Impact Investors, Inc
SEC Form 13F institutional filer · CIK 0001824539
13F-HR · 54 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
50.7%
Impact Investors, Inc — $37.3M AUM allocation strategy
Impact Investors, Inc files SEC Form 13F and reports $37.3M of long US equity value across 54 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.7%, followed by Financials 11.3% and Industrials 10.9%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Impact Investors, Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$37.3M
total across 54 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLRE +4.73K sh · +$202K+$AMZN +3.45K sh · +$669K+$AAPL +1.3K sh · +$161K
Biggest trims (shares)
−$HST −15.5K sh · −$250K−$ANET −2.74K sh · −$552K−$NOW −2.7K sh · −$625K
Exited to nil (held last quarter, gone now)
$GIS ($261K last qtr)$FTNT ($253K last qtr)$AON ($246K last qtr)$QCOM ($226K last qtr)$ADBE ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.9%—
- Communications Equipment7.7%—
- Construction & Engineering7.3%—
- Technology Hardware, Storage & Peripherals7.3%—
- Transaction & Payment Processing Services6.7%—
- Systems Software4.1%—
- Semiconductor Materials & Equipment3.7%—
- Interactive Media & Services3.3%—
- Other holdings48.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ANET | Arista Networks Inc | 23.5K | $2.88M | -2.74K | 7.7% |
| $NVDA | NVIDIA Corporation | 16.2K | $2.82M | +601 | 7.6% |
| $PWR | Quanta Services Inc | 4.97K | $2.73M | -39 | 7.3% |
| $AAPL | Apple Inc | 10.6K | $2.7M | +1.3K | 7.2% |
| $MSFT | Microsoft Corporation | 4.18K | $1.55M | -76 | 4.1% |
| $V | Visa Inc | 4.61K | $1.39M | -116 | 3.7% |
| $AVGO | Broadcom Inc | 4.04K | $1.25M | -1.27K | 3.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 4.31K | $1.24M | +68 | 3.3% |
| $AMZN | Amazon.com Inc | 5.7K | $1.19M | +3.45K | 3.2% |
| $YUM | Yum! Brands Inc | 7.5K | $1.17M | +0 | 3.1% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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