2026 Q3 Portfolio Activity
In 2026 Q3, Impact Investors, Inc maintained a portfolio of 94 distinct positions. The most significant new addition was NU HLDGS LTD, now representing 0.58% of the total fund value. They heavily accumulated shares in INGREDION INC, increasing the position by 8.6%. Conversely, Impact Investors, Inc completely exited their position in ISHARES TR.
Position History
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Impact Investors, Inc
AUM $60M
Total Positions
94
Quarter
2026 Q3
Top Holding
SPTL (16.2%)
Top 10 Concentration
69.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
Impact Investors, Inc Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPTL
SPDR SERIES TRU...
|
ETF | 16.22% | 8.38% |
#1
Prev: #1
|
6.5 |
—
|
-26,960 | -6.2% |
P
S
|
410,219 | $9,783,724 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ESGD
ISHARES TR
|
ETF | 9.37% | 8.31% |
#2
Prev: #2
|
5.2 |
—
|
-55,706 | -50.4% |
P
S
|
54,868 | $5,654,147 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
NULG
NUSHARES ETF TR
|
ETF | 8.26% | 7.91% |
#3
Prev: #3
|
4.3 |
—
|
-48,653 | -52.6% |
P
S
|
43,802 | $4,979,849 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SUSB
ISHARES TR
|
ETF | 7.95% | 3.83% |
#4
3
Prev: #7
|
4.2 |
—
|
-13,287 | -6.3% |
P
S
|
196,192 | $4,792,970 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 6.32% | 3.22% |
#5
3
Prev: #8
|
3.5 |
—
|
-7,383 | -9.9% |
P
S
|
67,308 | $3,813,671 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 6.27% | 6.25% |
#6
1
Prev: #5
|
2.5 |
—
|
-64,715 | -57.2% |
P
S
|
48,434 | $3,782,696 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 4.58% | 2.96% |
#7
2
Prev: #9
|
1.8 |
—
|
-21,644 | -31.1% |
P
S
|
47,959 | $2,760,520 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ESGE
ISHARES INC
|
ETF | 4.33% | 2.03% |
#8
8
Prev: #16
|
2.2 |
—
|
-2,492 | -4.9% |
P
S
|
48,252 | $2,613,329 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MID
AMERICAN CENTY ...
|
ETF | 3.31% | 2.46% |
#9
1
Prev: #10
|
1.3 |
—
|
-20,246 | -41.3% |
P
S
|
28,720 | $1,996,041 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.73% | 2.10% |
#10
5
Prev: #15
|
1.1 |
—
|
-7,140 | -49.7% |
P
S
|
7,218 | $1,648,360 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DSI
ISHARES TR
|
ETF | 2.46% | 1.94% |
#11
6
Prev: #17
|
1.0 |
—
|
-8,470 | -45.5% |
P
S
|
10,133 | $1,481,242 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
BCD
ABRDN ETFS
|
ETF | 2.37% | 2.34% |
#12
Prev: #12
|
0.9 |
—
|
-56,700 | -60.4% |
P
S
|
37,098 | $1,427,160 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AAPL
APPLE INC
|
Technology | 2.33% | 2.20% |
#13
1
Prev: #14
|
0.9 |
—
|
-6,167 | -59.3% |
P
S
|
4,224 | $1,406,683 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 2.17% | 2.43% |
#14
3
Prev: #11
|
0.9 |
—
|
-13,172 | -67.2% |
P
S
|
6,425 | $1,308,163 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.13% | 1.74% |
#15
3
Prev: #18
|
0.9 |
—
|
-2,172 | -43.6% |
P
S
|
2,815 | $1,284,063 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.67% | 0.89% |
#16
9
Prev: #25
|
1.2 |
—
|
-362 | -11.2% |
P
S
|
2,868 | $1,007,145 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 1.29% | 2.23% |
#17
4
Prev: #13
|
0.5 |
—
|
-3,024 | -71.4% |
P
S
|
1,212 | $778,804 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.99% | 0.64% |
#18
13
Prev: #31
|
0.4 |
—
|
-5,311 | -26.7% |
P
S
|
14,581 | $596,490 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.96% | 0.95% |
#19
3
Prev: #22
|
0.4 |
—
|
-1,948 | -53.7% |
P
S
|
1,679 | $577,830 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AGZ
ISHARES TR
|
Bond/Debt | 0.85% | 0.40% |
#20
21
Prev: #41
|
0.8 |
—
|
-251 | -5.0% |
P
S
|
4,799 | $511,285 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.83% | 0.24% |
#21
39
Prev: #60
|
0.8 |
—
|
-97 | -5.2% |
P
S
|
1,763 | $503,248 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
PWZ
INVESCO EXCH TR...
|
Unknown | 0.83% | 0.60% |
#22
10
Prev: #32
|
0.3 |
—
|
-10,952 | -32.9% |
P
S
|
22,341 | $498,428 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MUB
ISHARES TR
|
ETF | 0.82% | 0.39% |
#23
21
Prev: #44
|
0.8 |
—
|
-94 | -1.9% |
P
S
|
4,871 | $492,458 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.75% | 0.51% |
#24
14
Prev: #38
|
0.3 |
—
|
-534 | -39.4% |
P
S
|
822 | $453,441 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.67% | 0.32% |
#25
21
Prev: #46
|
0.8 |
—
|
3 | 0.2% |
P
S
|
1,977 | $403,214 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IOT
SAMSARA INC
|
Technology | 0.61% | 0.28% |
#26
26
Prev: #52
|
0.7 |
—
|
-2,160 | -18.2% |
P
S
|
9,676 | $368,946 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
V
VISA INC
|
Financial Services | 0.60% | 0.69% |
#27
2
Prev: #29
|
0.2 |
—
|
-1,738 | -63.4% |
P
S
|
1,003 | $360,428 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.58% | — |
#28
Prev: #—
|
3.7 |
—
|
27,776 | — |
NEW
|
27,776 | $351,644 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 0.56% | 0.41% |
#29
11
Prev: #40
|
0.2 |
—
|
-4,800 | -29.9% |
P
S
|
11,274 | $335,852 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.54% | 0.26% |
#30
24
Prev: #54
|
0.7 |
—
|
-25 | -11.8% |
P
S
|
187 | $323,301 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DAR
DARLING INGREDI...
|
Consumer Defensive | 0.52% | 0.25% |
#31
24
Prev: #55
|
0.7 |
—
|
-1,201 | -18.9% |
P
S
|
5,166 | $313,628 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
INGR
INGREDION INC
|
Consumer Defensive | 0.51% | 0.21% |
#32
37
Prev: #69
|
2.2 |
—
|
256 | 8.6% |
P
S
|
3,227 | $309,179 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.48% | 0.91% |
#33
9
Prev: #24
|
0.2 |
—
|
-464 | -74.4% |
P
S
|
160 | $290,053 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VITL
VITAL FARMS INC
|
Consumer Defensive | 0.47% | 0.26% |
#34
19
Prev: #53
|
0.7 |
—
|
-397 | -1.3% |
P
S
|
30,621 | $284,163 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
INTU
INTUIT
|
Technology | 0.44% | 0.22% |
#35
32
Prev: #67
|
0.7 |
—
|
-177 | -15.4% |
P
S
|
972 | $267,990 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.44% | 0.23% |
#36
27
Prev: #63
|
2.2 |
—
|
154 | 11.5% |
P
S
|
1,498 | $262,437 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.42% | 0.30% |
#37
13
Prev: #50
|
0.2 |
—
|
-41 | -31.5% |
P
S
|
89 | $251,872 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
PNR
PENTAIR PLC
|
Industrials | 0.42% | 0.25% |
#38
20
Prev: #58
|
2.2 |
—
|
321 | 7.3% |
P
S
|
4,746 | $251,491 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ENPH
ENPHASE ENERGY ...
|
Technology | 0.41% | — |
#39
Prev: #—
|
3.7 |
—
|
7,555 | — |
NEW
|
7,555 | $249,239 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.41% | — |
#40
Prev: #—
|
3.7 |
—
|
1,328 | — |
NEW
|
1,328 | $244,413 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 0.37% | 0.72% |
#41
13
Prev: #28
|
0.1 |
—
|
-3,269 | -77.0% |
P
S
|
978 | $222,925 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.37% | 1.06% |
#42
21
Prev: #21
|
0.1 |
—
|
-1,578 | -78.4% |
P
S
|
434 | $221,919 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 0.35% | — |
#43
Prev: #—
|
3.6 |
—
|
1,901 | — |
NEW
|
1,901 | $212,513 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ACHR
ARCHER AVIATION...
|
Industrials | 0.35% | — |
#44
Prev: #—
|
3.6 |
—
|
42,433 | — |
NEW
|
42,433 | $210,892 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
XJH
ISHARES TR
|
ETF | 0.33% | 0.23% |
#45
19
Prev: #64
|
0.1 |
—
|
-1,826 | -30.8% |
P
S
|
4,103 | $200,144 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
PAGS
PAGSEGURO DIGIT...
|
Technology | 0.25% | — |
#46
Prev: #—
|
3.6 |
—
|
16,688 | — |
NEW
|
16,688 | $148,523 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
LYG
LLOYDS BANKING ...
|
Financial Services | 0.14% | 0.06% |
#47
41
Prev: #88
|
2.1 |
—
|
1,228 | 8.9% |
P
S
|
14,998 | $84,439 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
BBD
BANCO BRADESCO ...
|
Preferred | 0.00% | 0.06% |
Sold All 😨
(Was: #87) |
0.0 |
—
|
-23,346 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ESML
ISHARES TR
|
ETF | 0.00% | 0.15% |
Sold All 😨
(Was: #86) |
0.0 |
—
|
-3,673 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MSCI
MSCI INC
|
Financial Services | 0.00% | 0.15% |
Sold All 😨
(Was: #85) |
0.0 |
—
|
-375 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 |
Showing 1-50 of 94 holdings