Impact Investors, Inc

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
103
Total value ($000)
$151,856
Net value change ($000)
+10,345 (7.3%)
New positions
16
Sold out positions
6
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UBND 5,266 NEW
HYXF 2,451 NEW
NVDA 1,848 83.5%
ESGD 1,677 22.2%
JMUB 1,571 NEW
ESGE 1,297 NEW
GS 1,162 NEW
ANET 1,105 39.3%
IAU 1,044 10.6%
CMF 922 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPTL -7,209 -39.4%
SUSB -3,143 -41.6%
NULG -2,253 -18.8%
VGIT -2,146 -40.7%
PWZ -864 -45.4%
VGSH -595 -19.2%
DSGX -536 -100.0%
FCNCA -479 -35.1%
AMP -414 -25.1%
TRI -340 -32.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type