Sponsored

The Analysis of Impact Investors, Inc's Holdings & P&L

Currently, Impact Investors, Inc holds 106 types of securities in its portfolio with a total value $144.0M. In the most recent quarter, they have increased their positions in SPTL (+45.2K shares, valued at $1.2M), VGIT (+15.6K shares, valued at $929.1K), VGSH (+15.1K shares, valued at $881.5K); decreased their positions in AGZ (-11.3K shares, valued at $1.2M), N/A (-13.7K shares, valued at $1.2M), EA (-4.3K shares, valued at $872.6K); initiated new positions in N/A (+33.1K shares, valued at $493.9K), BMY (+7.4K shares, valued at $448.0K), CB (+1.0K shares, valued at $335.1K).

1M P&L

+2.8M+2.02%

3M P&L

+4.7M+3.52%

HY P&L

+9.2M+7.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A86.9M

69.3%

2Semiconductors5.3M

4.2%

3Engineering & Construction3.0M

2.4%

Top Industries by Stock Count

1N/A26 stocks

27.4%

2Semiconductor Equipment & Materials4 stocks

4.2%

3Software - Application4 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTL SPDR SERIES TRUST517.5K shares9.58%2026-03-312026-04-29

ESGD ISHARES TR118.1K shares-1.83%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR126.3K shares-9.79%2026-03-312026-04-29

NULG NUSHARES ETF TR99.4K shares4.79%2026-03-312026-04-29

BGRN ISHARES TR169.7K shares11.05%2026-03-312026-04-29

SUSB ISHARES TR242.4K shares14.88%2026-03-312026-04-29

UBND VICTORY PORTFOLIOS II258.0K shares8.07%2026-03-312026-04-29

VGIT VANGUARD SCOTTSDALE FDS84.4K shares22.69%2026-03-312026-04-29

Sponsored

VGSH VANGUARD SCOTTSDALE FDS76.4K shares24.55%2026-03-312026-04-29

BCD ABRDN ETFS102.8K shares-0.20%2026-03-312026-04-29

DSI ISHARES TR28.4K shares10.23%2026-03-312026-04-29

MID AMERICAN CENTY ETF TR49.5K shares13.52%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC23.5K shares-10.45%2026-03-312026-04-29

NVDA NVIDIA CORPORATION16.2K shares3.86%2026-03-312026-04-29

PWR QUANTA SVCS INC5.0K shares-0.78%2026-03-312026-04-29

AAPL APPLE INC10.6K shares13.92%2026-03-312026-04-29

Sponsored

HYXF ISHARES TR54.7K shares6.01%2026-03-312026-04-29

ESGE ISHARES INC52.7K shares18.68%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC6.4K shares1.51%2026-03-312026-04-29

JMUB J P MORGAN EXCHANGE TRADED F31.4K shares-3.35%2026-03-312026-04-29

MSFT MICROSOFT CORP4.2K shares-1.79%2026-03-312026-04-29

V VISA INC4.6K shares-2.46%2026-03-312026-04-29

BROADCOM INC BROADCOM INC4.0K shares-23.91%2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.3K shares1.60%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC5.7K shares153.85%2026-03-312026-04-29

YUM YUM BRANDS INC7.5K shares0.00%2026-03-312026-04-29

CMF ISHARES TR20.1K shares24.07%2026-03-312026-04-29

WSM WILLIAMS SONOMA INC6.1K shares-28.25%2026-03-312026-04-29

MA MASTERCARD INCORPORATED2.2K shares-0.94%2026-03-312026-04-29

PWZ INVESCO EXCH TRADED FD TR II45.4K shares0.83%2026-03-312026-04-29

ASML ASML HLDG NV721 shares-19.62%2026-03-312026-04-29

XLRE SELECT SECTOR SPDR TR23.2K shares25.59%2026-03-312026-04-29

Sponsored

IMAX IMAX CORP24.7K shares-16.41%2026-03-312026-04-29

AGZ ISHARES TR8.2K shares-57.83%2026-03-312026-04-29

AMAT APPLIED MATLS INC2.6K shares-28.76%2026-03-312026-04-29

WM WASTE MGMT INC DEL3.4K shares0.00%2026-03-312026-04-29

HIMS HIMS & HERS HEALTH INC36.3K shares-5.97%2026-03-312026-04-29

ETHO AMPLIFY ETF TR10.4K shares-0.91%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC774 shares0.00%2026-03-312026-04-29

PNR PENTAIR PLC6.4K shares-18.65%2026-03-312026-04-29

Sponsored

EA ELECTRONIC ARTS INC2.7K shares-61.08%2026-03-312026-04-29

AZO AUTOZONE INC161 shares-0.62%2026-03-312026-04-29

MUB ISHARES TR5.0K shares-14.28%2026-03-312026-04-29

NATWEST GROUP PLC NATWEST GROUP PLC33.1K sharesnew addition2026-03-312026-04-29

KLAC KLA CORP329 shares1.54%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.7K shares-0.06%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC996 shares1.74%2026-03-312026-04-29

NOW SERVICENOW INC4.4K shares-38.27%2026-03-312026-04-29

Sponsored

AMP AMERIPRISE FINL INC1.0K shares-57.27%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO7.4K sharesnew addition2026-03-312026-04-29

IOT SAMSARA INC13.5K shares-2.49%2026-03-312026-04-29

DRI DARDEN RESTAURANTS INC2.2K shares0.00%2026-03-312026-04-29

GRNB VANECK ETF TRUST15.9K shares0.00%2026-03-312026-04-29

USB US BANCORP7.1K shares0.00%2026-03-312026-04-29

INTU INTUIT838 shares10.99%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.7K shares6.27%2026-03-312026-04-29

Sponsored

CB CHUBB LTD SWITZ1.0K sharesnew addition2026-03-312026-04-29

GOLF ACUSHNET HLDGS CORP3.6K sharesnew addition2026-03-312026-04-29

MELI MERCADOLIBRE INC189 shares2.16%2026-03-312026-04-29

CTRE CARETRUST REIT INC8.9K shares28.66%2026-03-312026-04-29

HST HOST HOTELS & RESORTS INC16.8K shares-47.89%2026-03-312026-04-29

LPLA LPL FINL HLDGS INC1.0K shares-0.38%2026-03-312026-04-29

XJH ISHARES TR6.9K shares2.05%2026-03-312026-04-29

DAR DARLING INGREDIENTS INC4.9K sharesnew addition2026-03-312026-04-29

Sponsored

DBEF DBX ETF TR6.1K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR702 shares-2.64%2026-03-312026-04-29

NFLX NETFLIX INC.3.1K sharesnew addition2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR2.2K shares0.00%2026-03-312026-04-29

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D156 shares-64.22%2026-03-312026-04-29

EQIX EQUINIX INC294 sharesnew addition2026-03-312026-04-29

MTD METTLER TOLEDO INTERNATIONAL226 shares15.31%2026-03-312026-04-29

CSCO CISCO SYS INC3.6K shares11.88%2026-03-312026-04-29

Sponsored

RGA REINSURANCE GROUP AMER INC1.4K shares-66.24%2026-03-312026-04-29

IESC IES HOLDINGS INC573 shares0.00%2026-03-312026-04-29

CHD CHURCH & DWIGHT CO INC2.9K shares-0.56%2026-03-312026-04-29

TD TORONTO DOMINION BK ONT2.8K sharesnew addition2026-03-312026-04-29

SYF SYNCHRONY FINANCIAL3.9K shares-0.18%2026-03-312026-04-29

SUI SUN CMNTYS INC2.0K sharesnew addition2026-03-312026-04-29

HSBC HSBC HLDGS PLC3.0K sharesnew addition2026-03-312026-04-29

GDS GDS HLDGS LTD6.1K sharesnew addition2026-03-312026-04-29

Sponsored

PGR PROGRESSIVE CORP1.2K shares-66.50%2026-03-312026-04-29

MAT MATTEL INC16.7K sharesnew addition2026-03-312026-04-29

TER TERADYNE INC811 sharesnew addition2026-03-312026-04-29

TMUS T-MOBILE US INC1.1K shares0.00%2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC564 shares-19.20%2026-03-312026-04-29

ELV ELEVANCE HEALTH INC FORMERLY798 shares-46.59%2026-03-312026-04-29

CBOE CBOE GLOBAL MKTS INC817 sharesnew addition2026-03-312026-04-29

JPM JPMORGAN CHASE & CO767 sharesnew addition2026-03-312026-04-29

Sponsored

IDCC INTERDIGITAL INC746 sharesnew addition2026-03-312026-04-29

SPGI S&P GLOBAL INC529 shares6.22%2026-03-312026-04-29

AEGON LTD AEGON LTD30.2K sharesnew addition2026-03-312026-04-29

INCY INCYTE CORP2.3K shares-22.18%2026-03-312026-04-29

THE CIGNA GROUP THE CIGNA GROUP807 shares-49.53%2026-03-312026-04-29

JHG JANUS HENDERSON GROUP PLC4.1K sharesnew addition2026-03-312026-04-29

NMIH NMI HLDGS INC5.6K sharesnew addition2026-03-312026-04-29

LULU LULULEMON ATHLETICA INC1.4K shares-55.14%2026-03-312026-04-29

Sponsored

ORCL ORACLE CORP1.4K shares-0.43%2026-03-312026-04-29

MSCI MSCI INC379 sharesnew addition2026-03-312026-04-29

CRH PLC CRH PLC1.9K sharesnew addition2026-03-312026-04-29

ESML ISHARES TR4.3K sharesnew addition2026-03-312026-04-29

VITL VITAL FARMS INC13.6K shares-12.05%2026-03-312026-04-29

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD13.1K sharesnew addition2026-03-312026-04-29

DV DOUBLEVERIFY HLDGS INC14.5K shares-45.83%2026-03-312026-04-29

TAL TAL ED GROUP11.9K sharesnew addition2026-03-312026-04-29

Sponsored

BBD BANCO BRADESCO S A28.4K sharesnew addition2026-03-312026-04-29

BRLT BRILLIANT EARTH GROUP INC16.5K shares-54.81%2026-03-312026-04-29

SPTL

SPDR SERIES TRUST

9.58%

Shares517.5K

Event2026-03-31

Filed2026-04-29

ESGD

ISHARES TR

-1.83%

Shares118.1K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-9.79%

Shares126.3K

Event2026-03-31

Filed2026-04-29

NULG

NUSHARES ETF TR

4.79%

Shares99.4K

Event2026-03-31

Filed2026-04-29

BGRN

ISHARES TR

11.05%

Shares169.7K

Event2026-03-31

Filed2026-04-29

SUSB

ISHARES TR

14.88%

Shares242.4K

Event2026-03-31

Filed2026-04-29

UBND

VICTORY PORTFOLIOS II

8.07%

Shares258.0K

Event2026-03-31

Filed2026-04-29

VGIT

VANGUARD SCOTTSDALE FDS

22.69%

Shares84.4K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

24.55%

Shares76.4K

Event2026-03-31

Filed2026-04-29

BCD

ABRDN ETFS

-0.20%

Shares102.8K

Event2026-03-31

Filed2026-04-29

DSI

ISHARES TR

10.23%

Shares28.4K

Event2026-03-31

Filed2026-04-29

MID

AMERICAN CENTY ETF TR

13.52%

Shares49.5K

Event2026-03-31

Filed2026-04-29

ARISTA NETWORKS INC

-10.45%

Shares23.5K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

3.86%

Shares16.2K

Event2026-03-31

Filed2026-04-29

PWR

QUANTA SVCS INC

-0.78%

Shares5.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

13.92%

Shares10.6K

Event2026-03-31

Filed2026-04-29

HYXF

ISHARES TR

6.01%

Shares54.7K

Event2026-03-31

Filed2026-04-29

ESGE

ISHARES INC

18.68%

Shares52.7K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.51%

Shares6.4K

Event2026-03-31

Filed2026-04-29

JMUB

J P MORGAN EXCHANGE TRADED F

-3.35%

Shares31.4K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-1.79%

Shares4.2K

Event2026-03-31

Filed2026-04-29

VISA INC

-2.46%

Shares4.6K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-23.91%

Shares4.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.60%

Shares4.3K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

153.85%

Shares5.7K

Event2026-03-31

Filed2026-04-29

YUM

YUM BRANDS INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-29

CMF

ISHARES TR

24.07%

Shares20.1K

Event2026-03-31

Filed2026-04-29

WSM

WILLIAMS SONOMA INC

-28.25%

Shares6.1K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

-0.94%

Shares2.2K

Event2026-03-31

Filed2026-04-29

PWZ

INVESCO EXCH TRADED FD TR II

0.83%

Shares45.4K

Event2026-03-31

Filed2026-04-29

ASML

ASML HLDG NV

-19.62%

Shares721

Event2026-03-31

Filed2026-04-29

XLRE

SELECT SECTOR SPDR TR

25.59%

Shares23.2K

Event2026-03-31

Filed2026-04-29

IMAX

IMAX CORP

-16.41%

Shares24.7K

Event2026-03-31

Filed2026-04-29

AGZ

ISHARES TR

-57.83%

Shares8.2K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

-28.76%

Shares2.6K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-29

HIMS

HIMS & HERS HEALTH INC

-5.97%

Shares36.3K

Event2026-03-31

Filed2026-04-29

ETHO

AMPLIFY ETF TR

-0.91%

Shares10.4K

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

0.00%

Shares774

Event2026-03-31

Filed2026-04-29

PNR

PENTAIR PLC

-18.65%

Shares6.4K

Event2026-03-31

Filed2026-04-29

ELECTRONIC ARTS INC

-61.08%

Shares2.7K

Event2026-03-31

Filed2026-04-29

AZO

AUTOZONE INC

-0.62%

Shares161

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

-14.28%

Shares5.0K

Event2026-03-31

Filed2026-04-29

NATWEST GROUP PLC

New

Shares33.1K

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

1.54%

Shares329

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-29

ISRG

INTUITIVE SURGICAL INC

1.74%

Shares996

Event2026-03-31

Filed2026-04-29

NOW

SERVICENOW INC

-38.27%

Shares4.4K

Event2026-03-31

Filed2026-04-29

AMP

AMERIPRISE FINL INC

-57.27%

Shares1.0K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares7.4K

Event2026-03-31

Filed2026-04-29

IOT

SAMSARA INC

-2.49%

Shares13.5K

Event2026-03-31

Filed2026-04-29

DRI

DARDEN RESTAURANTS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

GRNB

VANECK ETF TRUST

0.00%

Shares15.9K

Event2026-03-31

Filed2026-04-29

USB

US BANCORP

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-29

INTU

INTUIT

10.99%

Shares838

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

6.27%

Shares1.7K

Event2026-03-31

Filed2026-04-29

CHUBB LTD SWITZ

New

Shares1.0K

Event2026-03-31

Filed2026-04-29

GOLF

ACUSHNET HLDGS CORP

New

Shares3.6K

Event2026-03-31

Filed2026-04-29

MELI

MERCADOLIBRE INC

2.16%

Shares189

Event2026-03-31

Filed2026-04-29

CTRE

CARETRUST REIT INC

28.66%

Shares8.9K

Event2026-03-31

Filed2026-04-29

HST

HOST HOTELS & RESORTS INC

-47.89%

Shares16.8K

Event2026-03-31

Filed2026-04-29

LPLA

LPL FINL HLDGS INC

-0.38%

Shares1.0K

Event2026-03-31

Filed2026-04-29

XJH

ISHARES TR

2.05%

Shares6.9K

Event2026-03-31

Filed2026-04-29

DAR

DARLING INGREDIENTS INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-29

DBEF

DBX ETF TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-2.64%

Shares702

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

New

Shares3.1K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

FIRST CTZNS BANCSHARES INC D

-64.22%

Shares156

Event2026-03-31

Filed2026-04-29

EQIX

EQUINIX INC

New

Shares294

Event2026-03-31

Filed2026-04-29

MTD

METTLER TOLEDO INTERNATIONAL

15.31%

Shares226

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

11.88%

Shares3.6K

Event2026-03-31

Filed2026-04-29

RGA

REINSURANCE GROUP AMER INC

-66.24%

Shares1.4K

Event2026-03-31

Filed2026-04-29

IESC

IES HOLDINGS INC

0.00%

Shares573

Event2026-03-31

Filed2026-04-29

CHD

CHURCH & DWIGHT CO INC

-0.56%

Shares2.9K

Event2026-03-31

Filed2026-04-29

TORONTO DOMINION BK ONT

New

Shares2.8K

Event2026-03-31

Filed2026-04-29

SYF

SYNCHRONY FINANCIAL

-0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-29

SUI

SUN CMNTYS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

HSBC

HSBC HLDGS PLC

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

GDS

GDS HLDGS LTD

New

Shares6.1K

Event2026-03-31

Filed2026-04-29

PGR

PROGRESSIVE CORP

-66.50%

Shares1.2K

Event2026-03-31

Filed2026-04-29

MAT

MATTEL INC

New

Shares16.7K

Event2026-03-31

Filed2026-04-29

TER

TERADYNE INC

New

Shares811

Event2026-03-31

Filed2026-04-29

TMUS

T-MOBILE US INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

TRANE TECHNOLOGIES PLC

-19.20%

Shares564

Event2026-03-31

Filed2026-04-29

ELV

ELEVANCE HEALTH INC FORMERLY

-46.59%

Shares798

Event2026-03-31

Filed2026-04-29

CBOE

CBOE GLOBAL MKTS INC

New

Shares817

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

New

Shares767

Event2026-03-31

Filed2026-04-29

IDCC

INTERDIGITAL INC

New

Shares746

Event2026-03-31

Filed2026-04-29

SPGI

S&P GLOBAL INC

6.22%

Shares529

Event2026-03-31

Filed2026-04-29

AEGON LTD

New

Shares30.2K

Event2026-03-31

Filed2026-04-29

INCY

INCYTE CORP

-22.18%

Shares2.3K

Event2026-03-31

Filed2026-04-29

THE CIGNA GROUP

-49.53%

Shares807

Event2026-03-31

Filed2026-04-29

JHG

JANUS HENDERSON GROUP PLC

New

Shares4.1K

Event2026-03-31

Filed2026-04-29

NMIH

NMI HLDGS INC

New

Shares5.6K

Event2026-03-31

Filed2026-04-29

LULU

LULULEMON ATHLETICA INC

-55.14%

Shares1.4K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

-0.43%

Shares1.4K

Event2026-03-31

Filed2026-04-29

MSCI

MSCI INC

New

Shares379

Event2026-03-31

Filed2026-04-29

CRH PLC

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

ESML

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-04-29

VITL

VITAL FARMS INC

-12.05%

Shares13.6K

Event2026-03-31

Filed2026-04-29

CUSHMAN AND WAKEFIELD LTD

New

Shares13.1K

Event2026-03-31

Filed2026-04-29

DOUBLEVERIFY HLDGS INC

-45.83%

Shares14.5K

Event2026-03-31

Filed2026-04-29

TAL

TAL ED GROUP

New

Shares11.9K

Event2026-03-31

Filed2026-04-29

BBD

BANCO BRADESCO S A

New

Shares28.4K

Event2026-03-31

Filed2026-04-29

BRLT

BRILLIANT EARTH GROUP INC

-54.81%

Shares16.5K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available