Impact Investors, Inc Portfolio Holdings by Sector
Impact Investors, Inc
- $129 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGZ SPTL NULG IAU ESGD SUSB BCD PWZ 16 stocks |
$68.9 Million
56.66% of portfolio
|
16
|
- |
16
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO AMD 4 stocks |
$5.04 Million
4.15% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT IOT FTNT SNPS ORCL ADBE 6 stocks |
$4.42 Million
3.63% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW DV DSGX INTU TYL HUBS 6 stocks |
$4.11 Million
3.38% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SYF 3 stocks |
$3.62 Million
2.97% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM AZO 2 stocks |
$2.21 Million
1.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2 Million
1.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR TTEK 2 stocks |
$1.87 Million
1.54% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS CHD 2 stocks |
$1.85 Million
1.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA USB 2 stocks |
$1.76 Million
1.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP 1 stocks |
$1.7 Million
1.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH CI 3 stocks |
$1.66 Million
1.36% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PNR MWA 2 stocks |
$1.55 Million
1.27% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM DRI 2 stocks |
$1.41 Million
1.16% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC INGR GIS 3 stocks |
$1.41 Million
1.16% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$1.4 Million
1.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$1.39 Million
1.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$1.31 Million
1.08% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
$1.3 Million
1.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$1.22 Million
1.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG SEAT 3 stocks |
$1.18 Million
0.97% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$1.02 Million
0.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
INCY NVO 2 stocks |
$1.01 Million
0.83% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$997,548
0.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$929,876
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$887,123
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
IMAX 1 stocks |
$762,701
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$761,642
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$654,011
0.54% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$531,787
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$406,938
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$393,337
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$346,417
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$328,049
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$296,908
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$252,492
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$237,202
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$200,285
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
TDOC 1 stocks |
$168,310
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
BRLT 1 stocks |
$103,211
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|