Impact Capital Partners

Impact Capital Partners as of March 31, 2026

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