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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGZ ISHARES TR 5,050.0 $552K 0.40% -3K -38.5% $109.28 -0.5%
42 EA ELECTRONIC ARTS INC Communication Services 2,688.0 $551K 0.40% -39.0 -1.4% $205.04 +2.3%
43 THG HANOVER INS GROUP INC Financial Services 2,561.0 $548K 0.40% NEW $214.15 +6.3%
44 MUB ISHARES TR 4,965.0 $534K 0.39% $107.62 -2.1%
45 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,170.0 $447K 0.33% $206.01 +2.5%
46 WM WASTE MGMT INC DEL Industrials 1,974.0 $440K 0.32% -1K -41.6% $222.91 -2.3%
47 USB US BANCORP Financial Services 7,153.0 $432K 0.32% +62.0 +0.9% $60.40 +3.3%
48 XLK SELECT SECTOR SPDR TR 2,246.0 $428K 0.31% $190.52 -1.0%
49 IESC IES HOLDINGS INC Industrials 573.0 $421K 0.31% $734.66 -54.6%
50 AZO AUTOZONE INC Consumer Cyclical 130.0 $415K 0.30% -31.0 -19.2% $3195.94 -8.2%
51 FTDR FRONTDOOR INC Consumer Cyclical 5,253.0 $408K 0.30% NEW $77.59 +6.7%
52 IOT SAMSARA INC Technology 11,836.0 $384K 0.28% -2K -12.6% $32.43 +29.1%
53 VITL VITAL FARMS INC Consumer Defensive 31,018.0 $361K 0.26% +17K +127.8% $11.63 -10.2%
54 MELI MERCADOLIBRE INC Consumer Cyclical 212.0 $360K 0.26% +23.0 +12.2% $1697.70 +13.7%
55 DAR DARLING INGREDIENTS INC Consumer Defensive 6,367.0 $348K 0.25% +1K +29.7% $54.62 +12.4%
56 TER TERADYNE INC Technology 704.0 $341K 0.25% -107.0 -13.2% $483.84 -23.1%
57 CTRE CARETRUST REIT INC Real Estate 8,421.0 $340K 0.25% -503.0 -5.6% $40.35 -2.5%
58 PNR PENTAIR PLC Industrials 4,425.0 $339K 0.25% -2K -30.9% $76.66 -19.0%
59 DBEF DBX ETF TR 6,118.0 $334K 0.24% $54.63 +2.2%
60 VEEV VEEVA SYS INC Healthcare 1,860.0 $330K 0.24% NEW $177.47 +59.0%
Page 3 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%