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13F holdings · Q3 2026

Impact Investors

San Francisco, CA · files as Impact Investors, Inc
Holdings as of Sep 30, 2026Filed Oct 30, 2026Next filing due Feb 15, 2027CIK 1824539

Impact Investors reported 47 stocks worth $60.3M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPTL (16.2%), ESGD (9.4%) and NULG (8.3%). Compared with Q2 2026, the fund opened new positions in NU, ENPH and QCOM, added to WM, INGR and FSLR, trimmed SPTL, ESGD and NULG and sold out of BGRN, UBND and JMUB.

Reported value$60.3M−55.9% vs last quarter
Stocks held476 new · 47 sold out
Top 5 weight48.1%fairly concentrated
Turnover131%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPTL
Spdr Series Trust
$9.8M16.2%410K−27K (−6%)8 of 8
2
ESGD
Ishares TR
$5.7M9.4%55K−56K (−50%)8 of 8
3
NULG
Nuveen Esg Large-Cap Growth ETF
$5M8.3%44K−49K (−53%)8 of 8
4
SUSB
Ishares TR
$4.8M8.0%196K−13K (−6%)8 of 8
5
VGIT
Vanguard Scottsdale Fds
$3.8M6.3%67K−7,383 (−10%)7 of 8
6
IAU
Ishares Gold TR
$3.8M6.3%48K−65K (−57%)8 of 8
7
VGSH
Vanguard Scottsdale Fds
$2.8M4.6%48K−22K (−31%)8 of 8
8
ESGE
Ishares Inc
$2.6M4.3%48K−2,492 (−5%)5 of 8
9
ACMG
American Centy ETF TR
$2M3.3%29K−20K (−41%)8 of 8
10
NVDA
Nvidia Corporation
$1.6M2.7%7,218−7,140 (−50%)8 of 8
🔒 37 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
BGRN
Ishares TR
$9.6M202K
UBND
Victory Portfolios II
$6.6M304K
JMUB
J P Morgan Exchange Traded F
$2M39K
MSFT
Microsoft Corp
$1.7M4,549
CMF
Ishares TR
$1.3M22K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$129MQ4 '24
$128MQ1 '25
$142MQ2 '25
$152MQ3 '25
$144MQ4 '25
$144MQ1 '26
$137MQ2 '26
$60.3MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 30, 202613F-HRQ3 2026SEC filing ↗

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Impact Investors 13F FAQ

What does Impact Investors own?

Impact Investors reported 47 stocks worth $60.3M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPTL (16.2%), ESGD (9.4%) and NULG (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did Impact Investors buy and sell in Q3 2026?

Compared with Q2 2026: 6 new positions, 5 added to, 36 trimmed and 47 sold out. New positions include NU, ENPH and QCOM. It sold all of BGRN, UBND and JMUB.

When will Impact Investors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Impact Investors's portfolio worth?

The Q3 2026 filing reports $60.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.