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Impact Investors, Inc Top Holdings and 13F Report (2025)

About Impact Investors, Inc

Investment Activity

  • Impact Investors, Inc has $141.51 million in total holdings as of June 30, 2025.
  • Impact Investors, Inc owns shares of 91 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 6.04% of the portfolio was purchased this quarter.
  • About 3.91% of the portfolio was sold this quarter.
  • This quarter, Impact Investors, Inc has purchased 89 new stocks and bought additional shares in 38 stocks.
  • Impact Investors, Inc sold shares of 41 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

032108557 - AMPLIFY ETF TR
$689,131 Holding
464287432 - iShares 20+ Year Treasury Bond ETF
$491,023 Holding
98980G102 - Zscaler
$291,464 Holding
922475108 - Veeva Systems
$259,319 Holding
74460D109 - Public Storage
$213,206 Holding

Largest Purchases this Quarter

SPDR Portfolio Long Term Treasury ETF
66,623 shares (about $1.77M)
AMPLIFY ETF TR
11,855 shares (about $689.13K)
Vanguard Intermediate-Term Treasury ETF
11,495 shares (about $687.51K)
iShares ESG MSCI KLD 400 ETF
4,653 shares (about $540.49K)

Largest Sales this Quarter

iShares Agency Bond ETF
12,310 shares (about $1.35M)
American Century Mid Cap Growth Impact ETF
8,698 shares (about $574.42K)
Incyte
5,283 shares (about $359.77K)
Nuveen ESG Large-Cap Growth ETF
2,128 shares (about $199.93K)
Taiwan Semiconductor Manufacturing
869 shares (about $196.82K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofImpact Investors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$18,294,642$1,770,839 10.7%688,28612.9%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$11,982,185$199,925 -1.6%127,5388.5%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$9,870,777$117,611 -1.2%158,2877.0%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$7,569,312$129,636 1.7%84,8395.3%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$7,556,937$751,349 11.0%300,2365.3%Manufacturing
iShares Agency Bond ETF stock logo
AGZ
iShares Agency Bond ETF
$5,749,104$1,350,394 -19.0%52,4084.1%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$5,269,491$687,515 15.0%88,1043.7%ETF
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock logo
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
$3,365,534$78,632 2.4%101,5242.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,092,334$503,623 19.5%52,6092.2%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,963,233$540,491 22.3%25,5102.1%ETF
MID
American Century Mid Cap Growth Impact ETF
$2,901,798$574,416 -16.5%43,9402.1%ETF
ARISTA NETWORKS INC
$2,811,740$18,722 -0.7%27,4832.0%COM SHS
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$2,453,816$21,386 -0.9%49,2241.7%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$2,352,869$4,974 0.2%4,7301.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,211,688$218,657 11.0%13,9991.6%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,922,561$2,269 -0.1%5,0851.4%Construction
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$1,900,600$178,364 -8.6%81,4311.3%ETF
Visa Inc. stock logo
V
Visa
$1,868,532$36,213 -1.9%5,2631.3%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$1,660,733$1,124 -0.1%2,9551.2%Business Services
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,648,736$19,215 -1.2%3,0891.2%Finance
Apple Inc. stock logo
AAPL
Apple
$1,641,037$9,028 0.6%7,9981.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,631,960$10,475 -0.6%5,9201.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,598,540$7,196 -0.4%1,5551.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,589,061$196,821 -11.0%7,0161.1%Computer and Technology
Electronic Arts Inc. stock logo
EA
Electronic Arts
$1,486,168$81,766 5.8%9,3061.1%Consumer Discretionary
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$1,452,686$16,500 1.1%8,8921.0%Retail/Wholesale
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$1,365,616$80,215 6.2%6981.0%Finance
The Progressive Corporation stock logo
PGR
Progressive
$1,165,175$82,731 7.6%4,3660.8%Finance
Vital Farms, Inc. stock logo
VITL
Vital Farms
$1,130,743$155,118 15.9%29,3550.8%Consumer Staples
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$1,118,207$154,728 -12.2%5,6370.8%Finance
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$1,111,3500.0%7,5000.8%Retail/Wholesale
Waste Management, Inc. stock logo
WM
Waste Management
$1,093,891$109,137 11.1%4,7810.8%Business Services
Pentair plc stock logo
PNR
Pentair
$1,074,542$6,776 -0.6%10,4670.8%Business Services
Samsara Inc. stock logo
IOT
Samsara
$1,043,270$112,458 12.1%26,2260.7%Computer and Technology
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$1,042,859$100,163 10.6%5,1850.7%Business Services
IMAX Corporation stock logo
IMAX
IMAX
$829,993$1,957 0.2%29,6850.6%Consumer Discretionary
lululemon athletica inc. stock logo
LULU
lululemon athletica
$821,374$9,979 -1.2%3,4570.6%Consumer Discretionary
Cigna Group stock logo
CI
Cigna Group
$799,095$146,132 22.4%2,4170.6%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$783,210$544 -0.1%1,4410.6%Medical
DoubleVerify Holdings, Inc. stock logo
DV
DoubleVerify
$755,641$102,679 15.7%50,4770.5%Computer and Technology
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$738,801$169,160 -18.6%48,0990.5%Finance
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$737,739$127,182 20.8%7,1580.5%Retail/Wholesale
ASML Holding N.V. stock logo
ASML
ASML
$702,399$89,804 14.7%8760.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$694,688$22,910 3.4%3,9420.5%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$689,364$26,542 -3.7%3,7660.5%Computer and Technology
AMPLIFY ETF TR
$689,131$689,131 New Holding11,8550.5%AMPLIFY ETHO CLI
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$643,775$250,483 63.7%9,3270.5%Medical
AutoZone, Inc. stock logo
AZO
AutoZone
$639,081$3,716 -0.6%1720.5%Retail/Wholesale
Elevance Health, Inc. stock logo
ELV
Elevance Health
$638,083$24,512 4.0%1,6400.5%Medical
Aon plc stock logo
AON
AON
$613,252$1,784 -0.3%1,7190.4%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$588,050$18,929 3.3%14,1970.4%ETF
Intuit Inc. stock logo
INTU
Intuit
$583,978$49,650 9.3%7410.4%Computer and Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$535,568$1,118 -0.2%5,2690.4%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$491,023$491,023 New Holding5,5640.3%ETF
Mueller Water Products stock logo
MWA
Mueller Water Products
$487,868$721 -0.1%20,2940.3%Industrials
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$478,445$34,676 -6.8%18,5300.3%Consumer Staples
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$472,9950.0%2,1700.3%Retail/Wholesale
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$458,829$84,288 -15.5%4,7740.3%Consumer Staples
Ingredion Incorporated stock logo
INGR
Ingredion
$451,616$2,170 -0.5%3,3300.3%Consumer Staples
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$451,055$750 -0.2%1,2030.3%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$438,497$22,200 -4.8%4,1480.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$430,161$3,071 0.7%1,9610.3%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$383,053$31,270 8.9%1470.3%Retail/Wholesale
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$367,687$36,416 11.0%3130.3%Medical
Oracle Corporation stock logo
ORCL
Oracle
$366,611$31,480 -7.9%1,6770.3%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$348,779$2,626 -0.7%7970.2%Construction
S&P Global Inc. stock logo
SPGI
S&P Global
$344,086$1,581 0.5%6530.2%Finance
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$339,932$72,787 -17.6%1,3030.2%Construction
Synopsys, Inc. stock logo
SNPS
Synopsys
$332,077$84,557 -20.3%6480.2%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$322,7790.0%7,1330.2%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$319,154$69,407 -17.9%5380.2%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$309,700$32,920 -9.6%1,2230.2%ETF
Synchrony Financial stock logo
SYF
Synchrony Financial
$297,594$5,206 1.8%4,4590.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$292,539$43,351 -12.9%9380.2%Medical
Zscaler, Inc. stock logo
ZS
Zscaler
$291,464$291,464 New Holding9280.2%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$290,5500.0%5,6080.2%Consumer Staples
KLA Corporation stock logo
KLAC
KLA
$290,474$897 -0.3%3240.2%Computer and Technology
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$283,072$2,739 1.0%6,8210.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$270,724$1,907 -0.7%1,1360.2%Computer and Technology
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$267,6630.0%6,1180.2%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$259,319$259,319 New Holding9000.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$255,4470.0%1,4400.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$240,119$10,053 4.4%6210.2%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$233,805$11,279 -4.6%7670.2%Finance
HubSpot, Inc. stock logo
HUBS
HubSpot
$217,279$6,686 3.2%3900.2%Computer and Technology
Public Storage stock logo
PSA
Public Storage
$213,206$213,206 New Holding7270.2%Finance
Incyte Corporation stock logo
INCY
Incyte
$208,931$359,773 -63.3%3,0680.1%Medical
Prudential Public Limited Company stock logo
PUK
Prudential Public
$208,533$208,533 New Holding8,3350.1%Finance
Teladoc Health, Inc. stock logo
TDOC
Teladoc Health
$188,310$28,151 17.6%21,6200.1%Medical
Brilliant Earth Group, Inc. stock logo
BRLT
Brilliant Earth Group
$73,488$6,919 10.4%53,4460.1%Retail/Wholesale
Vivid Seats Inc. stock logo
SEAT
Vivid Seats
$59,638$2,145 -3.5%35,2890.0%Computer and Technology
SMI
VanEck HIP Sustainable Muni ETF
$0$849,282 -100.0%00.0%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$263,236 -100.0%00.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$244,630 -100.0%00.0%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$0$207,290 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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