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Disclosery

13F-HR filed by Impact Investors, Inc

Impact Investors, Inc filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-21, with 91 holding rows worth $141,511,451.

Accession
0001085146-25-003989
Filer
CIK 1824539
Filed
2025-07-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 155 entries on the cover page, a total value of $141,511,451 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,511,451 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 ETF78464A664SHS688,286$18,294,642dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF127,538$11,982,185dollars as filed
iShares Gold Trust464285204COM158,287$9,870,777dollars as filed
ISHARES TR46435G516COM84,839$7,569,312dollars as filed
ISHARES TR46435G243COM300,236$7,556,937dollars as filed
ISHARESAGENCYBONDETF464288166STOK52,408$5,749,104dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS88,104$5,269,491dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY101,524$3,365,534dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS52,609$3,092,334dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS25,510$2,963,233dollars as filed
AMERICAN CENTY ETF TR025072760MID CAP GRW IMP43,940$2,901,798dollars as filed
ARISTA NETWORKS INC040413205COM27,483$2,811,740dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A49,224$2,453,816dollars as filed
Microsoft Corp594918104COM4,730$2,352,869dollars as filed
NVIDIA Corp67066G104COM13,999$2,211,688dollars as filed
QUANTA SVCS INC74762E102COM5,085$1,922,561dollars as filed
INVESCO EXCH TRADED FD TR II46138E206CALIF AMT MUN81,431$1,900,600dollars as filed
Visa Inc92826C839COM5,263$1,868,532dollars as filed
MasterCard, Inc57636Q104COM2,955$1,660,733dollars as filed
AMERIPRISE FINL INC COM03076C106Stock3,089$1,648,736dollars as filed
Apple Inc037833100COM7,998$1,641,037dollars as filed
Broadcom Inc.11135F101COM5,920$1,631,960dollars as filed
ServiceNow,Inc.81762P102COM1,555$1,598,540dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,016$1,589,061dollars as filed
ELECTRONIC ARTS INC COM285512109Stock9,306$1,486,168dollars as filed
WILLIAMS SONOMA INC COM969904101Stock8,892$1,452,686dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock698$1,365,616dollars as filed
Progressive Corporation743315103COM4,366$1,165,175dollars as filed
VITAL FARMS INC92847W103COM29,355$1,130,743dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock5,637$1,118,207dollars as filed
YUM BRANDS INC COM988498101Stock7,500$1,111,350dollars as filed
Waste Management, Inc.94106L109COM4,781$1,093,891dollars as filed
PENTAIR PLC SHSG7S00T104Stock10,467$1,074,542dollars as filed
SAMSARA INC COM CL A79589L106Stock26,226$1,043,270dollars as filed
THOMSON REUTERS CORP COM884903808Stock5,185$1,042,859dollars as filed
IMAX CORP45245E109COM29,685$829,993dollars as filed
LULULEMON ATHLETICA INC550021109COM3,457$821,374dollars as filed
Cigna Corporation125523100COM2,417$799,095dollars as filed
Intuitive Surgical,Inc.46120E602COM1,441$783,210dollars as filed
DOUBLEVERIFY HLDGS INC COM25862V105Stock50,477$755,641dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT48,099$738,801dollars as filed
DECKERS OUTDOOR CORP243537107COM7,158$737,739dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK876$702,399dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,942$694,688dollars as filed
Applied Materials,Inc.038222105COM3,766$689,364dollars as filed
AMPLIFY ETF TR032108557ETHO CLI LEA ETF11,855$689,131dollars as filed
NOVO-NORDISK A S ADR670100205ADR9,327$643,775dollars as filed
AUTOZONE INC COM053332102Stock172$639,081dollars as filed
Elevance Health, Inc.036752103COM1,640$638,083dollars as filed
AON PLC SHS CL AG0403H108Stock1,719$613,252dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS14,197$588,050dollars as filed
Intuit Inc.461202103COM741$583,978dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock5,269$535,568dollars as filed
ISHARES TR46428743220 YR TR BD ETF5,564$491,023dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock20,294$487,868dollars as filed
KRAFT HEINZ CO COM500754106Stock18,530$478,445dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock2,170$472,995dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock4,774$458,829dollars as filed
INGREDION INC COM457187102Stock3,330$451,616dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,203$451,055dollars as filed
FORTINET INC COM34959E109Stock4,148$438,497dollars as filed
Amazon.com, Inc023135106COM1,961$430,161dollars as filed
MERCADOLIBREINC58733R102STOK147$383,053dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock313$367,687dollars as filed
Oracle Corporation68389X105COM1,677$366,611dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock797$348,779dollars as filed
S&P Global,Inc.78409V104COM653$344,086dollars as filed
VULCAN MATLS CO COM929160109Stock1,303$339,932dollars as filed
SYNOPSYS INC COM871607107Stock648$332,077dollars as filed
USBANCORPDEL902973304COM NEW7,133$322,779dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock538$319,154dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,223$309,700dollars as filed
SYNCHRONYFINL87165B103STOK4,459$297,594dollars as filed
UnitedHealth Group Inc91324P102COM938$292,539dollars as filed
ZSCALERINC98980G102STOK928$291,464dollars as filed
GENERAL MILLS INC COM370334104Stock5,608$290,550dollars as filed
KLA CORP482480100COM324$290,474dollars as filed
ISHARES TR46436E551ESG SELECT SCRE6,821$283,072dollars as filed
T-Mobile US,Inc.872590104COM1,136$270,724dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE6,118$267,663dollars as filed
VEEVA SYS INC CL A COM922475108Stock900$259,319dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,440$255,447dollars as filed
Adobe Inc00724F101COM621$240,119dollars as filed
SPDR GOLD TR78463V107GOLD SHS767$233,805dollars as filed
HUBSPOTINC443573100STOK390$217,279dollars as filed
PUBLIC STORAGE COM74460D109REIT727$213,206dollars as filed
INCYTE CORP COM45337C102Stock3,068$208,931dollars as filed
PRUDENTIAL PLC ADR74435K204ADR8,335$208,533dollars as filed
TELADOC HEALTH INC87918A105COM21,620$188,310dollars as filed
BRILLIANT EARTH GROUP INC109504100CMN53,446$73,488dollars as filed
Vivid Seats Inc92854T100Common Stock35,289$59,638dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-003989this filing2025-07-21acceptance time not in the bulk data set