Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $56.1M | 23.84% | 499,729 | Trimmed |
| 2 | ESGD | ISHARES TR | $40.2M | 17.07% | 420,121 | Added |
| 3 | ESGU | ISHARES TR | $37.0M | 15.71% | 261,453 | Trimmed |
| 4 | EUSB | ISHARES TR | $27.0M | 11.47% | 620,700 | Added |
| 5 | ESGE | ISHARES INC | $22.1M | 9.38% | 485,629 | Added |
| 6 | SUSC | ISHARES TR | $14.0M | 5.93% | 603,397 | Added |
| 7 | MUB | ISHARES TR | $7.2M | 3.04% | 67,402 | Trimmed |
| 8 | CGMU | CAPITAL GRP FIXED INCM ETF T | $5.7M | 2.44% | 211,614 | New |
| 9 | AAPL | APPLE INC | $5.0M | 2.10% | 19,506 | Trimmed |
| 10 | SUSB | ISHARES TR | $4.4M | 1.88% | 176,696 | Added |
| 11 | SMB | VANECK ETF TRUST | $3.0M | 1.27% | 172,924 | Added |
| 12 | NUSC | NUSHARES ETF TR | $2.1M | 0.87% | 45,625 | Added |
| 13 | MSFT | MICROSOFT CORP | $1.3M | 0.54% | 3,406 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $1.1M | 0.46% | 1,801 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $1.1M | 0.46% | 3,395 | Added |
| 16 | AMAT | APPLIED MATLS INC | $851,741 | 0.36% | 2,492 | Trimmed |
| 17 | FDX | FEDEX CORP | $819,214 | 0.35% | 2,300 | Hold |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $764,299 | 0.32% | 1,175 | Hold |
| 19 | META | META PLATFORMS INC | $719,778 | 0.31% | 1,258 | Hold |
| 20 | SYK | STRYKER CORPORATION | $576,347 | 0.24% | 1,754 | Hold |
| 21 | ABBV | ABBVIE INC | $382,986 | 0.16% | 1,761 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $368,420 | 0.16% | 401 | Hold |
| 23 | IVV | ISHARES TR | $378,209 | 0.16% | 579 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $387,640 | 0.16% | 4,996 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO | $320,397 | 0.14% | 1,089 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31