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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
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 4,850.0 $1.2M 0.84% -849.0 -14.9% $238.32 +8.9%
22 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,247.0 $990K 0.72% -2K -30.9% $233.10 +0.4%
23 V VISA INC Financial Services 2,741.0 $940K 0.69% -2K -40.5% $343.10 +10.6%
24 IMAX IMAX CORP Communication Services 22,930.0 $914K 0.67% -2K -7.0% $39.86 +29.0%
25 XLRE SELECT SECTOR SPDR TR 19,892.0 $876K 0.64% -3K -14.3% $44.03 +1.5%
26 PWZ INVESCO EXCH TRADED FD TR II 33,293.0 $816K 0.60% -12K -26.7% $24.51 -2.8%
27 AMD ADVANCED MICRO DEVICES INC Technology 1,389.0 $807K 0.59% -290.0 -17.3% $581.11 -18.5%
28 ETHO AMPLIFY ETF TR 9,997.0 $806K 0.59% -435.0 -4.2% $80.61 +2.3%
29 HYXF ISHARES TR 17,125.0 $800K 0.58% -38K -68.7% $46.72 -0.2%
30 MA MASTERCARD INCORPORATED Financial Services 1,356.0 $697K 0.51% -858.0 -38.8% $513.69 +15.4%
31 HIMS HIMS & HERS HEALTH INC Healthcare 16,074.0 $557K 0.41% -20K -55.7% $34.67 -12.1%
32 AGZ ISHARES TR 5,050.0 $552K 0.40% -3K -38.5% $109.28 -0.6%
33 EA ELECTRONIC ARTS INC Communication Services 2,688.0 $551K 0.40% -39.0 -1.4% $205.04 +2.3%
34 WM WASTE MGMT INC DEL Industrials 1,974.0 $440K 0.32% -1K -41.6% $222.91 -2.1%
35 AZO AUTOZONE INC Consumer Cyclical 130.0 $415K 0.30% -31.0 -19.2% $3195.94 -8.0%
36 IOT SAMSARA INC Technology 11,836.0 $384K 0.28% -2K -12.6% $32.43 +30.3%
37 TER TERADYNE INC Technology 704.0 $341K 0.25% -107.0 -13.2% $483.84 -23.7%
38 CTRE CARETRUST REIT INC Real Estate 8,421.0 $340K 0.25% -503.0 -5.6% $40.35 -2.1%
39 PNR PENTAIR PLC Industrials 4,425.0 $339K 0.25% -2K -30.9% $76.66 -19.9%
40 CSCO CISCO SYS INC Technology 2,768.0 $325K 0.24% -876.0 -24.0% $117.46 -5.5%
Page 2 of 3  ·  51 positions

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%