Portfolio (Quarterly)
Guide ↗
Impact Investors, Inc
· CIK 0001824539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CSCO | CISCO SYS INC | Technology | 2,768.0 | $325K | 0.24% | -876.0 | -24.0% | $117.46 | -6.4% |
| 62 | NOW | SERVICENOW INC | Technology | 3,274.0 | $325K | 0.24% | -1K | -24.8% | $99.27 | +45.8% |
| 63 | FSLR | FIRST SOLAR INC | Energy | 1,344.0 | $317K | 0.23% | NEW | — | $236.01 | -13.4% |
| 64 | XJH | ISHARES TR | — | 5,929.0 | $309K | 0.23% | -945.0 | -13.8% | $52.15 | -1.6% |
| 65 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 767.0 | $305K | 0.22% | -229.0 | -23.0% | $397.68 | -6.3% |
| 66 | TT | TRANE TECHNOLOGIES PLC | Industrials | 621.0 | $305K | 0.22% | +57.0 | +10.1% | $491.16 | -8.6% |
| 67 | INTU | INTUIT | Technology | 1,149.0 | $300K | 0.22% | +311.0 | +37.1% | $261.00 | +37.2% |
| 68 | AFL | AFLAC INC | Financial Services | 2,476.0 | $290K | 0.21% | NEW | — | $117.23 | -0.6% |
| 69 | INGR | INGREDION INC | Consumer Defensive | 2,971.0 | $281K | 0.21% | NEW | — | $94.71 | +10.5% |
| 70 | AMP | AMERIPRISE FINL INC | Financial Services | 574.0 | $263K | 0.19% | -437.0 | -43.2% | $458.76 | +21.9% |
| 71 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,170.0 | $261K | 0.19% | NEW | — | $42.34 | +18.3% |
| 72 | WSC | WILLSCOT HLDGS CORP | Industrials | 8,996.0 | $260K | 0.19% | NEW | — | $28.86 | -27.6% |
| 73 | GLD | SPDR GOLD TR | Financial Services | 695.0 | $256K | 0.19% | -7.0 | -1.0% | $368.38 | +11.0% |
| 74 | GEV | GE VERNOVA INC | Utilities | 214.0 | $251K | 0.18% | NEW | — | $1174.86 | -22.4% |
| 75 | EQIX | EQUINIX INC | Real Estate | 230.0 | $240K | 0.17% | -64.0 | -21.8% | $1043.45 | +0.1% |
| 76 | INTC | INTEL CORP | Technology | 1,656.0 | $231K | 0.17% | NEW | — | $139.63 | -35.9% |
| 77 | NFLX | NETFLIX INC. | Communication Services | 3,161.0 | $226K | 0.17% | +31.0 | +1.0% | $71.40 | +14.5% |
| 78 | CB | CHUBB LIMITED | Financial Services | 660.0 | $225K | 0.16% | -368.0 | -35.8% | $340.74 | -0.2% |
| 79 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 810.0 | $220K | 0.16% | NEW | — | $271.95 | -14.4% |
| 80 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 2,260.0 | $219K | 0.16% | -597.0 | -20.9% | $96.88 | +4.5% |
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%