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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RDN RADIAN GROUP INC Financial Services 5,736.0 $216K 0.16% NEW $37.67 -3.1%
82 JHG JANUS HENDERSON GROUP PLC Financial Services 4,114.0 $214K 0.16% $51.95 +0.0%
83 IDCC INTERDIGITAL INC Technology 745.0 $211K 0.15% $283.13 +18.2%
84 MMM 3M CO Industrials 1,298.0 $210K 0.15% NEW $161.91 +10.5%
85 MSCI MSCI INC Financial Services 375.0 $210K 0.15% -4.0 -1.1% $560.04 +1.6%
86 ESML ISHARES TR 3,673.0 $205K 0.15% -611.0 -14.3% $55.93 -0.5%
87 BBD BANCO BRADESCO S A Financial Services 23,346.0 $81K 0.06% -5K -17.9% $3.47 -6.9%
88 LYG LLOYDS BANKING GROUP PLC Financial Services 13,770.0 $80K 0.06% NEW $5.83 +1.5%
Page 5 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%