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 21.02% of Impact Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: NFLX, IEFA, JMBS, VUG, VO, JKHY, VONG, DGRW, VTV, NOW.
- Started 20 new stock positions in IEMG, VONV, MBB, ODFL, IEFA, MDB, SF, VONG, CAH, WDC. FWONK, IAU, USIG, BMY, GILD, KLAC, APP, BRO, PCAR, VUG.
- Reduced shares in these 10 stocks: USFR, FICO, JMST, BRK.B, , FDS, IWM, TTC, FI, HLI.
- Sold out of its positions in ABNB, CHE, GLW, FDS, FICO, FERG, FI, HWKN, HLI, MMT. MPC, SNOW, SONY, XEL, SPOT.
- Impact Capital Partners was a net buyer of stock by $6.3M.
- Impact Capital Partners has $337M in assets under management (AUM), dropping by 1.49%.
- Central Index Key (CIK): 0002054916
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Portfolio Holdings for Impact Capital Partners
Impact Capital Partners holds 272 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.9 | $20M | 41k | 483.62 |
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| NVIDIA Corporation (NVDA) | 4.6 | $16M | 83k | 186.50 |
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| Apple (AAPL) | 4.2 | $14M | 52k | 271.86 |
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| Broadcom (AVGO) | 3.8 | $13M | 37k | 346.10 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 2.6 | $8.7M | 200k | 43.54 |
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| Procter & Gamble Company (PG) | 2.0 | $6.7M | 47k | 143.31 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $6.6M | 20k | 322.21 |
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| Abbvie (ABBV) | 1.8 | $6.2M | +2% | 27k | 228.49 |
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| Amazon (AMZN) | 1.8 | $6.1M | 26k | 230.82 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.7 | $5.8M | 114k | 50.86 |
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| Oracle Corporation (ORCL) | 1.7 | $5.7M | 30k | 194.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $5.4M | 17k | 313.00 |
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| Johnson & Johnson (JNJ) | 1.6 | $5.3M | 26k | 206.95 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $4.9M | 49k | 99.88 |
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| Ishares Tr Msci Intl Moment (IMTM) | 1.3 | $4.3M | +3% | 89k | 47.97 |
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| Ibex Shs New (IBEX) | 1.2 | $4.1M | 109k | 38.18 |
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| Coca-Cola Company (KO) | 1.2 | $4.1M | +3% | 59k | 69.91 |
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| Onemain Holdings (OMF) | 1.2 | $4.0M | +2% | 60k | 67.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $4.0M | -2% | 13k | 313.80 |
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| Analog Devices (ADI) | 1.1 | $3.6M | 13k | 271.21 |
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| Home Depot (HD) | 1.1 | $3.5M | 10k | 344.11 |
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| Meta Platforms Cl A (META) | 1.0 | $3.5M | 5.2k | 660.09 |
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| Visa Com Cl A (V) | 0.9 | $3.2M | -4% | 9.0k | 350.72 |
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| McDonald's Corporation (MCD) | 0.9 | $3.1M | 10k | 305.63 |
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| Abbott Laboratories (ABT) | 0.9 | $3.0M | 24k | 125.29 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $3.0M | 25k | 120.34 |
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| Blackrock (BLK) | 0.9 | $2.9M | 2.7k | 1070.37 |
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| Philip Morris International (PM) | 0.8 | $2.8M | 18k | 160.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | -10% | 5.6k | 502.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.7M | 4.0k | 684.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.7M | +16% | 4.0k | 681.92 |
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| Tesla Motors (TSLA) | 0.8 | $2.7M | 5.9k | 449.72 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.8 | $2.6M | 63k | 41.48 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.8 | $2.6M | +2% | 77k | 33.81 |
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| Linde SHS (LIN) | 0.7 | $2.4M | -4% | 5.5k | 426.40 |
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| Chevron Corporation (CVX) | 0.7 | $2.3M | 15k | 152.41 |
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| UnitedHealth (UNH) | 0.7 | $2.3M | +4% | 6.8k | 330.11 |
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| Automatic Data Processing (ADP) | 0.6 | $2.2M | -2% | 8.4k | 257.23 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.1M | 9.2k | 231.33 |
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| Prologis (PLD) | 0.6 | $2.1M | +2% | 16k | 127.66 |
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| Honeywell International (HON) | 0.6 | $1.9M | +3% | 9.9k | 195.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.9M | 5.6k | 335.28 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.8M | +5% | 1.7k | 1074.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.8M | 8.3k | 219.78 |
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| CSX Corporation (CSX) | 0.5 | $1.8M | 50k | 36.25 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.8M | -4% | 5.8k | 303.89 |
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| Republic Services (RSG) | 0.5 | $1.8M | 8.3k | 211.93 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.5 | $1.7M | 21k | 81.01 |
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| Chubb (CB) | 0.5 | $1.7M | 5.5k | 312.12 |
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| Marsh & McLennan Companies (MMC) | 0.5 | $1.6M | +3% | 8.9k | 185.53 |
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| TJX Companies (TJX) | 0.5 | $1.6M | 11k | 153.61 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $1.6M | +99% | 35k | 45.69 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | 1.8k | 862.37 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.4M | +6% | 13k | 111.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.3M | +63% | 4.6k | 290.23 |
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| Pepsi (PEP) | 0.4 | $1.3M | +3% | 9.2k | 143.52 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | 2.3k | 570.88 |
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| Jack Henry & Associates (JKHY) | 0.4 | $1.3M | +68% | 7.0k | 182.48 |
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| Trane Technologies SHS (TT) | 0.4 | $1.2M | 3.2k | 389.20 |
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| Merck & Co (MRK) | 0.4 | $1.2M | 12k | 105.26 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.2M | +47% | 12k | 96.03 |
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| Phillips 66 (PSX) | 0.4 | $1.2M | +10% | 9.2k | 129.05 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.2M | -35% | 23k | 50.32 |
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| Nextera Energy (NEE) | 0.3 | $1.2M | +4% | 14k | 80.28 |
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| Simpson Manufacturing (SSD) | 0.3 | $1.1M | -8% | 6.6k | 161.47 |
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| Caterpillar (CAT) | 0.3 | $1.0M | -4% | 1.8k | 572.87 |
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| DTE Energy Company (DTE) | 0.3 | $1.0M | 8.1k | 128.98 |
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| Watts Water Technologies Cl A (WTS) | 0.3 | $1.0M | -7% | 3.7k | 276.02 |
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| Emcor (EME) | 0.3 | $1.0M | -9% | 1.7k | 611.79 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $1.0M | 16k | 64.31 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.0M | +3% | 2.2k | 453.36 |
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| Netflix (NFLX) | 0.3 | $1.0M | +749% | 11k | 93.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $995k | +8% | 3.7k | 268.30 |
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| Primerica (PRI) | 0.3 | $989k | -13% | 3.8k | 258.36 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $988k | +2% | 2.8k | 357.17 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $987k | 13k | 74.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $969k | +73% | 5.1k | 190.99 |
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| American Electric Power Company (AEP) | 0.3 | $969k | +9% | 8.4k | 115.31 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $919k | 2.0k | 468.76 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $914k | 13k | 70.12 |
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| FTI Consulting (FCN) | 0.3 | $890k | -5% | 5.2k | 170.83 |
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| Ge Aerospace Com New (GE) | 0.3 | $872k | -5% | 2.8k | 308.03 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $867k | +134% | 9.7k | 89.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $855k | NEW | 9.6k | 89.46 |
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| Acushnet Holdings Corp (GOLF) | 0.3 | $855k | -7% | 11k | 79.82 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $846k | -26% | 3.4k | 246.16 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $811k | +67% | 1.3k | 603.28 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $785k | -3% | 3.5k | 227.51 |
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| Ubs Group SHS (UBS) | 0.2 | $776k | +64% | 17k | 46.31 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $767k | +2% | 1.6k | 473.30 |
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| Moelis & Co Cl A (MC) | 0.2 | $766k | -7% | 11k | 68.74 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $754k | 1.2k | 627.13 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $753k | 28k | 26.91 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $752k | 1.5k | 510.73 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $751k | -6% | 1.7k | 448.43 |
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| Allegion Ord Shs (ALLE) | 0.2 | $746k | 4.7k | 159.22 |
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| Goldman Sachs (GS) | 0.2 | $738k | 840.00 | 879.00 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $737k | -2% | 16k | 46.49 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $719k | 4.5k | 160.97 |
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| Rollins (ROL) | 0.2 | $718k | -2% | 12k | 60.02 |
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| Illinois Tool Works (ITW) | 0.2 | $702k | 2.8k | 246.32 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $699k | -13% | 3.9k | 177.75 |
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| Installed Bldg Prods (IBP) | 0.2 | $681k | +65% | 2.6k | 259.39 |
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| Amphenol Corp Cl A (APH) | 0.2 | $675k | -13% | 5.0k | 135.15 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $668k | +3% | 3.3k | 203.05 |
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| Lowe's Companies (LOW) | 0.2 | $667k | -3% | 2.8k | 241.16 |
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| EOG Resources (EOG) | 0.2 | $666k | 6.3k | 105.01 |
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| Morgan Stanley Com New (MS) | 0.2 | $664k | 3.7k | 177.53 |
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| Toro Company (TTC) | 0.2 | $652k | -30% | 8.3k | 78.72 |
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| Cooper Cos (COO) | 0.2 | $643k | +26% | 7.8k | 81.96 |
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| Nordson Corporation (NDSN) | 0.2 | $634k | 2.6k | 240.43 |
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| Stryker Corporation (SYK) | 0.2 | $625k | -2% | 1.8k | 351.50 |
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| Landstar System (LSTR) | 0.2 | $622k | +62% | 4.3k | 143.70 |
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| Gra (GGG) | 0.2 | $612k | -7% | 7.5k | 81.97 |
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| Cisco Systems (CSCO) | 0.2 | $610k | 7.9k | 77.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $600k | NEW | 1.2k | 487.86 |
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| Bank of America Corporation (BAC) | 0.2 | $599k | +4% | 11k | 55.00 |
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| Ul Solutions Class A Com Shs (ULS) | 0.2 | $594k | 7.5k | 78.86 |
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| Rli (RLI) | 0.2 | $581k | +50% | 9.1k | 63.98 |
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| American Express Company (AXP) | 0.2 | $579k | 1.6k | 369.95 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $567k | 978.00 | 579.45 |
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| Bentley Sys Com Cl B (BSY) | 0.2 | $558k | -8% | 15k | 38.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $554k | -3% | 7.3k | 75.44 |
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| Deere & Company (DE) | 0.2 | $545k | -4% | 1.2k | 465.57 |
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| First Hawaiian (FHB) | 0.2 | $544k | -7% | 22k | 25.30 |
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| Autodesk (ADSK) | 0.2 | $542k | -2% | 1.8k | 296.01 |
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| Ross Stores (ROST) | 0.2 | $538k | +30% | 3.0k | 180.14 |
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| Lennox International (LII) | 0.2 | $527k | 1.1k | 485.58 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $526k | -9% | 5.5k | 96.27 |
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| Servicetitan Shs Cl A (TTAN) | 0.2 | $525k | +83% | 4.9k | 106.50 |
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| Progressive Corporation (PGR) | 0.2 | $522k | -9% | 2.3k | 227.72 |
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| O'reilly Automotive (ORLY) | 0.2 | $518k | +3% | 5.7k | 91.21 |
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| Axon Enterprise (AXON) | 0.2 | $517k | +7% | 911.00 | 567.93 |
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| Kadant (KAI) | 0.2 | $517k | -14% | 1.8k | 285.02 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $514k | NEW | 4.2k | 121.75 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $509k | 3.0k | 171.19 |
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| Applied Materials (AMAT) | 0.2 | $507k | 2.0k | 257.00 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $503k | +14% | 9.4k | 53.76 |
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| Equifax (EFX) | 0.1 | $500k | -13% | 2.3k | 216.98 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $499k | -23% | 9.9k | 50.58 |
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| Servicenow (NOW) | 0.1 | $495k | +390% | 3.2k | 153.19 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $492k | -4% | 460.00 | 1069.86 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $486k | -5% | 2.6k | 183.40 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $482k | -10% | 13k | 37.00 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $478k | 4.0k | 119.68 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $478k | -19% | 4.7k | 100.89 |
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| Murphy Oil Corporation (MUR) | 0.1 | $473k | +2% | 15k | 31.25 |
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| Lci Industries (LCII) | 0.1 | $463k | -7% | 3.8k | 121.34 |
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| Qualcomm (QCOM) | 0.1 | $460k | +11% | 2.7k | 171.06 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $459k | -4% | 4.6k | 99.91 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $459k | -4% | 17k | 27.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $459k | 2.2k | 210.34 |
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| Thor Industries (THO) | 0.1 | $457k | 4.5k | 102.67 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $450k | 3.8k | 119.75 |
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| Saia (SAIA) | 0.1 | $447k | 1.4k | 326.52 |
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| Donaldson Company (DCI) | 0.1 | $446k | -7% | 5.0k | 88.66 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $439k | +2% | 4.9k | 90.03 |
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| CorVel Corporation (CRVL) | 0.1 | $438k | -5% | 6.5k | 67.67 |
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| Martin Marietta Materials (MLM) | 0.1 | $433k | -3% | 696.00 | 622.66 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $428k | -6% | 11k | 40.74 |
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| Watsco, Incorporated (WSO) | 0.1 | $424k | -3% | 1.3k | 336.95 |
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| Best Buy (BBY) | 0.1 | $424k | 6.3k | 66.93 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $421k | +17% | 744.00 | 566.36 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $420k | -3% | 3.8k | 109.61 |
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| At&t (T) | 0.1 | $417k | +6% | 17k | 24.84 |
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| United Rentals (URI) | 0.1 | $414k | 512.00 | 809.32 |
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| Manhattan Associates (MANH) | 0.1 | $413k | -7% | 2.4k | 173.31 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $408k | +19% | 1.4k | 287.25 |
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| BancFirst Corporation (BANF) | 0.1 | $407k | -22% | 3.8k | 106.02 |
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| Micron Technology (MU) | 0.1 | $406k | 1.4k | 285.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $404k | 4.3k | 93.20 |
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| Ufp Industries (UFPI) | 0.1 | $404k | +3% | 4.4k | 91.05 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $387k | -11% | 1.6k | 242.82 |
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| Uber Technologies (UBER) | 0.1 | $380k | -5% | 4.7k | 81.71 |
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| Ge Vernova (GEV) | 0.1 | $380k | -15% | 581.00 | 653.57 |
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| L3harris Technologies (LHX) | 0.1 | $377k | 1.3k | 293.49 |
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| Stifel Financial (SF) | 0.1 | $376k | NEW | 3.0k | 125.22 |
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| International Business Machines (IBM) | 0.1 | $375k | 1.3k | 296.21 |
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| Trimble Navigation (TRMB) | 0.1 | $375k | -7% | 4.8k | 78.35 |
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| Arista Networks Com Shs (ANET) | 0.1 | $371k | +4% | 2.8k | 131.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $370k | 5.9k | 62.47 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $369k | -3% | 3.6k | 101.40 |
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| Crane Company Common Stock (CR) | 0.1 | $367k | 2.0k | 184.43 |
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| RadNet (RDNT) | 0.1 | $363k | 5.1k | 71.35 |
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| Yum! Brands (YUM) | 0.1 | $361k | 2.4k | 151.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $360k | NEW | 5.4k | 67.22 |
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| Rockwell Automation (ROK) | 0.1 | $359k | 923.00 | 389.10 |
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| Advanced Micro Devices (AMD) | 0.1 | $359k | 1.7k | 214.16 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $358k | 1.3k | 275.39 |
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| Howmet Aerospace (HWM) | 0.1 | $355k | 1.7k | 205.02 |
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| salesforce (CRM) | 0.1 | $355k | +2% | 1.3k | 264.91 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $355k | 13k | 28.48 |
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| S&p Global (SPGI) | 0.1 | $349k | +2% | 668.00 | 522.74 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $346k | 394.00 | 878.96 |
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| Walt Disney Company (DIS) | 0.1 | $340k | -2% | 3.0k | 113.77 |
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| Pool Corporation (POOL) | 0.1 | $338k | -27% | 1.5k | 228.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $336k | +52% | 3.1k | 107.11 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $335k | -50% | 6.6k | 50.94 |
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| Air Products & Chemicals (APD) | 0.1 | $335k | -15% | 1.4k | 247.02 |
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| Siteone Landscape Supply (SITE) | 0.1 | $331k | 2.7k | 124.56 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $330k | NEW | 3.6k | 92.30 |
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| Intel Corporation (INTC) | 0.1 | $326k | +5% | 8.8k | 36.90 |
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| Marvell Technology (MRVL) | 0.1 | $325k | -5% | 3.8k | 84.98 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $324k | 3.5k | 91.94 |
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| Vulcan Materials Company (VMC) | 0.1 | $323k | +9% | 1.1k | 285.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $320k | 1.2k | 257.98 |
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| Boston Scientific Corporation (BSX) | 0.1 | $315k | +2% | 3.3k | 95.35 |
|
| Altria (MO) | 0.1 | $314k | -15% | 5.5k | 57.66 |
|
| Eaton Corp SHS (ETN) | 0.1 | $313k | -2% | 983.00 | 318.51 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $311k | -3% | 10k | 29.89 |
|
| Intuit (INTU) | 0.1 | $307k | 463.00 | 662.42 |
|
|
| Exponent (EXPO) | 0.1 | $305k | +11% | 4.4k | 69.46 |
|
| Verizon Communications (VZ) | 0.1 | $302k | +13% | 7.4k | 40.73 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $302k | +7% | 3.2k | 95.92 |
|
| Copart (CPRT) | 0.1 | $301k | +6% | 7.7k | 39.15 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $299k | NEW | 3.7k | 81.17 |
|
| Boeing Company (BA) | 0.1 | $297k | 1.4k | 217.12 |
|
|
| Universal Display Corporation (OLED) | 0.1 | $297k | -44% | 2.5k | 116.78 |
|
| Cintas Corporation (CTAS) | 0.1 | $295k | -9% | 1.6k | 188.08 |
|
| 3M Company (MMM) | 0.1 | $294k | -9% | 1.8k | 160.08 |
|
| Eversource Energy (ES) | 0.1 | $293k | 4.4k | 67.33 |
|
|
| Pfizer (PFE) | 0.1 | $293k | -9% | 12k | 24.90 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $292k | +5% | 5.8k | 50.79 |
|
| Casey's General Stores (CASY) | 0.1 | $287k | 520.00 | 552.71 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $285k | +2% | 5.2k | 54.71 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $285k | -16% | 1.6k | 173.49 |
|
| Capital One Financial (COF) | 0.1 | $281k | -8% | 1.2k | 242.36 |
|
| Ametek (AME) | 0.1 | $280k | 1.4k | 205.32 |
|
|
| FedEx Corporation (FDX) | 0.1 | $279k | +7% | 967.00 | 288.86 |
|
| Booking Holdings (BKNG) | 0.1 | $279k | 52.00 | 5355.33 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $276k | +2% | 1.5k | 184.20 |
|
| Amgen (AMGN) | 0.1 | $274k | 836.00 | 327.37 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $273k | 3.5k | 79.02 |
|
|
| McKesson Corporation (MCK) | 0.1 | $272k | 332.00 | 820.29 |
|
|
| Western Digital (WDC) | 0.1 | $267k | NEW | 1.6k | 172.27 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $265k | -2% | 4.1k | 65.01 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $263k | 22k | 11.73 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $262k | 2.1k | 123.26 |
|
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $261k | -22% | 1.9k | 134.31 |
|
| Tractor Supply Company (TSCO) | 0.1 | $261k | 5.2k | 50.01 |
|
|
| ConocoPhillips (COP) | 0.1 | $260k | 2.8k | 93.61 |
|
|
| NewMarket Corporation (NEU) | 0.1 | $259k | -9% | 377.00 | 687.26 |
|
| Cardinal Health (CAH) | 0.1 | $258k | NEW | 1.3k | 205.50 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $258k | +13% | 5.5k | 46.54 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $254k | NEW | 4.9k | 51.77 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $253k | -5% | 522.00 | 483.67 |
|
| Emerson Electric (EMR) | 0.1 | $252k | 1.9k | 132.72 |
|
|
| Norfolk Southern (NSC) | 0.1 | $250k | -10% | 865.00 | 288.72 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $250k | -13% | 1.0k | 242.91 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $247k | NEW | 2.6k | 95.22 |
|
| AmerisourceBergen (COR) | 0.1 | $240k | -2% | 711.00 | 337.75 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $235k | NEW | 4.4k | 53.94 |
|
| Citigroup Com New (C) | 0.1 | $235k | -6% | 2.0k | 116.69 |
|
| Medpace Hldgs (MEDP) | 0.1 | $228k | +3% | 405.00 | 561.65 |
|
| Mongodb Cl A (MDB) | 0.1 | $225k | NEW | 536.00 | 419.69 |
|
| Msci (MSCI) | 0.1 | $223k | -12% | 388.00 | 573.73 |
|
| Brown & Brown (BRO) | 0.1 | $221k | NEW | 2.8k | 79.70 |
|
| Kla Corp Com New (KLAC) | 0.1 | $221k | NEW | 182.00 | 1215.17 |
|
| Waste Management (WM) | 0.1 | $220k | 1.0k | 219.71 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $218k | NEW | 324.00 | 673.82 |
|
| Paccar (PCAR) | 0.1 | $217k | NEW | 2.0k | 109.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $215k | 350.00 | 614.31 |
|
|
| Entergy Corporation (ETR) | 0.1 | $213k | 2.3k | 92.43 |
|
|
| Hubspot (HUBS) | 0.1 | $212k | -4% | 528.00 | 401.30 |
|
| Choice Hotels International (CHH) | 0.1 | $209k | 2.2k | 95.26 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $208k | NEW | 1.3k | 156.80 |
|
| Starbucks Corporation (SBUX) | 0.1 | $207k | -16% | 2.5k | 84.21 |
|
| Gilead Sciences (GILD) | 0.1 | $205k | NEW | 1.7k | 122.74 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $201k | 801.00 | 250.88 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $201k | NEW | 2.0k | 98.51 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $86k | 16k | 5.30 |
|
Past Filings by Impact Capital Partners
SEC 13F filings are viewable for Impact Capital Partners going back to 2024
- Impact Capital Partners 2025 Q4 filed Jan. 7, 2026
- 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