Impact Investors, Inc

CIK

1824539

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $56,885,642

Diversification

Diversified

Filing Date

Global Rank

#6,318 / 8,232 ▲ 127

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

-7.1%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.6%

SPY

+23.4%

Annualised alpha

-7.1%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.6%

+1.2 pts

Top 5

39.1%

+3.0 pts

Top 10

52.5%

+1.8 pts

HHI

563

Diversified+42

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$18,484,162	18
Unclassified	20.1%	$11,433,761	2
Financial Services	14.7%	$8,339,834	22
Consumer Cyclical	9.8%	$5,576,485	10
Industrials	8.0%	$4,574,084	5
Communication Services	6.0%	$3,410,819	6
Healthcare	4.6%	$2,612,283	7
Real Estate	2.4%	$1,353,877	5
Consumer Defensive	1.6%	$897,562	4
Basic Materials	0.4%	$202,775	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+3,454	5,699	$1,186,930
CTRE	CareTrust REIT, Inc.	+1,988	8,924	$327,063
AAPL	Apple Inc.	+1,299	10,629	$2,697,533
NVDA	Nvidia Corp	+601	16,175	$2,820,919
CSCO	Cisco Systems, Inc.	+387	3,644	$282,737
AMD	Advanced Micro Devices Inc	+99	1,679	$341,558
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+95	6,399	$2,162,541
INTU	Intuit Inc.	+83	838	$362,334
GOOGL	Alphabet Inc.	+68	4,314	$1,240,533
SPGI	S&P Global Inc.	+31	529	$225,004
MTD	Mettler Toledo International Inc/	+30	226	$285,031
ISRG	Intuitive Surgical Inc	+17	996	$459,145
KLAC	Kla Corp	+5	329	$484,422
MELI	Mercadolibre Inc	+4	189	$326,784
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRLT	Brilliant Earth Group, Inc.	−19,956	16,454	$21,883
HST	Host Hotels & Resorts, Inc.	−15,468	16,828	$322,424
IAU	Ishares Gold Trust	−13,701	126,267	$11,131,698
DV	DoubleVerify Holdings, Inc.	−12,249	14,476	$137,522
IMAX	Imax Corp	−4,839	24,653	$937,060
EA	Electronic Arts Inc.	−4,280	2,727	$555,953
ANET	Arista Networks, Inc.	−2,738	23,465	$2,881,031
RGA	Reinsurance Group Of America Inc	−2,716	1,384	$282,557
NOW	ServiceNow, Inc.	−2,699	4,354	$455,210
PGR	Progressive Corp/Oh/	−2,426	1,222	$242,249
WSM	Williams Sonoma Inc	−2,420	6,145	$1,120,417
HIMS	Hims & Hers Health, Inc.	−2,303	36,290	$753,380
VITL	Vital Farms, Inc.	−1,866	13,616	$192,257
LULU	lululemon athletica inc.	−1,679	1,366	$209,134
PNR	PENTAIR plc	−1,467	6,400	$557,504
AMP	Ameriprise Financial Inc	−1,355	1,011	$449,288
AVGO	Broadcom Inc.	−1,269	4,039	$1,250,110
AMAT	Applied Materials Inc /De	−1,064	2,636	$900,958
CI	Cigna Group	−792	807	$215,266
ELV	Elevance Health, Inc.	−696	798	$233,614
INCY	Incyte Corp	−660	2,315	$217,887
IOT	Samsara Inc.	−346	13,546	$429,272
FCNCA	First Citizens Bancshares Inc /De/	−280	156	$294,006
ASML	Asml Holding NV	−176	721	$952,317
TT	Trane Technologies plc	−134	564	$235,040
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
NWG	NatWest Group plc	33,146	$493,875
BMY	Bristol Myers Squibb Co	7,386	$447,960
CB	Chubb Ltd	1,028	$335,055
GOLF	Acushnet Holdings Corp.	3,570	$333,722
DAR	Darling Ingredients Inc.	4,910	$303,683
NFLX	Netflix Inc	3,130	$300,948
EQIX	Equinix Inc	294	$288,189
TD	Toronto Dominion Bank	2,833	$264,346
SUI	Sun Communities Inc	2,025	$255,068
HSBC	Hsbc Holdings PLC	3,033	$250,191
GDS	GDS Holdings Ltd	6,082	$245,043
MAT	Mattel Inc /De/	16,675	$242,287
TER	Teradyne, Inc	811	$240,429
CBOE	Cboe Global Markets, Inc.	817	$229,633
JPM	Jpmorgan Chase & Co	767	$225,619
IDCC	InterDigital, Inc.	746	$225,292
AEG	Aegon Ltd.	30,249	$219,607
JHG	Janus Henderson Group PLC	4,114	$211,336
NMIH	NMI Holdings, Inc.	5,594	$209,830
MSCI	MSCI Inc.	379	$204,284
CRH	Crh Public Ltd Co	1,929	$202,775
CWK	Cushman & Wakefield Ltd.	13,143	$161,133
TAL	TAL Education Group	11,874	$135,007
BBD	Bank Bradesco	28,445	$103,823
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
TRI	Thomson Reuters Corp /Can/	3,658	$482,453
MDB	MongoDB, Inc.	814	$341,627
GIS	General Mills Inc	5,608	$260,772
FTNT	Fortinet, Inc.	3,184	$252,840
AON	Aon plc	698	$246,309
QCOM	Qualcomm Inc/De	1,323	$226,298
PUK	Prudential PLC	6,977	$217,123
INGR	Ingredion Inc	1,963	$216,439
ADBE	Adobe Inc.	601	$210,343
MMM	3M Co	1,305	$208,929
ZS	Zscaler, Inc.	912	$205,126
TDOC	Teladoc Health, Inc.	12,571	$87,997
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $56,885,642 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	126,267	-13,701	$11,131,698	−2.0%	19.57%
ANET	Arista Networks, Inc. Technology	Reduced	23,465	-2,738	$2,881,031	−16.1%	5.06%
NVDA	Nvidia Corp Technology	Added	16,175	+601	$2,820,919	−2.9%	4.96%
PWR	Quanta Services, Inc. Industrials	Reduced	4,975	-39	$2,731,374	+29.1%	4.80%
AAPL	Apple Inc. Technology	Added	10,629	+1,299	$2,697,533	+6.4%	4.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,399	+95	$2,162,541	+12.9%	3.80%
MSFT	Microsoft Corp Technology	Reduced	4,181	-76	$1,547,680	−24.8%	2.72%
V	Visa Inc. Financial Services	Reduced	4,608	-116	$1,392,721	−15.9%	2.45%
AVGO	Broadcom Inc. Technology	Reduced	4,039	-1,269	$1,250,110	−32.0%	2.20%
GOOGL	Alphabet Inc. Communication Services	Added	4,314	+68	$1,240,533	−6.7%	2.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,699	+3,454	$1,186,930	+129.1%	2.09%
YUM	Yum Brands Inc Consumer Cyclical	Held	7,500	0	$1,166,100	+2.8%	2.05%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	6,145	-2,420	$1,120,417	−26.8%	1.97%
MA	Mastercard Inc Financial Services	Reduced	2,214	-21	$1,106,247	−13.3%	1.94%
ASML	Asml Holding NV Technology	Reduced	721	-176	$952,317	−0.8%	1.67%
IMAX	Imax Corp Communication Services	Reduced	24,653	-4,839	$937,060	−14.0%	1.65%
AMAT	Applied Materials Inc /De Technology	Reduced	2,636	-1,064	$900,958	−5.2%	1.58%
WM	Waste Management Inc Industrials	Held	3,382	0	$777,149	+4.6%	1.37%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	36,290	-2,303	$753,380	−39.9%	1.32%
GS	Goldman Sachs Group Inc Financial Services	Held	774	0	$654,796	−3.8%	1.15%
PNR	PENTAIR plc Industrials	Reduced	6,400	-1,467	$557,504	−32.0%	0.98%
EA	Electronic Arts Inc. Communication Services	Reduced	2,727	-4,280	$555,953	−61.2%	0.98%
AZO	Autozone Inc Consumer Cyclical	Reduced	161	-1	$543,822	−1.0%	0.96%
NWG	NatWest Group plc Financial Services	NEW	33,146	NEW	$493,875	NEW	0.87%
KLAC	Kla Corp Technology	Added	329	+5	$484,422	+23.0%	0.85%
ISRG	Intuitive Surgical Inc Healthcare	Added	996	+17	$459,145	−17.2%	0.81%
NOW	ServiceNow, Inc. Technology	Reduced	4,354	-2,699	$455,210	−57.9%	0.80%
AMP	Ameriprise Financial Inc Financial Services	Reduced	1,011	-1,355	$449,288	−61.3%	0.79%
BMY	Bristol Myers Squibb Co Healthcare	NEW	7,386	NEW	$447,960	NEW	0.79%
IOT	Samsara Inc. Technology	Reduced	13,546	-346	$429,272	−12.8%	0.75%
DRI	Darden Restaurants Inc Consumer Cyclical	Held	2,170	0	$425,406	+6.5%	0.75%
USB	US Bancorp De Financial Services	Held	7,091	0	$368,802	−2.5%	0.65%
INTU	Intuit Inc. Technology	Added	838	+83	$362,334	−27.6%	0.64%
AMD	Advanced Micro Devices Inc Technology	Added	1,679	+99	$341,558	+0.9%	0.60%
CB	Chubb Ltd Financial Services	NEW	1,028	NEW	$335,055	NEW	0.59%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	NEW	3,570	NEW	$333,722	NEW	0.59%
CTRE	CareTrust REIT, Inc. Real Estate	Added	8,924	+1,988	$327,063	+30.4%	0.57%
MELI	Mercadolibre Inc Consumer Cyclical	Added	189	+4	$326,784	−12.3%	0.57%
HST	Host Hotels & Resorts, Inc. Real Estate	Reduced	16,828	-15,468	$322,424	−43.7%	0.57%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	1,042	-4	$313,464	−16.1%	0.55%
DAR	Darling Ingredients Inc. Consumer Defensive	NEW	4,910	NEW	$303,683	NEW	0.53%
GLD	Spdr Gold Trust	Reduced	702	-19	$302,063	+5.7%	0.53%
NFLX	Netflix Inc Communication Services	NEW	3,130	NEW	$300,948	NEW	0.53%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Reduced	156	-280	$294,006	−68.6%	0.52%
EQIX	Equinix Inc Real Estate	NEW	294	NEW	$288,189	NEW	0.51%
MTD	Mettler Toledo International Inc/ Healthcare	Added	226	+30	$285,031	+4.3%	0.50%
CSCO	Cisco Systems, Inc. Technology	Added	3,644	+387	$282,737	+12.7%	0.50%
RGA	Reinsurance Group Of America Inc Financial Services	Reduced	1,384	-2,716	$282,557	−66.1%	0.50%
IESC	IES Holdings, Inc. Industrials	Held	573	0	$273,017	+22.5%	0.48%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	2,857	-16	$266,615	+10.7%	0.47%