Impact Investors, Inc holds a focused book of 88 reported positions worth $136.8M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Hanover Insurance Group Inc and trimmed SS SPDR PF LNG TRM Tsy E-Usd. Their largest long position is SS SPDR PF LNG TRM Tsy E-Usd at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Impact Investors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Impact Investors, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 20 / 80 | $2.4B |
| Ketron Financial | 18 / 80 | $273.3M |
| Fremen Capital Management LP | 8 / 80 | $94.2M |
| Blackhill Capital Inc | 8 / 80 | $1.9B |
| Howard Hughes Medical Institute | 15 / 80 | $356.0M |
| Prospect Hill Management, LLC | 8 / 80 | $205.4M |
| BlueSpruce Investments, LP | 10 / 80 | $508.6M |
| Integrated Financial Solutions, Inc. | 15 / 80 | $141.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Impact Investors, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST LON TREAS ETF | $11.5M | 437.2K | 8.4% | ▼−16% Reduced · −80K sh | |
| 2 | Ishares TR ESG AW MSCI EAFE | $11.4M | 110.6K | 8.3% | ▼−6.4% Reduced · −8K sh | |
| 3 | Nushares ETF TR NUVEEN ESG LRGCP | $10.8M | 92.5K | 7.9% | ▼−7.0% Reduced · −7K sh | |
| 4 | Ishares TR USD GRN BOND ETF | $9.6M | 201.8K | 7.0% | ▲+19% Added · +32K sh | |
| 5 | Ishares Gold TR ISHARES NEW | $8.5M | 113.1K | 6.2% | ▼−10% Reduced · −13K sh | |
| 6 | Victory Portfolios II CORE PLUS BD ETF | $6.6M | 304.1K | 4.8% | ▲+18% Added · +46K sh | |
| 7 | Ishares TR ESG AWRE 1 5 YR | $5.2M | 209.5K | 3.8% | ▼−14% Reduced · −33K sh | |
| 8 | Vanguard Scottsdale FDS INTER TERM TREAS | $4.4M | 74.7K | 3.2% | ▼−11% Reduced · −10K sh | |
| 9 | Vanguard Scottsdale FDS SHORT TERM TREAS | $4.1M | 69.6K | 3.0% | ▼−8.9% Reduced · −7K sh | |
| 10 | American Centy ETF TR MID CAP GRW IMP | $3.4M | 49.0K | 2.5% | ▼−1.0% Reduced · −511 sh | |
| 11 | Arista Networks Inc COM SHS | $3.3M | 19.6K | 2.4% | ▼−16% Reduced · −4K sh | |
| 12 | Abrdn Etfs BBRG ALL COMMDY | $3.2M | 93.8K | 2.3% | ▼−8.8% Reduced · −9K sh | |
| 13 | Quanta Svcs Inc COM | $3.1M | 4.2K | 2.2% | ▼−15% Reduced · −739 sh | |
| 14 | Apple Inc COM | $3.0M | 10.4K | 2.2% | ▼−2.2% Reduced · −238 sh | |
| 15 | Nvidia Corporation COM | $2.9M | 14.4K | 2.1% | ▼−11% Reduced · −2K sh | |
| 16 | Ishares Inc ESG AWR MSCI EM | $2.8M | 50.7K | 2.0% | ▼−3.7% Reduced · −2K sh | |
| 17 | Ishares TR ESG MSCI KLD ETF | $2.6M | 18.6K | 1.9% | ▼−34% Reduced · −10K sh | |
| 18 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.4M | 5.0K | 1.7% | ▼−22% Reduced · −1K sh | |
| 19 | J P Morgan Exchange Traded F MUNICIPAL ETF | $2.0M | 39.0K | 1.4% | ▲+24% Added · +8K sh | |
| 20 | Microsoft Corp COM | $1.7M | 4.5K | 1.2% | ▲+8.8% Added · +368 sh | |
| 21 | Applied Matls Inc COM | $1.5M | 2.0K | 1.1% | ▼−24% Reduced · −624 sh | |
| 22 | Alphabet Inc CAP STK CL A | $1.3M | 3.6K | 0.9% | ▼−16% Reduced · −687 sh | |
| 23 | Ishares TR CALIF MUN BD ETF | $1.3M | 22.1K | 0.9% | ▲+9.9% Added · +2K sh | |
| 24 | ASML Hldg NV N Y REGISTRY SHS | $1.2M | 624 | 0.9% | ▼−13% Reduced · −97 sh | |
| 25 | Broadcom Inc COM | $1.2M | 3.2K | 0.9% | ▼−20% Reduced · −809 sh | |
| 26 | Yum Brands Inc COM | $1.2M | 7.5K | 0.9% | —Held | |
| 27 | Amazon Com Inc COM | $1.2M | 4.8K | 0.8% | ▼−15% Reduced · −849 sh | |
| 28 | Williams Sonoma Inc COM | $990K | 4.2K | 0.7% | ▼−31% Reduced · −2K sh | |
| 29 | Visa Inc COM CL A | $940K | 2.7K | 0.7% | ▼−41% Reduced · −2K sh | |
| 30 | Imax Corp COM | $914K | 22.9K | 0.7% | ▼−7.0% Reduced · −2K sh | |
| 31 | Select Sector SPDR TR ST STR REAL ETF | $876K | 19.9K | 0.6% | ▼−14% Reduced · −3K sh | |
| 32 | Invesco Exch Traded FD TR II CALIF AMT MUN | $816K | 33.3K | 0.6% | ▼−27% Reduced · −12K sh | |
| 33 | Advanced Micro Devices Inc COM | $807K | 1.4K | 0.6% | ▼−17% Reduced · −290 sh | |
| 34 | Amplify ETF TR ETHO CLI LEA ETF | $806K | 10.0K | 0.6% | ▼−4.2% Reduced · −435 sh | |
| 35 | Goldman Sachs Group Inc COM | $801K | 792 | 0.6% | ▲+2.3% Added · +18 sh | |
| 36 | Ishares TR ESG ADVNCD HY BD | $800K | 17.1K | 0.6% | ▼−69% Reduced · −38K sh | |
| 37 | Kla Corp COM NEW | $787K | 2.6K | 0.6% | ▲+693% Added · +2K sh | |
| 38 | Mastercard Incorporated CL A | $697K | 1.4K | 0.5% | ▼−39% Reduced · −858 sh | |
| 39 | Alphabet Inc CAP STK CL C | $592K | 1.7K | 0.4% | ▼−0.5% Reduced · −8 sh | |
| 40 | Hims & Hers Health Inc COM CL A | $557K | 16.1K | 0.4% | ▼−56% Reduced · −20K sh | |
| 41 | Ishares TR AGENCY BOND ETF | $552K | 5.0K | 0.4% | ▼−39% Reduced · −3K sh | |
| 42 | Electronic Arts Inc COM | $551K | 2.7K | 0.4% | ▼−1.4% Reduced · −39 sh | |
| 43 | Hanover Ins Group Inc COM | $548K | 2.6K | 0.4% | ▲New New position | |
| 44 | Ishares TR NATIONAL MUN ETF | $534K | 5.0K | 0.4% | ▼−0.3% Reduced · −13 sh | |
| 45 | Darden Restaurants Inc COM | $447K | 2.2K | 0.3% | —Held | |
| 46 | Waste Mgmt Inc Del COM | $440K | 2.0K | 0.3% | ▼−42% Reduced · −1K sh | |
| 47 | US Bancorp COM NEW | $432K | 7.2K | 0.3% | ▲+0.9% Added · +62 sh | |
| 48 | Select Sector SPDR TR ST STR TECHN ETF | $428K | 2.2K | 0.3% | —Held | |
| 49 | Ies Holdings Inc COM | $421K | 573 | 0.3% | —Held | |
| 50 | Autozone Inc COM | $415K | 130 | 0.3% | ▼−19% Reduced · −31 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Impact Investors, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 130 | $136.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 174 | $144.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 155 | $144.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 173 | $151.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 155 | $141.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 153 | $128.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 154 | $128.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.