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
$0
$16.9 Billion 13.19% of portfolio
621,663
Q1 2025 Added 25.27%
$0
$10.2 Billion 7.9% of portfolio
129,666
Q1 2025 Reduced 2.66%
$52.7B
$9.44 Billion 7.35% of portfolio
160,173
Q1 2025 Added 0.3%
$0
$7.08 Billion 5.51% of portfolio
64,718
Q1 2025 Reduced 52.62%
$0
$6.81 Billion 5.3% of portfolio
83,386
Q1 2025 Added 5.58%
$0
$6.76 Billion 5.26% of portfolio
270,385
Q1 2025 Added 41.13%
$0
$4.55 Billion 3.54% of portfolio
76,609
Q1 2025 New
$0
$3.38 Billion 2.63% of portfolio
99,152
Q1 2025 Reduced 6.26%
$0
$2.98 Billion 2.32% of portfolio
52,638
Q1 2025 Added 9.48%
$0
$2.58 Billion 2.01% of portfolio
44,041
Q1 2025 Added 360.25%
Arista Networks Inc
-
$2.14 Billion 1.67% of portfolio
-
Q1 2025 Reduced 1.27%
$0
$2.14 Billion 1.66% of portfolio
20,857
Q1 2025 Added 0.67%
$0
$2.12 Billion 1.65% of portfolio
89,073
Q1 2025 Reduced 9.6%
$565B
$1.88 Billion 1.46% of portfolio
5,365
Q1 2025 Reduced 2.21%
$2.95T
$1.77 Billion 1.38% of portfolio
4,720
Q4 2024 New
$3.42T
$1.77 Billion 1.38% of portfolio
7,954
Q1 2025 Reduced 0.26%
$50.3B
$1.51 Billion 1.18% of portfolio
3,125
Q1 2025 Reduced 2.34%
$6.58B
$1.47 Billion 1.14% of portfolio
49,653
Q1 2025 Reduced 4.74%
$10.3B
$1.39 Billion 1.08% of portfolio
8,791
Q1 2025 Reduced 1.47%
$271B
$1.37 Billion 1.06% of portfolio
12,615
Q1 2025 Reduced 1.9%
$864B
$1.31 Billion 1.02% of portfolio
7,885
Q1 2025 Reduced 2.06%
$41.9B
$1.29 Billion 1.01% of portfolio
5,091
Q1 2025 Added 0.02%
$40.3B
$1.27 Billion 0.99% of portfolio
8,794
Q1 2025 Reduced 1.36%
$12.6B
$1.26 Billion 0.98% of portfolio
6,417
Q1 2025 Reduced 1.55%
$193B
$1.24 Billion 0.97% of portfolio
1,562
Q1 2025 Reduced 2.13%
$26.7B
$1.22 Billion 0.95% of portfolio
657
Q1 2025 Reduced 1.94%
$42.8B
$1.18 Billion 0.92% of portfolio
7,500
Q1 2025 Reduced 0.01%
$165B
$1.15 Billion 0.89% of portfolio
4,056
Q1 2025 Reduced 2.57%
$95.8B
$996 Million 0.78% of portfolio
4,304
Q1 2025 Reduced 2.09%
$78B
$997 Million 0.78% of portfolio
5,958
Q1 2025 Reduced 4.06%
$33.1B
$990 Million 0.77% of portfolio
3,499
Q1 2025 Reduced 4.24%
$14.9B
$921 Million 0.72% of portfolio
10,533
Q1 2025 Reduced 2.61%
$4.39B
$897 Million 0.7% of portfolio
23,399
Q1 2025 Reduced 2.7%
$0
$849 Million 0.66% of portfolio
18,730
Q1 2025 Reduced 8.78%
$10.1B
$840 Million 0.65% of portfolio
59,112
Q1 2025 Added 1.33%
Thomson Reuters Corp
-
$810 Million 0.63% of portfolio
-
Q1 2025 Reduced 2.23%
$1.37B
$780 Million 0.61% of portfolio
29,615
Q1 2025 Reduced 0.6%
$1.39B
$772 Million 0.6% of portfolio
25,328
Q1 2025 Added 2.66%
$182B
$714 Million 0.56% of portfolio
1,442
Q1 2025 Reduced 1.17%
$73.4B
$688 Million 0.54% of portfolio
1,724
Q1 2025 Added 16.41%
$99.3B
$686 Million 0.53% of portfolio
1,577
Q1 2025 Added 2.4%
$2.94B
$662 Million 0.52% of portfolio
5,924
Q1 2025 Reduced 1.2%
$104B
$650 Million 0.51% of portfolio
1,975
Q1 2025 Added 1.59%
$71.4B
$660 Million 0.51% of portfolio
173
Q4 2024 New
$24.1B
$622 Million 0.48% of portfolio
5,651
Q4 2024 New
$35.6B
$605 Million 0.47% of portfolio
19,873
Q1 2025 Added 4.7%
$957B
$589 Million 0.46% of portfolio
3,812
Q1 2025 Reduced 1.88%
$2.18B
$583 Million 0.45% of portfolio
43,618
Q1 2025 Reduced 0.64%
$0
$575 Million 0.45% of portfolio
13,740
Q1 2025 Added 19.3%

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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