Impact Investors, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Impact Investors, Inc reported 106 stock positions worth $144.0 million. Its top holding was SS SPDR PF LNG TRM TSY E-Usd (SPTL) at 9.5% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 7.8%) and iShares Gold Trust (IAU, 7.7%). Compared with Q4 2025, it opened 25 new positions, sold out of 12, added to 29 and reduced 42. The biggest buy was SS SPDR PF LNG TRM TSY E-Usd (SPTL, shares +10%) and the biggest sale iShares Agency Bond ETF (AGZ, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001824539
- Portfolio Value
- $144.0M (Q1 2026)
- SEC Filing
- 0001824539-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 106 stocks · $144.0M
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 9.45% | 517,490 | $13.6M | Add +9.6% |
| ESGD iShares Trust iShares ESG Aw | 7.84% | 118,110 | $11.3M | Reduce -1.8% |
| IAU iShares Gold Trust | 7.73% | 126,267 | $11.1M | Reduce -9.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 6.28% | 99,393 | $9.0M | Add +4.8% |
| BGRN iShares Usd Green Bond ETF | 5.59% | 169,667 | $8.1M | Add +11.1% |
| SUSB iShares ESG Aware 1-5 Year U | 4.22% | 242,372 | $6.1M | Add +14.9% |
| UBND Victoryshares Core Plus Bond | 3.90% | 258,046 | $5.6M | Add +8.1% |
| VGIT Vanguard Intermediate-Term T | 3.49% | 84,359 | $5.0M | Add +22.7% |
| VGSH Vanguard Short-Term Treasury | 3.11% | 76,389 | $4.5M | Add +24.6% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.56% | 102,818 | $3.7M | Reduce -0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.39% | 28,375 | $3.4M | Add +10.2% |
| MID American Century Mid Cap Gro | 2.10% | 49,477 | $3.0M | Add +13.5% |
| ANET Arista Networks Inc. | 2.00% | 23,465 | $2.9M | Reduce -10.4% |
| NVDA Nvidia Corp. | 1.96% | 16,175 | $2.8M | Add +3.9% |
| PWR Quanta Services Inc. | 1.90% | 4,975 | $2.7M | Reduce -0.8% |
| AAPL Apple Inc. | 1.87% | 10,629 | $2.7M | Add +13.9% |
| HYXF iShares ESG Adv High Yield | 1.76% | 54,651 | $2.5M | Add +6.0% |
| ESGE iShares Inc. iShares ESG Awar | 1.66% | 52,697 | $2.4M | Add +18.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.50% | 6,399 | $2.2M | Add +1.5% |
| JMUB JPMorgan Municipal ETF | 1.09% | 31,405 | $1.6M | Reduce -3.4% |
| MSFT Microsoft Corp. | 1.07% | 4,181 | $1.5M | Reduce -1.8% |
| V Visa Inc. Class A | 0.97% | 4,608 | $1.4M | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.87% | 4,039 | $1.3M | Reduce -23.9% |
| GOOGL Alphabet Inc. Class A | 0.86% | 4,314 | $1.2M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.82% | 5,699 | $1.2M | Add +153.8% |
| YUM Yum! Brands Inc. | 0.81% | 7,500 | $1.2M | No change |
| CMF iShares California Muni Bond | 0.79% | 20,065 | $1.1M | Add +24.1% |
| WSM Williams-Sonoma Inc. | 0.78% | 6,145 | $1.1M | Reduce -28.3% |
| MA Mastercard Inc. Class A | 0.77% | 2,214 | $1.1M | Reduce -0.9% |
| PWZ Invesco California Amt-Free | 0.75% | 45,400 | $1.1M | Add +0.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.66% | 721 | $953K | Reduce -19.6% |
| XLRE SS Real Estate Select Sector | 0.66% | 23,202 | $947K | Add +25.6% |
| IMAX Imax Corp. | 0.65% | 24,653 | $937K | Reduce -16.4% |
| AGZ iShares Agency Bond ETF | 0.63% | 8,217 | $901K | Reduce -57.8% |
| AMAT Applied Materials Inc. | 0.63% | 2,636 | $901K | Reduce -28.8% |
| WM Waste Management Inc. | 0.54% | 3,382 | $777K | No change |
| HIMS Hims & Hers Health Inc. | 0.52% | 36,290 | $753K | Reduce -6.0% |
| ETHO Amplify Etho Climate Leaders | 0.48% | 10,432 | $689K | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.45% | 774 | $655K | No change |
| PNR Pentair PLC | 0.39% | 6,400 | $558K | Reduce -18.6% |
| EA Electronic Arts Inc. | 0.39% | 2,727 | $556K | Reduce -61.1% |
| AZO AutoZone Inc. | 0.38% | 161 | $545K | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.37% | 4,978 | $528K | Reduce -14.3% |
| NWG Natwest Group PLC -Spon ADR | 0.34% | 33,146 | $494K | New |
| KLAC KLA Corp. | 0.34% | 329 | $485K | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.34% | 1,683 | $483K | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.32% | 996 | $459K | Add +1.7% |
| NOW ServiceNow Inc. | 0.32% | 4,354 | $455K | Reduce -38.3% |
| AMP Ameriprise Financial Inc. | 0.31% | 1,011 | $449K | Reduce -57.3% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 7,386 | $448K | New |
| IOT Samsara Inc. Class A | 0.30% | 13,546 | $429K | Reduce -2.5% |
| DRI Darden Restaurants Inc. | 0.30% | 2,170 | $425K | No change |
| GRNB Vaneck Green Bond ETF | 0.26% | 15,864 | $380K | No change |
| USB US Bancorp | 0.26% | 7,091 | $369K | No change |
| INTU Intuit Inc. | 0.25% | 838 | $362K | Add +11.0% |
| AMD Advanced Micro Devices | 0.24% | 1,679 | $342K | Add +6.3% |
| CB Chubb Ltd. | 0.23% | 1,028 | $335K | New |
| GOLF Acushnet Holdings Corp. | 0.23% | 3,570 | $334K | New |
| MELI MercadoLibre Inc. | 0.23% | 189 | $328K | Add +2.2% |
| CTRE Caretrust REIT Inc. | 0.23% | 8,924 | $327K | Add +28.7% |
| HST Host Hotels & Resorts Inc. | 0.22% | 16,828 | $322K | Reduce -47.9% |
| LPLA LPL Financial Holdings Inc. | 0.22% | 1,042 | $313K | Reduce -0.4% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.22% | 6,874 | $312K | Add +2.0% |
| DAR Darling Ingredients Inc. | 0.21% | 4,910 | $304K | New |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.21% | 6,118 | $302K | No change |
| GLD SPDR Gold Shares | 0.21% | 702 | $302K | Reduce -2.6% |
| NFLX Netflix Inc. | 0.21% | 3,130 | $301K | New |
| XLK SS Technology Select Sector | 0.21% | 2,246 | $298K | No change |
| FCNCA First Citizens Bcshs Class A | 0.20% | 156 | $294K | Reduce -64.2% |
| EQIX Equinix Inc. | 0.20% | 294 | $288K | New |
| MTD Mettler-Toledo International | 0.20% | 226 | $285K | Add +15.3% |
| CSCO Cisco Systems Inc. | 0.20% | 3,644 | $283K | Add +11.9% |
| RGA Reinsurance Group of America | 0.20% | 1,384 | $283K | Reduce -66.2% |
| IESC Ies Holdings Inc. | 0.19% | 573 | $273K | No change |
| CHD Church & Dwight Co. Inc. | 0.19% | 2,857 | $267K | Reduce -0.6% |
| TD Toronto-Dominion Bank | 0.18% | 2,833 | $264K | New |
| SYF Synchrony Financial | 0.18% | 3,868 | $263K | Reduce -0.2% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.18% | 2,025 | $255K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.17% | 3,033 | $250K | New |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.17% | 6,082 | $245K | New |
| PGR Progressive Corp. | 0.17% | 1,222 | $242K | Reduce -66.5% |
| MAT Mattel Inc. | 0.17% | 16,675 | $242K | New |
| TER Teradyne Inc. | 0.17% | 811 | $241K | New |
| TMUS T-Mobile US Inc. | 0.17% | 1,137 | $239K | No change |
| TT Trane Technologies PLC | 0.16% | 564 | $235K | Reduce -19.2% |
| ELV Elevance Health Inc. | 0.16% | 798 | $234K | Reduce -46.6% |
| CBOE Cboe Global Markets Inc. | 0.16% | 817 | $230K | New |
| JPM JPMorgan Chase & Co. | 0.16% | 767 | $226K | New |
| IDCC Interdigital Inc. | 0.16% | 746 | $225K | New |
| SPGI S&P Global Inc. | 0.16% | 529 | $225K | Add +6.2% |
| AEG Aegon Ltd.-NY Reg SHR | 0.15% | 30,249 | $220K | New |
| INCY Incyte Corp. | 0.15% | 2,315 | $218K | Reduce -22.2% |
| CI The Cigna Group | 0.15% | 807 | $215K | Reduce -49.5% |
| JHG Janus Henderson Group PLC | 0.15% | 4,114 | $211K | New |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.15% | 5,594 | $210K | New |
| LULU Lululemon Athletica Inc. | 0.15% | 1,366 | $209K | Reduce -55.1% |
| ORCL Oracle Corp. | 0.14% | 1,392 | $205K | Reduce -0.4% |
| MSCI MSCI Inc. | 0.14% | 379 | $204K | New |
| CRH CRH PLC | 0.14% | 1,929 | $203K | New |
| ESML iShares ESG Aware MSCI USA S | 0.14% | 4,284 | $201K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AGZ iShares Agency Bond ETF | Reduce -57.8% | 0.63% | −0.86 |
| EA Electronic Arts Inc. | Reduce -61.1% | 0.39% | −0.61 |
| AMP Ameriprise Financial Inc. | Reduce -57.3% | 0.31% | −0.49 |
| FCNCA First Citizens Bcshs Class A | Reduce -64.2% | 0.20% | −0.44 |
| NOW ServiceNow Inc. | Reduce -38.3% | 0.32% | −0.43 |
| PGR Progressive Corp. | Reduce -66.5% | 0.17% | −0.41 |
| AVGO Broadcom Inc. | Reduce -23.9% | 0.87% | −0.41 |
| RGA Reinsurance Group of America | Reduce -66.2% | 0.20% | −0.38 |
| ANET Arista Networks Inc. | Reduce -10.4% | 2.00% | −0.38 |
| MSFT Microsoft Corp. | Reduce -1.8% | 1.07% | −0.35 |
| HIMS Hims & Hers Health Inc. | Reduce -6.0% | 0.52% | −0.35 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.33 |
| LULU Lululemon Athletica Inc. | Reduce -55.1% | 0.15% | −0.29 |
| WSM Williams-Sonoma Inc. | Reduce -28.3% | 0.78% | −0.28 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.24 |
| VITL Vital Farms Inc. | Reduce -12.1% | 0.13% | −0.21 |
| ELV Elevance Health Inc. | Reduce -46.6% | 0.16% | −0.20 |
| V Visa Inc. Class A | Reduce -2.5% | 0.97% | −0.18 |
| PNR Pentair PLC | Reduce -18.6% | 0.39% | −0.18 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.18 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.18 |
| HST Host Hotels & Resorts Inc. | Reduce -47.9% | 0.22% | −0.17 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.17 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.16 |
| CI The Cigna Group | Reduce -49.5% | 0.15% | −0.16 |
| PUK Prudential PLC-ADR | Sold out | 0.00% | −0.15 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.15 |
| IAU iShares Gold Trust | Reduce -9.8% | 7.73% | −0.15 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.15 |
| MMM 3M Co. | Sold out | 0.00% | −0.14 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.77% | −0.12 |
| DV Doubleverify Holdings Inc. | Reduce -45.8% | 0.10% | −0.12 |
| IMAX Imax Corp. | Reduce -16.4% | 0.65% | −0.11 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.8% | 7.84% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -14.3% | 0.37% | −0.06 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.06 |
| INCY Incyte Corp. | Reduce -22.2% | 0.15% | −0.05 |
| JMUB JPMorgan Municipal ETF | Reduce -3.4% | 1.09% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.4% | 0.14% | −0.05 |
| IOT Samsara Inc. Class A | Reduce -2.5% | 0.30% | −0.04 |
| SYF Synchrony Financial | Reduce -0.2% | 0.18% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Reduce -0.4% | 0.22% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -28.8% | 0.63% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.34% | −0.03 |
| BRLT Brilliant Earth Group Inc. Class A | Reduce -54.8% | 0.02% | −0.03 |
| TT Trane Technologies PLC | Reduce -19.2% | 0.16% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -19.6% | 0.66% | −0.00 |
| AZO AutoZone Inc. | Reduce -0.6% | 0.38% | −0.00 |
| ETHO Amplify Etho Climate Leaders | Reduce -0.9% | 0.48% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +9.6% | 9.45% | +0.78 |
| VGIT Vanguard Intermediate-Term T | Add +22.7% | 3.49% | +0.63 |
| VGSH Vanguard Short-Term Treasury | Add +24.6% | 3.11% | +0.61 |
| SUSB iShares ESG Aware 1-5 Year U | Add +14.9% | 4.22% | +0.53 |
| BGRN iShares Usd Green Bond ETF | Add +11.1% | 5.59% | +0.51 |
| AMZN Amazon.com Inc. | Add +153.8% | 0.82% | +0.46 |
| NWG Natwest Group PLC -Spon ADR | New | 0.34% | +0.34 |
| BMY Bristol-Myers Squibb Co. | New | 0.31% | +0.31 |
| ESGE iShares Inc. iShares ESG Awar | Add +18.7% | 1.66% | +0.30 |
| UBND Victoryshares Core Plus Bond | Add +8.1% | 3.90% | +0.26 |
| CB Chubb Ltd. | New | 0.23% | +0.23 |
| GOLF Acushnet Holdings Corp. | New | 0.23% | +0.23 |
| DAR Darling Ingredients Inc. | New | 0.21% | +0.21 |
| NFLX Netflix Inc. | New | 0.21% | +0.21 |
| EQIX Equinix Inc. | New | 0.20% | +0.20 |
| TD Toronto-Dominion Bank | New | 0.18% | +0.18 |
| SUI Sun Communities Inc. | New | 0.18% | +0.18 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.17% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 1.50% | +0.17 |
| GDS GDS Holdings Ltd. - ADR | New | 0.17% | +0.17 |
| MAT Mattel Inc. | New | 0.17% | +0.17 |
| TER Teradyne Inc. | New | 0.17% | +0.17 |
| CBOE Cboe Global Markets Inc. | New | 0.16% | +0.16 |
| JPM JPMorgan Chase & Co. | New | 0.16% | +0.16 |
| IDCC Interdigital Inc. | New | 0.16% | +0.16 |
| AEG Aegon Ltd.-NY Reg SHR | New | 0.15% | +0.15 |
| CMF iShares California Muni Bond | Add +24.1% | 0.79% | +0.15 |
| JHG Janus Henderson Group PLC | New | 0.15% | +0.15 |
| NMIH Nmi Holdings Inc. | New | 0.15% | +0.15 |
| MSCI MSCI Inc. | New | 0.14% | +0.14 |
| XLRE SS Real Estate Select Sector | Add +25.6% | 0.66% | +0.14 |
| CRH CRH PLC | New | 0.14% | +0.14 |
| ESML iShares ESG Aware MSCI USA S | New | 0.14% | +0.14 |
| MID American Century Mid Cap Gro | Add +13.5% | 2.10% | +0.13 |
| AAPL Apple Inc. | Add +13.9% | 1.87% | +0.11 |
| CWK Cushman & Wakefield Ltd. | New | 0.11% | +0.11 |
| TAL Tal Education Group- ADR | New | 0.09% | +0.09 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +10.2% | 2.39% | +0.09 |
| BBD Banco Bradesco-ADR | New | 0.07% | +0.07 |
| HYXF iShares ESG Adv High Yield | Add +6.0% | 1.76% | +0.07 |
| KLAC KLA Corp. | Add +1.5% | 0.34% | +0.06 |
| CTRE Caretrust REIT Inc. | Add +28.7% | 0.23% | +0.05 |
| CSCO Cisco Systems Inc. | Add +11.9% | 0.20% | +0.02 |
| MTD Mettler-Toledo International | Add +15.3% | 0.20% | +0.01 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +2.0% | 0.22% | +0.01 |
| AMD Advanced Micro Devices | Add +6.3% | 0.24% | +0.00 |
| PWZ Invesco California Amt-Free | Add +0.8% | 0.75% | −0.00 |
| SPGI S&P Global Inc. | Add +6.2% | 0.16% | −0.02 |
| MELI MercadoLibre Inc. | Add +2.2% | 0.23% | −0.03 |
| NVDA Nvidia Corp. | Add +3.9% | 1.96% | −0.06 |
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 |