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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 Q4 2025 · Filed January 7, 2026 · Accession 0001896447-26-000001

Total Value
$238.1M
Positions
36
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (36)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD921910733510,685$61.8M25.94%
2ISHARES TR46435G425289,205$43.1M18.09%
3ISHARES TR46435G516399,378$38.0M15.95%
4ISHARES TR46436E619602,200$26.4M11.10%
5ISHARES INC46434G863448,444$19.8M8.32%
6ISHARES TR46435G193572,800$13.4M5.63%
7ISHARES TR46428841480,456$8.6M3.62%
8APPLE INCAAPL19,537$5.3M2.23%
9ISHARES TR46435G243166,336$4.2M1.76%
10VANECK ETF TRUST92189F528163,790$2.9M1.20%
11NUSHARES ETF TRNU45,099$2.0M0.85%
12MICROSOFT CORPMSFT3,422$1.7M0.69%
13VANGUARD INDEX FDS9229087693,361$1.1M0.47%
14VANGUARD INDEX FDS9229083631,776$1.1M0.47%
15META PLATFORMS INCMETA1,258$830,4320.35%
16SPDR S&P 500 ETF TRSPY1,175$801,3630.34%
17APPLIED MATLS INC0382221052,790$717,0020.30%
18FEDEX CORPFDX2,300$664,3780.28%
19STRYKER CORPORATIONSYK1,754$616,4780.26%
20ABBVIE INCABBV2,106$481,1860.20%
21ELI LILLY & COLLY401$430,4690.18%
22ISHARES TR464287200591$404,8000.17%
23CISCO SYS INCCSCO4,996$384,8420.16%
24JPMORGAN CHASE & CO.VYLD1,089$350,9290.15%
25VANGUARD WORLD FD92204A702401$302,0230.13%
26ISHARES TR4642883565,012$287,9900.12%
27VANGUARD SPECIALIZED FUNDS9219088441,293$284,2190.12%
28JOHNSON & JOHNSONJNJ1,371$283,7280.12%
29AMAZON COM INCAMZN1,225$282,7540.12%
30ISHARES TR46436E7182,551$256,0840.11%
31MASTERCARD INCORPORATEDMA430$245,2390.10%
32VANGUARD SCOTTSDALE FDS92206C1024,004$235,1550.10%
33HOME DEPOT INCHD680$233,9880.10%
34AMGEN INCAMGN700$229,1170.10%
35VANGUARD INDEX FDS922908736464$226,3670.10%
36PROLOGIS INC.PLDGP1,626$207,5750.09%