Impact Investors, Inc Portfolio Holdings

Impact Investors, Inc

  • $129 Billion
  • Q4 2024

Impact Investors, Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Agency Bond ETF with a value of $14.7B, Spdr Portfolio Long Term Treas with a value of $13B, Nuveen Esg Large Cap Growth Et with a value of $11.4B, Ishares Gold Trust with a value of $7.91B, and Ishares Trust Ishares Esg Awar with a value of $6.01B.

Examining the 13F form we can see an increase of $129B in the current position value.

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 $129 Billion
ETFs: $68.9 Billion
Technology: $17.1 Billion
Financial Services: $10.7 Billion
Consumer Cyclical: $6.99 Billion
Industrials: $4.6 Billion
Consumer Defensive: $4.19 Billion
Healthcare: $3.94 Billion
Communication Services: $3.5 Billion
Other: $1.63 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$2 Billion 1.55% of portfolio
7,975
Q4 2024 New
$3.07T
$1.99 Billion 1.54% of portfolio
4,720
Q4 2024 New
$564B
$1.73 Billion 1.35% of portfolio
5,486
Q4 2024 New
$296B
$1.73 Billion 1.34% of portfolio
12,859
Q4 2024 New
$204B
$1.69 Billion 1.31% of portfolio
1,596
Q4 2024 New
$533B
$1.59 Billion 1.23% of portfolio
3,021
Q4 2024 New
$1.06T
$1.59 Billion 1.23% of portfolio
8,051
Q4 2024 New
$205B
$762 Million 0.59% of portfolio
1,459
Q4 2024 New
$1.23T
$735 Million 0.57% of portfolio
3,885
Q4 2024 New
$510B
$551 Million 0.43% of portfolio
1,089
Q4 2024 New
$291B
$481 Million 0.37% of portfolio
694
Q4 2024 New
$2.47T
$422 Million 0.33% of portfolio
1,921
Q4 2024 New
$453B
$304 Million 0.24% of portfolio
1,825
Q4 2024 New
$205B
$265 Million 0.21% of portfolio
596
Q4 2024 New
$1.26T
$274 Million 0.21% of portfolio
1,441
Q4 2024 New
$295B
$252 Million 0.2% of portfolio
1,144
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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