Impact Investors, Inc

CIK 0001824539 · Q1 2026

13F Equity AUM

$144.0M

-0.1% QoQ

Positions

106

+13 QoQ

AUM Rank

#8,693

Top 70%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 36.9%Top 10: 54.2%Top 20: 72.4%

SPTL9.4%

ESGD7.8%

IAU*7.7%

NULG6.3%

BGRN5.6%

SUSB4.2%

UBND3.9%

VGIT3.5%

VGSH3.1%

BCD2.6%

Others (96)45.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services65.8%

Technology12.9%

Financials8.0%

Consumer Cyclical3.9%

Industrials3.2%

Communication Services2.6%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 106Median: 0.26%Avg: 0.94%

0–0.5%

69(14.8%)

0.5–1%

16(11.7%)

1–3%

12(21.9%)

3–5%

4(14.7%)

5%+

5(36.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 100Unique: 6vs 20 funds

1.4%Low

106

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.1%

1.8%

3.1%

2.2%

2.3%

GEODE CAPITAL MANAGEMENT, LLC

2.1%

VANGUARD CAPITAL MANAGEMENT LLC

2.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New25Increased29Decreased42Exited12

New Positions

NWG0.3%

+33K

BMY0.3%

+7K

CB0.2%

+1K

GOLF0.2%

+4K

DAR0.2%

+5K

NFLX0.2%

+3K

EQIX0.2%

+294

SUI0.2%

+2K

TD0.2%

+3K

MAT0.2%

+17K

Increased

SPTL9.4%

+45K(+10%)

SUSB4.2%

+31K(+15%)

UBND3.9%

+19K(+8%)

BGRN5.6%

+17K(+11%)

VGIT3.5%

+16K(+23%)

VGSH3.1%

+15K(+25%)

ESGE1.7%

+8K(+19%)

MID2.1%

+6K(+14%)

XLRE0.7%

+5K(+26%)

NULG6.3%

+5K(+5%)

Decreased

BRLT0.0%

-19,956(-55%)

HST0.2%

-15,468(-48%)

IAU*7.7%

-13,701(-10%)

DV0.1%

-12,249(-46%)

AGZ0.6%

-11,269(-58%)

IMA0.7%

-4,839(-16%)

EA0.4%

-4,280(-61%)

ANET2.0%

-2,738(-10%)

RGA0.2%

-2,716(-66%)

NOW0.3%

-2,699(-38%)

Exited

-3,658

-814

-5,608

-3,184

-698

-1,323

-6,977

-601

-1,963

-912

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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