Impact Investors, Inc

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$136,765
Net value change ($000)
-7,217 (-5.0%)
New positions
14
Sold out positions
31
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NULG 1,784 19.7%
UBND 987 17.6%
AMAT 554 61.5%
THG 548 NEW
AMD 465 136.0%
ANET 448 15.6%
FTDR 408 NEW
JMUB 408 26.0%
ESGE 379 15.8%
MID 343 11.3%
Top Reduces (Value $000, Stocks/ETFs)
IAU -2,588 -23.2%
SPTL -2,143 -15.7%
HYXF -1,731 -68.4%
SUSB -840 -13.8%
DSI -790 -23.0%
VGIT -619 -12.3%
NWG -494 -100.0%
BCD -476 -12.9%
V -453 -32.5%
BMY -448 -100.0%
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