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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 4 of 5  ·  88 positions
# 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%
Page 4 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%