DOSSIER · 13F-HR · Q2 2026
Capital Impact Advisors, LLC
$1.8B in tracked AUM across 29 positions as of Q2 2026.
CI
CIK 0001602198 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Capital Impact Advisors, LLC 13F Filing
1. Portfolio Overview
Capital Impact Advisors, LLC manages a concentrated portfolio with a total value of $340.12 million as of the report date September 30, 2025. The portfolio consists of a relatively compact 21 holdings, indicating a high-conviction investment strategy that favors focus over broad diversification.
The portfolio experienced a modest growth of +2.4% (increasing from $332.16M in the previous qu...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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