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 $265.5M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ESGV ($66.0M, 24.87%), ESGD ($44.2M, 16.66%), ESGU ($42.5M, 16.02%), EUSB ($27.7M, 10.44%), ESGE ($27.2M, 10.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $66.0M | 24.87% | 499,439 | Trimmed |
| 2 | ESGD | ISHARES TR | $44.2M | 16.66% | 430,343 | Added |
| 3 | ESGU | ISHARES TR | $42.5M | 16.02% | 259,848 | Trimmed |
| 4 | EUSB | ISHARES TR | $27.7M | 10.44% | 638,127 | Added |
| 5 | ESGE | ISHARES INC | $27.2M | 10.26% | 498,176 | Added |
| 6 | SUSC | ISHARES TR | $14.3M | 5.38% | 617,579 | Added |
| 7 | MUB | ISHARES TR | $7.5M | 2.81% | 69,350 | Added |
| 8 | CGMU | CAPITAL GRP FIXED INCM ETF T | $6.2M | 2.32% | 224,209 | Added |
| 9 | AAPL | APPLE INC | $5.6M | 2.10% | 19,308 | Trimmed |
| 10 | SUSB | ISHARES TR | $4.5M | 1.71% | 181,238 | Added |
| 11 | SMB | VANECK ETF TRUST | $3.0M | 1.14% | 174,525 | Added |
| 12 | NUSC | NUSHARES ETF TR | $2.4M | 0.91% | 46,108 | Added |
| 13 | AMAT | APPLIED MATLS INC | $1.8M | 0.67% | 2,458 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $1.3M | 0.50% | 1,943 | Added |
| 15 | MSFT | MICROSOFT CORP | $1.3M | 0.48% | 3,406 | Hold |
| 16 | VTI | VANGUARD INDEX FDS | $1.2M | 0.46% | 3,325 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $877,675 | 0.33% | 1,175 | Hold |
| 18 | FDX | FEDEX CORP | $720,199 | 0.27% | 2,300 | Hold |
| 19 | META | META PLATFORMS INC | $708,662 | 0.27% | 1,258 | Hold |
| 20 | CSCO | CISCO SYS INC | $586,830 | 0.22% | 4,996 | Hold |
| 21 | SYK | STRYKER CORPORATION | $552,229 | 0.21% | 1,754 | Hold |
| 22 | LLY | ELI LILLY & CO | $480,441 | 0.18% | 401 | Hold |
| 23 | ABBV | ABBVIE INC | $443,122 | 0.17% | 1,761 | Hold |
| 24 | IVV | ISHARES TR | $433,607 | 0.16% | 579 | Hold |
| 25 | AMZN | AMAZON COM INC | $387,302 | 0.15% | 1,625 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30