Top 50 Impact Investors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTL | SPDR SERIES TRUST | 8.38% | 437.2K | $11.5M | -15.52%(-80.31K) | $27.22(-7.55%) | 2026-06-30 | |
| ESGD | ISHARES TR | 8.31% | 110.6K | $11.4M | -6.38%(-7.54K) | $83.91(+28.24%) | 2026-06-30 | |
| NULG | NUSHARES ETF TR | 7.91% | 92.5K | $10.8M | -6.98%(-6.94K) | $84.70(+37.85%) | 2026-06-30 | |
| BGRN | ISHARES TR | 7.01% | 201.8K | $9.6M | +18.96%(+32.18K) | $47.79(-2.03%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 6.25% | 113.1K | $8.5M | -10.39%(-13.12K) | $49.62(+66.74%) | 2026-06-30 | |
| UBND | VICTORY PORTFOLIOS II | 4.83% | 304.1K | $6.6M | +17.86%(+46.09K) | $21.91(-2.44%) | 2026-06-30 | |
| SUSB | ISHARES TR | 3.83% | 209.5K | $5.2M | -13.57%(-32.89K) | $25.01(-0.68%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.22% | 74.7K | $4.4M | -11.46%(-9.67K) | $59.22(-1.43%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.96% | 69.6K | $4.1M | -8.88%(-6.79K) | $58.61(-0.96%) | 2026-06-30 | |
| MID | AMERICAN CENTY ETF TR | 2.46% | 49.0K | $3.4M | -1.03%(-511) | $61.15(+14.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +17.31% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +18.01% |
Impact Investors, Inc reports $136.76M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are SPTL (8.4%), ESGD (8.3%) and NULG (7.9%). The top 20 holdings account for 74.86% of reported assets. Its disclosed equity book has returned +17.31% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Impact Investors, Incโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1824539). View Impact Investors, Incโs 13F filings on SEC