Portfolio (Quarterly)
Guide ↗
Impact Investors, Inc
· CIK 0001824539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | THG | HANOVER INS GROUP INC | Financial Services | 2,561.0 | $548K | 0.40% | NEW | — | $214.15 | +6.3% |
| 2 | FTDR | FRONTDOOR INC | Consumer Cyclical | 5,253.0 | $408K | 0.30% | NEW | — | $77.59 | +6.7% |
| 3 | VEEV | VEEVA SYS INC | Healthcare | 1,860.0 | $330K | 0.24% | NEW | — | $177.47 | +59.0% |
| 4 | FSLR | FIRST SOLAR INC | Energy | 1,344.0 | $317K | 0.23% | NEW | — | $236.01 | -11.0% |
| 5 | AFL | AFLAC INC | Financial Services | 2,476.0 | $290K | 0.21% | NEW | — | $117.23 | -0.6% |
| 6 | INGR | INGREDION INC | Consumer Defensive | 2,971.0 | $281K | 0.21% | NEW | — | $94.71 | +9.3% |
| 7 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,170.0 | $261K | 0.19% | NEW | — | $42.34 | +16.7% |
| 8 | WSC | WILLSCOT HLDGS CORP | Industrials | 8,996.0 | $260K | 0.19% | NEW | — | $28.86 | -27.4% |
| 9 | GEV | GE VERNOVA INC | Utilities | 214.0 | $251K | 0.18% | NEW | — | $1174.86 | -18.8% |
| 10 | INTC | INTEL CORP | Technology | 1,656.0 | $231K | 0.17% | NEW | — | $139.63 | -34.0% |
| 11 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 810.0 | $220K | 0.16% | NEW | — | $271.95 | -11.7% |
| 12 | RDN | RADIAN GROUP INC | Financial Services | 5,736.0 | $216K | 0.16% | NEW | — | $37.67 | -3.1% |
| 13 | MMM | 3M CO | Industrials | 1,298.0 | $210K | 0.15% | NEW | — | $161.91 | +10.5% |
| 14 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 13,770.0 | $80K | 0.06% | NEW | — | $5.83 | +1.5% |
① 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%