Data as of Q4 2025 (Dec 31, 2025)

Impact Investors, Inc

โ€ขCIK: 1824539โ€ขFiling: Q4 2025

**Impact Investors, Inc.** manages $144M across a diversified portfolio of 93 positions. The fund exhibits a clear focus on sustainability and thematic growth, evidenced by top holdings such as SPTL ($12.5M) and ESGD ($11.4M). Significant allocations are also directed toward tangible assets and green infrastructure, including IAU* ($11.4M) and NULG ($9.3M). This positioning suggests a mandate prioritizing ESG integration alongside core market exposure.

Total AUM
$144.2M
QoQ Performance
-5.1%
Positions
82
Top 10 Concentration
51.1%
Latest Filing
Q4 2025

Top Holdings Allocation

SPTL
ESGD
IAU*
NULG
BGRN
SPTL8.7%
ESGD7.9%
IAU*7.9%
NULG6.4%
BGRN5.1%
SUSB3.7%
UBND3.6%
VGIT2.9%

๐Ÿ“ˆ Biggest Buys

ESGD
ISHARES TR
+21.0%
7.9% of portfolio
SPTL
SPDR SERIES TRUST
+14.8%
8.7% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
+44.6%
2.5% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+32.2%
2.9% of portfolio
SUSB
ISHARES TR
+21.0%
3.7% of portfolio

๐Ÿ“‰ Biggest Sells

AGZ
ISHARES TR
-46.4%
1.5% of portfolio
NVDA
NVIDIA CORPORATION
-28.4%
2.0% of portfolio
IAU*
ISHARES GOLD TR
-6.7%
7.9% of portfolio
AVGO
BROADCOM INC
-30.2%
1.3% of portfolio
V
VISA INC
-31.2%
1.1% of portfolio

Sector Breakdown

Other87.3%
Technology9.0%
Financial2.7%
Consumer0.4%
Healthcare0.3%
Communication0.2%
Industrial0.1%

๐Ÿšช Exited Positionssold since Q3 2025

DECK
DECKERS OUTDOOR CORP
SOLD
$705.2K
DE
DEERE & CO
SOLD
$570.8K
TLT
ISHARES TR
SOLD
$497.3K
KHC
KRAFT HEINZ CO
SOLD
$484.3K
NVO
NOVO-NORDISK A S
SOLD
$338.5K
+5 more exited positions

Changes from Q3 2025

โ†‘25 increased
โ†“59 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024