Institutions / IMPACTfolio, LLC

IMPACTfolio, LLC

CIK 1896447 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$238.12M
Positions
36
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard World Fdโ€”$61.77M510,68525.9%
iShares Trโ€”$43.09M289,20518.1%
iShares Trโ€”$37.98M399,37815.9%
iShares Trโ€”$26.44M602,20011.1%
iShares Incโ€”$19.81M448,4448.3%
iShares Trโ€”$13.39M572,8005.6%
iShares Trโ€”$8.62M80,4563.6%
Apple Inc.โ€”$5.31M19,5372.2%
iShares Trโ€”$4.20M166,3361.8%
VanEck ETF Trustโ€”$2.85M163,7901.2%
Nushares ETF Trโ€”$2.01M45,0990.8%
Microsoft Corpโ€”$1.65M3,4220.7%
Vanguard Index Fdsโ€”$1.13M3,3610.5%
Vanguard Index Fdsโ€”$1.11M1,7760.5%
Meta Platforms Incโ€”$830.4K1,2580.3%
SPDR S&P 500 ETF Trโ€”$801.4K1,1750.3%
Applied Materials Inc /Deโ€”$717.0K2,7900.3%
FedEx Corpโ€”$664.4K2,3000.3%
Stryker Corpโ€”$616.5K1,7540.3%
AbbVie Inc.โ€”$481.2K2,1060.2%
ELI LILLY & Coโ€”$430.5K4010.2%
iShares Trโ€”$404.8K5910.2%
Cisco Systems, Inc.โ€”$384.8K4,9960.2%
JPMorgan Chase & Coโ€”$350.9K1,0890.1%
Vanguard World Fdโ€”$302.0K4010.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.