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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IMPACTfolio, LLC

Quarter ended Q3 2025 · Filed October 3, 2025 · Accession 0001896447-25-000007

Total Value
$231.8M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD921910733501,046$59.3M25.60%
2ISHARES TR46435G425291,549$42.4M18.31%
3ISHARES TR46435G516384,182$35.7M15.41%
4ISHARES TR46436E619522,656$23.0M9.90%
5ISHARES INC46434G863484,463$21.0M9.07%
6ISHARES TR46435G193504,115$11.9M5.12%
7ISHARES TR46428841475,481$8.0M3.47%
8APPLE INCAAPL19,795$5.0M2.17%
9ISHARES TR46435G243146,112$3.7M1.60%
10VANECK ETF TRUST92189F528159,853$2.8M1.20%
11DBX ETF TR23305114333,020$2.0M0.85%
12NUSHARES ETF TRNU19,199$1.9M0.82%
13NUSHARES ETF TRNU42,971$1.9M0.82%
14MICROSOFT CORPMSFT3,422$1.8M0.76%
15VANGUARD INDEX FDS9229083631,870$1.1M0.49%
16VANGUARD INDEX FDS9229087693,361$1.1M0.48%
17META PLATFORMS INCMETA1,258$923,8870.40%
18SPDR S&P 500 ETF TRSPY1,175$782,8210.34%
19STRYKER CORPORATIONSYK1,754$648,4010.28%
20APPLIED MATLS INC0382221052,929$599,6830.26%
21FEDEX CORPFDX2,300$542,3630.23%
22ABBVIE INCABBV2,106$487,6090.21%
23ISHARES TR464287200591$395,5560.17%
24ZOETIS INCZTS2,351$343,9980.15%
25JPMORGAN CHASE & CO.VYLD1,089$343,5030.15%
26CISCO SYS INCCSCO4,996$341,8260.15%
27VANGUARD MUN BD FDS9229077466,552$328,0590.14%
28ELI LILLY & COLLY401$305,6240.13%
29VANGUARD WORLD FD92204A702401$299,1580.13%
30ISHARES TR4642883564,972$283,6030.12%
31VANGUARD SPECIALIZED FUNDS9219088441,293$279,0590.12%
32HOME DEPOT INCHD680$275,5290.12%
33AMAZON COM INCAMZN1,225$268,9730.12%
34JOHNSON & JOHNSONJNJ1,371$254,2110.11%
35ISHARES TR46436E7182,518$253,5250.11%
36MASTERCARD INCORPORATEDMA430$244,3500.11%
37INTEL CORPINTC7,238$242,8350.10%
38VANGUARD SCOTTSDALE FDS92206C1023,820$224,8070.10%
39VANGUARD INDEX FDS922908736464$222,5390.10%
40LAM RESEARCH CORPLRCX1,520$203,5280.09%