Managers / Q1 2026
Impact Investors, Inc
CIK 0001824539 · 548 MARKET STREET #82444, SAN FRANCISCO, CA, 94104-5401 · 888-463-6861
Summary
Impact Investors, Inc reported $144M in U.S.-listed holdings across 174 positions for Q1 2026.
Its largest position, Spdr Series, represents 9.4% of the portfolio.
Compared with Q4 2025, the fund opened 25 new positions and exited 12.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 68.1% · $98M
- Common Stock · 26.7% · $38M
- ADR · 2.4% · $3M
- Other · 1.8% · $3M
- REIT · 0.8% · $1M
- Other · 0.2% · $219,608
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NWGNATWEST GROUP PLC | NEW | +33.1K | 33.1K | +$493,870 | $493,870 |
| BMYBRISTOL-MYERS SQUIBB CO | NEW | +7.4K | 7.4K | +$447,961 | $447,961 |
| CHUBB LTD SWITZ | NEW | +1.0K | 1.0K | +$335,086 | $335,086 |
| GOLFACUSHNET HLDGS CORP | NEW | +3.6K | 3.6K | +$333,724 | $333,724 |
| DARDARLING INGREDIENTS INC | NEW | +4.9K | 4.9K | +$303,684 | $303,684 |
| NFLXNETFLIX INC. | NEW | +3.1K | 3.1K | +$300,926 | $300,926 |
| EQIXEQUINIX INC | NEW | +294 | 294 | +$287,737 | $287,737 |
| TDTORONTO DOMINION BK ONT | NEW | +2.8K | 2.8K | +$264,371 | $264,371 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ESGDISHARES TR | ESG AW MSCI EAFE · USD GRN BOND ETF · ESG AWRE 1 5 YR · ESG MSCI KLD 400 · ESG ADVNCD HY BD · CALIF MUN BD ETF · AGENCY BOND ETF · NATIONAL MUN ETF | 23.49% | $34M | 643.3K |
| 2 | SPDR SERIES TRUST | STATE STREET SPD | 9.38% | $14M | 513.6K |
| 3 | IAU*ISHARES GOLD TRhistory → | ISHARES NEW | 7.69% | $11M | 125.7K |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | INTER TERM TREAS · SHORT TERM TREAS | 6.53% | $9M | 159.1K |
| 5 | NUSHARES ETF TR | NUVEEN ESG LRGCP | 6.24% | $9M | 98.8K |
| 6 | VICTORY PORTFOLIOS II | CORE PLUS BD ETF | 3.90% | $6M | 258.0K |
| 7 | BCDABRDN ETFShistory → | BBRG ALL COMMDY | 2.55% | $4M | 102.6K |
| 8 | AMERICAN CENTY ETF TR | MID CAP GRW IMP | 2.08% | $3M | 49.0K |
| 9 | ANETARISTA NETWORKS INChistory → | COM SHS | 2.00% | $3M | 23.4K |
| 10 | NVDANVIDIA CORPORATIONhistory → | COM | 1.94% | $3M | 16.0K |
| 11 | PWRQUANTA SVCS INChistory → | COM | 1.90% | $3M | 5.0K |
| 12 | AAPLAPPLE INChistory → | COM | 1.76% | $3M | 10.0K |
| 13 | ESGEISHARES INChistory → | ESG AWR MSCI EM | 1.64% | $2M | 52.0K |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFAChistory → | SPONSORED ADS | 1.50% | $2M | 6.4K |
| 15 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 1.13% | $2M | 5.7K |
| 16 | J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 1.09% | $2M | 31.4K |
| 17 | MSFTMICROSOFT CORPhistory → | COM | 1.06% | $2M | 4.1K |
| 18 | VVISA INC | COM CL A | 0.96% | $1M | 4.6K |
| 19 | AVGOBROADCOM INC | COM | 0.83% | $1M | 3.9K |
| 20 | AMZNAMAZON COM INC | COM | 0.81% | $1M | 5.6K |
| 21 | YUMYUM BRANDS INC | COM | 0.81% | $1M | 7.5K |
| 22 | WSMWILLIAMS SONOMA INC | COM | 0.78% | $1M | 6.1K |
| 23 | INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 0.75% | $1M | 45.4K |
| 24 | MAMASTERCARD INCORPORATED | CL A | 0.74% | $1M | 2.1K |
| 25 | ASML HLDG NV | N Y REGISTRY SHS | 0.66% | $949,677 | 719 |
| 26 | SELECT SECTOR SPDR TR | STATE STREET REA | 0.65% | $940,256 | 23.0K |
| 27 | IMAIMAX CORP | COM | 0.65% | $937,061 | 24.7K |
| 28 | AMATAPPLIED MATLS INC | COM | 0.62% | $899,611 | 2.6K |
| 29 | WMWASTE MGMT INC DEL | COM | 0.54% | $776,717 | 3.4K |
| 30 | HIMSHIMS & HERS HEALTH INC | COM CL A | 0.52% | $753,380 | 36.3K |
| 31 | AMPLIFY ETF TR | AMPLIFY ETHO CLI | 0.48% | $689,322 | 10.4K |
| 32 | GSGOLDMAN SACHS GROUP INC | COM | 0.45% | $654,796 | 774 |
| 33 | PENTAIR PLC | SHS | 0.39% | $557,517 | 6.4K |
| 34 | EAELECTRONIC ARTS INC | COM | 0.39% | $555,953 | 2.7K |
| 35 | AZOAUTOZONE INC | COM | 0.38% | $543,823 | 161 |
| 36 | NWGNATWEST GROUP PLC | SPONS ADR | 0.34% | $493,011 | 33.1K |
| 37 | KLACKLA CORP | COM NEW | 0.34% | $484,423 | 329 |
| 38 | ISRGINTUITIVE SURGICAL INC | COM NEW | 0.32% | $458,685 | 995 |
| 39 | NOWSERVICENOW INC | COM | 0.32% | $454,165 | 4.3K |
| 40 | A4SAMERIPRISE FINL INC | COM | 0.31% | $449,311 | 1.0K |
| 41 | BMYBRISTOL-MYERS SQUIBB CO | COM | 0.31% | $447,961 | 7.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $144M | 174 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $144M | 155 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $152M | 173 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $142M | 155 | Jul 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $128M | 153 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $129M | 154 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.