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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	NOW	SERVICENOW INC	Technology	3,274.0	$325K	0.24%	-1K	-24.8%	$99.27	+45.9%
42	XJH	ISHARES TR	—	5,929.0	$309K	0.23%	-945.0	-13.8%	$52.15	-1.8%
43	ISRG	INTUITIVE SURGICAL INC	Healthcare	767.0	$305K	0.22%	-229.0	-23.0%	$397.68	-6.5%
44	AMP	AMERIPRISE FINL INC	Financial Services	574.0	$263K	0.19%	-437.0	-43.2%	$458.76	+21.6%
45	GLD	SPDR GOLD TR	Financial Services	695.0	$256K	0.19%	-7.0	-1.0%	$368.38	+11.0%
46	EQIX	EQUINIX INC	Real Estate	230.0	$240K	0.17%	-64.0	-21.8%	$1043.45	+0.4%
47	CB	CHUBB LIMITED	Financial Services	660.0	$225K	0.16%	-368.0	-35.8%	$340.74	-0.3%
48	CHD	CHURCH & DWIGHT CO INC	Consumer Defensive	2,260.0	$219K	0.16%	-597.0	-20.9%	$96.88	+4.7%
49	MSCI	MSCI INC	Financial Services	375.0	$210K	0.15%	-4.0	-1.1%	$560.04	+2.2%
50	ESML	ISHARES TR	—	3,673.0	$205K	0.15%	-611.0	-14.3%	$55.93	-1.5%
51	BBD	BANCO BRADESCO S A	Financial Services	23,346.0	$81K	0.06%	-5K	-17.9%	$3.47	-7.2%

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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%