Impact Investors, Inc
Net seller this quarter
$137M
63
-$12.8M
21.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IAU | $8.54M | 6.25% | 0.01% | -10.4% | Q4 2024 |
 ANET | $3.33M | 2.43% | 0.00% | -16.5% | Q4 2024 |
 PWR | $3.05M | 2.23% | 0.00% | -14.9% | Q4 2024 |
 AAPL | $3.01M | 2.20% | 0.00% | -2.2% | Q4 2024 |
 NVDA | $2.87M | 2.10% | 0.00% | -11.2% | Q4 2024 |
 TSM | $2.38M | 1.74% | 0.00% | -22.1% | Q4 2024 |
 MSFT | $1.7M | 1.24% | 0.00% | +8.8% | Q4 2024 |
 AMAT | $1.45M | 1.06% | 0.00% | -23.7% | Q4 2024 |
 GOOGL | $1.3M | 0.95% | 0.00% | -15.9% | Q4 2024 |
 ASML | $1.24M | 0.91% | 0.00% | -13.5% | Q4 2024 |
 AVGO | $1.22M | 0.89% | 0.00% | -20.0% | Q4 2024 |
 YUM | $1.2M | 0.88% | 0.00% | Not reported | Q4 2024 |
 AMZN | $1.16M | 0.85% | 0.00% | -14.9% | Q4 2024 |
 WSM | $990K | 0.72% | 0.00% | -30.9% | Q4 2024 |
 V | $940K | 0.69% | 0.00% | -40.5% | Q4 2024 |
 IMAX | $914K | 0.67% | 0.04% | -7.0% | Q4 2024 |
 AMD | $807K | 0.59% | 0.00% | -17.3% | Q4 2024 |
 GS | $801K | 0.59% | 0.00% | +2.3% | Q3 2025 |
 KLAC | $787K | 0.58% | 0.00% | -20.7% | Q4 2024 |
 MA | $697K | 0.51% | 0.00% | -38.8% | Q4 2024 |
| GOOG | $592K | 0.43% | Not reported | -0.5% | Q4 2024 |
 HIMS | $557K | 0.41% | Not reported | -55.7% | Q4 2024 |
| EA | $551K | 0.40% | Not reported | -1.4% | Q4 2024 |
 THG | $548K | 0.40% | 0.01% | New | Q2 2026 |
 DRI | $447K | 0.33% | 0.00% | Not reported | Q4 2024 |
 WM | $440K | 0.32% | 0.00% | -41.6% | Q4 2024 |
 USB | $432K | 0.32% | 0.00% | +0.9% | Q4 2024 |
 IESC | $421K | 0.31% | 0.00% | Not reported | Q3 2025 |
 AZO | $415K | 0.30% | 0.00% | -19.3% | Q4 2024 |
 FTDR | $408K | 0.30% | 0.01% | New | Q2 2026 |
 IOT | $384K | 0.28% | Not reported | -12.6% | Q4 2024 |
 VITL | $361K | 0.26% | 0.07% | +127.8% | Q4 2024 |
 MELI | $360K | 0.26% | 0.00% | +12.2% | Q4 2024 |
 DAR | $348K | 0.25% | 0.00% | +29.7% | Q1 2026 |
 TER | $341K | 0.25% | 0.00% | -13.2% | Q1 2026 |
 CTRE | $340K | 0.25% | 0.00% | -5.6% | Q3 2025 |
 PNR | $339K | 0.25% | 0.00% | -30.9% | Q4 2024 |
 VEEV | $330K | 0.24% | 0.00% | Not reported | Q2 2025 |
 CSCO | $325K | 0.24% | 0.00% | -24.0% | Q3 2025 |
 NOW | $325K | 0.24% | 0.00% | -24.8% | Q4 2024 |
 FSLR | $317K | 0.23% | 0.00% | New | Q2 2026 |
 ISRG | $305K | 0.22% | 0.00% | -23.0% | Q4 2024 |
 TT | $305K | 0.22% | 0.00% | +10.1% | Q4 2024 |
 INTU | $300K | 0.22% | 0.00% | +37.1% | Q4 2024 |
 AFL | $290K | 0.21% | 0.00% | New | Q2 2026 |
 INGR | $281K | 0.21% | 0.00% | Not reported | Q4 2024 |
 AMP | $263K | 0.19% | 0.00% | -43.2% | Q4 2024 |
 VZ | $261K | 0.19% | 0.00% | New | Q2 2026 |
 WSC | $260K | 0.19% | 0.01% | New | Q2 2026 |
 GLD | $256K | 0.19% | 0.00% | -1.0% | Q4 2024 |
| Q1 2026 | |||||
| IAU | $11.1M | 7.73% | 0.01% | -9.8% | Q4 2024 |
| ANET | $2.88M | 2.00% | 0.00% | -10.5% | Q4 2024 |
| NVDA | $2.82M | 1.96% | 0.00% | +3.9% | Q4 2024 |
| PWR | $2.73M | 1.90% | 0.00% | -0.8% | Q4 2024 |
| AAPL | $2.7M | 1.87% | 0.00% | +13.9% | Q4 2024 |
| TSM | $2.16M | 1.50% | 0.00% | +1.5% | Q4 2024 |
| MSFT | $1.55M | 1.08% | 0.00% | -1.8% | Q4 2024 |
| V | $1.39M | 0.97% | 0.00% | -2.5% | Q4 2024 |
| AVGO | $1.25M | 0.87% | 0.00% | -23.9% | Q4 2024 |
| GOOGL | $1.24M | 0.86% | 0.00% | +1.6% | Q4 2024 |
| AMZN | $1.19M | 0.82% | 0.00% | +153.9% | Q4 2024 |
| YUM | $1.17M | 0.81% | 0.00% | Not reported | Q4 2024 |
| WSM | $1.12M | 0.78% | 0.01% | -28.3% | Q4 2024 |
| MA | $1.11M | 0.77% | 0.00% | -0.9% | Q4 2024 |
| ASML | $953K | 0.66% | 0.00% | -19.6% | Q4 2024 |
| IMAX | $937K | 0.65% | 0.04% | -16.4% | Q4 2024 |
| AMAT | $901K | 0.63% | 0.00% | -28.8% | Q4 2024 |
| WM | $777K | 0.54% | 0.00% | Not reported | Q4 2024 |
| HIMS | $753K | 0.52% | Not reported | -6.0% | Q4 2024 |
| GS | $655K | 0.45% | 0.00% | Not reported | Q3 2025 |
| PNR | $558K | 0.39% | 0.00% | -18.7% | Q4 2024 |
| EA | $556K | 0.39% | Not reported | -61.1% | Q4 2024 |
| AZO | $545K | 0.38% | 0.00% | -0.6% | Q4 2024 |
 NWG | $494K | 0.34% | Not reported | New | Q1 2026 |
| KLAC | $485K | 0.34% | 0.00% | +1.5% | Q4 2024 |
| GOOG | $483K | 0.34% | Not reported | -0.1% | Q4 2024 |
| ISRG | $459K | 0.32% | 0.00% | +1.7% | Q4 2024 |
| NOW | $455K | 0.32% | 0.00% | -38.3% | Q4 2024 |
| AMP | $449K | 0.31% | 0.00% | -57.3% | Q4 2024 |
 BMY | $448K | 0.31% | 0.00% | New | Q1 2026 |
| IOT | $429K | 0.30% | Not reported | -2.5% | Q4 2024 |
| DRI | $425K | 0.30% | 0.00% | Not reported | Q4 2024 |
 GRNB | $380K | 0.26% | Not reported | Not reported | Q3 2025 |
| USB | $369K | 0.26% | 0.00% | Not reported | Q4 2024 |
| INTU | $362K | 0.25% | 0.00% | +11.0% | Q4 2024 |
| AMD | $342K | 0.24% | 0.00% | +6.3% | Q4 2024 |
 CB | $335K | 0.23% | 0.00% | New | Q1 2026 |
 GOLF | $334K | 0.23% | 0.01% | New | Q1 2026 |
| MELI | $328K | 0.23% | 0.00% | +2.2% | Q4 2024 |
| CTRE | $327K | 0.23% | 0.00% | +28.7% | Q3 2025 |
 HST | $322K | 0.22% | 0.00% | -47.9% | Q4 2024 |
 LPLA | $313K | 0.22% | 0.00% | -0.4% | Q4 2024 |
| DAR | $304K | 0.21% | 0.00% | New | Q1 2026 |
| GLD | $302K | 0.21% | 0.00% | -2.6% | Q4 2024 |
 NFLX | $301K | 0.21% | 0.00% | New | Q1 2026 |
 FCNCA | $294K | 0.20% | Not reported | -64.2% | Q4 2024 |
 EQIX | $288K | 0.20% | 0.00% | New | Q1 2026 |
 MTD | $285K | 0.20% | 0.00% | +15.3% | Q4 2024 |
| CSCO | $283K | 0.20% | 0.00% | +11.9% | Q3 2025 |
 RGA | $283K | 0.20% | 0.00% | -66.2% | Q4 2024 |
| Q4 2025 | |||||
| IAU | $11.4M | 7.88% | 0.02% | -6.7% | Q4 2024 |
| ANET | $3.43M | 2.38% | 0.00% | -2.5% | Q4 2024 |
| NVDA | $2.9M | 2.01% | 0.00% | -28.4% | Q4 2024 |
| AAPL | $2.54M | 1.76% | 0.00% | +10.9% | Q4 2024 |
| PWR | $2.12M | 1.47% | 0.00% | -1.4% | Q4 2024 |
| MSFT | $2.06M | 1.43% | 0.00% | -15.2% | Q4 2024 |
| TSM | $1.92M | 1.33% | 0.00% | -12.3% | Q4 2024 |
| AVGO | $1.84M | 1.27% | 0.00% | -30.2% | Q4 2024 |
| V | $1.66M | 1.15% | 0.00% | -31.3% | Q4 2024 |
| WSM | $1.53M | 1.06% | 0.01% | -2.5% | Q4 2024 |
| EA | $1.43M | 0.99% | Not reported | -23.5% | Q4 2024 |
| GOOGL | $1.33M | 0.92% | 0.00% | +1.3% | Q4 2024 |
| MA | $1.28M | 0.88% | 0.00% | -23.6% | Q4 2024 |
| HIMS | $1.25M | 0.87% | Not reported | -16.4% | Q4 2024 |
| AMP | $1.16M | 0.80% | 0.00% | -5.9% | Q4 2024 |
| YUM | $1.13M | 0.79% | 0.00% | Not reported | Q4 2024 |
| IMAX | $1.09M | 0.76% | 0.05% | -1.5% | Q4 2024 |
| NOW | $1.08M | 0.75% | 0.00% | -6.2% | Q4 2024 |
| ASML | $959K | 0.67% | 0.00% | -3.6% | Q4 2024 |
| AMAT | $951K | 0.66% | 0.00% | -6.1% | Q4 2024 |
| FCNCA | $936K | 0.65% | Not reported | -12.1% | Q4 2024 |
| RGA | $834K | 0.58% | 0.01% | -11.2% | Q4 2024 |
 PGR | $831K | 0.58% | 0.00% | -4.3% | Q4 2024 |
| PNR | $819K | 0.57% | 0.00% | -21.0% | Q4 2024 |
| WM | $743K | 0.52% | 0.00% | -17.4% | Q4 2024 |
| GS | $680K | 0.47% | 0.00% | -47.0% | Q3 2025 |
 LULU | $633K | 0.44% | 0.00% | -19.3% | Q4 2024 |
| HST | $573K | 0.40% | 0.00% | -16.6% | Q4 2024 |
| ISRG | $555K | 0.38% | 0.00% | -1.3% | Q4 2024 |
| AZO | $550K | 0.38% | 0.00% | -5.8% | Q4 2024 |
| GOOG | $529K | 0.37% | Not reported | -0.1% | Q4 2024 |
 ELV | $524K | 0.36% | 0.00% | -10.1% | Q4 2024 |
| AMZN | $518K | 0.36% | 0.00% | 0.0% | Q4 2024 |
| INTU | $500K | 0.35% | 0.00% | -0.5% | Q4 2024 |
| VITL | $494K | 0.34% | 0.03% | -47.6% | Q4 2024 |
| IOT | $492K | 0.34% | Not reported | -39.2% | Q4 2024 |
 TRI | $482K | 0.33% | 0.00% | -19.1% | Q4 2024 |
 CI | $440K | 0.31% | 0.00% | -11.3% | Q4 2024 |
| DRI | $399K | 0.28% | 0.00% | Not reported | Q4 2024 |
| KLAC | $394K | 0.27% | 0.00% | Not reported | Q4 2024 |
| GRNB | $386K | 0.27% | Not reported | +0.2% | Q3 2025 |
| USB | $378K | 0.26% | 0.00% | Not reported | Q4 2024 |
| MELI | $374K | 0.26% | 0.00% | +8.8% | Q4 2024 |
| LPLA | $373K | 0.26% | 0.00% | -2.3% | Q4 2024 |
 MDB | $342K | 0.24% | 0.00% | -7.0% | Q3 2025 |
| AMD | $338K | 0.23% | 0.00% | +2.5% | Q4 2024 |
 SYF | $323K | 0.22% | 0.00% | -24.0% | Q4 2024 |
 DV | $306K | 0.21% | 0.02% | -45.4% | Q4 2024 |
 INCY | $294K | 0.20% | 0.00% | +0.9% | Q4 2024 |
| GLD | $286K | 0.20% | 0.00% | -5.1% | Q4 2024 |
| Q3 2025 | |||||
| IAU | $10.9M | 7.19% | 0.02% | -5.2% | Q4 2024 |
| NVDA | $4.06M | 2.67% | 0.00% | +55.4% | Q4 2024 |
| ANET | $3.92M | 2.58% | 0.00% | -2.2% | Q4 2024 |
| HIMS | $2.62M | 1.72% | Not reported | -6.3% | Q4 2024 |
| MSFT | $2.6M | 1.71% | 0.00% | +6.1% | Q4 2024 |
| AVGO | $2.51M | 1.65% | 0.00% | +28.5% | Q4 2024 |
| V | $2.35M | 1.54% | 0.00% | +30.6% | Q4 2024 |
| AAPL | $2.14M | 1.41% | 0.00% | +5.2% | Q4 2024 |
| PWR | $2.11M | 1.39% | 0.00% | 0.0% | Q4 2024 |
| TSM | $2.01M | 1.32% | 0.00% | +2.4% | Q4 2024 |
| EA | $1.85M | 1.22% | Not reported | -1.6% | Q4 2024 |
| WSM | $1.72M | 1.13% | 0.01% | -1.2% | Q4 2024 |
| MA | $1.66M | 1.10% | 0.00% | -1.0% | Q4 2024 |
| NOW | $1.38M | 0.91% | 0.00% | -3.3% | Q4 2024 |
| AMP | $1.24M | 0.81% | 0.00% | -18.6% | Q4 2024 |
| VITL | $1.22M | 0.80% | 0.07% | +0.7% | Q4 2024 |
| GS | $1.16M | 0.77% | 0.00% | New | Q3 2025 |
| YUM | $1.14M | 0.75% | 0.00% | Not reported | Q4 2024 |
| PNR | $1.1M | 0.73% | 0.01% | -4.8% | Q4 2024 |
| GOOGL | $1.02M | 0.67% | 0.00% | +6.3% | Q4 2024 |
| IMAX | $980K | 0.65% | 0.06% | +0.9% | Q4 2024 |
| PGR | $942K | 0.62% | 0.00% | -12.7% | Q4 2024 |
| WM | $904K | 0.60% | 0.00% | -14.4% | Q4 2024 |
| ASML | $900K | 0.59% | 0.00% | +6.2% | Q4 2024 |
| FCNCA | $887K | 0.58% | Not reported | -28.9% | Q4 2024 |
| RGA | $887K | 0.58% | 0.01% | -18.1% | Q4 2024 |
| IOT | $851K | 0.56% | Not reported | -12.9% | Q4 2024 |
| AMAT | $807K | 0.53% | 0.00% | +4.6% | Q4 2024 |
| AZO | $739K | 0.49% | 0.00% | Not reported | Q4 2024 |
 DECK | $705K | 0.46% | 0.00% | -2.8% | Q4 2024 |
| TRI | $703K | 0.46% | 0.00% | -12.8% | Q4 2024 |
| LULU | $671K | 0.44% | 0.00% | +9.1% | Q4 2024 |
| HST | $659K | 0.43% | 0.01% | -19.5% | Q4 2024 |
 ORCL | $593K | 0.39% | 0.00% | +25.6% | Q4 2024 |
| DV | $586K | 0.39% | 0.03% | -3.1% | Q4 2024 |
 DE | $571K | 0.38% | 0.00% | New | Q3 2025 |
| ELV | $537K | 0.35% | 0.00% | +1.3% | Q4 2024 |
| CI | $520K | 0.34% | 0.00% | -25.4% | Q4 2024 |
| INTU | $518K | 0.34% | 0.00% | +2.4% | Q4 2024 |
| AMZN | $493K | 0.32% | 0.00% | +14.5% | Q4 2024 |
 KHC | $484K | 0.32% | 0.00% | +0.4% | Q4 2024 |
| ISRG | $444K | 0.29% | 0.00% | -31.2% | Q4 2024 |
| DRI | $413K | 0.27% | 0.00% | Not reported | Q4 2024 |
| GOOG | $411K | 0.27% | Not reported | +17.1% | Q4 2024 |
| MELI | $398K | 0.26% | 0.00% | +15.7% | Q4 2024 |
| INGR | $392K | 0.26% | 0.01% | -3.6% | Q4 2024 |
| GRNB | $387K | 0.25% | Not reported | New | Q3 2025 |
| SYF | $362K | 0.24% | 0.00% | +14.3% | Q4 2024 |
| LPLA | $356K | 0.23% | 0.00% | -11.0% | Q4 2024 |
| KLAC | $350K | 0.23% | 0.00% | Not reported | Q4 2024 |