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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 2,012.0 $1.5M 1.06% -624.0 -23.7% $722.99 -33.3%
22 GOOGL ALPHABET INC Communication Services 3,627.0 $1.3M 0.95% -687.0 -15.9% $357.40 -4.7%
23 CMF ISHARES TR 22,060.0 $1.3M 0.93% +2K +9.9% $57.64 -2.1%
24 ASML ASML HLDG NV Technology 624.0 $1.2M 0.91% -97.0 -13.4% $1989.77 -12.8%
25 AVGO BROADCOM INC Technology 3,230.0 $1.2M 0.89% -809.0 -20.0% $377.72 -1.6%
26 YUM YUM BRANDS INC Consumer Cyclical 7,500.0 $1.2M 0.88% $159.86 -5.7%
27 AMZN AMAZON COM INC Consumer Cyclical 4,850.0 $1.2M 0.84% -849.0 -14.9% $238.32 +7.5%
28 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,247.0 $990K 0.72% -2K -30.9% $233.10 +2.3%
29 V VISA INC Financial Services 2,741.0 $940K 0.69% -2K -40.5% $343.10 +10.7%
30 IMAX IMAX CORP Communication Services 22,930.0 $914K 0.67% -2K -7.0% $39.86 +30.3%
31 XLRE SELECT SECTOR SPDR TR 19,892.0 $876K 0.64% -3K -14.3% $44.03 +1.4%
32 PWZ INVESCO EXCH TRADED FD TR II 33,293.0 $816K 0.60% -12K -26.7% $24.51 -2.9%
33 AMD ADVANCED MICRO DEVICES INC Technology 1,389.0 $807K 0.59% -290.0 -17.3% $581.11 -18.0%
34 ETHO AMPLIFY ETF TR 9,997.0 $806K 0.59% -435.0 -4.2% $80.61 +2.3%
35 GS GOLDMAN SACHS GROUP INC Financial Services 792.0 $801K 0.59% +18.0 +2.3% $1011.37 +2.9%
36 HYXF ISHARES TR 17,125.0 $800K 0.58% -38K -68.7% $46.72 -0.2%
37 KLAC KLA CORP Technology 2,610.0 $787K 0.58% +2K +693.3% $301.71 -39.1%
38 MA MASTERCARD INCORPORATED Financial Services 1,356.0 $697K 0.51% -858.0 -38.8% $513.69 +15.2%
39 GOOG ALPHABET INC 1,675.0 $592K 0.43% $353.31
40 HIMS HIMS & HERS HEALTH INC Healthcare 16,074.0 $557K 0.41% -20K -55.7% $34.67 -8.7%
Page 2 of 5  ·  88 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%