Impact Investors, Inc
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$144M
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTL
SPDR SERIES TRUST
Q1 2026: Exited (was 940.0k shares)
9.5%
02
$ESGD
ISHARES TR
Q1 2026: Exited (was 240.0k shares)
7.8%
03
$IAU
ISHARES GOLD TR
Q1 2026: Sold 91.9% (278.9k → 22.5k shares)
7.7%
04
$NULG
NUSHARES ETF TR
Q1 2026: Exited (was 458 shares)
6.3%
05
$BGRN
ISHARES TR
Q1 2026: Exited (was 305.5k shares)
5.6%
06
$SUSB
ISHARES TR
Q1 2026: Exited (was 2.4k shares)
4.2%
07
$UBND
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 238.8k shares)
3.9%
08
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 1.2k shares)
3.5%
09
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 536 shares)
3.1%
10
$BCD
ABRDN ETFS
Q1 2026: Exited (was 205.7k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:21 UTC.