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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 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,181.0 $1.5M 1.07% -76.0 -1.8% $370.21 +13.2%
22 V VISA INC Financial Services 4,608.0 $1.4M 0.97% -116.0 -2.5% $302.22 +9.4%
23 AVGO BROADCOM INC Technology 4,039.0 $1.3M 0.87% -1K -23.9% $309.51 +33.9%
24 GOOGL ALPHABET INC Communication Services 4,314.0 $1.2M 0.86% +68.0 +1.6% $287.59 +34.8%
25 AMZN AMAZON COM INC Consumer Cyclical 5,699.0 $1.2M 0.82% +3K +153.8% $208.26 +28.9%
26 YUM YUM BRANDS INC Consumer Cyclical 7,500.0 $1.2M 0.81% $155.49 -1.8%
27 CMF ISHARES TR 20,065.0 $1.1M 0.79% +4K +24.1% $56.86 -0.2%
28 WSM WILLIAMS SONOMA INC Consumer Cyclical 6,145.0 $1.1M 0.78% -2K -28.2% $182.33 -1.1%
29 MA MASTERCARD INCORPORATED Financial Services 2,214.0 $1.1M 0.77% -21.0 -0.9% $499.67 -0.0%
30 PWZ INVESCO EXCH TRADED FD TR II 45,400.0 $1.1M 0.75% +372.0 +0.8% $23.87 +0.2%
31 ASML ASML HLDG NV Technology 721.0 $953K 0.66% -176.0 -19.6% $1321.56 +20.5%
32 XLRE SELECT SECTOR SPDR TR 23,202.0 $947K 0.66% +5K +25.6% $40.83 +9.0%
33 IMAX IMAX CORP Communication Services 24,653.0 $937K 0.65% -5K -16.4% $38.01 -10.9%
34 AGZ ISHARES TR 8,217.0 $901K 0.63% -11K -57.8% $109.71 -0.8%
35 AMAT APPLIED MATLS INC Technology 2,636.0 $901K 0.63% -1K -28.8% $341.81 +25.0%
36 WM WASTE MGMT INC DEL Industrials 3,382.0 $777K 0.54% $229.81 -4.4%
37 HIMS HIMS & HERS HEALTH INC Healthcare 36,290.0 $753K 0.52% -2K -6.0% $20.76 +15.7%
38 ETHO AMPLIFY ETF TR 10,432.0 $689K 0.48% -96.0 -0.9% $66.08 +12.5%
39 GS GOLDMAN SACHS GROUP INC Financial Services 774.0 $655K 0.46% $845.99 +16.8%
40 PNR PENTAIR PLC Industrials 6,400.0 $558K 0.39% -1K -18.6% $87.11 -14.8%
Page 2 of 6  ·  106 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%