Impact Capital Partners
Latest statistics and disclosures from Impact Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AAPL, AVGO, DDWM, and represent 21.12% of Impact Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: DDWM, MSFT, IWM, AVGO, ORCL, SCHX, NVDA, JAAA, VTV, ULS.
- Started 26 new stock positions in INTC, C, XEL, SNOW, MU, FERG, IWM, HWKN, JAAA, STX.
- Reduced shares in these 10 stocks: , , EME, ELV, ODFL, GOOG, CWAN, BRK.B, BMY, IT.
- Sold out of its positions in ADBE, ELV, BMY, BRO, CHD, CWAN, COTY, DAL, FTNT, IT. PRFZ, NVO, ODFL, PNC, SLB, SRE, SYY, TGT, USB, DXJ, HEDJ, MDT.
- Impact Capital Partners was a net buyer of stock by $7.2M.
- Impact Capital Partners has $332M in assets under management (AUM), dropping by 8.93%.
- Central Index Key (CIK): 0002054916
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Portfolio Holdings for Impact Capital Partners
Impact Capital Partners holds 267 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $21M | +5% | 41k | 517.95 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $16M | +4% | 83k | 186.58 |
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| Apple (AAPL) | 4.0 | $13M | 52k | 254.63 |
|
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| Broadcom (AVGO) | 3.6 | $12M | +8% | 37k | 329.91 |
|
| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 2.5 | $8.3M | +76% | 198k | 41.80 |
|
| Oracle Corporation (ORCL) | 2.5 | $8.2M | +11% | 29k | 281.24 |
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| Procter & Gamble Company (PG) | 2.2 | $7.2M | 47k | 153.65 |
|
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| JPMorgan Chase & Co. (JPM) | 1.9 | $6.3M | +3% | 20k | 315.43 |
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| Abbvie (ABBV) | 1.8 | $6.1M | +7% | 26k | 231.54 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.8 | $5.9M | 116k | 51.09 |
|
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| Amazon (AMZN) | 1.7 | $5.8M | 26k | 219.57 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $4.8M | -4% | 48k | 100.25 |
|
| Johnson & Johnson (JNJ) | 1.4 | $4.7M | +4% | 25k | 185.42 |
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| Ibex Shs New (IBEX) | 1.3 | $4.4M | -5% | 109k | 40.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.2M | -3% | 17k | 243.10 |
|
| Home Depot (HD) | 1.3 | $4.2M | +6% | 10k | 405.20 |
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| Ishares Tr Msci Intl Moment (IMTM) | 1.2 | $4.2M | 87k | 47.88 |
|
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| Meta Platforms Cl A (META) | 1.2 | $3.9M | +2% | 5.3k | 734.38 |
|
| Coca-Cola Company (KO) | 1.1 | $3.8M | +6% | 57k | 66.32 |
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| Onemain Holdings (OMF) | 1.0 | $3.3M | +10% | 58k | 56.46 |
|
| Analog Devices (ADI) | 1.0 | $3.2M | +9% | 13k | 245.70 |
|
| Visa Com Cl A (V) | 1.0 | $3.2M | -6% | 9.5k | 341.37 |
|
| Abbott Laboratories (ABT) | 1.0 | $3.2M | +7% | 24k | 133.94 |
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| Blackrock (BLK) | 1.0 | $3.2M | 2.7k | 1165.89 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.2M | -10% | 13k | 243.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.1M | -9% | 6.2k | 502.74 |
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| McDonald's Corporation (MCD) | 0.9 | $3.1M | +6% | 10k | 303.88 |
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| Philip Morris International (PM) | 0.9 | $2.8M | +10% | 18k | 162.20 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.8M | +11% | 25k | 112.75 |
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| Linde SHS (LIN) | 0.8 | $2.8M | +8% | 5.8k | 475.01 |
|
| Tesla Motors (TSLA) | 0.8 | $2.7M | +4% | 6.0k | 444.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.7M | +2% | 4.0k | 669.30 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.8 | $2.5M | 75k | 33.89 |
|
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| Automatic Data Processing (ADP) | 0.8 | $2.5M | +8% | 8.6k | 293.51 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.7 | $2.5M | +9% | 62k | 39.88 |
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| Chevron Corporation (CVX) | 0.7 | $2.4M | +4% | 16k | 155.29 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.3M | 3.4k | 666.23 |
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| UnitedHealth (UNH) | 0.7 | $2.2M | +3% | 6.5k | 345.30 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.2M | 9.1k | 236.38 |
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| Honeywell International (HON) | 0.6 | $2.0M | +6% | 9.6k | 210.50 |
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| Republic Services (RSG) | 0.6 | $1.9M | -2% | 8.4k | 229.48 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $1.8M | +6% | 36k | 50.27 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.8M | +5% | 8.4k | 215.78 |
|
| Prologis (PLD) | 0.5 | $1.8M | +8% | 16k | 114.52 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.8M | -3% | 5.5k | 328.17 |
|
| CSX Corporation (CSX) | 0.5 | $1.8M | 50k | 35.51 |
|
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| Marsh & McLennan Companies (MMC) | 0.5 | $1.7M | +2% | 8.6k | 201.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.7M | 6.1k | 279.29 |
|
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.5 | $1.7M | 21k | 79.51 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.6M | 1.8k | 925.65 |
|
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| TJX Companies (TJX) | 0.5 | $1.5M | -3% | 11k | 144.54 |
|
| Chubb (CB) | 0.5 | $1.5M | -7% | 5.4k | 282.25 |
|
| Netflix (NFLX) | 0.5 | $1.5M | -5% | 1.3k | 1198.92 |
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| Trane Technologies SHS (TT) | 0.4 | $1.3M | +8% | 3.2k | 421.96 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | -2% | 2.3k | 568.81 |
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| Pepsi (PEP) | 0.4 | $1.3M | +10% | 9.0k | 140.44 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | -4% | 1.6k | 763.01 |
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| Primerica (PRI) | 0.4 | $1.2M | -2% | 4.4k | 277.59 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.2M | +3% | 12k | 103.06 |
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| Emcor (EME) | 0.4 | $1.2M | -30% | 1.9k | 649.54 |
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| Simpson Manufacturing (SSD) | 0.4 | $1.2M | -2% | 7.2k | 167.46 |
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| DTE Energy Company (DTE) | 0.3 | $1.1M | 8.1k | 141.43 |
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| Phillips 66 (PSX) | 0.3 | $1.1M | +10% | 8.3k | 136.03 |
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| Watts Water Technologies Cl A (WTS) | 0.3 | $1.1M | 4.0k | 279.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.1M | NEW | 4.7k | 241.96 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $1.1M | -4% | 16k | 68.81 |
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| Nextera Energy (NEE) | 0.3 | $1.0M | -2% | 14k | 75.49 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $1.0M | -6% | 13k | 76.62 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $984k | +28% | 13k | 74.37 |
|
| Merck & Co (MRK) | 0.3 | $969k | +4% | 12k | 83.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $968k | -14% | 2.0k | 490.38 |
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| Acushnet Holdings Corp (GOLF) | 0.3 | $909k | -2% | 12k | 78.49 |
|
| Caterpillar (CAT) | 0.3 | $907k | +4% | 1.9k | 477.15 |
|
| Toro Company (TTC) | 0.3 | $904k | -5% | 12k | 76.20 |
|
| Ge Aerospace Com New (GE) | 0.3 | $897k | +5% | 3.0k | 300.82 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $894k | -5% | 2.7k | 332.69 |
|
| FTI Consulting (FCN) | 0.3 | $889k | -2% | 5.5k | 161.65 |
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| Teledyne Technologies Incorporated (TDY) | 0.3 | $869k | 1.5k | 586.04 |
|
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| American Electric Power Company (AEP) | 0.3 | $865k | -4% | 7.7k | 112.50 |
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| Moelis & Co Cl A (MC) | 0.3 | $856k | 12k | 71.32 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $842k | 2.2k | 391.64 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $841k | -14% | 3.4k | 246.60 |
|
| Allegion Ord Shs (ALLE) | 0.3 | $834k | -2% | 4.7k | 177.35 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $834k | +15% | 4.6k | 182.42 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $833k | +4% | 2.8k | 293.75 |
|
| Bentley Sys Com Cl B (BSY) | 0.2 | $818k | -3% | 16k | 51.48 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $798k | +3% | 18k | 45.67 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $788k | -25% | 3.6k | 219.53 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $786k | +53% | 8.4k | 93.37 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $763k | -3% | 16k | 47.03 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
|
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| Illinois Tool Works (ITW) | 0.2 | $746k | 2.9k | 260.72 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $740k | +23% | 1.6k | 468.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $736k | 1.2k | 612.38 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $735k | NEW | 28k | 26.34 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $734k | -12% | 5.9k | 124.34 |
|
| EOG Resources (EOG) | 0.2 | $725k | +10% | 6.5k | 112.12 |
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| Rollins (ROL) | 0.2 | $722k | -3% | 12k | 58.74 |
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| Lowe's Companies (LOW) | 0.2 | $719k | -8% | 2.9k | 251.31 |
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| Amphenol Corp Cl A (APH) | 0.2 | $712k | +26% | 5.8k | 123.75 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $702k | -2% | 1.8k | 390.29 |
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| Equifax (EFX) | 0.2 | $688k | -4% | 2.7k | 256.53 |
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| Gra (GGG) | 0.2 | $685k | 8.1k | 84.96 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $678k | -5% | 13k | 51.04 |
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| Stryker Corporation (SYK) | 0.2 | $672k | 1.8k | 369.58 |
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| Goldman Sachs (GS) | 0.2 | $669k | +4% | 840.00 | 796.35 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $664k | 4.5k | 148.61 |
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| Universal Display Corporation (OLED) | 0.2 | $663k | -4% | 4.6k | 143.63 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $653k | NEW | 13k | 50.78 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $631k | +11% | 3.2k | 197.74 |
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| BancFirst Corporation (BANF) | 0.2 | $631k | +38% | 5.0k | 126.45 |
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| Kadant (KAI) | 0.2 | $630k | -2% | 2.1k | 297.58 |
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| Pool Corporation (POOL) | 0.2 | $628k | -4% | 2.0k | 310.07 |
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| Progressive Corporation (PGR) | 0.2 | $626k | -28% | 2.5k | 246.95 |
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| Jack Henry & Associates (JKHY) | 0.2 | $620k | -29% | 4.2k | 148.93 |
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| Axon Enterprise (AXON) | 0.2 | $607k | -3% | 846.00 | 717.64 |
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| Servicenow (NOW) | 0.2 | $607k | -2% | 659.00 | 920.28 |
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| Morgan Stanley Com New (MS) | 0.2 | $606k | -3% | 3.8k | 158.96 |
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| Nordson Corporation (NDSN) | 0.2 | $603k | -3% | 2.7k | 226.95 |
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| Autodesk (ADSK) | 0.2 | $594k | 1.9k | 317.67 |
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| O'reilly Automotive (ORLY) | 0.2 | $591k | -15% | 5.5k | 107.81 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $584k | +174% | 6.1k | 96.55 |
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| First Hawaiian (FHB) | 0.2 | $577k | 23k | 24.83 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $570k | -9% | 15k | 39.19 |
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| Lennox International (LII) | 0.2 | $567k | -7% | 1.1k | 529.36 |
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| Deere & Company (DE) | 0.2 | $557k | 1.2k | 457.26 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $557k | 7.6k | 73.46 |
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| Cisco Systems (CSCO) | 0.2 | $551k | +4% | 8.1k | 68.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $546k | NEW | 2.9k | 186.49 |
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| Bank of America Corporation (BAC) | 0.2 | $539k | +5% | 10k | 51.59 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $536k | -4% | 1.8k | 297.16 |
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| Ul Solutions Class A Com Shs (ULS) | 0.2 | $536k | NEW | 7.6k | 70.86 |
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| CorVel Corporation (CRVL) | 0.2 | $532k | -8% | 6.9k | 77.42 |
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| Manhattan Associates (MANH) | 0.2 | $530k | 2.6k | 204.98 |
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| Watsco, Incorporated (WSO) | 0.2 | $528k | -9% | 1.3k | 404.30 |
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| American Express Company (AXP) | 0.2 | $514k | -8% | 1.5k | 332.16 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $508k | -3% | 4.0k | 128.40 |
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| United Rentals (URI) | 0.1 | $496k | 519.00 | 954.66 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $489k | 11k | 43.40 |
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| Uber Technologies (UBER) | 0.1 | $483k | -23% | 4.9k | 97.97 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $480k | NEW | 18k | 27.30 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $479k | NEW | 803.00 | 596.03 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $473k | 975.00 | 485.02 |
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| Best Buy (BBY) | 0.1 | $472k | +8% | 6.2k | 75.62 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $470k | -16% | 2.8k | 167.33 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $469k | +7% | 484.00 | 968.09 |
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| Thor Industries (THO) | 0.1 | $467k | -3% | 4.5k | 103.69 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $458k | -29% | 4.8k | 95.47 |
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| Martin Marietta Materials (MLM) | 0.1 | $454k | -23% | 720.00 | 630.28 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $452k | 4.0k | 113.06 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $448k | +88% | 2.2k | 203.59 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $446k | -7% | 4.8k | 93.25 |
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| At&t (T) | 0.1 | $446k | 16k | 28.24 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $445k | 8.2k | 54.18 |
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| Donaldson Company (DCI) | 0.1 | $444k | -2% | 5.4k | 81.85 |
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| Air Products & Chemicals (APD) | 0.1 | $439k | -29% | 1.6k | 272.75 |
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| Cooper Cos (COO) | 0.1 | $426k | -26% | 6.2k | 68.56 |
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| Altria (MO) | 0.1 | $425k | -21% | 6.4k | 66.06 |
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| Trimble Navigation (TRMB) | 0.1 | $424k | NEW | 5.2k | 81.65 |
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| Ge Vernova (GEV) | 0.1 | $421k | +22% | 685.00 | 614.90 |
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| Murphy Oil Corporation (MUR) | 0.1 | $418k | +11% | 15k | 28.41 |
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| Ubs Group SHS (UBS) | 0.1 | $418k | 10k | 41.00 |
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| Saia (SAIA) | 0.1 | $415k | -4% | 1.4k | 299.36 |
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| Applied Materials (AMAT) | 0.1 | $412k | -7% | 2.0k | 204.74 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $410k | 3.7k | 109.95 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $409k | -8% | 3.8k | 108.57 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $404k | 3.0k | 133.90 |
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| Qualcomm (QCOM) | 0.1 | $402k | -25% | 2.4k | 166.37 |
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| Ufp Industries (UFPI) | 0.1 | $400k | -30% | 4.3k | 93.49 |
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| Arista Networks Com Shs (ANET) | 0.1 | $394k | -6% | 2.7k | 145.71 |
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| Rli (RLI) | 0.1 | $394k | -19% | 6.0k | 65.22 |
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| L3harris Technologies (LHX) | 0.1 | $394k | 1.3k | 305.30 |
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| Installed Bldg Prods (IBP) | 0.1 | $393k | NEW | 1.6k | 246.66 |
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| RadNet (RDNT) | 0.1 | $388k | 5.1k | 76.21 |
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| Lci Industries (LCII) | 0.1 | $385k | 4.1k | 93.15 |
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| Eaton Corp SHS (ETN) | 0.1 | $379k | -7% | 1.0k | 374.25 |
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| Yum! Brands (YUM) | 0.1 | $368k | 2.4k | 152.02 |
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| Crane Company Common Stock (CR) | 0.1 | $367k | 2.0k | 184.14 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $367k | NEW | 4.1k | 88.96 |
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| Wells Fargo & Company (WFC) | 0.1 | $364k | 4.3k | 83.82 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $361k | -38% | 2.0k | 183.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $356k | 5.9k | 59.92 |
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| Cintas Corporation (CTAS) | 0.1 | $356k | +2% | 1.7k | 205.26 |
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| International Business Machines (IBM) | 0.1 | $353k | 1.3k | 282.16 |
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| Walt Disney Company (DIS) | 0.1 | $350k | -2% | 3.1k | 114.50 |
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| Ross Stores (ROST) | 0.1 | $349k | +6% | 2.3k | 152.39 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $346k | NEW | 12k | 27.90 |
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| Fair Isaac Corporation (FICO) | 0.1 | $346k | 231.00 | 1496.53 |
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| NewMarket Corporation (NEU) | 0.1 | $345k | -38% | 417.00 | 828.21 |
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| Siteone Landscape Supply (SITE) | 0.1 | $344k | -4% | 2.7k | 128.80 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $340k | -9% | 2.5k | 134.79 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $339k | -7% | 11k | 31.42 |
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| Marvell Technology (MRVL) | 0.1 | $339k | +13% | 4.0k | 84.07 |
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| Howmet Aerospace (HWM) | 0.1 | $335k | +13% | 1.7k | 196.23 |
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| Pfizer (PFE) | 0.1 | $330k | +5% | 13k | 25.48 |
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| Landstar System (LSTR) | 0.1 | $326k | -45% | 2.7k | 122.56 |
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| Copart (CPRT) | 0.1 | $323k | 7.2k | 44.97 |
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| Sap Se Spon Adr (SAP) | 0.1 | $319k | -5% | 1.2k | 267.21 |
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| Rockwell Automation (ROK) | 0.1 | $319k | 912.00 | 349.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $318k | 1.3k | 254.29 |
|
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| Chemed Corp Com Stk (CHE) | 0.1 | $318k | -5% | 710.00 | 447.74 |
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| Vulcan Materials Company (VMC) | 0.1 | $317k | +11% | 1.0k | 307.62 |
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| S&p Global (SPGI) | 0.1 | $316k | 650.00 | 486.83 |
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| Boston Scientific Corporation (BSX) | 0.1 | $316k | -2% | 3.2k | 97.63 |
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| Intuit (INTU) | 0.1 | $316k | 462.00 | 682.91 |
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| 3M Company (MMM) | 0.1 | $315k | +6% | 2.0k | 155.19 |
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| salesforce (CRM) | 0.1 | $311k | -27% | 1.3k | 237.00 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $308k | +23% | 1.2k | 259.44 |
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| Eversource Energy (ES) | 0.1 | $308k | 4.3k | 71.14 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $306k | NEW | 1.3k | 236.06 |
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| FactSet Research Systems (FDS) | 0.1 | $305k | -17% | 1.1k | 286.50 |
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| Tractor Supply Company (TSCO) | 0.1 | $299k | 5.3k | 56.87 |
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| Palo Alto Networks (PANW) | 0.1 | $297k | -2% | 1.5k | 203.62 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $295k | 389.00 | 758.15 |
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| Boeing Company (BA) | 0.1 | $290k | 1.3k | 215.83 |
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| Casey's General Stores (CASY) | 0.1 | $290k | +9% | 513.00 | 565.32 |
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| Norfolk Southern (NSC) | 0.1 | $290k | -42% | 964.00 | 300.41 |
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| Verizon Communications (VZ) | 0.1 | $286k | 6.5k | 43.95 |
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| Booking Holdings (BKNG) | 0.1 | $286k | 53.00 | 5399.26 |
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| Alliant Energy Corporation (LNT) | 0.1 | $283k | 4.2k | 67.41 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $282k | -4% | 631.00 | 447.23 |
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| Intel Corporation (INTC) | 0.1 | $281k | NEW | 8.4k | 33.55 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $275k | 551.00 | 499.21 |
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| Colgate-Palmolive Company (CL) | 0.1 | $275k | 3.4k | 79.94 |
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| Exponent (EXPO) | 0.1 | $272k | -16% | 3.9k | 69.48 |
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| Servicetitan Shs Cl A (TTAN) | 0.1 | $271k | -3% | 2.7k | 100.83 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $271k | NEW | 5.1k | 53.40 |
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| Capital One Financial (COF) | 0.1 | $270k | 1.3k | 212.58 |
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| Advanced Micro Devices (AMD) | 0.1 | $268k | 1.7k | 161.79 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $268k | +6% | 3.5k | 76.72 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $266k | +13% | 2.9k | 90.73 |
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| Fiserv (FI) | 0.1 | $264k | -36% | 2.0k | 128.93 |
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| ConocoPhillips (COP) | 0.1 | $262k | +7% | 2.8k | 94.59 |
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| Hubspot (HUBS) | 0.1 | $259k | -11% | 554.00 | 467.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $257k | 2.1k | 120.72 |
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| Ametek (AME) | 0.1 | $256k | 1.4k | 188.00 |
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| McKesson Corporation (MCK) | 0.1 | $254k | 329.00 | 772.54 |
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| Msci (MSCI) | 0.1 | $253k | +6% | 445.00 | 567.41 |
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| Emerson Electric (EMR) | 0.1 | $252k | 1.9k | 131.18 |
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| Starbucks Corporation (SBUX) | 0.1 | $250k | -33% | 3.0k | 84.60 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $247k | 1.2k | 205.32 |
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| Choice Hotels International (CHH) | 0.1 | $239k | -41% | 2.2k | 106.91 |
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| Amgen (AMGN) | 0.1 | $238k | 842.00 | 282.24 |
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| Micron Technology (MU) | 0.1 | $237k | NEW | 1.4k | 167.32 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $234k | -36% | 816.00 | 287.06 |
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| Banco Santander Adr (SAN) | 0.1 | $233k | 22k | 10.48 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $228k | -5% | 4.9k | 46.71 |
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| AmerisourceBergen (COR) | 0.1 | $227k | +5% | 726.00 | 312.53 |
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| Corning Incorporated (GLW) | 0.1 | $227k | NEW | 2.8k | 82.03 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $226k | 7.8k | 28.79 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $223k | -44% | 320.00 | 698.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $220k | +7% | 2.1k | 106.49 |
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| Hawkins (HWKN) | 0.1 | $219k | NEW | 1.2k | 182.72 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $219k | NEW | 1.1k | 192.74 |
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| Waste Management (WM) | 0.1 | $218k | 988.00 | 220.83 |
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| Citigroup Com New (C) | 0.1 | $218k | NEW | 2.1k | 101.50 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $216k | -36% | 1.8k | 121.42 |
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| Entergy Corporation (ETR) | 0.1 | $215k | NEW | 2.3k | 93.19 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $215k | 5.5k | 39.22 |
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| FedEx Corporation (FDX) | 0.1 | $212k | -33% | 897.00 | 235.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | NEW | 350.00 | 600.37 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $208k | NEW | 928.00 | 224.58 |
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| Snowflake Com Shs (SNOW) | 0.1 | $204k | NEW | 903.00 | 225.55 |
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| Xcel Energy (XEL) | 0.1 | $202k | NEW | 2.5k | 80.66 |
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| Medpace Hldgs (MEDP) | 0.1 | $202k | NEW | 392.00 | 514.16 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $74k | 16k | 4.54 |
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| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $48k | NEW | 10k | 4.78 |
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Past Filings by Impact Capital Partners
SEC 13F filings are viewable for Impact Capital Partners going back to 2024
- Impact Capital Partners 2025 Q3 filed Oct. 28, 2025
- Impact Capital Partners 2025 Q2 filed July 18, 2025
- Impact Capital Partners 2025 Q1 filed April 11, 2025
- Impact Capital Partners 2024 Q4 filed Feb. 10, 2025