Impact Investors, Inc Portfolio Holdings

Impact Investors, Inc

  • $142 Billion
  • Q2 2025

Impact Investors, Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 155 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 $18.3B, Nuveen Esg Large Cap Growth Et with a value of $12B, Ishares Gold Trust with a value of $9.87B, Ishares Trust Ishares Esg Awar with a value of $7.57B, and Ishares Tr Ishares Esg Aware 1 with a value of $7.56B.

Examining the 13F form we can see an increase of $13B in the current position value, from $128B to 142B.

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 $142 Billion
ETFs: $79.8 Billion
Technology: $17.8 Billion
Financial Services: $11.1 Billion
Consumer Cyclical: $6.12 Billion
Consumer Defensive: $5.26 Billion
Industrials: $4.93 Billion
Healthcare: $4.18 Billion
Communication Services: $3.6 Billion
Other: $1.29 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154M
$59.6 Million 0.04% of portfolio
35,289
Q2 2025 Reduced 3.47%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $142 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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