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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
Filed
2025-10-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

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 filedCUSIPClassAmountValueValue read asType
SPDR Portfolio Long Term Treasury ETF78464A664SHS411,338$11,085,559dollars as filed
iShares Gold Trust464285204COM149,990$10,914,772dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF97,828$9,728,995dollars as filed
ISHARES TR46435G516COM99,438$9,245,698dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS157,099$7,560,839dollars as filed
VICTORY PORTFOLIOS II92647x863CORE PLUS BD ETF238,841$5,266,444dollars as filed
ISHARES TR46435G243COM174,387$4,413,746dollars as filed
NVIDIA Corp67066G104COM21,760$4,059,964dollars as filed
ISHARESAGENCYBONDETF464288166STOK36,345$4,011,398dollars as filed
ARISTA NETWORKS INC040413205COM26,882$3,917,007dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY109,203$3,752,229dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS52,023$3,122,914dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS24,756$3,118,018dollars as filed
AMERICAN CENTY ETF TR025072760MID CAP GRW IMP41,431$2,751,690dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A46,149$2,617,571dollars as filed
Microsoft Corp594918104COM5,018$2,598,913dollars as filed
Broadcom Inc.11135F101COM7,605$2,508,824dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS42,428$2,496,892dollars as filed
ISHARES TR46435G441ESG ADVNCD HY BD51,611$2,450,748dollars as filed
Visa Inc92826C839COM6,871$2,345,800dollars as filed
Apple Inc037833100COM8,413$2,142,134dollars as filed
QUANTA SVCS INC74762E102COM5,084$2,107,163dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,185$2,006,812dollars as filed
ELECTRONIC ARTS INC COM285512109Stock9,159$1,847,374dollars as filed
WILLIAMS SONOMA INC COM969904101Stock8,786$1,717,233dollars as filed
MasterCard, Inc57636Q104COM2,925$1,663,793dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF31,134$1,571,333dollars as filed
ServiceNow,Inc.81762P102COM1,503$1,383,026dollars as filed
ISHARES INC46434G863COM29,882$1,297,476dollars as filed
AMERIPRISE FINL INC COM03076C106Stock2,514$1,235,010dollars as filed
VITAL FARMS INC92847W103COM29,561$1,216,423dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,459$1,161,875dollars as filed
YUM BRANDS INC COM988498101Stock7,500$1,140,000dollars as filed
PENTAIR PLC SHSG7S00T104Stock9,961$1,103,287dollars as filed
INVESCO EXCH TRADED FD TR II46138E206CALIF AMT MUN43,365$1,037,291dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,192$1,018,988dollars as filed
IMAX CORP45245E109COM29,936$980,404dollars as filed
Progressive Corporation743315103COM3,813$941,681dollars as filed
ISHARES TR464288356CALIF MUN BD ETF16,169$922,280dollars as filed
Waste Management, Inc.94106L109COM4,092$903,671dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK930$900,446dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock496$887,425dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock4,618$887,317dollars as filed
SAMSARA INC COM CL A79589L106Stock22,839$850,753dollars as filed
Applied Materials,Inc.038222105COM3,939$806,535dollars as filed
AUTOZONE INC COM053332102Stock172$738,562dollars as filed
DECKERS OUTDOOR CORP243537107COM6,957$705,236dollars as filed
THOMSON REUTERS CORP COM884903808Stock4,523$702,558dollars as filed
AMPLIFY ETF TR032108557ETHO CLI LEA ETF10,613$675,892dollars as filed
LULULEMON ATHLETICA INC550021109COM3,773$671,337dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS15,803$665,762dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT38,724$659,082dollars as filed
Oracle Corporation68389X105COM2,107$592,558dollars as filed
DOUBLEVERIFY HLDGS INC COM25862V105Stock48,911$585,954dollars as filed
ISHARES TR464288414NATIONAL MUN ETF5,420$577,176dollars as filed
Deere & Company244199105COM1,248$570,839dollars as filed
Elevance Health, Inc.036752103COM1,662$537,210dollars as filed
Cigna Corporation125523100COM1,803$519,797dollars as filed
Intuit Inc.461202103COM759$518,121dollars as filed
ISHARES TR46428743220 YR TR BD ETF5,564$497,255dollars as filed
Amazon.com, Inc023135106COM2,246$493,244dollars as filed
KRAFT HEINZ CO COM500754106Stock18,598$484,291dollars as filed
Intuitive Surgical,Inc.46120E602COM992$443,747dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock2,170$413,081dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,686$410,598dollars as filed
MERCADOLIBREINC58733R102STOK170$398,446dollars as filed
INGREDION INC COM457187102Stock3,211$392,101dollars as filed
VANECK ETF TRUST92189F171GREEN BOND ETF15,837$386,898dollars as filed
SYNCHRONYFINL87165B103STOK5,097$362,144dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,071$356,277dollars as filed
KLA CORP482480100COM324$349,728dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,223$344,714dollars as filed
USBANCORPDEL902973304COM NEW7,091$342,719dollars as filed
NOVO-NORDISK A S ADR670100205ADR6,100$338,465dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock798$336,711dollars as filed
UnitedHealth Group Inc91324P102COM937$323,453dollars as filed
ZSCALERINC98980G102STOK1,066$319,303dollars as filed
VEEVA SYS INC CL A COM922475108Stock1,056$314,705dollars as filed
AON PLC SHS CL AG0403H108Stock855$304,883dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock3,399$297,854dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock11,665$297,691dollars as filed
ISHARES TR46436E551ESG SELECT SCRE6,676$292,743dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock238$292,171dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE6,118$283,998dollars as filed
GENERAL MILLS INC COM370334104Stock5,608$282,755dollars as filed
AbbVie,Inc.00287Y109COM1,184$274,187dollars as filed
T-Mobile US,Inc.872590104COM1,137$272,204dollars as filed
MONGODB INC CL A60937P106Stock875$271,662dollars as filed
SPDR GOLD TR78463V107GOLD SHS760$270,157dollars as filed
FORTINET INC COM34959E109Stock3,184$267,742dollars as filed
Adobe Inc00724F101COM740$260,963dollars as filed
INCYTE CORP COM45337C102Stock2,948$250,020dollars as filed
Advanced Micro Devices,Inc.007903107COM1,541$249,359dollars as filed
S&P Global,Inc.78409V104COM505$245,693dollars as filed
IES HOLDINGS INC44951W106COM573$227,853dollars as filed
Qualcomm Incorporated747525103COM1,353$225,091dollars as filed
Cisco Systems,Inc.17275R102COM3,150$215,495dollars as filed
CARETRUST REIT INC COM14174T107REIT6,143$213,042dollars as filed
HUBSPOTINC443573100STOK444$207,864dollars as filed
PRUDENTIAL PLC ADR74435K204ADR7,278$203,706dollars as filed
3M CO COM88579Y101Stock1,301$201,912dollars as filed
TELADOC HEALTH INC87918A105COM15,069$116,483dollars as filed
BRILLIANT EARTH GROUP INC109504100CMN50,687$104,923dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001824539-25-000002this filing2025-10-30acceptance time not in the bulk data set