13F-HR filed by Impact Investors, Inc
Impact Investors, Inc filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-30, with 103 holding rows worth $151,856,166.
- Accession
- 0001824539-25-000002
- Filer
- CIK 1824539
- Filed
- 2025-10-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 173 entries on the cover page, a total value of $151,856,166 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,856,166 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 411,338 | $11,085,559 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 149,990 | $10,914,772 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 97,828 | $9,728,995 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 99,438 | $9,245,698 | dollars as filed | |
| iShares Trust iShares USD Green Bond ETF | 46435U440 | SHS | 157,099 | $7,560,839 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647x863 | CORE PLUS BD ETF | 238,841 | $5,266,444 | dollars as filed | |
| ISHARES TR | 46435G243 | COM | 174,387 | $4,413,746 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 21,760 | $4,059,964 | dollars as filed | |
| ISHARESAGENCYBONDETF | 464288166 | STOK | 36,345 | $4,011,398 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 26,882 | $3,917,007 | dollars as filed | |
| ABRDN ETFS | 003261203 | BBRG ALL COMMDY | 109,203 | $3,752,229 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 52,023 | $3,122,914 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 24,756 | $3,118,018 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072760 | MID CAP GRW IMP | 41,431 | $2,751,690 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 46,149 | $2,617,571 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,018 | $2,598,913 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,605 | $2,508,824 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 42,428 | $2,496,892 | dollars as filed | |
| ISHARES TR | 46435G441 | ESG ADVNCD HY BD | 51,611 | $2,450,748 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 6,871 | $2,345,800 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,413 | $2,142,134 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 5,084 | $2,107,163 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 7,185 | $2,006,812 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 9,159 | $1,847,374 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 8,786 | $1,717,233 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,925 | $1,663,793 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 31,134 | $1,571,333 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,503 | $1,383,026 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 29,882 | $1,297,476 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 2,514 | $1,235,010 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 29,561 | $1,216,423 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,459 | $1,161,875 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 7,500 | $1,140,000 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 9,961 | $1,103,287 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E206 | CALIF AMT MUN | 43,365 | $1,037,291 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,192 | $1,018,988 | dollars as filed | |
| IMAX CORP | 45245E109 | COM | 29,936 | $980,404 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 3,813 | $941,681 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 16,169 | $922,280 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 4,092 | $903,671 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 930 | $900,446 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 496 | $887,425 | dollars as filed | |
| REINSURANCE GROUP AMER INC COM NEW | 759351604 | Stock | 4,618 | $887,317 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 22,839 | $850,753 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 3,939 | $806,535 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 172 | $738,562 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 6,957 | $705,236 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 4,523 | $702,558 | dollars as filed | |
| AMPLIFY ETF TR | 032108557 | ETHO CLI LEA ETF | 10,613 | $675,892 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 3,773 | $671,337 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 15,803 | $665,762 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 38,724 | $659,082 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,107 | $592,558 | dollars as filed | |
| DOUBLEVERIFY HLDGS INC COM | 25862V105 | Stock | 48,911 | $585,954 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,420 | $577,176 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,248 | $570,839 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,662 | $537,210 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 1,803 | $519,797 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 759 | $518,121 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 5,564 | $497,255 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,246 | $493,244 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 18,598 | $484,291 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 992 | $443,747 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 2,170 | $413,081 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,686 | $410,598 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 170 | $398,446 | dollars as filed | |
| INGREDION INC COM | 457187102 | Stock | 3,211 | $392,101 | dollars as filed | |
| VANECK ETF TRUST | 92189F171 | GREEN BOND ETF | 15,837 | $386,898 | dollars as filed | |
| SYNCHRONYFINL | 87165B103 | STOK | 5,097 | $362,144 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 1,071 | $356,277 | dollars as filed | |
| KLA CORP | 482480100 | COM | 324 | $349,728 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,223 | $344,714 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 7,091 | $342,719 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 6,100 | $338,465 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 798 | $336,711 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 937 | $323,453 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 1,066 | $319,303 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,056 | $314,705 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 855 | $304,883 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 3,399 | $297,854 | dollars as filed | |
| MUELLER WTR PRODS INC COM SER A | 624758108 | Stock | 11,665 | $297,691 | dollars as filed | |
| ISHARES TR | 46436E551 | ESG SELECT SCRE | 6,676 | $292,743 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 238 | $292,171 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 6,118 | $283,998 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 5,608 | $282,755 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,184 | $274,187 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,137 | $272,204 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 875 | $271,662 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 760 | $270,157 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 3,184 | $267,742 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 740 | $260,963 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 2,948 | $250,020 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,541 | $249,359 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 505 | $245,693 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 573 | $227,853 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,353 | $225,091 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,150 | $215,495 | dollars as filed | |
| CARETRUST REIT INC COM | 14174T107 | REIT | 6,143 | $213,042 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 444 | $207,864 | dollars as filed | |
| PRUDENTIAL PLC ADR | 74435K204 | ADR | 7,278 | $203,706 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,301 | $201,912 | dollars as filed | |
| TELADOC HEALTH INC | 87918A105 | COM | 15,069 | $116,483 | dollars as filed | |
| BRILLIANT EARTH GROUP INC | 109504100 | CMN | 50,687 | $104,923 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001824539-25-000002 | this filing | 2025-10-30 | acceptance time not in the bulk data set |