Impact Capital Partners
Latest statistics and disclosures from Impact Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, AVGO, DDWM, and represent 19.63% of Impact Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: DGRW, IWM, HON, HONA, FLOT, JMST, USFR, VO, MDY, IWF.
- Started 43 new stock positions in KLIC, NWPX, STRL, CRDO, ENTG, XSOE, RWT, ALNT, TDG, FTNT.
- Reduced shares in these 10 stocks: Honeywell International, SPIB, VOO, IBKR, JKHY, META, COO, BJ, TTAN, TDY.
- Sold out of its positions in ALGN, ABEV, BJ, BSY, BFAM, BRO, CASY, CHH, CTAS, CMCSA.
- Impact Capital Partners was a net buyer of stock by $4.6M.
- Impact Capital Partners has $367M in assets under management (AUM), dropping by 10.87%.
- Central Index Key (CIK): 0002054916
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Portfolio Holdings for Impact Capital Partners
Impact Capital Partners holds 283 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $18M | 62k | 289.36 |
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| NVIDIA Corporation (NVDA) | 4.6 | $17M | 85k | 200.09 |
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| Microsoft Corporation (MSFT) | 3.7 | $14M | 36k | 373.02 |
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| Broadcom (AVGO) | 3.4 | $12M | 33k | 377.74 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 3.1 | $11M | +4% | 242k | 46.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $9.5M | 27k | 357.37 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.9 | $7.1M | +19% | 139k | 51.05 |
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| Procter & Gamble Company (PG) | 1.9 | $6.9M | 47k | 146.64 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $6.6M | 20k | 327.33 |
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| Johnson & Johnson (JNJ) | 1.8 | $6.4M | 25k | 253.97 |
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| Amazon (AMZN) | 1.7 | $6.2M | 26k | 238.34 |
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| Ishares Tr Msci Intl Moment (IMTM) | 1.6 | $5.8M | +4% | 109k | 53.33 |
|
| Abbvie (ABBV) | 1.6 | $5.7M | +2% | 23k | 251.65 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $5.4M | 54k | 98.98 |
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| Analog Devices (ADI) | 1.4 | $5.3M | 13k | 397.18 |
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| Coca-Cola Company (KO) | 1.3 | $4.7M | 58k | 81.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $4.5M | 13k | 353.33 |
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| Oracle Corporation (ORCL) | 1.2 | $4.3M | +2% | 30k | 146.55 |
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| Visa Com Cl A (V) | 1.0 | $3.7M | -3% | 11k | 343.09 |
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| Home Depot (HD) | 0.9 | $3.4M | -4% | 9.7k | 352.67 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.9 | $3.4M | +6% | 79k | 43.08 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $3.3M | 24k | 136.72 |
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| Meta Platforms Cl A (META) | 0.9 | $3.3M | -14% | 5.8k | 563.29 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $3.1M | +2% | 4.2k | 746.77 |
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| Linde SHS (LIN) | 0.8 | $3.1M | 5.9k | 518.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.0M | +3% | 4.0k | 748.89 |
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| UnitedHealth (UNH) | 0.8 | $2.9M | +6% | 7.0k | 415.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | 5.5k | 500.39 |
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| Ibex Shs New (IBEX) | 0.7 | $2.7M | 90k | 30.37 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.7M | 2.2k | 1199.43 |
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| Onemain Holdings (OMF) | 0.7 | $2.6M | 43k | 60.97 |
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| McDonald's Corporation (MCD) | 0.7 | $2.6M | -5% | 9.6k | 270.32 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $2.6M | 5.4k | 477.57 |
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| Tesla Motors (TSLA) | 0.7 | $2.6M | +2% | 6.1k | 420.60 |
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| Blackrock (BLK) | 0.7 | $2.5M | 2.6k | 961.60 |
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| Union Pacific Corporation (UNP) | 0.7 | $2.5M | 9.2k | 272.01 |
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| Chevron Corporation (CVX) | 0.7 | $2.5M | 15k | 165.76 |
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| CSX Corporation (CSX) | 0.7 | $2.4M | 50k | 47.53 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $2.2M | +89% | 44k | 50.35 |
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| Micron Technology (MU) | 0.6 | $2.2M | +17% | 1.9k | 1154.29 |
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| Prologis (PLD) | 0.6 | $2.2M | 16k | 135.47 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.6 | $2.1M | +6% | 26k | 83.79 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.6 | $2.1M | +500% | 22k | 95.62 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.0M | -6% | 5.5k | 370.07 |
|
| Caterpillar (CAT) | 0.5 | $2.0M | +2% | 1.9k | 1064.90 |
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| Abbott Laboratories (ABT) | 0.5 | $1.9M | -8% | 21k | 90.74 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.9M | 8.0k | 236.63 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.5 | $1.9M | -36% | 56k | 33.46 |
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| Automatic Data Processing (ADP) | 0.5 | $1.8M | 8.2k | 223.94 |
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| Chubb (CB) | 0.5 | $1.8M | 5.4k | 340.75 |
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| Republic Services (RSG) | 0.5 | $1.8M | 8.2k | 213.08 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.6M | 1.8k | 935.47 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.6M | +46% | 24k | 68.41 |
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| Applied Materials (AMAT) | 0.4 | $1.6M | -4% | 2.2k | 723.00 |
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| Phillips 66 (PSX) | 0.4 | $1.6M | +4% | 9.5k | 169.04 |
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| Watts Water Technologies Cl A (WTS) | 0.4 | $1.6M | +8% | 4.1k | 391.45 |
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| TJX Companies (TJX) | 0.4 | $1.6M | 11k | 151.50 |
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| Trane Technologies SHS (TT) | 0.4 | $1.6M | 3.2k | 491.16 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.5M | 14k | 113.26 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.5M | +61% | 15k | 103.88 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.5M | 2.0k | 763.14 |
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| Philip Morris International (PM) | 0.4 | $1.5M | 8.4k | 180.91 |
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| Emcor (EME) | 0.4 | $1.5M | +9% | 1.8k | 829.88 |
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| Merck & Co (MRK) | 0.4 | $1.5M | 12k | 128.50 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.4 | $1.5M | -16% | 33k | 44.99 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $1.4M | +317% | 28k | 51.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.4M | NEW | 4.7k | 300.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.4M | +299% | 17k | 80.57 |
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| Marsh & McLennan Companies (MRSH) | 0.4 | $1.4M | -8% | 8.1k | 166.68 |
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| Simpson Manufacturing (SSD) | 0.4 | $1.3M | 6.4k | 209.35 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.3M | +34% | 2.3k | 580.91 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.3M | +3% | 3.1k | 433.33 |
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| RBC Bearings Incorporated (RBC) | 0.4 | $1.3M | 2.1k | 644.06 |
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| Intel Corporation (INTC) | 0.4 | $1.3M | +6% | 9.5k | 139.63 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.3M | 1.3k | 965.00 |
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| Nextera Energy (NEE) | 0.3 | $1.3M | 15k | 87.77 |
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| DTE Energy Company (DTE) | 0.3 | $1.2M | 8.1k | 152.37 |
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| Acushnet Holdings Corp (GOLF) | 0.3 | $1.2M | 10k | 118.53 |
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| Pepsi (PEP) | 0.3 | $1.2M | -4% | 8.8k | 135.40 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | -2% | 2.3k | 513.60 |
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| Primerica (PRI) | 0.3 | $1.2M | +3% | 4.1k | 284.20 |
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| Honeywell International (HON) | 0.3 | $1.2M | NEW | 5.2k | 223.90 |
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| American Electric Power Company (AEP) | 0.3 | $1.2M | +2% | 8.4k | 136.81 |
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| Honeywell Aerospace (HONA) | 0.3 | $1.1M | NEW | 5.2k | 221.08 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.1M | 2.9k | 373.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | -38% | 1.6k | 686.96 |
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| Toro Company (TTC) | 0.3 | $1.1M | 11k | 97.42 |
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| Western Digital (WDC) | 0.3 | $1.1M | +6% | 1.7k | 638.72 |
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| Marvell Technology (MRVL) | 0.3 | $1.1M | -2% | 3.5k | 297.89 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.0M | 14k | 73.41 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $1.0M | 512.00 | 1989.44 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.0M | -5% | 2.0k | 496.73 |
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| Cisco Systems (CSCO) | 0.3 | $995k | +8% | 8.5k | 117.47 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $992k | NEW | 1.4k | 703.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $975k | +526% | 7.9k | 124.17 |
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| Landstar System (LSTR) | 0.3 | $926k | +2% | 4.5k | 206.81 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $857k | -20% | 3.9k | 217.93 |
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| Goldman Sachs (GS) | 0.2 | $849k | 839.00 | 1011.37 |
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| Ubs Group SHS (UBS) | 0.2 | $843k | 17k | 49.56 |
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| EOG Resources (EOG) | 0.2 | $834k | 6.4k | 129.74 |
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| Amphenol Corp Cl A (APH) | 0.2 | $832k | -9% | 4.7k | 176.32 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $828k | 28k | 29.43 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $825k | 7.5k | 109.77 |
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| Illinois Tool Works (ITW) | 0.2 | $758k | -2% | 2.8k | 270.48 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 |
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| Ge Vernova (GEV) | 0.2 | $743k | +6% | 632.00 | 1174.86 |
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| Deere & Company (DE) | 0.2 | $737k | 1.2k | 634.33 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $725k | +5% | 12k | 59.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $715k | 7.4k | 96.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $704k | 8.2k | 85.49 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $701k | +197% | 6.4k | 110.32 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $697k | +23% | 2.3k | 298.07 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $697k | +34% | 2.9k | 242.43 |
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| Ishares Tr Msci Us Garp Etf (GARP) | 0.2 | $675k | +9% | 8.2k | 82.55 |
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| Moelis & Co Cl A (MC) | 0.2 | $646k | -15% | 9.9k | 65.42 |
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| FTI Consulting (FCN) | 0.2 | $632k | -13% | 4.2k | 149.01 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $631k | -48% | 7.2k | 87.04 |
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| First Hawaiian (FHB) | 0.2 | $623k | +2% | 21k | 29.30 |
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| BancFirst Corporation (BANF) | 0.2 | $620k | +17% | 5.6k | 111.13 |
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| Corning Incorporated (GLW) | 0.2 | $600k | +18% | 2.4k | 255.42 |
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| United Rentals (URI) | 0.2 | $599k | 529.00 | 1132.89 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $588k | 4.0k | 146.74 |
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| Bank of America Corporation (BAC) | 0.2 | $585k | 10k | 56.98 |
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| Pool Corporation (POOL) | 0.2 | $584k | -29% | 2.7k | 214.90 |
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| Palo Alto Networks (PANW) | 0.2 | $581k | -6% | 1.7k | 341.02 |
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| Lowe's Companies (LOW) | 0.2 | $579k | -5% | 2.6k | 220.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $568k | +308% | 6.6k | 86.14 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $566k | +3% | 11k | 50.49 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $564k | -8% | 2.8k | 201.61 |
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| Morgan Stanley Com New (MS) | 0.2 | $563k | 2.7k | 209.04 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $562k | 5.8k | 96.32 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $551k | -4% | 3.1k | 178.59 |
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| Kadant (KAI) | 0.2 | $550k | -6% | 1.8k | 314.23 |
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| American Express Company (AXP) | 0.1 | $548k | 1.6k | 338.25 |
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| Stryker Corporation (SYK) | 0.1 | $547k | -2% | 1.7k | 314.84 |
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| Howmet Aerospace (HWM) | 0.1 | $546k | +8% | 2.0k | 268.86 |
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| Kla Corp Com New (KLAC) | 0.1 | $544k | +891% | 1.8k | 301.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $539k | 17k | 31.71 |
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| Netflix (NFLX) | 0.1 | $531k | -32% | 7.4k | 71.40 |
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| Axon Enterprise (AXON) | 0.1 | $530k | -3% | 945.00 | 560.61 |
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| CorVel Corporation (CRVL) | 0.1 | $530k | 8.5k | 62.52 |
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| O'reilly Automotive (ORLY) | 0.1 | $525k | -2% | 5.7k | 92.09 |
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| Sandisk Corp (SNDK) | 0.1 | $516k | NEW | 227.00 | 2273.73 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $516k | -5% | 3.5k | 146.11 |
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| Qualcomm (QCOM) | 0.1 | $508k | 2.7k | 184.79 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $506k | +7% | 4.3k | 116.67 |
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| International Business Machines (IBM) | 0.1 | $505k | +34% | 1.8k | 281.21 |
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| Murphy Oil Corporation (MUR) | 0.1 | $494k | 15k | 32.56 |
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| Gra (GGG) | 0.1 | $488k | -12% | 6.5k | 75.61 |
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| Rockwell Automation (ROK) | 0.1 | $485k | +4% | 980.00 | 495.08 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $481k | -10% | 4.2k | 114.18 |
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| Best Buy (BBY) | 0.1 | $479k | 6.3k | 75.88 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $479k | -46% | 718.00 | 666.90 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $462k | -4% | 922.00 | 501.36 |
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| Donaldson Company (DCI) | 0.1 | $457k | +3% | 5.1k | 89.77 |
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| Arista Networks Com Shs (ANET) | 0.1 | $455k | +10% | 2.7k | 169.88 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $452k | -4% | 2.4k | 189.73 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $452k | 13k | 36.13 |
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| Crane Company Common Stock (CR) | 0.1 | $449k | 2.0k | 223.07 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $448k | -8% | 1.4k | 330.46 |
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| Rli (RLI) | 0.1 | $443k | -23% | 7.5k | 59.07 |
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| Progressive Corporation (PGR) | 0.1 | $442k | -6% | 2.0k | 218.45 |
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| Martin Marietta Materials (MLM) | 0.1 | $432k | +5% | 749.00 | 576.70 |
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| Comfort Systems USA (FIX) | 0.1 | $430k | NEW | 217.00 | 1981.95 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $427k | -48% | 6.1k | 70.53 |
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| Kulicke and Soffa Industries (KLIC) | 0.1 | $427k | NEW | 3.2k | 133.76 |
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| Ross Stores (ROST) | 0.1 | $408k | -38% | 1.9k | 212.85 |
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| Eaton Corp SHS (ETN) | 0.1 | $408k | 957.00 | 426.12 |
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| Nordson Corporation (NDSN) | 0.1 | $402k | -42% | 1.3k | 301.69 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $400k | -38% | 5.6k | 71.25 |
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| Air Products & Chemicals (APD) | 0.1 | $397k | -2% | 1.4k | 293.12 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $397k | -43% | 7.9k | 50.53 |
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| Altria (MO) | 0.1 | $397k | 5.5k | 71.95 |
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| Vulcan Materials Company (VMC) | 0.1 | $397k | +7% | 1.3k | 295.01 |
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| Ul Solutions Class A Com Shs (ULS) | 0.1 | $394k | -42% | 3.9k | 101.86 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $392k | -33% | 1.4k | 281.68 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $390k | -2% | 1.2k | 334.82 |
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| Yum! Brands (YUM) | 0.1 | $386k | 2.4k | 159.85 |
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| Dell Technologies CL C (DELL) | 0.1 | $384k | NEW | 891.00 | 431.46 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $374k | -3% | 382.00 | 978.12 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $372k | -3% | 4.0k | 92.27 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $372k | -5% | 11k | 34.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $365k | +4% | 3.4k | 107.62 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $364k | 4.4k | 82.85 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $364k | 2.8k | 127.81 |
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| Hawkins (HWKN) | 0.1 | $363k | 2.6k | 142.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $360k | -6% | 1.2k | 303.20 |
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| Quanta Services (PWR) | 0.1 | $359k | +14% | 499.00 | 720.04 |
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| Wells Fargo & Company (WFC) | 0.1 | $359k | 4.3k | 82.64 |
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| L3harris Technologies (LHX) | 0.1 | $350k | -6% | 1.2k | 290.59 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $349k | NEW | 1.3k | 271.95 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $348k | 5.5k | 62.89 |
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| Lennox International (LII) | 0.1 | $347k | -39% | 606.00 | 572.95 |
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| Ametek (AME) | 0.1 | $344k | +3% | 1.4k | 241.94 |
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| Fortinet (FTNT) | 0.1 | $340k | NEW | 2.2k | 153.62 |
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| Autodesk (ADSK) | 0.1 | $339k | -11% | 1.7k | 194.42 |
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| Verizon Communications (VZ) | 0.1 | $335k | 7.9k | 42.34 |
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| At&t (T) | 0.1 | $334k | -7% | 16k | 20.70 |
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| Astrazeneca Ord (AZN) | 0.1 | $323k | -2% | 1.7k | 189.62 |
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| Lci Industries (LCII) | 0.1 | $320k | -18% | 3.0k | 105.88 |
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| Colgate-Palmolive Company (CL) | 0.1 | $319k | 3.5k | 91.68 |
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| RadNet (RDNT) | 0.1 | $316k | 5.1k | 61.67 |
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| Sterling Construction Company (STRL) | 0.1 | $311k | NEW | 371.00 | 839.36 |
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| Stifel Financial (SF) | 0.1 | $310k | -2% | 4.4k | 69.77 |
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| Cardinal Health (CAH) | 0.1 | $309k | 1.3k | 237.56 |
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| Amgen (AMGN) | 0.1 | $308k | 851.00 | 362.12 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $307k | NEW | 6.2k | 49.18 |
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| Alliant Energy Corporation (LNT) | 0.1 | $304k | 4.0k | 76.29 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $302k | -8% | 8.8k | 34.53 |
|
| Vestis Corporation Com Shs (VSTS) | 0.1 | $301k | +56% | 21k | 14.52 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $300k | -66% | 2.2k | 137.74 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $298k | 6.4k | 46.94 |
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| Allegion Ord Shs (ALLE) | 0.1 | $296k | -48% | 2.1k | 140.49 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $296k | NEW | 479.00 | 616.84 |
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| 3M Company (MMM) | 0.1 | $295k | 1.8k | 161.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $294k | -19% | 2.4k | 124.44 |
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| FedEx Corporation (FDX) | 0.1 | $294k | 939.00 | 313.13 |
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| Pfizer (PFE) | 0.1 | $293k | -4% | 12k | 24.08 |
|
| Citigroup Com New (C) | 0.1 | $293k | +2% | 2.1k | 139.96 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $291k | 1.1k | 255.67 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $291k | 2.1k | 137.53 |
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| Boeing Company (BA) | 0.1 | $290k | -3% | 1.3k | 216.47 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $289k | 21k | 13.80 |
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| ConocoPhillips (COP) | 0.1 | $287k | 2.8k | 103.96 |
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| CommVault Systems (CVLT) | 0.1 | $285k | NEW | 2.0k | 141.73 |
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| Manhattan Associates (MANH) | 0.1 | $282k | -7% | 2.0k | 139.25 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $280k | NEW | 1.1k | 257.91 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $280k | NEW | 925.00 | 302.70 |
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| Emerson Electric (EMR) | 0.1 | $276k | +2% | 1.9k | 143.15 |
|
| Saia (SAIA) | 0.1 | $275k | -45% | 654.00 | 421.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $274k | 538.00 | 509.46 |
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| McKesson Corporation (MCK) | 0.1 | $273k | +7% | 361.00 | 755.60 |
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| Fabrinet SHS (FN) | 0.1 | $272k | NEW | 483.00 | 562.08 |
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| Entergy Corporation (ETR) | 0.1 | $271k | 2.4k | 114.86 |
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| Norfolk Southern (NSC) | 0.1 | $270k | 857.00 | 314.59 |
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| Ufp Industries (UFPI) | 0.1 | $269k | -43% | 3.0k | 90.74 |
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| Allied Motion Technologies (ALNT) | 0.1 | $267k | NEW | 2.6k | 102.93 |
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| Advanced Energy Industries (AEIS) | 0.1 | $262k | NEW | 703.00 | 372.87 |
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| Bristol Myers Squibb (BMY) | 0.1 | $262k | 4.5k | 57.62 |
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| Msci (MSCI) | 0.1 | $259k | -7% | 462.00 | 560.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $258k | 350.00 | 736.40 |
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| Walt Disney Company (DIS) | 0.1 | $256k | -3% | 2.7k | 96.25 |
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| Booking Holdings (BKNG) | 0.1 | $255k | +2646% | 1.4k | 178.24 |
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| Wabtec Corporation (WAB) | 0.1 | $252k | NEW | 935.00 | 269.62 |
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| Installed Bldg Prods (IBP) | 0.1 | $245k | -58% | 1.1k | 229.84 |
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| Waste Management (WM) | 0.1 | $243k | +8% | 1.1k | 222.88 |
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| Monster Beverage Corp (MNST) | 0.1 | $239k | NEW | 2.5k | 96.12 |
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| Allstate Corporation (ALL) | 0.1 | $238k | NEW | 1.0k | 237.94 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $238k | -21% | 598.00 | 397.68 |
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| Entegris (ENTG) | 0.1 | $237k | NEW | 1.3k | 179.86 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $236k | -9% | 5.1k | 46.15 |
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| Starbucks Corporation (SBUX) | 0.1 | $235k | -2% | 2.3k | 102.19 |
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| UMB Financial Corporation (UMBF) | 0.1 | $235k | NEW | 1.6k | 142.76 |
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| S&p Global (SPGI) | 0.1 | $234k | -5% | 575.00 | 407.26 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $234k | 3.1k | 75.51 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $234k | -3% | 1.1k | 216.60 |
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| Texas Capital Bancshares (TCBI) | 0.1 | $232k | NEW | 2.3k | 103.26 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $230k | NEW | 1.2k | 197.10 |
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| Watsco, Incorporated (WSO) | 0.1 | $228k | -52% | 547.00 | 416.73 |
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| Northwest Pipe Company (NWPX) | 0.1 | $227k | NEW | 1.5k | 149.94 |
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| Monolithic Power Systems (MPWR) | 0.1 | $224k | NEW | 162.00 | 1382.36 |
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| NewMarket Corporation (NEU) | 0.1 | $223k | -13% | 282.00 | 791.24 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $223k | NEW | 1.2k | 188.34 |
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| MaxLinear (MXL) | 0.1 | $220k | NEW | 1.7k | 128.03 |
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| Uber Technologies (UBER) | 0.1 | $220k | -18% | 3.1k | 72.16 |
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| Independent Bank (INDB) | 0.1 | $218k | NEW | 2.6k | 83.72 |
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| Steel Dynamics (STLD) | 0.1 | $217k | NEW | 946.00 | 229.46 |
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| Gilead Sciences (GILD) | 0.1 | $212k | 1.7k | 126.34 |
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| Capital One Financial (COF) | 0.1 | $212k | NEW | 1.1k | 200.62 |
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| Shell Spon Ads (SHEL) | 0.1 | $208k | 2.7k | 77.54 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $208k | NEW | 156.00 | 1332.04 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $207k | NEW | 2.3k | 89.85 |
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| PNC Financial Services (PNC) | 0.1 | $206k | NEW | 838.00 | 246.22 |
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| AmerisourceBergen (COR) | 0.1 | $206k | 727.00 | 282.98 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $201k | NEW | 390.00 | 515.23 |
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| Rollins (ROL) | 0.1 | $201k | -54% | 4.8k | 41.74 |
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| Travelers Companies (TRV) | 0.1 | $200k | NEW | 607.00 | 330.12 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $123k | +4% | 21k | 5.83 |
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| Octave Specialty Group Com New (OSG) | 0.0 | $122k | NEW | 20k | 6.24 |
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| Freshworks Class A Com (FRSH) | 0.0 | $122k | NEW | 12k | 10.12 |
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| Myriad Genetics (MYGN) | 0.0 | $102k | NEW | 18k | 5.71 |
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| Asana Cl A (ASAN) | 0.0 | $99k | NEW | 14k | 7.00 |
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| Redwood Trust (RWT) | 0.0 | $80k | NEW | 17k | 4.74 |
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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 2026 Q2 filed July 14, 2026
- Impact Capital Partners 2026 Q1 filed April 10, 2026
- 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