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Joel Shulman

Capital Impact Advisors, Llc

Assets Managed
$247.475M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-80.63%(2Q avg: 52.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Impact Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Capital Impact Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 247.475M in assets, with a quarterly growth rate of -80.63% and a 2-quarter average growth rate of 52.62%. The portfolio is managed by Joel Shulman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -86.47%
7.84%
$19.392M
111,190 shares@ $174.4 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -76.3%
6.48%
$16.013M
27,988 shares@ $572.13 avg price
UI
Ubiquiti Inc
Recent Activity
Decreased -58.65%
5.41%
$13.376M
16,925 shares@ $790.29 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -60.89%
5.03%
$12.424M
101,192 shares@ $122.79 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -59.11%
4.92%
$12.171M
83,203 shares@ $146.29 avg price
IBKR
Interactive Brokers Gro-cl A
Recent Activity
Decreased -66.22%
4.53%
$11.19M
166,843 shares@ $67.07 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
New Position
3.65%
$9.023M
31,379 shares@ $287.56 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -72.58%
3.6%
$8.886M
23,903 shares@ $371.75 avg price
RMD
Resmed Inc
Recent Activity
Decreased -76.12%
3.46%
$8.541M
38,046 shares@ $224.48 avg price
APP
Applovin Corp-class A
Recent Activity
Decreased -66.93%
3.29%
$8.137M
20,445 shares@ $398.0 avg price

1-10 of 30