Impact Investors, Inc Portfolio Holdings by Sector
Impact Investors, Inc
- $128 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPTL NULG IAU AGZ ESGD SUSB VGIT BCD 17 stocks |
$74.4 Million
60.74% of portfolio
|
9
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT IOT FTNT SNPS ORCL ADBE 6 stocks |
$3.92 Million
3.2% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO AMD 4 stocks |
$3.92 Million
3.2% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SYF 3 stocks |
$3.73 Million
3.05% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW DV DSGX INTU TYL HUBS 6 stocks |
$3.37 Million
2.75% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS CHD 2 stocks |
$2.09 Million
1.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM AZO 2 stocks |
$2.05 Million
1.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CI UNH 3 stocks |
$1.9 Million
1.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.77 Million
1.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM DRI 2 stocks |
$1.63 Million
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA USB 2 stocks |
$1.52 Million
1.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP 1 stocks |
$1.51 Million
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PNR MWA 2 stocks |
$1.44 Million
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC INGR GIS 3 stocks |
$1.39 Million
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$1.29 Million
1.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1.29 Million
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1.27 Million
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$1.26 Million
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$1.15 Million
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$996,321
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$990,499
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG SEAT 3 stocks |
$922,679
0.75% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
INCY NVO 2 stocks |
$901,289
0.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$839,982
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
IMAX 1 stocks |
$780,355
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$771,735
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$714,325
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$687,993
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$662,354
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$633,301
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$394,174
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$369,156
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$333,017
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$330,169
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$305,184
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$270,673
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$263,236
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$207,290
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
TDOC 1 stocks |
$146,368
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
BRLT 1 stocks |
$76,494
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|