Impact Investors, Inc Portfolio Holdings

Impact Investors, Inc

  • $128 Billion
  • Q1 2025

Impact Investors, Inc has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Treas with a value of $16.9B, Nuveen Esg Large Cap Growth Et with a value of $10.2B, Ishares Gold Trust with a value of $9.44B, Ishares Agency Bond ETF with a value of $7.08B, and Ishares Trust Ishares Esg Awar with a value of $6.81B.

Examining the 13F form we can see an decrease of $400M in the current position value, from $129B to 128B.

Impact Investors, Inc is based out at San Francisco, CA

Below you can find more details about Impact Investors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $74.4 Billion
Technology: $14.5 Billion
Financial Services: $10.6 Billion
Consumer Cyclical: $6.04 Billion
Consumer Defensive: $4.25 Billion
Industrials: $4 Billion
Healthcare: $4 Billion
Communication Services: $3.28 Billion
Other: $1.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$568 Million 0.44% of portfolio
3,911
Q1 2025 Added 2.28%
$282B
$564 Million 0.44% of portfolio
1,077
Q1 2025 Reduced 1.1%
$9.83B
$532 Million 0.41% of portfolio
5,280
Q1 2025 Added 22.91%
$3.84B
$517 Million 0.4% of portfolio
20,324
Q4 2024 New
$293B
$506 Million 0.39% of portfolio
764
Q1 2025 Added 10.09%
$14.5B
$506 Million 0.39% of portfolio
8,351
Q1 2025 Reduced 0.68%
$26.2B
$451 Million 0.35% of portfolio
2,170
Q4 2024 New
$9.12B
$452 Million 0.35% of portfolio
3,346
Q1 2025 Reduced 2.08%
$80.3B
$420 Million 0.33% of portfolio
4,358
Q1 2025 Reduced 0.02%
$212B
$416 Million 0.32% of portfolio
678
Q1 2025 Reduced 1.88%
$30.9B
$394 Million 0.31% of portfolio
1,205
Q4 2024 New
$161B
$396 Million 0.31% of portfolio
5,698
Q1 2025 Added 14.1%
$24B
$381 Million 0.3% of portfolio
655
Q4 2024 New
$2.09T
$370 Million 0.29% of portfolio
1,947
Q1 2025 Added 1.35%
$35.2B
$369 Million 0.29% of portfolio
1,582
Q4 2024 New
$70.9B
$349 Million 0.27% of portfolio
813
Q4 2024 New
$32.2B
$335 Million 0.26% of portfolio
5,608
Q4 2024 New
$167B
$330 Million 0.26% of portfolio
650
Q1 2025 Reduced 1.37%
$301B
$305 Million 0.24% of portfolio
1,144
Q4 2024 New
$64.8B
$301 Million 0.23% of portfolio
7,133
Q4 2024 New
$0
$279 Million 0.22% of portfolio
1,353
Q4 2024 New
$0
$264 Million 0.21% of portfolio
6,755
Q1 2025 Added 3.52%
$99.7B
$271 Million 0.21% of portfolio
803
Q1 2025 Reduced 0.12%
$0
$265 Million 0.21% of portfolio
6,118
Q4 2024 New
$232B
$263 Million 0.2% of portfolio
1,059
Q1 2025 Reduced 1.85%
$129B
$263 Million 0.2% of portfolio
135
Q1 2025 Reduced 1.46%
$446B
$255 Million 0.2% of portfolio
1,821
Q1 2025 Reduced 0.22%
$179B
$245 Million 0.19% of portfolio
2,381
Q1 2025 Added 0.17%
$193B
$228 Million 0.18% of portfolio
595
Q1 2025 Reduced 0.17%
$1.05T
$225 Million 0.18% of portfolio
1,440
Q1 2025 Reduced 0.07%
$105B
$232 Million 0.18% of portfolio
804
Q1 2025 Reduced 7.59%
$26B
$232 Million 0.18% of portfolio
4,381
Q1 2025 Reduced 2.32%
$107B
$221 Million 0.17% of portfolio
325
Q4 2024 New
$28.3B
$216 Million 0.17% of portfolio
378
Q1 2025 Reduced 2.33%
$29.9B
$207 Million 0.16% of portfolio
2,616
Q1 2025 New
$1.12B
$146 Million 0.11% of portfolio
18,388
Q1 2025 Reduced 0.69%
$128M
$108 Million 0.08% of portfolio
36,558
Q1 2025 Added 1.44%
$15.1M
$76.5 Million 0.06% of portfolio
48,414
Q1 2025 Reduced 1.49%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $128 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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