Impact Investors, Inc logo

Impact Investors, Inc

Private Equity

Impact Investors, Inc is a Private Equity based in San Francisco, CA led by Christian Albrecht Wulf Von Schimmelmann, reporting $520.0M in AUM as of Q3 2025 with 51% ETF concentration.

Managing PartnerChristian Albrecht Wulf Von Schimmelmann
Portfolio Value
$151.9M
Positions
103
Top Holding
SPTL at 7.3%
Last Reported
Q3 2025
Address870 Market St, Suite 482, San Francisco, CA, 94104, United States

Top Holdings

Largest long holdings in Impact Investors, Inc's portfolio (46.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$11.1M
7.30%
-$7.5M
Sold
411.3K shares
Unknown
Unknown
$10.9M
7.19%
-$603.8K
Sold
150.0K shares
ETF
ETF
$9.7M
6.41%
-$3.0M
Sold
97.8K shares
ETF
ETF
$9.2M
6.09%
+$1.4M
Bought
99.4K shares
ETF
ETF
$7.6M
4.98%
+$7.6M
New
157.1K shares
ETF
ETF
$5.3M
3.47%
+$5.3M
New
238.8K shares
ETF
ETF
$4.4M
2.91%
-$3.2M
Sold
174.4K shares
8
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$4.1M
2.67%
+$1.4M
Bought
0.00%
21.8K shares
ETF
ETF
$4.0M
2.64%
-$1.8M
Sold
36.3K shares
Computer Hardware
Technology
$3.9M
2.58%
-$87.6K
Sold
0.00%
26.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Impact Investors, Inc's latest filing

See all changes
Market Value
$151.9M
Prior: $141.5M
Q/Q Change
+7.31%
+$10.3M
Net Flows % of MV
+2.16%
Turnover Ratio
17.89%
New Purchases
17 stocks
$23.4M
Added To
29 stocks
+$5.3M
Sold Out Of
6 stocks
$1.8M
Reduced Holdings
48 stocks
-$23.6M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Impact Investors, Inc

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Sector Allocation

ETF: 51.10%ETFTechnology: 17.20%TechnologyFinancial Services: 7.10%Industrials: 4.20%Consumer Cyclical: 4.20%Consumer Defensive: 3.50%Healthcare: 2.00%Communication Services: 1.80%Real Estate: 0.60%
ETF
51.10%
Technology
17.20%
Financial Services
7.10%
Industrials
4.20%
Consumer Cyclical
4.20%
Consumer Defensive
3.50%
Healthcare
2.00%
Communication Services
1.80%
Real Estate
0.60%

Market Cap Distribution

Mega Cap (> $200B): 13.39%Mega Cap (> $200B)Large Cap ($10B - $200B): 23.18%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.74%Small Cap ($300M - $2B): 1.91%Nano Cap (< $50M): 0.07%N/A (ETF or Unknown): 60.71%N/A (ETF or Unknown)
Mega Cap (> $200B)
13.39%
Large Cap ($10B - $200B)
23.18%
Mid Cap ($2B - $10B)
0.74%
Small Cap ($300M - $2B)
1.91%
Nano Cap (< $50M)
0.07%
N/A (ETF or Unknown)
60.71%

Portfolio Concentration

Top 10 Holdings %
46.23%
Top 20 Holdings %
64.51%
Top 50 Holdings %
87.71%
Top 100 Holdings %
99.72%

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