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Portfolio (Quarterly) Guide ↗

Impact Investors, Inc

· CIK 0001824539
13F Portfolio $137M AUM 130 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 14 Added 51 Reduced 32 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BGRN ISHARES TR 201,844.0 $9.6M 7.01% +32K +19.0% $47.47 -1.0%
2 UBND VICTORY PORTFOLIOS II 304,138.0 $6.6M 4.83% +46K +17.9% $21.73 -1.3%
3 JMUB J P MORGAN EXCHANGE TRADED F 39,040.0 $2.0M 1.45% +8K +24.3% $50.66 -2.0%
4 MSFT MICROSOFT CORP Technology 4,549.0 $1.7M 1.24% +368.0 +8.8% $373.02 +35.4%
5 CMF ISHARES TR 22,060.0 $1.3M 0.93% +2K +9.9% $57.64 -2.1%
6 GS GOLDMAN SACHS GROUP INC Financial Services 792.0 $801K 0.59% +18.0 +2.3% $1011.37 +2.9%
7 KLAC KLA CORP Technology 2,610.0 $787K 0.58% +2K +693.3% $301.71 -39.1%
8 USB US BANCORP Financial Services 7,153.0 $432K 0.32% +62.0 +0.9% $60.40 +3.3%
9 VITL VITAL FARMS INC Consumer Defensive 31,018.0 $361K 0.26% +17K +127.8% $11.63 -10.2%
10 MELI MERCADOLIBRE INC Consumer Cyclical 212.0 $360K 0.26% +23.0 +12.2% $1697.70 +13.7%
11 DAR DARLING INGREDIENTS INC Consumer Defensive 6,367.0 $348K 0.25% +1K +29.7% $54.62 +12.4%
12 TT TRANE TECHNOLOGIES PLC Industrials 621.0 $305K 0.22% +57.0 +10.1% $491.16 -7.5%
13 INTU INTUIT Technology 1,149.0 $300K 0.22% +311.0 +37.1% $261.00 +33.3%
14 NFLX NETFLIX INC. Communication Services 3,161.0 $226K 0.17% +31.0 +1.0% $71.40 +11.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.9%
Financial Services 26.7%
Industrials 9.7%
Consumer Cyclical 9.6%
Communication Services 6.3%
Consumer Defensive 2.3%
Healthcare 2.3%
Real Estate 1.1%
Energy 0.6%
Utilities 0.5%