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13F-HR filed by Impact Investors, Inc

Impact Investors, Inc filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-28, with 89 holding rows worth $128,482,400.

Accession
0001085146-25-002372
Filed
2025-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 153 entries on the cover page, a total value of $128,482,400 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,482,400 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
SPDR Portfolio Long Term Treasury ETF78464A664SHS621,663$16,946,533dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF129,666$10,150,233dollars as filed
iShares Gold Trust464285204COM160,173$9,443,800dollars as filed
ISHARESAGENCYBONDETF464288166STOK64,718$7,082,781dollars as filed
ISHARES TR46435G516COM83,386$6,811,827dollars as filed
ISHARES TR46435G243COM270,385$6,756,910dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS76,609$4,550,578dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY99,152$3,384,071dollars as filed
AMERICAN CENTY ETF TR025072760MID CAP GRW IMP52,638$2,981,911dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS44,041$2,584,769dollars as filed
ARISTA NETWORKS INC040413205COM27,666$2,143,527dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS20,857$2,135,923dollars as filed
INVESCO EXCH TRADED FD TR II46138E206CALIF AMT MUN89,073$2,124,391dollars as filed
Visa Inc92826C839COM5,365$1,880,211dollars as filed
Microsoft Corp594918104COM4,720$1,771,756dollars as filed
Apple Inc037833100COM7,954$1,766,701dollars as filed
MasterCard, Inc57636Q104COM2,957$1,620,527dollars as filed
AMERIPRISE FINL INC COM03076C106Stock3,125$1,512,884dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A49,653$1,467,246dollars as filed
WILLIAMS SONOMA INC COM969904101Stock8,791$1,389,857dollars as filed
NVIDIA Corp67066G104COM12,615$1,367,244dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,885$1,308,842dollars as filed
QUANTA SVCS INC74762E102COM5,091$1,294,050dollars as filed
ELECTRONIC ARTS INC COM285512109Stock8,794$1,270,909dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock6,417$1,263,559dollars as filed
ServiceNow,Inc.81762P102COM1,562$1,243,548dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock657$1,218,157dollars as filed
YUM BRANDS INC COM988498101Stock7,500$1,180,200dollars as filed
Progressive Corporation743315103COM4,056$1,147,957dollars as filed
Broadcom Inc.11135F101COM5,958$997,499dollars as filed
Waste Management, Inc.94106L109COM4,304$996,321dollars as filed
LULULEMON ATHLETICA INC550021109COM3,499$990,499dollars as filed
PENTAIR PLC SHSG7S00T104Stock10,533$921,427dollars as filed
SAMSARA INC COM CL A79589L106Stock23,399$896,884dollars as filed
VANECK ETF TRUST92189H813HIP SUSTBLE MUNI18,730$849,282dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT59,112$839,982dollars as filed
THOMSON REUTERS CORP COM884903808Stock4,687$809,820dollars as filed
IMAX CORP45245E109COM29,615$780,355dollars as filed
VITAL FARMS INC92847W103COM25,328$771,735dollars as filed
Intuitive Surgical,Inc.46120E602COM1,442$714,325dollars as filed
AON PLC SHS CL AG0403H108Stock1,724$687,993dollars as filed
Elevance Health, Inc.036752103COM1,577$686,133dollars as filed
DECKERS OUTDOOR CORP243537107COM5,924$662,354dollars as filed
AUTOZONE INC COM053332102Stock173$660,213dollars as filed
Cigna Corporation125523100COM1,975$649,867dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock5,651$622,119dollars as filed
KRAFT HEINZ CO COM500754106Stock19,873$604,735dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,812$589,435dollars as filed
DOUBLEVERIFY HLDGS INC COM25862V105Stock43,618$583,173dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS13,740$575,026dollars as filed
Applied Materials,Inc.038222105COM3,911$567,503dollars as filed
UnitedHealth Group Inc91324P102COM1,077$564,093dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock5,280$532,382dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock20,324$516,637dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK764$506,260dollars as filed
INCYTE CORP COM45337C102Stock8,351$505,653dollars as filed
INGREDION INC COM457187102Stock3,346$452,414dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock2,170$450,839dollars as filed
FORTINET INC COM34959E109Stock4,358$419,507dollars as filed
Intuit Inc.461202103COM678$416,451dollars as filed
NOVO-NORDISK A S ADR670100205ADR5,698$395,636dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,205$394,174dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock655$381,012dollars as filed
Amazon.com, Inc023135106COM1,947$370,455dollars as filed
VULCAN MATLS CO COM929160109Stock1,582$369,156dollars as filed
SYNOPSYS INC COM871607107Stock813$348,538dollars as filed
GENERAL MILLS INC COM370334104Stock5,608$335,302dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock282$333,017dollars as filed
S&P Global,Inc.78409V104COM650$330,169dollars as filed
T-Mobile US,Inc.872590104COM1,144$305,184dollars as filed
USBANCORPDEL902973304COM NEW7,133$301,165dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,353$279,368dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock803$270,673dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE6,118$264,909dollars as filed
ISHARES TR46436E551ESG SELECT SCRE6,755$263,918dollars as filed
International Business Machines Corporation459200101COM1,059$263,236dollars as filed
MERCADOLIBREINC58733R102STOK135$262,846dollars as filed
Oracle Corporation68389X105COM1,821$254,552dollars as filed
Advanced Micro Devices,Inc.007903107COM2,381$244,630dollars as filed
SYNCHRONYFINL87165B103STOK4,381$231,930dollars as filed
SPDR GOLD TR78463V107GOLD SHS804$231,665dollars as filed
Adobe Inc00724F101COM595$228,377dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,440$225,032dollars as filed
KLA CORP482480100COM325$221,128dollars as filed
HUBSPOTINC443573100STOK378$216,146dollars as filed
COSTAR GROUP INC COM22160N109Stock2,616$207,290dollars as filed
TELADOC HEALTH INC87918A105COM18,388$146,368dollars as filed
Vivid Seats Inc92854T100Common Stock36,558$108,212dollars as filed
BRILLIANT EARTH GROUP INC109504100CMN48,414$76,494dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-002372this filing2025-04-28acceptance time not in the bulk data set