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Disclosery

13F-HR filed by Impact Investors, Inc

Impact Investors, Inc filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-05, with 90 holding rows worth $128,882,522.

Accession
0001085146-25-000797
Filer
CIK 1824539
Filed
2025-02-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 154 entries on the cover page, a total value of $128,882,522 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,882,522 with VALUE read as dollars as filed, 13F file number 028-24752. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARESAGENCYBONDETF464288166STOK136,586$14,745,865dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS496,248$12,996,735dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF133,207$11,434,479dollars as filed
iShares Gold Trust464285204COM159,694$7,906,450dollars as filed
ISHARES TR46435G516COM78,982$6,013,712dollars as filed
ISHARES TR46435G243COM191,591$4,732,300dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY105,779$3,314,068dollars as filed
ARISTA NETWORKS INC040413205COM28,023$3,097,383dollars as filed
AMERICAN CENTY ETF TR025072760MID CAP GRW IMP48,082$2,900,330dollars as filed
INVESCO EXCH TRADED FD TR II46138E206CALIF AMT MUN98,536$2,433,839dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS20,718$2,284,183dollars as filed
Apple Inc037833100COM7,975$1,997,251dollars as filed
Microsoft Corp594918104COM4,720$1,989,448dollars as filed
Visa Inc92826C839COM5,486$1,733,782dollars as filed
NVIDIA Corp67066G104COM12,859$1,726,870dollars as filed
AMERIPRISE FINL INC COM03076C106Stock3,200$1,703,850dollars as filed
ServiceNow,Inc.81762P102COM1,596$1,692,028dollars as filed
WILLIAMS SONOMA INC COM969904101Stock8,922$1,652,176dollars as filed
QUANTA SVCS INC74762E102COM5,090$1,608,877dollars as filed
MasterCard, Inc57636Q104COM3,021$1,590,592dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS8,051$1,590,084dollars as filed
Broadcom Inc.11135F101COM6,210$1,439,813dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock670$1,415,723dollars as filed
LULULEMON ATHLETICA INC550021109COM3,654$1,397,416dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock6,518$1,392,496dollars as filed
ELECTRONIC ARTS INC COM285512109Stock8,915$1,304,265dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A52,122$1,260,310dollars as filed
DECKERS OUTDOOR CORP243537107COM5,996$1,217,807dollars as filed
PENTAIR PLC SHSG7S00T104Stock10,815$1,088,422dollars as filed
SAMSARA INC COM CL A79589L106Stock24,049$1,050,701dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT58,339$1,022,099dollars as filed
YUM BRANDS INC COM988498101Stock7,501$1,006,363dollars as filed
Progressive Corporation743315103COM4,163$997,548dollars as filed
VANECK ETF TRUST92189H813HIP SUSTBLE MUNI20,532$943,959dollars as filed
VITAL FARMS INC92847W103COM24,672$929,876dollars as filed
Waste Management, Inc.94106L109COM4,396$887,123dollars as filed
DOUBLEVERIFY HLDGS INC COM25862V105Stock43,900$843,319dollars as filed
THOMSON REUTERS CORP COM884903808Stock4,794$768,862dollars as filed
IMAX CORP45245E109COM29,793$762,701dollars as filed
Intuitive Surgical,Inc.46120E602COM1,459$761,642dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,885$735,491dollars as filed
Applied Materials,Inc.038222105COM3,824$621,900dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock5,651$591,716dollars as filed
KRAFT HEINZ CO COM500754106Stock18,981$582,907dollars as filed
INCYTE CORP COM45337C102Stock8,408$580,741dollars as filed
Elevance Health, Inc.036752103COM1,540$568,260dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS9,569$556,705dollars as filed
AUTOZONE INC COM053332102Stock173$554,449dollars as filed
AMPLIFY ETF TR032108557ETHO CLI LEA ETF9,244$552,248dollars as filed
UnitedHealth Group Inc91324P102COM1,089$550,895dollars as filed
Cigna Corporation125523100COM1,944$536,893dollars as filed
AON PLC SHS CL AG0403H108Stock1,481$531,787dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock4,296$488,026dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK694$480,757dollars as filed
INGREDION INC COM457187102Stock3,417$470,044dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS11,517$468,401dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock20,324$457,290dollars as filed
Intuit Inc.461202103COM691$434,103dollars as filed
NOVO-NORDISK A S ADR670100205ADR4,994$429,621dollars as filed
Amazon.com, Inc023135106COM1,921$421,543dollars as filed
FORTINET INC COM34959E109Stock4,359$411,823dollars as filed
VULCAN MATLS CO COM929160109Stock1,582$406,938dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock2,170$405,117dollars as filed
SYNOPSYS INC COM871607107Stock813$394,520dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,205$393,337dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock655$377,791dollars as filed
GENERAL MILLS INC COM370334104Stock5,608$357,622dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock283$346,417dollars as filed
USBANCORPDEL902973304COM NEW7,133$341,182dollars as filed
S&P Global,Inc.78409V104COM659$328,049dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,353$314,599dollars as filed
Oracle Corporation68389X105COM1,825$304,100dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock804$296,908dollars as filed
SYNCHRONYFINL87165B103STOK4,485$291,525dollars as filed
Advanced Micro Devices,Inc.007903107COM2,377$287,094dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,441$274,424dollars as filed
ISHARES TR46436E551ESG SELECT SCRE6,525$272,980dollars as filed
HUBSPOTINC443573100STOK387$269,802dollars as filed
TETRA TECH INC NEW88162G103COM6,655$265,143dollars as filed
Adobe Inc00724F101COM596$264,833dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE6,118$253,285dollars as filed
T-Mobile US,Inc.872590104COM1,144$252,492dollars as filed
International Business Machines Corporation459200101COM1,079$237,202dollars as filed
MERCADOLIBREINC58733R102STOK137$232,468dollars as filed
SPDR GOLD TR78463V107GOLD SHS870$210,653dollars as filed
KLA CORP482480100COM325$205,032dollars as filed
PUBLIC STORAGE COM74460D109REIT669$200,285dollars as filed
TELADOC HEALTH INC87918A105COM18,516$168,310dollars as filed
Vivid Seats Inc92854T100Common Stock36,038$166,856dollars as filed
BRILLIANT EARTH GROUP INC109504100CMN49,148$103,211dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000797this filing2025-02-05acceptance time not in the bulk data set