Impact Capital Partners
Latest statistics and disclosures from Impact Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, PG, AVGO, and represent 17.05% of Impact Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: PM, CVX, HEDJ, SPIB, KMB, FLOT, AAPL, PEP, IMTM, HEFA.
- Started 24 new stock positions in BA, MSCI, AZN, DCI, IUSB, FCX, NXST, MUR, KMB, HWM. EDIV, CALI, HEDJ, BBY, MCK, BRO, VEA, HEFA, CASY, HLI, AIG, COTY, WM, CTVA.
- Reduced shares in these 10 stocks: IBEX, DGRW, UPS, NFLX, NEE, , Aspen Technology, CB, AGG, EFA.
- Sold out of its positions in AWP, ACP, BRKR, DAL, DFS, Aspen Technology, GWW, IWR, IWB, IWM. IEFA, DGRO, PNC, MDY, SPTS, UPS, WEN, DGRW.
- Impact Capital Partners was a net buyer of stock by $3.0M.
- Impact Capital Partners has $276M in assets under management (AUM), dropping by -1.79%.
- Central Index Key (CIK): 0002054916
Tip: Access up to 7 years of quarterly data
Positions held by Impact Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Impact Capital Partners
Impact Capital Partners holds 256 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $14M | 37k | 375.39 |
|
|
| Apple (AAPL) | 4.2 | $12M | +7% | 52k | 222.13 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $8.2M | 76k | 108.38 |
|
|
| Procter & Gamble Company (PG) | 2.9 | $7.9M | +4% | 46k | 170.42 |
|
| Broadcom (AVGO) | 2.0 | $5.6M | -9% | 33k | 167.43 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.0 | $5.5M | +20% | 107k | 51.05 |
|
| Abbvie (ABBV) | 1.8 | $5.1M | +10% | 24k | 209.52 |
|
| Amazon (AMZN) | 1.7 | $4.7M | -2% | 25k | 190.26 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $4.2M | +4% | 17k | 245.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $4.2M | -16% | 42k | 98.92 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 1.5 | $4.1M | +8% | 111k | 36.79 |
|
| Johnson & Johnson (JNJ) | 1.4 | $3.9M | +11% | 24k | 165.84 |
|
| Coca-Cola Company (KO) | 1.4 | $3.7M | +6% | 52k | 71.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.7M | +12% | 6.9k | 532.58 |
|
| Visa Com Cl A (V) | 1.3 | $3.6M | 10k | 350.47 |
|
|
| Oracle Corporation (ORCL) | 1.3 | $3.6M | +5% | 26k | 139.81 |
|
| Home Depot (HD) | 1.3 | $3.5M | -3% | 9.7k | 366.49 |
|
| UnitedHealth (UNH) | 1.2 | $3.4M | +3% | 6.5k | 523.75 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.2 | $3.4M | +20% | 85k | 39.94 |
|
| McDonald's Corporation (MCD) | 1.1 | $3.0M | 9.5k | 312.38 |
|
|
| Abbott Laboratories (ABT) | 1.0 | $2.9M | +3% | 22k | 132.65 |
|
| Meta Platforms Cl A (META) | 1.0 | $2.9M | +2% | 5.0k | 576.36 |
|
| Ibex Shs New (IBEX) | 1.0 | $2.8M | -48% | 115k | 24.35 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.7M | -4% | 18k | 154.64 |
|
| Blackrock (BLK) | 0.9 | $2.6M | -2% | 2.7k | 946.49 |
|
| Chevron Corporation (CVX) | 0.9 | $2.5M | +164% | 15k | 167.29 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $2.5M | +6% | 21k | 118.93 |
|
| Onemain Holdings (OMF) | 0.9 | $2.5M | +17% | 52k | 48.88 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.9 | $2.4M | +81% | 73k | 33.24 |
|
| Philip Morris International (PM) | 0.9 | $2.4M | +660% | 15k | 158.73 |
|
| Linde SHS (LIN) | 0.9 | $2.4M | +4% | 5.2k | 465.64 |
|
| Analog Devices (ADI) | 0.9 | $2.4M | +2% | 12k | 201.67 |
|
| Automatic Data Processing (ADP) | 0.9 | $2.4M | +3% | 7.9k | 305.55 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.3M | 15k | 156.23 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.2M | +10% | 3.8k | 561.90 |
|
| Republic Services (RSG) | 0.8 | $2.1M | +2% | 8.7k | 242.16 |
|
| Union Pacific Corporation (UNP) | 0.8 | $2.1M | +4% | 8.8k | 236.24 |
|
| Marsh & McLennan Companies (MMC) | 0.7 | $2.0M | +6% | 8.2k | 244.03 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.7 | $2.0M | -24% | 56k | 35.68 |
|
| Honeywell International (HON) | 0.7 | $1.9M | +5% | 8.8k | 211.75 |
|
| Chubb (CB) | 0.6 | $1.7M | -36% | 5.8k | 301.99 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.6M | 1.7k | 945.79 |
|
|
| Prologis (PLD) | 0.6 | $1.6M | +24% | 14k | 111.79 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $1.6M | -6% | 31k | 50.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | 5.4k | 274.82 |
|
|
| CSX Corporation (CSX) | 0.5 | $1.5M | 51k | 29.43 |
|
|
| Tesla Motors (TSLA) | 0.5 | $1.4M | 5.5k | 259.16 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | +15% | 1.7k | 825.91 |
|
| TJX Companies (TJX) | 0.5 | $1.4M | 11k | 121.80 |
|
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.5 | $1.4M | +16% | 21k | 66.00 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.5 | $1.4M | NEW | 29k | 47.48 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.3M | +17% | 6.9k | 193.99 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.5 | $1.3M | +11% | 12k | 110.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | -14% | 2.4k | 559.30 |
|
| Primerica (PRI) | 0.5 | $1.3M | +9% | 4.6k | 284.53 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.3M | 2.3k | 548.12 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.2M | -9% | 4.0k | 312.04 |
|
| Netflix (NFLX) | 0.5 | $1.2M | -50% | 1.3k | 932.53 |
|
| Pepsi (PEP) | 0.4 | $1.2M | +172% | 8.0k | 149.94 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.2M | +10% | 2.5k | 484.82 |
|
| Simpson Manufacturing (SSD) | 0.4 | $1.2M | +10% | 7.4k | 157.08 |
|
| DTE Energy Company (DTE) | 0.4 | $1.1M | 8.1k | 138.27 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.1M | -36% | 6.6k | 166.00 |
|
| Jack Henry & Associates (JKHY) | 0.4 | $1.1M | +29% | 6.0k | 182.60 |
|
| Emcor (EME) | 0.4 | $1.1M | +8% | 2.9k | 369.63 |
|
| W.R. Berkley Corporation (WRB) | 0.4 | $1.1M | +2% | 15k | 71.16 |
|
| Progressive Corporation (PGR) | 0.4 | $1.0M | -2% | 3.7k | 283.01 |
|
| Merck & Co (MRK) | 0.4 | $1.0M | 11k | 89.76 |
|
|
| Lpl Financial Holdings (LPLA) | 0.3 | $962k | +2% | 2.9k | 327.14 |
|
| Nextera Energy (NEE) | 0.3 | $962k | -56% | 14k | 70.89 |
|
| Trane Technologies SHS (TT) | 0.3 | $956k | -8% | 2.8k | 336.92 |
|
| Lennox International (LII) | 0.3 | $953k | 1.7k | 560.83 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $943k | 11k | 87.79 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $942k | NEW | 6.6k | 142.22 |
|
| FTI Consulting (FCN) | 0.3 | $933k | +11% | 5.7k | 164.08 |
|
| Phillips 66 (PSX) | 0.3 | $914k | +13% | 7.4k | 123.48 |
|
| American Electric Power Company (AEP) | 0.3 | $909k | 8.3k | 109.27 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $871k | 5.3k | 165.59 |
|
|
| CorVel Corporation (CRVL) | 0.3 | $847k | +8% | 7.6k | 111.97 |
|
| Watts Water Technologies Cl A (WTS) | 0.3 | $844k | +7% | 4.1k | 203.92 |
|
| Acushnet Holdings Corp (GOLF) | 0.3 | $823k | +6% | 12k | 68.66 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $820k | -3% | 16k | 50.21 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $798k | 1.00 | 798442.00 |
|
|
| Toro Company (TTC) | 0.3 | $789k | +9% | 11k | 72.75 |
|
| Fiserv (FI) | 0.3 | $774k | -4% | 3.5k | 220.83 |
|
| Air Products & Chemicals (APD) | 0.3 | $763k | -8% | 2.6k | 294.89 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $759k | -12% | 15k | 50.85 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $756k | -14% | 10k | 73.45 |
|
| Watsco, Incorporated (WSO) | 0.3 | $750k | 1.5k | 508.30 |
|
|
| Lowe's Companies (LOW) | 0.3 | $749k | -2% | 3.2k | 233.23 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $746k | 2.1k | 352.58 |
|
|
| Kadant (KAI) | 0.3 | $742k | +7% | 2.2k | 336.91 |
|
| EOG Resources (EOG) | 0.3 | $736k | +8% | 5.7k | 128.24 |
|
| Moelis & Co Cl A (MC) | 0.3 | $715k | +10% | 12k | 58.36 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $714k | -5% | 5.0k | 141.32 |
|
| Cooper Cos (COO) | 0.3 | $710k | +4% | 8.4k | 84.35 |
|
| Illinois Tool Works (ITW) | 0.3 | $704k | 2.8k | 247.97 |
|
|
| RBC Bearings Incorporated (RBC) | 0.3 | $703k | +5% | 2.2k | 321.77 |
|
| Rollins (ROL) | 0.3 | $703k | +2% | 13k | 54.03 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $693k | +4% | 15k | 45.20 |
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $686k | 1.4k | 497.71 |
|
|
| Equifax (EFX) | 0.2 | $682k | +2% | 2.8k | 243.56 |
|
| Gra (GGG) | 0.2 | $681k | +8% | 8.2k | 83.51 |
|
| Landstar System (LSTR) | 0.2 | $677k | +8% | 4.5k | 150.20 |
|
| Stryker Corporation (SYK) | 0.2 | $668k | 1.8k | 372.33 |
|
|
| Pool Corporation (POOL) | 0.2 | $668k | +7% | 2.1k | 318.35 |
|
| Bentley Sys Com Cl B (BSY) | 0.2 | $664k | 17k | 39.34 |
|
|
| Universal Display Corporation (OLED) | 0.2 | $663k | +152% | 4.8k | 139.48 |
|
| Ufp Industries (UFPI) | 0.2 | $663k | +26% | 6.2k | 107.04 |
|
| O'reilly Automotive (ORLY) | 0.2 | $645k | -7% | 450.00 | 1432.58 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $631k | -6% | 3.5k | 179.70 |
|
| Deere & Company (DE) | 0.2 | $628k | -5% | 1.3k | 469.35 |
|
| FactSet Research Systems (FDS) | 0.2 | $594k | +7% | 1.3k | 454.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $594k | +178% | 1.2k | 513.91 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $593k | 5.2k | 114.10 |
|
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $572k | 17k | 32.98 |
|
|
| Caterpillar (CAT) | 0.2 | $570k | +4% | 1.7k | 329.80 |
|
| Nordson Corporation (NDSN) | 0.2 | $564k | +8% | 2.8k | 201.72 |
|
| First Hawaiian (FHB) | 0.2 | $554k | +9% | 23k | 24.44 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $552k | -3% | 7.1k | 78.28 |
|
| Ge Aerospace Com New (GE) | 0.2 | $549k | +39% | 2.7k | 200.15 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $534k | -2% | 1.9k | 282.56 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $533k | 4.2k | 127.04 |
|
|
| Servicenow (NOW) | 0.2 | $525k | -30% | 659.00 | 796.14 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $523k | NEW | 14k | 36.29 |
|
| Allegion Ord Shs (ALLE) | 0.2 | $518k | +2% | 4.0k | 130.46 |
|
| Choice Hotels International (CHH) | 0.2 | $515k | +6% | 3.9k | 132.78 |
|
| Morgan Stanley Com New (MS) | 0.2 | $514k | -41% | 4.4k | 116.68 |
|
| Altria (MO) | 0.2 | $513k | -11% | 8.6k | 60.02 |
|
| Goldman Sachs (GS) | 0.2 | $512k | +40% | 937.00 | 546.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $510k | +17% | 2.0k | 258.63 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $510k | +7% | 1.0k | 497.60 |
|
| Nexstar Media Group Common Stock (NXST) | 0.2 | $502k | NEW | 2.8k | 179.22 |
|
| Autodesk (ADSK) | 0.2 | $501k | -4% | 1.9k | 261.80 |
|
| Cisco Systems (CSCO) | 0.2 | $500k | -2% | 8.1k | 61.71 |
|
| Starbucks Corporation (SBUX) | 0.2 | $495k | -5% | 5.0k | 98.09 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $479k | -59% | 5.9k | 81.73 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $474k | +9% | 4.1k | 116.36 |
|
| Chemed Corp Com Stk (CHE) | 0.2 | $470k | +2% | 763.00 | 615.32 |
|
| Norfolk Southern (NSC) | 0.2 | $465k | -18% | 2.0k | 236.85 |
|
| Manhattan Associates (MANH) | 0.2 | $464k | -4% | 2.7k | 173.04 |
|
| salesforce (CRM) | 0.2 | $464k | -16% | 1.7k | 268.36 |
|
| Uber Technologies (UBER) | 0.2 | $464k | +4% | 6.4k | 72.86 |
|
| Rli (RLI) | 0.2 | $462k | +121% | 5.7k | 80.33 |
|
| Martin Marietta Materials (MLM) | 0.2 | $456k | -5% | 954.00 | 478.13 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.2 | $444k | +12% | 17k | 26.80 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $444k | -14% | 1.2k | 361.09 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.2 | $437k | +8% | 11k | 39.10 |
|
| Shopify Cl A (SHOP) | 0.2 | $434k | 4.5k | 95.48 |
|
|
| American Express Company (AXP) | 0.2 | $434k | 1.6k | 269.05 |
|
|
| At&t (T) | 0.2 | $432k | -14% | 15k | 28.28 |
|
| Axon Enterprise (AXON) | 0.2 | $428k | 814.00 | 525.95 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $427k | +12% | 3.2k | 132.46 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $425k | +16% | 2.6k | 165.45 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $424k | -4% | 12k | 36.90 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $419k | +5% | 227.00 | 1844.16 |
|
| Anthem (ELV) | 0.2 | $418k | +48% | 962.00 | 434.96 |
|
| Best Buy (BBY) | 0.2 | $415k | NEW | 5.6k | 73.61 |
|
| Qualcomm (QCOM) | 0.1 | $412k | 2.7k | 153.61 |
|
|
| ConocoPhillips (COP) | 0.1 | $403k | +79% | 3.8k | 105.02 |
|
| Bank of America Corporation (BAC) | 0.1 | $401k | +5% | 9.6k | 41.73 |
|
| BancFirst Corporation (BANF) | 0.1 | $400k | +8% | 3.6k | 109.87 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $400k | 6.6k | 60.99 |
|
|
| Saia (SAIA) | 0.1 | $398k | 1.1k | 349.43 |
|
|
| NewMarket Corporation (NEU) | 0.1 | $393k | -8% | 694.00 | 566.45 |
|
| Charles River Laboratories (CRL) | 0.1 | $386k | +12% | 2.6k | 150.52 |
|
| Dt Midstream Common Stock (DTM) | 0.1 | $385k | 4.0k | 96.48 |
|
|
| Copart (CPRT) | 0.1 | $380k | 6.7k | 56.59 |
|
|
| Exponent (EXPO) | 0.1 | $379k | +9% | 4.7k | 81.06 |
|
| Donaldson Company (DCI) | 0.1 | $378k | NEW | 5.6k | 67.06 |
|
| Yum! Brands (YUM) | 0.1 | $376k | 2.4k | 157.35 |
|
|
| Murphy Oil Corporation (MUR) | 0.1 | $372k | NEW | 13k | 28.40 |
|
| Lci Industries (LCII) | 0.1 | $372k | +19% | 4.3k | 87.43 |
|
| Hubspot (HUBS) | 0.1 | $370k | -4% | 647.00 | 571.29 |
|
| Eaton Corp SHS (ETN) | 0.1 | $368k | -22% | 1.4k | 271.83 |
|
| FedEx Corporation (FDX) | 0.1 | $367k | -7% | 1.5k | 243.78 |
|
| Thor Industries (THO) | 0.1 | $365k | 4.8k | 75.81 |
|
|
| Church & Dwight (CHD) | 0.1 | $357k | -6% | 3.2k | 110.09 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $355k | 645.00 | 550.03 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $351k | NEW | 9.8k | 35.70 |
|
| Cintas Corporation (CTAS) | 0.1 | $350k | +6% | 1.7k | 205.53 |
|
| Applied Materials (AMAT) | 0.1 | $349k | -18% | 2.4k | 145.12 |
|
| Pfizer (PFE) | 0.1 | $347k | +26% | 14k | 25.34 |
|
| S&p Global (SPGI) | 0.1 | $344k | +5% | 677.00 | 508.17 |
|
| Siteone Landscape Supply (SITE) | 0.1 | $342k | +3% | 2.8k | 121.44 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $328k | +2% | 5.3k | 62.10 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $327k | 660.00 | 495.27 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $322k | -2% | 3.2k | 100.88 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $321k | +28% | 3.8k | 84.40 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $320k | 3.4k | 93.70 |
|
|
| Teradyne (TER) | 0.1 | $318k | -4% | 3.8k | 82.60 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $316k | +23% | 7.0k | 45.26 |
|
| United Rentals (URI) | 0.1 | $315k | +2% | 502.00 | 626.70 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $312k | +9% | 712.00 | 438.00 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $311k | +28% | 2.6k | 119.46 |
|
| 3M Company (MMM) | 0.1 | $308k | 2.1k | 146.86 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $306k | NEW | 6.6k | 46.08 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $306k | +2% | 3.8k | 80.11 |
|
| Crane Company Common Stock (CR) | 0.1 | $305k | 2.0k | 153.18 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $302k | NEW | 5.9k | 50.83 |
|
| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $300k | NEW | 5.9k | 50.36 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $298k | -21% | 1.1k | 268.44 |
|
| Medtronic SHS (MDT) | 0.1 | $297k | -3% | 3.3k | 89.86 |
|
| Tractor Supply Company (TSCO) | 0.1 | $295k | +3% | 5.4k | 55.10 |
|
| Ubs Group SHS (UBS) | 0.1 | $294k | 9.6k | 30.63 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $294k | -5% | 1.3k | 232.74 |
|
| Amgen (AMGN) | 0.1 | $292k | +4% | 937.00 | 311.57 |
|
| Verizon Communications (VZ) | 0.1 | $289k | -3% | 6.4k | 45.36 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $288k | 5.2k | 54.89 |
|
|
| Walt Disney Company (DIS) | 0.1 | $286k | +5% | 2.9k | 98.70 |
|
| Wells Fargo & Company (WFC) | 0.1 | $285k | +6% | 4.0k | 71.79 |
|
| Gartner (IT) | 0.1 | $282k | -9% | 672.00 | 419.74 |
|
| Ross Stores (ROST) | 0.1 | $278k | +8% | 2.2k | 127.79 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $277k | -6% | 6.6k | 42.22 |
|
| L3harris Technologies (LHX) | 0.1 | $276k | +2% | 1.3k | 209.37 |
|
| International Business Machines (IBM) | 0.1 | $272k | -11% | 1.1k | 248.66 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $271k | +8% | 4.2k | 64.35 |
|
| Intuit (INTU) | 0.1 | $269k | -35% | 438.00 | 613.99 |
|
| Eversource Energy (ES) | 0.1 | $268k | 4.3k | 62.11 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $267k | -10% | 403.00 | 662.63 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $259k | -26% | 676.00 | 383.53 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $254k | -17% | 3.3k | 77.48 |
|
| RadNet (RDNT) | 0.1 | $252k | 5.1k | 49.72 |
|
|
| Booking Holdings (BKNG) | 0.1 | $249k | -5% | 54.00 | 4606.91 |
|
| Ametek (AME) | 0.1 | $248k | 1.4k | 172.14 |
|
|
| Cme (CME) | 0.1 | $246k | 927.00 | 265.29 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $246k | +25% | 1.4k | 170.64 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $243k | 2.5k | 96.18 |
|
|
| Brown & Brown (BRO) | 0.1 | $238k | NEW | 1.9k | 124.40 |
|
| Howmet Aerospace (HWM) | 0.1 | $236k | NEW | 1.8k | 129.73 |
|
| SYSCO Corporation (SYY) | 0.1 | $236k | -21% | 3.1k | 75.05 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $235k | -33% | 527.00 | 446.71 |
|
| Fortinet (FTNT) | 0.1 | $235k | 2.4k | 96.26 |
|
|
| Rockwell Automation (ROK) | 0.1 | $226k | 876.00 | 258.39 |
|
|
| Waste Management (WM) | 0.1 | $225k | NEW | 971.00 | 231.51 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $224k | NEW | 5.9k | 37.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $220k | -50% | 1.2k | 188.16 |
|
| Paccar (PCAR) | 0.1 | $219k | -16% | 2.3k | 97.37 |
|
| General Dynamics Corporation (GD) | 0.1 | $218k | -8% | 800.00 | 272.58 |
|
| Msci (MSCI) | 0.1 | $216k | NEW | 382.00 | 565.50 |
|
| American Intl Group Com New (AIG) | 0.1 | $216k | NEW | 2.5k | 86.94 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $215k | 354.00 | 607.85 |
|
|
| Boeing Company (BA) | 0.1 | $213k | NEW | 1.2k | 170.55 |
|
| McKesson Corporation (MCK) | 0.1 | $213k | NEW | 316.00 | 672.99 |
|
| Vulcan Materials Company (VMC) | 0.1 | $211k | -7% | 906.00 | 233.30 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $210k | NEW | 1.3k | 161.50 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $209k | NEW | 2.8k | 73.50 |
|
| Marvell Technology (MRVL) | 0.1 | $208k | 3.4k | 61.57 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $205k | +2% | 2.9k | 69.44 |
|
| Corteva (CTVA) | 0.1 | $204k | NEW | 3.2k | 62.93 |
|
| Sempra Energy (SRE) | 0.1 | $203k | +7% | 2.8k | 71.36 |
|
| Casey's General Stores (CASY) | 0.1 | $202k | NEW | 465.00 | 434.04 |
|
| Emerson Electric (EMR) | 0.1 | $202k | +9% | 1.8k | 109.64 |
|
| Banco Santander Adr (SAN) | 0.0 | $102k | -15% | 15k | 6.70 |
|
| Coty Com Cl A (COTY) | 0.0 | $61k | NEW | 11k | 5.47 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $55k | -41% | 14k | 3.82 |
|
Past Filings by Impact Capital Partners
SEC 13F filings are viewable for Impact Capital Partners going back to 2024
- Impact Capital Partners 2025 Q1 filed April 11, 2025
- Impact Capital Partners 2024 Q4 filed Feb. 10, 2025