Impact Investors, Inc

Registered adviser

CIK

1824539

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $57,208,642

Diversification

Diversified

Filing Date

Global Rank

#7,703 / 8,827 ▼ 516 · as of Jun 2026

Top Industry

Semiconductors 28.0%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 289028

Roster of Nov 1, 2026

Regulatory AUM

$318,228,152

Main clients

Individuals and high net worth (88% of AUM)

Private funds

1 fund · Private equity funds

Focus by fund count, roster of Nov 1, 2026

$9,250,574 gross assets

Private funds on Schedule D 7.B.(1)

As filed Feb 21, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$3,400,000 gross assets in 1 fund Private equity funds $3,400,000 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$318,228,152	Individuals and high net worth (88%)
Apr 2025 to Mar 2026	$282,957,322	Individuals and high net worth (89%)
Mar 2024 to Mar 2025	$267,931,954	Individuals and high net worth (88%)
May 2023 to Feb 2024	$239,153,493	Individuals and high net worth (90%)
Apr 2023	$239,153,493	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$258,233,173	Individuals and high net worth (89%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.8% of the book (60%+)

Turnover

Medium turnover

36.5% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.1 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.1%; sector active share 54.7% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

47 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.0%

−2.8 pts

Top 5

66.9%

+12.3 pts

Top 10

80.5%

+11.7 pts

HHI

1,128

Diversified+177

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.9%	$42,272,404	15
Technology	15.2%	$8,707,868	13
Industrials	2.9%	$1,644,253	4
Financial Services	2.2%	$1,249,797	5
Healthcare	1.8%	$1,051,612	3
Consumer Defensive	1.6%	$906,967	3
Consumer Cyclical	1.4%	$798,031	3
Communication Services	1.0%	$577,710	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
LYG	Lloyds Banking Group plc	+1,228	14,998	$84,438
PNR	PENTAIR plc	+321	4,746	$251,490
INGR	Ingredion Inc	+256	3,227	$309,178
FSLR	First Solar, Inc.	+154	1,498	$262,389
WM	Waste Management Inc	+3	1,977	$403,149
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−64,715	48,434	$3,782,694
BCD	abrdn ETFs	−56,700	37,098	$1,427,159
ESGD	iShares ESG Aware MSCI EAFE ETF	−55,706	54,868	$5,654,146
NULG	Nuveen ESG Large-Cap Growth ETF	−48,653	43,802	$4,979,848
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	−26,960	410,219	$9,783,722
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−21,644	47,959	$2,760,519
MID	American Century ETF Trust	−20,246	28,720	$1,996,039
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	−13,287	196,192	$4,792,970
ANET	Arista Networks, Inc.	−13,172	6,425	$1,308,065
PWZ	Invesco Ltd.	−10,952	22,341	$0
DSI	iShares ESG MSCI KLD 400 ETF	−8,470	10,133	$1,481,241
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−7,383	67,308	$3,813,671
NVDA	Nvidia Corp	−7,140	7,218	$1,648,446
AAPL	Apple Inc.	−6,167	4,224	$1,406,676
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−5,311	14,581	$596,508
HIMS	Hims & Hers Health, Inc.	−4,800	11,274	$335,852
WSM	Williams Sonoma Inc	−3,269	978	$222,925
PWR	Quanta Services, Inc.	−3,024	1,212	$778,722
ESGE	iShares Trust	−2,492	48,252	$0
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,172	2,815	$1,284,173
IOT	Samsara Inc.	−2,160	9,676	$368,945
GOOGL	Alphabet Inc.	−1,948	1,679	$577,710
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	−1,826	4,103	$200,144
V	Visa Inc.	−1,738	1,003	$360,407
AMAT	Applied Materials Inc	−1,578	434	$221,938
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
NU	Nu Holdings Ltd.	27,776	$351,644
ENPH	Enphase Energy, Inc.	7,555	$249,239
QCOM	Qualcomm Inc	1,328	$244,405
KYMR	Kymera Therapeutics, Inc.	1,901	$212,512
ACHR	Archer Aviation Inc.	42,433	$210,892
PAGS	PagSeguro Digital Ltd.	16,688	$148,523
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BGRN	iShares USD Green Bond ETF	201,844	$9,582,140
UBND	VictoryShares Core Plus Bond ETF	304,138	$6,607,398
JMUB	JPMorgan Municipal ETF	39,040	$1,977,571
MSFT	Microsoft Corp	4,549	$1,696,867
CMF	iShares California Muni Bond ETF	22,060	$1,271,538
YUM	Yum Brands Inc	7,500	$1,198,950
AMZN	Amazon Com Inc	4,850	$1,155,948
IMAX	Imax Corp	22,930	$913,989
AMD	Advanced Micro Devices Inc	1,389	$806,883
ETHO		9,997	$805,858
GS	Goldman Sachs Group Inc	792	$801,005
HYXF	iShares ESG Advanced High Yield Corporate Bond ETF	17,125	$800,011
KLAC	Kla Corp	2,610	$787,463
GOOG	Alphabet Inc.	1,675	$591,827
—		2,688	$551,147
THG	Hanover Insurance Group, Inc.	2,561	$548,361
DRI	Darden Restaurants Inc	2,170	$447,041
USB	US Bancorp De	7,153	$432,040
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	2,246	$427,907
IESC	IES Holdings, Inc.	573	$420,960
FTDR	Frontdoor, Inc.	5,253	$407,580
TER	Teradyne, Inc	704	$340,623
CTRE	CareTrust REIT, Inc.	8,421	$339,787
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	6,118	$334,226
CSCO	Cisco Systems, Inc.	2,768	$325,129
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $57,208,642 total · filing declares 74 positions · $60,320,952 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Reduced	410,219	-26,960	$9,783,722	−14.7%	17.10%
ESGD	iShares ESG Aware MSCI EAFE ETF	Reduced	54,868	-55,706	$5,654,146	−50.3%	9.88%
NULG	Nuveen ESG Large-Cap Growth ETF	Reduced	43,802	-48,653	$4,979,848	−54.0%	8.70%
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	Reduced	196,192	-13,287	$4,792,970	−8.4%	8.38%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	67,308	-7,383	$3,813,671	−13.4%	6.67%
IAU	Ishares Gold Trust	Reduced	48,434	-64,715	$3,782,694	−55.7%	6.61%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	47,959	-21,644	$2,760,519	−31.9%	4.83%
MID	American Century ETF Trust	Reduced	28,720	-20,246	$1,996,039	−40.7%	3.49%
NVDA	Nvidia Corp Technology	Reduced	7,218	-7,140	$1,648,446	−42.6%	2.88%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	10,133	-8,470	$1,481,241	−44.1%	2.59%
BCD	abrdn ETFs	Reduced	37,098	-56,700	$1,427,159	−55.4%	2.49%
AAPL	Apple Inc. Technology	Reduced	4,224	-6,167	$1,406,676	−53.2%	2.46%
ANET	Arista Networks, Inc. Technology	Reduced	6,425	-13,172	$1,308,065	−60.7%	2.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,815	-2,172	$1,284,173	−46.1%	2.24%
AVGO	Broadcom Inc. Technology	Reduced	2,868	-362	$1,007,212	−17.5%	1.76%
PWR	Quanta Services, Inc. Industrials	Reduced	1,212	-3,024	$778,722	−74.5%	1.36%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Reduced	14,581	-5,311	$596,508	−31.9%	1.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,679	-1,948	$577,710	−55.4%	1.01%
AGZ	iShares Agency Bond ETF	Reduced	4,799	-251	$511,285	−7.4%	0.89%
VEEV	Veeva Systems Inc Healthcare	Reduced	1,763	-97	$503,248	+52.5%	0.88%
MUB	iShares National Muni Bond ETF	Reduced	4,871	-94	$492,458	−7.8%	0.86%
MA	Mastercard Inc Financial Services	Reduced	822	-534	$453,308	−34.9%	0.79%
WM	Waste Management Inc Industrials	Added	1,977	+3	$403,149	−8.4%	0.70%
IOT	Samsara Inc. Technology	Reduced	9,676	-2,160	$368,945	−3.9%	0.64%
V	Visa Inc. Financial Services	Reduced	1,003	-1,738	$360,407	−61.7%	0.63%
NU	Nu Holdings Ltd. Financial Services	NEW	27,776	NEW	$351,644	NEW	0.61%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	11,274	-4,800	$335,852	−39.7%	0.59%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	187	-25	$323,235	−10.2%	0.57%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	5,166	-1,201	$313,627	−9.8%	0.55%
INGR	Ingredion Inc Consumer Defensive	Added	3,227	+256	$309,178	+9.9%	0.54%
ASML	Asml Holding NV Technology	Reduced	160	-464	$289,867	−76.7%	0.51%
VITL	Vital Farms, Inc. Consumer Defensive	Reduced	30,621	-397	$284,162	−21.2%	0.50%
INTU	Intuit Inc. Technology	Reduced	972	-177	$267,990	−10.6%	0.47%
FSLR	First Solar, Inc. Technology	Added	1,498	+154	$262,389	−17.3%	0.46%
AZO	Autozone Inc Consumer Cyclical	Reduced	89	-41	$251,871	−39.4%	0.44%
PNR	PENTAIR plc Industrials	Added	4,746	+321	$251,490	−25.9%	0.44%
ENPH	Enphase Energy, Inc. Technology	NEW	7,555	NEW	$249,239	NEW	0.44%
QCOM	Qualcomm Inc Technology	NEW	1,328	NEW	$244,405	NEW	0.43%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	978	-3,269	$222,925	−77.5%	0.39%
AMAT	Applied Materials Inc Technology	Reduced	434	-1,578	$221,938	−84.7%	0.39%
KYMR	Kymera Therapeutics, Inc. Healthcare	NEW	1,901	NEW	$212,512	NEW	0.37%
ACHR	Archer Aviation Inc. Industrials	NEW	42,433	NEW	$210,892	NEW	0.37%
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	Reduced	4,103	-1,826	$200,144	−35.3%	0.35%
PAGS	PagSeguro Digital Ltd. Technology	NEW	16,688	NEW	$148,523	NEW	0.26%
LYG	Lloyds Banking Group plc Financial Services	Added	14,998	+1,228	$84,438	+5.2%	0.15%
PWZ	Invesco Ltd. Financial Services	Reduced	22,341	-10,952	$0	−100.0%	0.00%
ESGE	iShares Trust	Reduced	48,252	-2,492	$0	−100.0%	0.00%

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.