Filed: 7/21/2025ACC: 0001085146-25-003989
📋 What this filing means
IMPACT INVESTORS, INC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $141.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$141.51M
Total AUM (reported)
2.48M
Total Shares
Allocation by class
COM$37.40M26.4%
PORTFOLIO LN TSR$18.29M12.9%
NUVEEN ESG LRGCP$11.98M8.5%
ISHARES NEW$9.87M7.0%
ESG AW MSCI EAFE$7.57M5.3%
ESG AWRE 1 5 YR$7.56M5.3%
AGENCY BOND ETF$5.75M4.1%
Portfolio Concentration
Top 3$40.15M28.4%
4–10$35.57M25.1%
11–25$29.68M21.0%
Rest$36.12M25.5%
Top 3 weight
28.4%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Sole
Full voting authority
2.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
430.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other34
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
SPDR SERIES TRUST
DFNDShares688.29K
TypeSH
Market value$18.29M
12.93%
Sole
688.29K
Shared
0.00
None
0.00
NUSHARES ETF TR
DFNDShares127.54K
TypeSH
Market value$11.98M
8.47%
Sole
127.54K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares158.29K
TypeSH
Market value$9.87M
6.98%
Sole
158.29K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares84.84K
TypeSH
Market value$7.57M
5.35%
Sole
84.84K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares300.24K
TypeSH
Market value$7.56M
5.34%
Sole
300.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares52.41K
TypeSH
Market value$5.75M
4.06%
Sole
52.41K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares88.10K
TypeSH
Market value$5.27M
3.72%
Sole
88.09K
Shared
13.00
None
0.00
ABRDN ETFS
SOLEShares101.52K
TypeSH
Market value$3.37M
2.38%
Sole
101.52K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares52.61K
TypeSH
Market value$3.09M
2.19%
Sole
52.58K
Shared
26.00
None
0.00
ISHARES TR
SOLEShares25.51K
TypeSH
Market value$2.96M
2.09%
Sole
25.51K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares43.94K
TypeSH
Market value$2.90M
2.05%
Sole
43.94K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares27.48K
TypeSH
Market value$2.81M
1.99%
Sole
27.48K
Shared
5.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares49.22K
TypeSH
Market value$2.45M
1.73%
Sole
49.22K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares4.73K
TypeSH
Market value$2.35M
1.66%
Sole
4.70K
Shared
27.00
None
0.00
NVIDIA CORPORATION
DFNDShares14K
TypeSH
Market value$2.21M
1.56%
Sole
13.91K
Shared
85.00
None
0.00
QUANTA SVCS INC
DFNDShares5.08K
TypeSH
Market value$1.92M
1.36%
Sole
5.08K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares81.43K
TypeSH
Market value$1.90M
1.34%
Sole
81.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.26K
TypeSH
Market value$1.87M
1.32%
Sole
5.25K
Shared
10.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares2.96K
TypeSH
Market value$1.66M
1.17%
Sole
2.95K
Shared
3.00
None
0.00
AMERIPRISE FINL INC
SOLEShares3.09K
TypeSH
Market value$1.65M
1.17%
Sole
3.09K
Shared
0.00
None
0.00
APPLE INC
DFNDShares8K
TypeSH
Market value$1.64M
1.16%
Sole
7.94K
Shared
61.00
None
0.00
BROADCOM INC
SOLEShares5.92K
TypeSH
Market value$1.63M
1.15%
Sole
5.91K
Shared
9.00
None
0.00
SERVICENOW INC
SOLEShares1.55K
TypeSH
Market value$1.60M
1.13%
Sole
1.55K
Shared
1.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares7.02K
TypeSH
Market value$1.59M
1.12%
Sole
6.99K
Shared
27.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares9.31K
TypeSH
Market value$1.49M
1.05%
Sole
9.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTDFND | PORTFOLIO LN TSR | 688.29K | SH | $18.29M 12.93% | 688.29K | 0.00 | 0.00 |
NUSHARES ETF TRDFND | NUVEEN ESG LRGCP | 127.54K | SH | $11.98M 8.47% | 127.54K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 158.29K | SH | $9.87M 6.98% | 158.29K | 0.00 | 0.00 |
ISHARES TRDFND | ESG AW MSCI EAFE | 84.84K | SH | $7.57M 5.35% | 84.84K | 0.00 | 0.00 |
ISHARES TRDFND | ESG AWRE 1 5 YR | 300.24K | SH | $7.56M 5.34% | 300.24K | 0.00 | 0.00 |
ISHARES TRSOLE | AGENCY BOND ETF | 52.41K | SH | $5.75M 4.06% | 52.41K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 88.10K | SH | $5.27M 3.72% | 88.09K | 13.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMMDY | 101.52K | SH | $3.37M 2.38% | 101.52K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 52.61K | SH | $3.09M 2.19% | 52.58K | 26.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 25.51K | SH | $2.96M 2.09% | 25.51K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | MID CAP GRW IMP | 43.94K | SH | $2.90M 2.05% | 43.94K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 27.48K | SH | $2.81M 1.99% | 27.48K | 5.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 49.22K | SH | $2.45M 1.73% | 49.22K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 4.73K | SH | $2.35M 1.66% | 4.70K | 27.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 14K | SH | $2.21M 1.56% | 13.91K | 85.00 | 0.00 |
QUANTA SVCS INCDFND | COM | 5.08K | SH | $1.92M 1.36% | 5.08K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | CALIF AMT MUN | 81.43K | SH | $1.90M 1.34% | 81.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.26K | SH | $1.87M 1.32% | 5.25K | 10.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 2.96K | SH | $1.66M 1.17% | 2.95K | 3.00 | 0.00 |
AMERIPRISE FINL INCSOLE | COM | 3.09K | SH | $1.65M 1.17% | 3.09K | 0.00 | 0.00 |
APPLE INCDFND | COM | 8K | SH | $1.64M 1.16% | 7.94K | 61.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.92K | SH | $1.63M 1.15% | 5.91K | 9.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.55K | SH | $1.60M 1.13% | 1.55K | 1.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 7.02K | SH | $1.59M 1.12% | 6.99K | 27.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 9.31K | SH | $1.49M 1.05% | 9.31K | 0.00 | 0.00 |
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