Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

IMPACTfolio, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

IMPACTfolio, LLC (CIK 1896447) reported $235.3M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESGV ($56.1M, 23.84%), ESGD ($40.2M, 17.07%), ESGU ($37.0M, 15.71%), EUSB ($27.0M, 11.47%), ESGE ($22.1M, 9.38%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ESGVVANGUARD WORLD FD$56.1M23.84%499,729Trimmed
2ESGDISHARES TR$40.2M17.07%420,121Added
3ESGUISHARES TR$37.0M15.71%261,453Trimmed
4EUSBISHARES TR$27.0M11.47%620,700Added
5ESGEISHARES INC$22.1M9.38%485,629Added
6SUSCISHARES TR$14.0M5.93%603,397Added
7MUBISHARES TR$7.2M3.04%67,402Trimmed
8CGMUCAPITAL GRP FIXED INCM ETF T$5.7M2.44%211,614New
9AAPLAPPLE INC$5.0M2.10%19,506Trimmed
10SUSBISHARES TR$4.4M1.88%176,696Added
11SMBVANECK ETF TRUST$3.0M1.27%172,924Added
12NUSCNUSHARES ETF TR$2.1M0.87%45,625Added
13MSFTMICROSOFT CORP$1.3M0.54%3,406Trimmed
14VOOVANGUARD INDEX FDS$1.1M0.46%1,801Added
15VTIVANGUARD INDEX FDS$1.1M0.46%3,395Added
16AMATAPPLIED MATLS INC$851,7410.36%2,492Trimmed
17FDXFEDEX CORP$819,2140.35%2,300Hold
18SPYSTATE STR SPDR S&P 500 ETF T$764,2990.32%1,175Hold
19METAMETA PLATFORMS INC$719,7780.31%1,258Hold
20SYKSTRYKER CORPORATION$576,3470.24%1,754Hold
21ABBVABBVIE INC$382,9860.16%1,761Trimmed
22LLYELI LILLY & CO$368,4200.16%401Hold
23IVVISHARES TR$378,2090.16%579Trimmed
24CSCOCISCO SYS INC$387,6400.16%4,996Hold
25JPMJPMORGAN CHASE & CO$320,3970.14%1,089Hold

Source: SEC Form 13F filings · as of 2026-03-31