Impact Investors, Inc Portfolio Holdings by Sector
Impact Investors, Inc
- $152 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPTL IAU NULG ESGD BGRN SUSB AGZ BCD 24 stocks |
$80 Million
57.78% of portfolio
|
10
|
11
|
7
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM AMD QCOM 5 stocks |
$9.05 Million
6.53% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT IOT ORCL ZS MDB FTNT ADBE 7 stocks |
$5.16 Million
3.73% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SYF 3 stocks |
$4.37 Million
3.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS CHD 2 stocks |
$2.92 Million
2.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW DV INTU HUBS 4 stocks |
$2.69 Million
1.95% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM AZO 2 stocks |
$2.46 Million
1.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR IESC 2 stocks |
$2.34 Million
1.69% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.14 Million
1.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$2.06 Million
1.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$1.85 Million
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
YUM DRI 2 stocks |
$1.55 Million
1.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS LPLA 2 stocks |
$1.52 Million
1.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.43 Million
1.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PNR MWA 2 stocks |
$1.4 Million
1.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CI UNH 3 stocks |
$1.38 Million
1.0% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP 1 stocks |
$1.24 Million
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA USB 2 stocks |
$1.23 Million
0.89% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$1.22 Million
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC INGR GIS 3 stocks |
$1.16 Million
0.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
IMAX 1 stocks |
$980,404
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$941,681
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$903,671
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$891,690
0.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$887,317
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$705,236
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$671,337
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$659,082
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO INCY 2 stocks |
$588,485
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$570,839
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$443,747
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV TDOC 2 stocks |
$431,188
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$336,711
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$304,883
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$292,171
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$274,187
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$272,204
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$245,693
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$215,495
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
CTRE 1 stocks |
$213,042
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PUK 1 stocks |
$203,706
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$201,912
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
BRLT 1 stocks |
$104,923
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|