Impact Investors, Inc

CIK

1824539

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $56,885,642

Diversification

Diversified

Filing Date

Global Rank

#6,690 / 8,623 ▼ 8 · as of Mar 2026

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

-5.5%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+12.0%

SPY

+21.4%

Annualised alpha

-6.1%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

80 tracked 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 Ltd.	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 tracked positions · $56,885,642 total · filing declares 174 positions · $143,982,191 · 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.