Impact Investors, Inc

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$143,982
Net value change ($000)
-194 (-0.1%)
New positions
25
Sold out positions
12
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPTL 1,110 8.9%
VGIT 903 21.9%
VGSH 870 24.2%
SUSB 750 14.1%
AMZN 669 129.2%
PWR 616 29.1%
NWG 494 NEW
BCD 489 15.3%
BMY 448 NEW
ESGE 435 22.2%
Top Reduces (Value $000, Stocks/ETFs)
EA -876 -61.2%
AMP -711 -61.3%
FCNCA -642 -68.6%
NOW -625 -57.9%
PGR -589 -70.9%
AVGO -587 -32.0%
ANET -552 -16.1%
RGA -551 -66.1%
MSFT -511 -24.8%
HIMS -500 -39.9%
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