Portfolio (Quarterly)
Guide ↗
Impact Investors, Inc
· CIK 0001824539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 996.0 | $459K | 0.32% | +17.0 | +1.7% | $461.01 | -4.6% |
| 22 | INTU | INTUIT | Technology | 838.0 | $362K | 0.25% | +83.0 | +11.0% | $432.33 | -29.0% |
| 23 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,679.0 | $342K | 0.24% | +99.0 | +6.3% | $203.40 | +121.0% |
| 24 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 189.0 | $328K | 0.23% | +4.0 | +2.2% | $1733.59 | -3.2% |
| 25 | CTRE | CARETRUST REIT INC | Real Estate | 8,924.0 | $327K | 0.23% | +2K | +28.7% | $36.65 | +11.9% |
| 26 | XJH | ISHARES TR | — | 6,874.0 | $312K | 0.22% | +138.0 | +2.0% | $45.37 | +8.4% |
| 27 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 226.0 | $285K | 0.20% | +30.0 | +15.3% | $1261.20 | -13.5% |
| 28 | CSCO | CISCO SYS INC | Technology | 3,644.0 | $283K | 0.20% | +387.0 | +11.9% | $77.58 | +52.4% |
| 29 | SPGI | S&P GLOBAL INC | Financial Services | 529.0 | $225K | 0.16% | +31.0 | +6.2% | $425.53 | -2.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
33.9%
Technology
33.1%
Consumer Cyclical
9.9%
Industrials
8.1%
Communication Services
6.7%
Healthcare
4.6%
Real Estate
2.1%
Consumer Defensive
1.6%