% 1.15% −0.40
AVGO Broadcom Inc. Reduce -30.2% 1.27% −0.38
DE Deere & Co. Sold out 0.00% −0.38
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.33
KHC The Kraft Heinz Co. Sold out 0.00% −0.32
GS Goldman Sachs Group Inc. Reduce -47.0% 0.47% −0.29
MSFT Microsoft Corp. Reduce -15.2% 1.43% −0.28
BCD Abrdn Bloomberg All Commodit Reduce -5.7% 2.21% −0.26
EA Electronic Arts Inc. Reduce -23.5% 0.99% −0.22
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.22
IOT Samsara Inc. Class A Reduce -39.2% 0.34% −0.22
UNH Unitedhealth Group Inc. Sold out 0.00% −0.21
MA Mastercard Inc. Class A Reduce -23.6% 0.88% −0.21
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.21
ORCL Oracle Corp. Reduce -33.6% 0.19% −0.20
ANET Arista Networks Inc. Reduce -2.5% 2.38% −0.20
MWA Mueller Water Products Inc. Class A Sold out 0.00% −0.20
ABBV Abbvie Inc. Sold out 0.00% −0.18
DV Doubleverify Holdings Inc. Reduce -45.4% 0.21% −0.17
NOW ServiceNow Inc. Reduce -6.2% 0.75% −0.16
PNR Pentair PLC Reduce -21.0% 0.57% −0.16
HUBS HubSpot Inc. Sold out 0.00% −0.14
TRI Thomson Reuters Corp. Reduce -19.1% 0.33% −0.13
INGR Ingredion Inc. Reduce -38.9% 0.15% −0.11
AZO AutoZone Inc. Reduce -5.8% 0.38% −0.10
WM Waste Management Inc. Reduce -17.4% 0.52% −0.08
WSM Williams-Sonoma Inc. Reduce -2.5% 1.06% −0.07
ZS Zscaler Inc. Reduce -14.4% 0.14% −0.07
PGR Progressive Corp. Reduce -4.3% 0.58% −0.04
CI The Cigna Group Reduce -11.3% 0.31% −0.04
HST Host Hotels & Resorts Inc. Reduce -16.6% 0.40% −0.04
TT Trane Technologies PLC Reduce -12.5% 0.19% −0.03
AON Aon PLC Class A Reduce -18.4% 0.17% −0.03
CHD Church & Dwight Co. Inc. Reduce -15.5% 0.17% −0.03
ADBE Adobe Inc. Reduce -18.8% 0.15% −0.03
BRLT Brilliant Earth Group Inc. Class A Reduce -28.2% 0.04% −0.02
TDOC Teladoc Health Inc. Reduce -16.6% 0.06% −0.02
SYF Synchrony Financial Reduce -24.0% 0.22% −0.01
AMP Ameriprise Financial Inc. Reduce -5.9% 0.80% −0.01
RGA Reinsurance Group of America Reduce -11.2% 0.58% −0.01
LULU Lululemon Athletica Inc. Reduce -19.3% 0.44% −0.00
MTD Mettler-Toledo International Reduce -17.6% 0.19% −0.00
XLK SS Technology Select Sector Reduce -8.2% 0.22% −0.00
INTU Intuit Inc. Reduce -0.5% 0.35% +0.01
TSM Taiwan Semiconductor-SP ADR Reduce -12.3% 1.33% +0.01

Portfolio Buys Q3 2025 → Q4 2025
ESGD iShares Trust iShares ESG Aw Add +21.0% 7.93% +1.85
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +14.8% 8.67% +1.37
VGSH Vanguard Short-Term Treasury Add +44.5% 2.50% +0.85
VGIT Vanguard Intermediate-Term T Add +32.2% 2.86% +0.80
SUSB iShares ESG Aware 1-5 Year U Add +21.0% 3.69% +0.79
ESGE iShares Inc. iShares ESG Awar Add +48.6% 1.36% +0.51
AAPL Apple Inc. Add +10.9% 1.76% +0.35
GOOGL Alphabet Inc. Class A Add +1.3% 0.92% +0.25
DSI iShares ESG MSCI KLD 400 ETF Add +4.0% 2.30% +0.25
MID American Century Mid Cap Gro Add +5.2% 1.97% +0.16
JMUB JPMorgan Municipal ETF Add +4.4% 1.14% +0.10
XLRE SS Real Estate Select Sector Add +16.9% 0.52% +0.08
PWZ Invesco California Amt-Free Add +3.8% 0.75% +0.07
AMD Advanced Micro Devices Add +2.5% 0.23% +0.07
MUB iShares National Muni Bond E Add +7.1% 0.43% +0.05
INCY Incyte Corp. Add +0.9% 0.20% +0.04
CMF iShares California Muni Bond Add +0.0% 0.64% +0.04
CTRE Caretrust REIT Inc. Add +12.9% 0.17% +0.03
CSCO Cisco Systems Inc. Add +3.4% 0.17% +0.03
XJH Ishare ESG SS S&P Midcap ETF Add +0.9% 0.21% +0.02
GRNB Vaneck Green Bond ETF Add +0.2% 0.27% +0.01
MMM 3M Co. Add +0.3% 0.14% +0.01
MELI MercadoLibre Inc. Add +8.8% 0.26% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 88$136.8MSPTL, ESGD, NULG, BGRN, IAU
Q1 2026 106$144.0MSPTL, ESGD, IAU, NULG, BGRN
Q4 2025 93$144.2MSPTL, ESGD, IAU, NULG, BGRN
Q3 2025 103$151.9MSPTL, IAU, NULG, ESGD, BGRN
Q2 2025 91$141.5MSPTL, NULG, IAU, ESGD, SUSB
Q1 2025 89$128.5MSPTL, NULG, IAU, AGZ, ESGD
Q4 2024 90$128.9MAGZ, SPTL, NULG, IAU, ESGD