Portfolio (Quarterly)
Guide ↗
Impact Investors, Inc
· CIK 0001824539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | NATWEST GROUP PLC | — | 33,146 | $494K | 0.34% | SOLD |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 7,386 | $448K | 0.31% | SOLD |
| 3 | GRNB | VANECK ETF TRUST | — | 15,864 | $380K | 0.26% | SOLD |
| 4 | GOLF | ACUSHNET HLDGS CORP | Consumer Cyclical | 3,570 | $334K | 0.23% | SOLD |
| 5 | HST | HOST HOTELS & RESORTS INC | Real Estate | 16,828 | $322K | 0.22% | SOLD |
| 6 | LPLA | LPL FINL HLDGS INC | Financial Services | 1,042 | $313K | 0.22% | SOLD |
| 7 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 156 | $294K | 0.20% | SOLD |
| 8 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 226 | $285K | 0.20% | SOLD |
| 9 | RGA | REINSURANCE GROUP AMER INC | Financial Services | 1,384 | $283K | 0.20% | SOLD |
| 10 | TD | TORONTO DOMINION BK ONT | Financial Services | 2,833 | $264K | 0.18% | SOLD |
| 11 | SYF | SYNCHRONY FINANCIAL | Financial Services | 3,868 | $263K | 0.18% | SOLD |
| 12 | SUI | SUN CMNTYS INC | Real Estate | 2,025 | $255K | 0.18% | SOLD |
| 13 | HSBC | HSBC HLDGS PLC | Financial Services | 3,033 | $250K | 0.17% | SOLD |
| 14 | GDS | GDS HLDGS LTD | Technology | 6,082 | $245K | 0.17% | SOLD |
| 15 | PGR | PROGRESSIVE CORP | Financial Services | 1,222 | $242K | 0.17% | SOLD |
| 16 | MAT | MATTEL INC | Consumer Cyclical | 16,675 | $242K | 0.17% | SOLD |
| 17 | TMUS | T-MOBILE US INC | Communication Services | 1,137 | $239K | 0.17% | SOLD |
| 18 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 798 | $234K | 0.16% | SOLD |
| 19 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 817 | $230K | 0.16% | SOLD |
| 20 | JPM | JPMORGAN CHASE & CO | Financial Services | 767 | $226K | 0.16% | SOLD |
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%