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


Currently, Impact Investors, Inc holds 88 types of securities in its portfolio with a total value $136.8M. In the most recent quarter, they have increased their positions in BGRN (+32.2K shares, valued at $1.5M), UBND (+46.1K shares, valued at $1.0M), KLAC (+2.3K shares, valued at $688.2K); decreased their positions in SPTL (-80.3K shares, valued at $2.1M), HYXF (-37.5K shares, valued at $1.8M), DSI (-9.8K shares, valued at $1.4M); initiated new positions in THG (+2.6K shares, valued at $548.4K), FTDR (+5.3K shares, valued at $407.6K), VEEV (+1.9K shares, valued at $330.1K).


1M P&L
-1.1M-0.93%
3M P&L
-1.7M-1.46%
HY P&L
+3.9M+3.43%

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/A93.2M
73.2%
2Semiconductors6.5M
5.1%
3Computer Hardware3.3M
2.6%

Top Industries by Stock Count

1N/A26 stocks
34.2%
2Semiconductors5 stocks
6.6%
3Semiconductor Equipment & Materials3 stocks
3.9%
Stock Holdings
SPTL
SPDR SERIES TRUST
-15.52%
Shares437.2K
Event2026-06-30
Filed2026-07-31
ESGD
ISHARES TR
-6.38%
Shares110.6K
Event2026-06-30
Filed2026-07-31
NULG
NUSHARES ETF TR
-6.98%
Shares92.5K
Event2026-06-30
Filed2026-07-31
BGRN
ISHARES TR
18.96%
Shares201.8K
Event2026-06-30
Filed2026-07-31
IAU
ISHARES GOLD TR
-10.39%
Shares113.1K
Event2026-06-30
Filed2026-07-31
UBND
VICTORY PORTFOLIOS II
17.86%
Shares304.1K
Event2026-06-30
Filed2026-07-31
SUSB
ISHARES TR
-13.57%
Shares209.5K
Event2026-06-30
Filed2026-07-31
VGIT
VANGUARD SCOTTSDALE FDS
-11.46%
Shares74.7K
Event2026-06-30
Filed2026-07-31
VGSH
VANGUARD SCOTTSDALE FDS
-8.88%
Shares69.6K
Event2026-06-30
Filed2026-07-31
MID
AMERICAN CENTY ETF TR
-1.03%
Shares49.0K
Event2026-06-30
Filed2026-07-31
ANET
ARISTA NETWORKS INC
-16.48%
Shares19.6K
Event2026-06-30
Filed2026-07-31
BCD
ABRDN ETFS
-8.77%
Shares93.8K
Event2026-06-30
Filed2026-07-31
QUANTA SVCS INC
QUANTA SVCS INC
-14.85%
Shares4.2K
Event2026-06-30
Filed2026-07-31
AAPL
APPLE INC
-2.24%
Shares10.4K
Event2026-06-30
Filed2026-07-31
NVDA
NVIDIA CORPORATION
-11.23%
Shares14.4K
Event2026-06-30
Filed2026-07-31
ESGE
ISHARES INC
-3.71%
Shares50.7K
Event2026-06-30
Filed2026-07-31
DSI
ISHARES TR
-34.44%
Shares18.6K
Event2026-06-30
Filed2026-07-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-22.07%
Shares5.0K
Event2026-06-30
Filed2026-07-31
JMUB
J P MORGAN EXCHANGE TRADED F
24.31%
Shares39.0K
Event2026-06-30
Filed2026-07-31
MSFT
MICROSOFT CORP
8.80%
Shares4.5K
Event2026-06-30
Filed2026-07-31
APPLIED MATLS INC
APPLIED MATLS INC
-23.67%
Shares2.0K
Event2026-06-30
Filed2026-07-31
GOOGL
ALPHABET INC
-15.92%
Shares3.6K
Event2026-06-30
Filed2026-07-31
CMF
ISHARES TR
9.94%
Shares22.1K
Event2026-06-30
Filed2026-07-31
ASML
ASML HLDG NV
-13.45%
Shares624
Event2026-06-30
Filed2026-07-31
BROADCOM INC
BROADCOM INC
-20.03%
Shares3.2K
Event2026-06-30
Filed2026-07-31
YUM
YUM BRANDS INC
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-31
AMZN
AMAZON COM INC
-14.90%
Shares4.8K
Event2026-06-30
Filed2026-07-31
WSM
WILLIAMS SONOMA INC
-30.89%
Shares4.2K
Event2026-06-30
Filed2026-07-31
VISA INC
VISA INC
-40.52%
Shares2.7K
Event2026-06-30
Filed2026-07-31
IMAX
IMAX CORP
-6.99%
Shares22.9K
Event2026-06-30
Filed2026-07-31
XLRE
SELECT SECTOR SPDR TR
-14.27%
Shares19.9K
Event2026-06-30
Filed2026-07-31
PWZ
INVESCO EXCH TRADED FD TR II
-26.67%
Shares33.3K
Event2026-06-30
Filed2026-07-31
AMD
ADVANCED MICRO DEVICES INC
-17.27%
Shares1.4K
Event2026-06-30
Filed2026-07-31
ETHO
AMPLIFY ETF TR
-4.17%
Shares10.0K
Event2026-06-30
Filed2026-07-31
GS
GOLDMAN SACHS GROUP INC
2.33%
Shares792
Event2026-06-30
Filed2026-07-31
HYXF
ISHARES TR
-68.66%
Shares17.1K
Event2026-06-30
Filed2026-07-31
KLAC
KLA CORP
693.31%
Shares2.6K
Event2026-06-30
Filed2026-07-31
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-38.75%
Shares1.4K
Event2026-06-30
Filed2026-07-31
GOOG
ALPHABET INC
-0.48%
Shares1.7K
Event2026-06-30
Filed2026-07-31
HIMS
HIMS & HERS HEALTH INC
-55.71%
Shares16.1K
Event2026-06-30
Filed2026-07-31
AGZ
ISHARES TR
-38.54%
Shares5.0K
Event2026-06-30
Filed2026-07-31
EA
ELECTRONIC ARTS INC
-1.43%
Shares2.7K
Event2026-06-30
Filed2026-07-31
THG
HANOVER INS GROUP INC
New
Shares2.6K
Event2026-06-30
Filed2026-07-31
MUB
ISHARES TR
-0.26%
Shares5.0K
Event2026-06-30
Filed2026-07-31
DRI
DARDEN RESTAURANTS INC
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-31
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-41.63%
Shares2.0K
Event2026-06-30
Filed2026-07-31
USB
US BANCORP
0.87%
Shares7.2K
Event2026-06-30
Filed2026-07-31
XLK
SELECT SECTOR SPDR TR
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-31
IESC
IES HOLDINGS INC
0.00%
Shares573
Event2026-06-30
Filed2026-07-31
AZO
AUTOZONE INC
-19.25%
Shares130
Event2026-06-30
Filed2026-07-31
FTDR
FRONTDOOR INC
New
Shares5.3K
Event2026-06-30
Filed2026-07-31
IOT
SAMSARA INC
-12.62%
Shares11.8K
Event2026-06-30
Filed2026-07-31
VITL
VITAL FARMS INC
127.81%
Shares31.0K
Event2026-06-30
Filed2026-07-31
MELI
MERCADOLIBRE INC
12.17%
Shares212
Event2026-06-30
Filed2026-07-31
DAR
DARLING INGREDIENTS INC
29.67%
Shares6.4K
Event2026-06-30
Filed2026-07-31
TER
TERADYNE INC
-13.19%
Shares704
Event2026-06-30
Filed2026-07-31
CTRE
CARETRUST REIT INC
-5.64%
Shares8.4K
Event2026-06-30
Filed2026-07-31
PNR
PENTAIR PLC
-30.86%
Shares4.4K
Event2026-06-30
Filed2026-07-31
DBEF
DBX ETF TR
0.00%
Shares6.1K
Event2026-06-30
Filed2026-07-31
VEEV
VEEVA SYS INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-31
CISCO SYS INC
CISCO SYS INC
-24.04%
Shares2.8K
Event2026-06-30
Filed2026-07-31
SERVICENOW INC
SERVICENOW INC
-24.80%
Shares3.3K
Event2026-06-30
Filed2026-07-31
FSLR
FIRST SOLAR INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-31
XJH
ISHARES TR
-13.75%
Shares5.9K
Event2026-06-30
Filed2026-07-31
ISRG
INTUITIVE SURGICAL INC
-22.99%
Shares767
Event2026-06-30
Filed2026-07-31
TT
TRANE TECHNOLOGIES PLC
10.11%
Shares621
Event2026-06-30
Filed2026-07-31
INTU
INTUIT
37.11%
Shares1.1K
Event2026-06-30
Filed2026-07-31
AFL
AFLAC INC
New
Shares2.5K
Event2026-06-30
Filed2026-07-31
INGR
INGREDION INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-31
AMERIPRISE FINL INC
AMERIPRISE FINL INC
-43.22%
Shares574
Event2026-06-30
Filed2026-07-31
VZ
VERIZON COMMUNICATIONS INC
New
Shares6.2K
Event2026-06-30
Filed2026-07-31
WSC
WILLSCOT HLDGS CORP
New
Shares9.0K
Event2026-06-30
Filed2026-07-31
GLD
SPDR GOLD TR
-1.00%
Shares695
Event2026-06-30
Filed2026-07-31
GEV
GE VERNOVA INC
New
Shares214
Event2026-06-30
Filed2026-07-31
EQIX
EQUINIX INC
-21.77%
Shares230
Event2026-06-30
Filed2026-07-31
INTC
INTEL CORP
New
Shares1.7K
Event2026-06-30
Filed2026-07-31
NETFLIX INC.
NETFLIX INC.
0.99%
Shares3.2K
Event2026-06-30
Filed2026-07-31
CHUBB LIMITED
CHUBB LIMITED
-35.80%
Shares660
Event2026-06-30
Filed2026-07-31
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares810
Event2026-06-30
Filed2026-07-31
CHD
CHURCH & DWIGHT CO INC
-20.90%
Shares2.3K
Event2026-06-30
Filed2026-07-31
RDN
RADIAN GROUP INC
New
Shares5.7K
Event2026-06-30
Filed2026-07-31
JHG
JANUS HENDERSON GROUP PLC
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-31
IDCC
INTERDIGITAL INC
-0.13%
Shares745
Event2026-06-30
Filed2026-07-31
3M CO
3M CO
New
Shares1.3K
Event2026-06-30
Filed2026-07-31
MSCI
MSCI INC
-1.06%
Shares375
Event2026-06-30
Filed2026-07-31
ESML
ISHARES TR
-14.26%
Shares3.7K
Event2026-06-30
Filed2026-07-31
BBD
BANCO BRADESCO S A
-17.93%
Shares23.3K
Event2026-06-30
Filed2026-07-31
LYG
LLOYDS BANKING GROUP PLC
New
Shares13.8K
Event2026-06-30
Filed2026-07-31

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available