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Portfolio (Quarterly) Guide ↗

Impact Investors, Inc

· CIK 0001824539
13F Portfolio $144M AUM 174 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 29 Added 37 Reduced 12 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOW SERVICENOW INC Technology 4,354.0 $455K 0.32% -3K -38.3% $104.56 -4.7%
22 AMP AMERIPRISE FINL INC Financial Services 1,011.0 $449K 0.31% -1K -57.3% $444.42 +1.4%
23 IOT SAMSARA INC Technology 13,546.0 $429K 0.30% -346.0 -2.5% $31.69 -4.9%
24 HST HOST HOTELS & RESORTS INC Real Estate 16,828.0 $322K 0.22% -15K -47.9% $19.16 +17.0%
25 GLD SPDR GOLD TR Financial Services 702.0 $302K 0.21% -19.0 -2.6% $430.29 -3.1%
26 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 156.0 $294K 0.20% -280.0 -64.2% $1884.70 +5.6%
27 RGA REINSURANCE GROUP AMER INC Financial Services 1,384.0 $283K 0.20% -3K -66.2% $204.20 +4.9%
28 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,857.0 $267K 0.18% -16.0 -0.6% $93.32 +2.5%
29 PGR PROGRESSIVE CORP Financial Services 1,222.0 $242K 0.17% -2K -66.5% $198.28 +2.2%
30 TT TRANE TECHNOLOGIES PLC Industrials 564.0 $235K 0.16% -134.0 -19.2% $416.82 +8.4%
31 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 798.0 $234K 0.16% -696.0 -46.6% $292.94 +33.1%
32 INCY INCYTE CORP Healthcare 2,315.0 $218K 0.15% -660.0 -22.2% $94.12 +3.5%
33 CI THE CIGNA GROUP Healthcare 807.0 $215K 0.15% -792.0 -49.5% $266.64 +5.8%
34 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,366.0 $209K 0.14% -2K -55.1% $153.06 -17.2%
35 VITL VITAL FARMS INC Consumer Defensive 13,616.0 $192K 0.13% -2K -12.1% $14.12 -33.2%
36 DV DOUBLEVERIFY HLDGS INC Technology 14,476.0 $138K 0.10% -12K -45.8% $9.50 +0.2%
37 BRLT BRILLIANT EARTH GROUP INC Consumer Cyclical 16,454.0 $22K 0.01% -20K -54.8% $1.33 -9.8%
Page 2 of 2  ·  37 positions

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%