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, DDWM, AVGO, and represent 19.40% of Impact Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, AAPL, DDWM, META, VOO, IMTM, V, EEM, AGG, DLN.
- Started 19 new stock positions in ABEV, VSTS, HWKN, BNDX, GLW, DLN, AZN, SHEL, PWR, SLB. ULTA, TTE, VRT, GARP, ALGN, SPOT, MPC, XEL, JCPB.
- Reduced shares in these 10 stocks: PM, MSFT, AVGO, ABBV, OMF, IWM, , DGRW, IBEX, .
- Sold out of its positions in APP, AstraZeneca, BSX, COF, HUBS, INTU, IWM, MBB, USIG, MEDP. MDB, PCAR, MDY, SAP, VONV.
- Impact Capital Partners was a net buyer of stock by $4.8M.
- Impact Capital Partners has $331M in assets under management (AUM), dropping by -1.97%.
- Central Index Key (CIK): 0002054916
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Portfolio Holdings for Impact Capital Partners
Impact Capital Partners holds 276 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $16M | +18% | 62k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $15M | 84k | 174.40 |
|
|
| Microsoft Corporation (MSFT) | 4.1 | $14M | -9% | 37k | 370.17 |
|
| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 3.1 | $10M | +15% | 231k | 44.11 |
|
| Broadcom (AVGO) | 3.0 | $10M | -12% | 32k | 309.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $7.7M | +55% | 27k | 287.56 |
|
| Procter & Gamble Company (PG) | 2.1 | $6.8M | 47k | 144.44 |
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| Johnson & Johnson (JNJ) | 1.9 | $6.1M | 25k | 244.44 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.8 | $5.9M | 116k | 50.95 |
|
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| JPMorgan Chase & Co. (JPM) | 1.8 | $5.9M | -2% | 20k | 294.16 |
|
| Amazon (AMZN) | 1.7 | $5.5M | 26k | 208.27 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $5.5M | +12% | 55k | 99.27 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.5 | $5.0M | +16% | 104k | 48.02 |
|
| Abbvie (ABBV) | 1.5 | $4.8M | -17% | 22k | 217.49 |
|
| Coca-Cola Company (KO) | 1.3 | $4.4M | -2% | 57k | 76.05 |
|
| Oracle Corporation (ORCL) | 1.3 | $4.2M | -2% | 29k | 147.11 |
|
| Analog Devices (ADI) | 1.3 | $4.2M | -2% | 13k | 318.15 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $4.1M | -2% | 24k | 169.66 |
|
| Meta Platforms Cl A (META) | 1.2 | $3.9M | +29% | 6.8k | 572.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.7M | 13k | 286.86 |
|
|
| Visa Com Cl A (V) | 1.0 | $3.4M | +23% | 11k | 302.25 |
|
| Home Depot (HD) | 1.0 | $3.4M | 10k | 328.91 |
|
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| McDonald's Corporation (MCD) | 1.0 | $3.2M | 10k | 310.79 |
|
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| Chevron Corporation (CVX) | 0.9 | $3.1M | -2% | 15k | 206.90 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.9 | $3.0M | +16% | 74k | 40.14 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.9 | $2.9M | +14% | 88k | 33.54 |
|
| Linde SHS (LIN) | 0.9 | $2.9M | +5% | 5.8k | 495.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.6M | 5.5k | 479.20 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $2.6M | 4.1k | 650.34 |
|
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| Blackrock (BLK) | 0.8 | $2.6M | 2.7k | 961.74 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.5M | -2% | 3.9k | 653.21 |
|
| Ibex Shs New (IBEX) | 0.7 | $2.4M | -16% | 90k | 26.82 |
|
| Abbott Laboratories (ABT) | 0.7 | $2.4M | -3% | 23k | 102.67 |
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| Onemain Holdings (OMF) | 0.7 | $2.3M | -27% | 43k | 53.49 |
|
| Honeywell International (HON) | 0.7 | $2.3M | +3% | 10k | 226.04 |
|
| Tesla Motors (TSLA) | 0.7 | $2.2M | 5.9k | 371.75 |
|
|
| Union Pacific Corporation (UNP) | 0.7 | $2.2M | -2% | 9.0k | 242.63 |
|
| Prologis (PLD) | 0.6 | $2.1M | -2% | 16k | 132.18 |
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| CSX Corporation (CSX) | 0.6 | $2.1M | 50k | 41.05 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.0M | +30% | 2.2k | 919.78 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.6 | $2.0M | +13% | 24k | 81.50 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.9M | +4% | 5.8k | 320.83 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.8M | -6% | 5.4k | 337.95 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $1.8M | +14% | 40k | 45.18 |
|
| UnitedHealth (UNH) | 0.5 | $1.8M | -3% | 6.6k | 270.59 |
|
| Republic Services (RSG) | 0.5 | $1.8M | 8.1k | 219.02 |
|
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| Costco Wholesale Corporation (COST) | 0.5 | $1.8M | 1.8k | 996.47 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.7M | -2% | 8.1k | 215.05 |
|
| Chubb (CB) | 0.5 | $1.7M | -3% | 5.3k | 325.94 |
|
| TJX Companies (TJX) | 0.5 | $1.7M | 11k | 159.70 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $1.7M | +6% | 14k | 124.28 |
|
| Automatic Data Processing (ADP) | 0.5 | $1.7M | -2% | 8.2k | 203.18 |
|
| Phillips 66 (PSX) | 0.5 | $1.7M | 9.1k | 182.17 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.6M | +117% | 2.6k | 597.49 |
|
| Marsh & McLennan Companies (MRSH) | 0.5 | $1.5M | 8.9k | 173.46 |
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| Pepsi (PEP) | 0.4 | $1.4M | 9.1k | 155.29 |
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| Merck & Co (MRK) | 0.4 | $1.4M | 12k | 120.29 |
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| Philip Morris International (PM) | 0.4 | $1.4M | -53% | 8.3k | 165.34 |
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| Nextera Energy (NEE) | 0.4 | $1.3M | 15k | 92.88 |
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| Trane Technologies SHS (TT) | 0.4 | $1.3M | 3.2k | 416.74 |
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| Caterpillar (CAT) | 0.4 | $1.3M | 1.8k | 708.46 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.2M | -7% | 4.3k | 287.20 |
|
| Emcor (EME) | 0.4 | $1.2M | -2% | 1.6k | 738.31 |
|
| DTE Energy Company (DTE) | 0.4 | $1.2M | 8.1k | 146.22 |
|
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | +2% | 2.4k | 499.66 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.2M | 23k | 50.34 |
|
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| Simpson Manufacturing (SSD) | 0.3 | $1.1M | -2% | 6.4k | 171.62 |
|
| RBC Bearings Incorporated (RBC) | 0.3 | $1.1M | +20% | 2.0k | 543.12 |
|
| Watts Water Technologies Cl A (WTS) | 0.3 | $1.1M | 3.8k | 290.29 |
|
|
| American Electric Power Company (AEP) | 0.3 | $1.1M | -2% | 8.2k | 131.08 |
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| Netflix (NFLX) | 0.3 | $1.1M | +3% | 11k | 96.15 |
|
| Toro Company (TTC) | 0.3 | $1.0M | +33% | 11k | 93.44 |
|
| Jack Henry & Associates (JKHY) | 0.3 | $1.0M | -7% | 6.5k | 158.04 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.0M | +3% | 14k | 73.64 |
|
| Primerica (PRI) | 0.3 | $996k | +3% | 4.0k | 250.48 |
|
| Acushnet Holdings Corp (GOLF) | 0.3 | $969k | -3% | 10k | 93.48 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $966k | -2% | 2.2k | 446.54 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $966k | -3% | 4.9k | 196.20 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $947k | -10% | 14k | 67.07 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $920k | +211% | 16k | 56.79 |
|
| EOG Resources (EOG) | 0.3 | $914k | 6.3k | 144.58 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $889k | -26% | 9.2k | 97.13 |
|
| FTI Consulting (FCN) | 0.3 | $861k | -6% | 4.9k | 176.77 |
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| Ge Aerospace Com New (GE) | 0.2 | $821k | +2% | 2.9k | 283.77 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $817k | -8% | 1.4k | 605.01 |
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| Applied Materials (AMAT) | 0.2 | $801k | +18% | 2.3k | 341.80 |
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| Pool Corporation (POOL) | 0.2 | $779k | +160% | 3.9k | 202.33 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $773k | -10% | 12k | 66.28 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $769k | 2.0k | 390.41 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $746k | 2.9k | 260.27 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $728k | +59% | 7.5k | 96.47 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $720k | 28k | 25.64 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
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| Goldman Sachs (GS) | 0.2 | $711k | 840.00 | 845.99 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $704k | +31% | 1.6k | 436.79 |
|
| Landstar System (LSTR) | 0.2 | $701k | 4.4k | 160.31 |
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|
| Installed Bldg Prods (IBP) | 0.2 | $679k | -2% | 2.6k | 265.15 |
|
| Ross Stores (ROST) | 0.2 | $672k | +3% | 3.1k | 216.63 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $672k | +10% | 509.00 | 1320.83 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $671k | -22% | 7.4k | 90.53 |
|
| Moelis & Co Cl A (MC) | 0.2 | $670k | +5% | 12k | 57.00 |
|
| Ubs Group SHS (UBS) | 0.2 | $664k | 17k | 39.07 |
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| Amphenol Corp Cl A (APH) | 0.2 | $655k | +3% | 5.2k | 126.36 |
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| Lowe's Companies (LOW) | 0.2 | $654k | 2.8k | 236.28 |
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| Deere & Company (DE) | 0.2 | $651k | 1.2k | 563.30 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $641k | -11% | 3.1k | 209.02 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $636k | 3.0k | 213.67 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $631k | +11% | 8.2k | 77.11 |
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| Gra (GGG) | 0.2 | $626k | 7.4k | 84.65 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $625k | -24% | 2.1k | 300.83 |
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| Murphy Oil Corporation (MUR) | 0.2 | $624k | 15k | 41.25 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $622k | -12% | 14k | 44.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $622k | +22% | 12k | 54.05 |
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| Nordson Corporation (NDSN) | 0.2 | $620k | -11% | 2.3k | 266.07 |
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| Cisco Systems (CSCO) | 0.2 | $605k | 7.8k | 77.59 |
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| Allegion Ord Shs (ALLE) | 0.2 | $597k | -12% | 4.1k | 145.29 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $589k | +2% | 4.0k | 146.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $588k | +54% | 9.2k | 64.08 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $584k | 3.2k | 180.83 |
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| Stryker Corporation (SYK) | 0.2 | $583k | 1.8k | 328.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $582k | -20% | 2.9k | 198.27 |
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| Ul Solutions Class A Com Shs (ULS) | 0.2 | $576k | -10% | 6.7k | 85.71 |
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| Rollins (ROL) | 0.2 | $567k | -11% | 11k | 53.41 |
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| Rli (RLI) | 0.2 | $560k | +8% | 9.8k | 57.04 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $560k | +5% | 4.7k | 118.62 |
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| Kadant (KAI) | 0.2 | $546k | +2% | 1.9k | 292.35 |
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| Micron Technology (MU) | 0.2 | $546k | +13% | 1.6k | 337.84 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $545k | +9% | 11k | 50.37 |
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| O'reilly Automotive (ORLY) | 0.2 | $540k | +3% | 5.9k | 92.31 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $540k | 4.0k | 134.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $534k | -22% | 1.3k | 426.40 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $526k | +3% | 1.3k | 391.76 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $521k | NEW | 5.8k | 89.33 |
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| Ge Vernova (GEV) | 0.2 | $520k | +2% | 596.00 | 872.90 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $517k | 17k | 30.68 |
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| BancFirst Corporation (BANF) | 0.2 | $515k | +23% | 4.7k | 108.50 |
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| First Hawaiian (FHB) | 0.2 | $511k | -3% | 21k | 24.64 |
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| At&t (T) | 0.2 | $507k | +4% | 18k | 28.99 |
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| Bank of America Corporation (BAC) | 0.1 | $496k | -6% | 10k | 48.75 |
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| Cooper Cos (COO) | 0.1 | $493k | -12% | 6.9k | 71.50 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $487k | 3.7k | 130.95 |
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| Ufp Industries (UFPI) | 0.1 | $487k | +18% | 5.3k | 92.12 |
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| American Express Company (AXP) | 0.1 | $483k | 1.6k | 302.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $481k | -5% | 2.5k | 192.90 |
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| Ishares Tr Msci Usa Quality (GARP) | 0.1 | $479k | NEW | 7.5k | 63.97 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $476k | 968.00 | 491.53 |
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| Autodesk (ADSK) | 0.1 | $472k | +7% | 2.0k | 239.40 |
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| Lennox International (LII) | 0.1 | $463k | -8% | 997.00 | 464.13 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $458k | 2.1k | 213.67 |
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| Lci Industries (LCII) | 0.1 | $456k | -3% | 3.7k | 122.98 |
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| CorVel Corporation (CRVL) | 0.1 | $455k | +28% | 8.3k | 54.65 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $449k | +4% | 1.5k | 304.08 |
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| L3harris Technologies (LHX) | 0.1 | $442k | 1.3k | 345.08 |
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| Morgan Stanley Com New (MS) | 0.1 | $438k | -28% | 2.7k | 164.57 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $436k | -9% | 4.4k | 98.42 |
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| Howmet Aerospace (HWM) | 0.1 | $432k | +8% | 1.9k | 230.46 |
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| Progressive Corporation (PGR) | 0.1 | $429k | -5% | 2.2k | 198.24 |
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| Servicetitan Shs Cl A (TTAN) | 0.1 | $423k | +35% | 6.7k | 63.46 |
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| Saia (SAIA) | 0.1 | $421k | -12% | 1.2k | 351.28 |
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| Western Digital (WDC) | 0.1 | $420k | 1.6k | 270.49 |
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| Watsco, Incorporated (WSO) | 0.1 | $419k | -8% | 1.2k | 363.79 |
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| Martin Marietta Materials (MLM) | 0.1 | $419k | +2% | 712.00 | 588.68 |
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| Donaldson Company (DCI) | 0.1 | $419k | 4.9k | 84.87 |
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| Axon Enterprise (AXON) | 0.1 | $418k | +7% | 983.00 | 424.69 |
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| Equifax (EFX) | 0.1 | $414k | 2.3k | 180.07 |
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| Air Products & Chemicals (APD) | 0.1 | $405k | +2% | 1.4k | 290.43 |
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| Best Buy (BBY) | 0.1 | $405k | 6.3k | 64.20 |
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| Casey's General Stores (CASY) | 0.1 | $393k | +3% | 540.00 | 727.86 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $393k | -9% | 4.2k | 93.98 |
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| Intel Corporation (INTC) | 0.1 | $393k | 8.9k | 44.13 |
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| Verizon Communications (VZ) | 0.1 | $392k | +5% | 7.8k | 50.20 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $387k | +29% | 4.7k | 82.13 |
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| Hawkins (HWKN) | 0.1 | $385k | NEW | 2.5k | 153.60 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $384k | +98% | 3.9k | 99.40 |
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| United Rentals (URI) | 0.1 | $382k | +2% | 524.00 | 728.56 |
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| Yum! Brands (YUM) | 0.1 | $374k | 2.4k | 155.47 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $372k | -10% | 12k | 32.01 |
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| ConocoPhillips (COP) | 0.1 | $369k | 2.8k | 132.00 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $368k | +15% | 1.9k | 194.14 |
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| Altria (MO) | 0.1 | $367k | +2% | 5.6k | 65.99 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $363k | 13k | 29.08 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $362k | NEW | 693.00 | 522.71 |
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| Universal Display Corporation (OLED) | 0.1 | $359k | +54% | 3.9k | 91.66 |
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| Pfizer (PFE) | 0.1 | $357k | +8% | 13k | 28.08 |
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| Marvell Technology (MRVL) | 0.1 | $357k | -5% | 3.6k | 99.05 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $355k | 396.00 | 895.24 |
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| Qualcomm (QCOM) | 0.1 | $351k | 2.7k | 128.79 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $350k | +2% | 760.00 | 460.99 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $349k | -8% | 9.6k | 36.39 |
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| Advanced Micro Devices (AMD) | 0.1 | $349k | +2% | 1.7k | 203.43 |
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| Eaton Corp SHS (ETN) | 0.1 | $347k | 969.00 | 357.67 |
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| Astrazeneca Ord (AZN) | 0.1 | $346k | NEW | 1.8k | 197.22 |
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| Wells Fargo & Company (WFC) | 0.1 | $346k | 4.3k | 79.61 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $346k | +3% | 3.3k | 106.15 |
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| Vulcan Materials Company (VMC) | 0.1 | $341k | +10% | 1.3k | 272.30 |
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| Crane Company Common Stock (CR) | 0.1 | $341k | 2.0k | 171.00 |
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| Align Technology (ALGN) | 0.1 | $338k | NEW | 2.0k | 171.43 |
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| FedEx Corporation (FDX) | 0.1 | $338k | 948.00 | 356.18 |
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| Servicenow (NOW) | 0.1 | $337k | 3.2k | 104.55 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $337k | 6.6k | 50.98 |
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| Stifel Financial (SF) | 0.1 | $336k | +51% | 4.5k | 73.92 |
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| Rockwell Automation (ROK) | 0.1 | $335k | 934.00 | 358.91 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $332k | +2% | 1.3k | 261.97 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $330k | -2% | 5.6k | 58.78 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $327k | +8% | 3.4k | 95.99 |
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| Trimble Navigation (TRMB) | 0.1 | $325k | +3% | 5.0k | 65.23 |
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| International Business Machines (IBM) | 0.1 | $324k | +5% | 1.3k | 242.39 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $324k | -36% | 9.2k | 35.12 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $322k | +2% | 533.00 | 604.39 |
|
| Thor Industries (THO) | 0.1 | $319k | -10% | 4.0k | 79.89 |
|
| Choice Hotels International (CHH) | 0.1 | $318k | +40% | 3.1k | 103.50 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $316k | -62% | 3.6k | 87.84 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $313k | +4% | 11k | 28.71 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $312k | -32% | 2.8k | 109.69 |
|
| Cintas Corporation (CTAS) | 0.1 | $311k | +17% | 1.8k | 169.14 |
|
| Siteone Landscape Supply (SITE) | 0.1 | $310k | -12% | 2.3k | 133.11 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $310k | -7% | 1.5k | 209.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $308k | -17% | 4.4k | 69.74 |
|
| Eversource Energy (ES) | 0.1 | $305k | 4.4k | 69.28 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $300k | NEW | 1.2k | 250.58 |
|
| Amgen (AMGN) | 0.1 | $298k | 848.00 | 351.92 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $298k | -14% | 2.4k | 122.78 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $295k | NEW | 6.3k | 47.08 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $295k | 3.5k | 85.23 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $295k | NEW | 6.1k | 48.05 |
|
| Ametek (AME) | 0.1 | $294k | 1.4k | 214.37 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $292k | +21% | 1.8k | 160.32 |
|
| Manhattan Associates (MANH) | 0.1 | $290k | -8% | 2.2k | 133.12 |
|
| McKesson Corporation (MCK) | 0.1 | $290k | 335.00 | 865.36 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $288k | -18% | 3.1k | 92.04 |
|
| Copart (CPRT) | 0.1 | $286k | +12% | 8.6k | 33.20 |
|
| RadNet (RDNT) | 0.1 | $285k | 5.1k | 55.89 |
|
|
| Alliant Energy Corporation (LNT) | 0.1 | $285k | -2% | 4.0k | 71.76 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $281k | NEW | 1.2k | 244.18 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $280k | +5% | 4.6k | 60.65 |
|
| Boeing Company (BA) | 0.1 | $275k | 1.4k | 199.03 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $273k | -15% | 3.1k | 88.16 |
|
| Corning Incorporated (GLW) | 0.1 | $271k | NEW | 2.0k | 135.94 |
|
| Uber Technologies (UBER) | 0.1 | $271k | -19% | 3.8k | 71.93 |
|
| Cardinal Health (CAH) | 0.1 | $271k | 1.3k | 211.31 |
|
|
| Msci (MSCI) | 0.1 | $269k | +28% | 499.00 | 539.01 |
|
| Kla Corp Com New (KLAC) | 0.1 | $268k | 182.00 | 1472.53 |
|
|
| 3M Company (MMM) | 0.1 | $266k | 1.8k | 145.26 |
|
|
| Walt Disney Company (DIS) | 0.1 | $265k | -7% | 2.8k | 96.38 |
|
| Entergy Corporation (ETR) | 0.1 | $263k | 2.3k | 112.36 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $261k | 5.6k | 46.19 |
|
|
| S&p Global (SPGI) | 0.1 | $260k | -8% | 610.00 | 425.50 |
|
| Exponent (EXPO) | 0.1 | $254k | -11% | 3.9k | 65.25 |
|
| Norfolk Southern (NSC) | 0.1 | $247k | 861.00 | 287.00 |
|
|
| Emerson Electric (EMR) | 0.1 | $246k | 1.9k | 131.02 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $246k | NEW | 2.6k | 93.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $240k | 2.1k | 113.11 |
|
|
| Quanta Services (PWR) | 0.1 | $239k | NEW | 436.00 | 549.02 |
|
| SLB Com Stk (SLB) | 0.1 | $238k | NEW | 4.6k | 51.39 |
|
| Gilead Sciences (GILD) | 0.1 | $237k | +2% | 1.7k | 139.37 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $234k | -7% | 21k | 11.28 |
|
| Tractor Supply Company (TSCO) | 0.1 | $233k | 5.1k | 45.30 |
|
|
| Waste Management (WM) | 0.1 | $231k | 1.0k | 229.79 |
|
|
| AmerisourceBergen (COR) | 0.1 | $231k | +3% | 734.00 | 314.14 |
|
| Citigroup Com New (C) | 0.1 | $230k | 2.0k | 113.41 |
|
|
| Brown & Brown (BRO) | 0.1 | $223k | +23% | 3.4k | 65.21 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $220k | +2% | 825.00 | 266.81 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $219k | -15% | 1.1k | 195.40 |
|
| Booking Holdings (BKNG) | 0.1 | $219k | 52.00 | 4210.33 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $218k | NEW | 449.00 | 484.91 |
|
| Starbucks Corporation (SBUX) | 0.1 | $212k | -3% | 2.4k | 89.59 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $209k | +20% | 2.5k | 85.02 |
|
| NewMarket Corporation (NEU) | 0.1 | $208k | -13% | 325.00 | 640.95 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $208k | -60% | 2.1k | 97.23 |
|
| salesforce (CRM) | 0.1 | $206k | -17% | 1.1k | 186.67 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $202k | 350.00 | 577.18 |
|
|
| Xcel Energy (XEL) | 0.1 | $202k | NEW | 2.5k | 79.45 |
|
| Totalenergies Se Act (TTE) | 0.1 | $201k | NEW | 2.2k | 90.98 |
|
| Vestis Corporation Com Shs (VSTS) | 0.0 | $104k | NEW | 13k | 7.86 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $102k | +24% | 20k | 5.03 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $31k | NEW | 11k | 2.92 |
|
Past Filings by Impact Capital Partners
SEC 13F filings are viewable for Impact Capital Partners going back to 2024
- 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