Impact Capital Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Impact Capital Partners LLC held in its portfolio 272 assets valued at $337,239,584 (i.e. $337.24M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($19.73M), NVIDIA CORPORATION ($15.48M), and APPLE INC ($14.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 272 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Impact Capital Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 40800 | 19731730 | COM |
| NVIDIA CORPORATION | 83022 | 15483655 | COM |
| APPLE INC | 52066 | 14154786 | COM |
| BROADCOM INC | 36947 | 12787267 | COM |
| WISDOMTREE TR | 200163 | 8715097 | DYNAMIC INTL EQT |
| PROCTER AND GAMBLE CO | 46563 | 6672890 | COM |
| JPMORGAN CHASE & CO. | 20337 | 6552869 | COM |
| ABBVIE INC | 26979 | 6164473 | COM |
| AMAZON COM INC | 26318 | 6074721 | COM |
| ISHARES TR | 114260 | 5811256 | FLTG RATE NT ETF |
| ORACLE CORP | 29495 | 5748856 | COM |
| ALPHABET INC | 17214 | 5388036 | CAP STK CL A |
| JOHNSON & JOHNSON | 25467 | 5270438 | COM |
| ISHARES TR | 48865 | 4880670 | CORE US AGGBD ET |
| ISHARES TR | 89410 | 4288998 | MSCI INTL MOMENT |
| IBEX LTD | 108491 | 4142186 | SHS NEW |
| COCA COLA CO | 58744 | 4106788 | COM |
| ONEMAIN HLDGS INC | 59752 | 4036248 | COM |
| ALPHABET INC | 12653 | 3970527 | CAP STK CL C |
| ANALOG DEVICES INC | 13408 | 3636342 | COM |
| HOME DEPOT INC | 10316 | 3549857 | COM |
| META PLATFORMS INC | 5232 | 3453597 | CL A |
| VISA INC | 9011 | 3160323 | COM CL A |
| MCDONALDS CORP | 10295 | 3146439 | COM |
| ABBOTT LABS | 24060 | 3014487 | COM |
| EXXON MOBIL CORP | 24737 | 2976843 | COM |
| BLACKROCK INC | 2709 | 2899622 | COM |
| PHILIP MORRIS INTL INC | 17632 | 2828173 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5554 | 2791718 | CL B NEW |
| ISHARES TR | 3962 | 2713732 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 3979 | 2713360 | TR UNIT |
| TESLA INC | 5919 | 2661893 | COM |
| WISDOMTREE TR | 63151 | 2619503 | INTL QULTY DIV |
| SPDR SERIES TRUST | 77037 | 2604621 | STATE STREET SPD |
| LINDE PLC | 5524 | 2355426 | SHS |
| CHEVRON CORP NEW | 15362 | 2341322 | COM |
| UNITEDHEALTH GROUP INC | 6829 | 2254321 | COM |
| AUTOMATIC DATA PROCESSING IN | 8390 | 2158168 | COM |
| UNION PAC CORP | 9206 | 2129596 | COM |
| PROLOGIS INC. | 16064 | 2050699 | COM |
| HONEYWELL INTL INC | 9868 | 1925197 | COM |
| VANGUARD INDEX FDS | 5575 | 1869177 | TOTAL STK MKT |
| ELI LILLY & CO | 1710 | 1837725 | COM |
| VANGUARD SPECIALIZED FUNDS | 8304 | 1825094 | DIV APP ETF |
| CSX CORP | 50068 | 1814979 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5792 | 1760131 | SPONSORED ADS |
| REPUBLIC SVCS INC | 8265 | 1751619 | COM |
| WISDOMTREE TR | 21296 | 1725189 | INTL SMCAP DIV |
| CHUBB LIMITED | 5500 | 1716687 | COM |
| MARSH & MCLENNAN COS INC | 8890 | 1649322 | COM |
| TJX COS INC NEW | 10710 | 1645163 | COM |
| JANUS DETROIT STR TR | 34826 | 1591200 | HENDERSON MTG |
| COSTCO WHSL CORP NEW | 1753 | 1511729 | COM |
| WALMART INC | 12623 | 1406328 | COM |
| VANGUARD INDEX FDS | 4644 | 1347834 | MID CAP ETF |
| PEPSICO INC | 9240 | 1326125 | COM |
| MASTERCARD INCORPORATED | 2307 | 1317029 | CL A |
| HENRY JACK & ASSOC INC | 7011 | 1279367 | COM |
| TRANE TECHNOLOGIES PLC | 3208 | 1248554 | SHS |
| MERCK & CO INC | 11537 | 1214385 | COM |
| ISHARES TR | 12422 | 1192885 | MSCI EAFE ETF |
| PHILLIPS 66 | 9197 | 1186835 | COM |
| WISDOMTREE TR | 23107 | 1162721 | FLOATNG RAT TREA |
| NEXTERA ENERGY INC | 14443 | 1159484 | COM |
| SIMPSON MFG INC | 6594 | 1064740 | COM |
| CATERPILLAR INC | 1824 | 1044915 | COM |
| DTE ENERGY CO | 8086 | 1042932 | COM |
| WATTS WATER TECHNOLOGIES INC | 3728 | 1029003 | CL A |
| EMCOR GROUP INC | 1681 | 1028419 | COM |
| INTERACTIVE BROKERS GROUP IN | 15750 | 1012882 | COM CL A |
| VERTEX PHARMACEUTICALS INC | 2226 | 1009179 | COM |
| NETFLIX INC | 10672 | 1000607 | COM |
| ACCENTURE PLC IRELAND | 3709 | 995125 | SHS CLASS A |
| PRIMERICA INC | 3827 | 988744 | COM |
| LPL FINL HLDGS INC | 2767 | 988289 | COM |
| VANGUARD BD INDEX FDS | 13329 | 987279 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 5075 | 969274 | VALUE ETF |
| AMERICAN ELEC PWR CO INC | 8405 | 969181 | COM |
| CROWDSTRIKE HLDGS INC | 1960 | 918770 | CL A |
| BERKLEY W R CORP | 13033 | 913874 | COM |
| FTI CONSULTING INC | 5211 | 890195 | COM |
| GE AEROSPACE | 2831 | 872033 | COM NEW |
| WISDOMTREE TR | 9697 | 867203 | US QTLY DIV GRT |
| ISHARES TR | 9558 | 855051 | CORE MSCI EAFE |
| ACUSHNET HLDGS CORP | 10710 | 854872 | COM |
| ISHARES TR | 3436 | 845806 | RUSSELL 2000 ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1345 | 811412 | UTSER1 S&PDCRP |
| TE CONNECTIVITY PLC | 3451 | 785137 | ORD SHS |
| UBS GROUP AG | 16753 | 775831 | SHS |
| ISHARES TR | 1620 | 766746 | RUS 1000 GRW ETF |
| MOELIS & CO | 11148 | 766314 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD INDEX FDS | 1202 | 753810 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 27985 | 753085 | US LRG CAP ETF |
| TELEDYNE TECHNOLOGIES INC | 1473 | 752305 | COM |
| RBC BEARINGS INC | 1674 | 750672 | COM |
| ALLEGION PLC | 4682 | 745468 | ORD SHS |
| GOLDMAN SACHS GROUP INC | 840 | 738360 | COM |
| ZURN ELKAY WATER SOLNS CORP | 15861 | 737378 | COM |
| SHOPIFY INC | 4468 | 719214 | CL A SUB VTG SHS |
| ROLLINS INC | 11965 | 718139 | COM |
| ILLINOIS TOOL WKS INC | 2848 | 701508 | COM |
| PALANTIR TECHNOLOGIES INC | 3933 | 699091 | CL A |
| INSTALLED BLDG PRODS INC | 2627 | 681418 | COM |
| AMPHENOL CORP NEW | 4995 | 675053 | CL A |
| NEXSTAR MEDIA GROUP INC | 3288 | 667628 | COMMON STOCK |
| LOWES COS INC | 2764 | 666566 | COM |
| EOG RES INC | 6345 | 666308 | COM |
| MORGAN STANLEY | 3741 | 664140 | COM NEW |
| TORO CO | 8287 | 652353 | COM |
| COOPER COS INC | 7844 | 642894 | COM |
| NORDSON CORP | 2635 | 633546 | COM |
| STRYKER CORPORATION | 1779 | 625327 | COM |
| LANDSTAR SYS INC | 4325 | 621502 | COM |
| GRACO INC | 7462 | 611673 | COM |
| CISCO SYS INC | 7916 | 609772 | COM |
| VANGUARD INDEX FDS | 1230 | 600068 | GROWTH ETF |
| BANK AMERICA CORP | 10895 | 599225 | COM |
| UL SOLUTIONS INC | 7537 | 594368 | CLASS A COM SHS |
| RLI CORP | 9082 | 581066 | COM |
| AMERICAN EXPRESS CO | 1564 | 578602 | COM |
| THERMO FISHER SCIENTIFIC INC | 978 | 566702 | COM |
| BENTLEY SYS INC | 14616 | 557820 | COM CL B |
| VANGUARD STAR FDS | 7345 | 554116 | VG TL INTL STK F |
| DEERE & CO | 1170 | 544717 | COM |
| FIRST HAWAIIAN INC | 21492 | 543748 | COM |
| AUTODESK INC | 1832 | 542290 | COM |
| ROSS STORES INC | 2985 | 537718 | COM |
| LENNOX INTL INC | 1086 | 527340 | COM |
| ISHARES TR | 5460 | 525634 | RUS MID CAP ETF |
| SERVICETITAN INC | 4925 | 524512 | SHS CL A |
| PROGRESSIVE CORP | 2294 | 522390 | COM |
| OREILLY AUTOMOTIVE INC | 5679 | 517982 | COM |
| AXON ENTERPRISE INC | 911 | 517384 | COM |
| KADANT INC | 1815 | 517311 | COM |
| VANGUARD SCOTTSDALE FDS | 4224 | 514272 | VNG RUS1000GRW |
| LAM RESEARCH CORP | 2972 | 508766 | COM NEW |
| APPLIED MATLS INC | 1972 | 506799 | COM |
| VANGUARD INTL EQUITY INDEX F | 9362 | 503308 | FTSE EMR MKT ETF |
| EQUIFAX INC | 2306 | 500356 | COM |
| JANUS DETROIT STR TR | 9870 | 499243 | HENDRSON AAA CL |
| SERVICENOW INC | 3232 | 495110 | COM |
| ASML HOLDING N V | 460 | 492136 | N Y REGISTRY SHS |
| RTX CORPORATION | 2647 | 485460 | COM |
| CHIPOTLE MEXICAN GRILL INC | 13026 | 481962 | COM |
| DT MIDSTREAM INC | 3997 | 478361 | COMMON STOCK |
| KIMBERLY-CLARK CORP | 4739 | 478118 | COM |
| MURPHY OIL CORP | 15143 | 473219 | COM |
| LCI INDS | 3819 | 463397 | COM |
| QUALCOMM INC | 2690 | 460152 | COM |
| SCHWAB CHARLES CORP | 4594 | 458987 | COM |
| SCHWAB STRATEGIC TR | 16724 | 458735 | US DIVIDEND EQ |
| ISHARES TR | 2180 | 458541 | RUS 1000 VAL ETF |
| THOR INDS INC | 4453 | 457190 | COM |
| JOHNSON CTLS INTL PLC | 3755 | 449661 | SHS |
| SAIA INC | 1368 | 446679 | COM |
| DONALDSON INC | 5026 | 445605 | COM |
| BJS WHSL CLUB HLDGS INC | 4881 | 439436 | COM |
| CORVEL CORP | 6479 | 438434 | COM |
| MARTIN MARIETTA MATLS INC | 696 | 433371 | COM |
| ARTISAN PARTNERS ASSET MGMT | 10495 | 427566 | CL A |
| WATSCO INC | 1259 | 424220 | COM |
| BEST BUY INC | 6336 | 424068 | COM |
| INTUITIVE SURGICAL INC | 744 | 421372 | COM NEW |
| OLLIES BARGAIN OUTLET HLDGS | 3827 | 419477 | COM |
| AT&T INC | 16798 | 417272 | COM |
| UNITED RENTALS INC | 512 | 414372 | COM |
| MANHATTAN ASSOCIATES INC | 2383 | 412998 | COM |
| HILTON WORLDWIDE HLDGS INC | 1421 | 408182 | COM |
| BANCFIRST CORP | 3842 | 407329 | COM |
| MICRON TECHNOLOGY INC | 1423 | 406138 | COM |
| WELLS FARGO CO NEW | 4339 | 404395 | COM |
| UFP INDUSTRIES INC | 4441 | 404353 | COM |
| ZEBRA TECHNOLOGIES CORPORATI | 1594 | 387055 | CL A |
| UBER TECHNOLOGIES INC | 4650 | 379952 | COM |
| GE VERNOVA INC | 581 | 379724 | COM |
| L3HARRIS TECHNOLOGIES INC | 1284 | 376840 | COM |
| STIFEL FINL CORP | 3001 | 375785 | COM |
| INTERNATIONAL BUSINESS MACHS | 1266 | 375002 | COM |
| TRIMBLE INC | 4785 | 374905 | COM |
| ARISTA NETWORKS INC | 2830 | 370815 | COM SHS |
| VANGUARD TAX-MANAGED FDS | 5927 | 370260 | VAN FTSE DEV MKT |
| BRIGHT HORIZONS FAM SOL IN D | 3636 | 368690 | COM |
| CRANE COMPANY | 1992 | 367385 | COMMON STOCK |
| RADNET INC | 5089 | 363100 | COM |
| YUM BRANDS INC | 2385 | 360735 | COM |
| ISHARES INC | 5359 | 360210 | CORE MSCI EMKT |
| ROCKWELL AUTOMATION INC | 923 | 359141 | COM |
| ADVANCED MICRO DEVICES INC | 1676 | 358932 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1298 | 357456 | ORD SHS |
| HOWMET AEROSPACE INC | 1733 | 355300 | COM |
| SALESFORCE INC | 1341 | 355244 | COM |
| SCHWAB STRATEGIC TR | 12452 | 354644 | US SML CAP ETF |
| S&P GLOBAL INC | 668 | 349189 | COM |
| PARKER-HANNIFIN CORP | 394 | 346310 | COM |
| DISNEY WALT CO | 2988 | 339945 | COM |
| POOL CORP | 1476 | 337635 | COM |
| ISHARES TR | 3137 | 336004 | NATIONAL MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 6571 | 334727 | ULTRA SHT MUNCPL |
| AIR PRODS & CHEMS INC | 1355 | 334708 | COM |
| SITEONE LANDSCAPE SUPPLY INC | 2658 | 331080 | COM |
| VANGUARD SCOTTSDALE FDS | 3580 | 330434 | VNG RUS1000VAL |
| INTEL CORP | 8831 | 325854 | COM |
| MARVELL TECHNOLOGY INC | 3823 | 324879 | COM |
| ASTRAZENECA PLC | 3524 | 323979 | SPONSORED ADR |
| VULCAN MATLS CO | 1131 | 322584 | COM |
| VANGUARD INDEX FDS | 1241 | 320158 | SMALL CP ETF |
| BOSTON SCIENTIFIC CORP | 3298 | 314464 | COM |
| ALTRIA GROUP INC | 5452 | 314362 | COM |
| EATON CORP PLC | 983 | 313095 | SHS |
| COMCAST CORP NEW | 10391 | 310587 | CL A |
| INTUIT | 463 | 306700 | COM |
| EXPONENT INC | 4384 | 304513 | COM |
| VERIZON COMMUNICATIONS INC | 7421 | 302263 | COM |
| ARCH CAP GROUP LTD | 3151 | 302244 | ORD |
| COPART INC | 7687 | 300946 | COM |
| ISHARES GOLD TR | 3687 | 299274 | ISHARES NEW |
| BOEING CO | 1369 | 297237 | COM |
| UNIVERSAL DISPLAY CORP | 2542 | 296855 | COM |
| CINTAS CORP | 1566 | 294526 | COM |
| 3M CO | 1837 | 294060 | COM |
| EVERSOURCE ENERGY | 4351 | 292958 | COM |
| PFIZER INC | 11756 | 292724 | COM |
| FREEPORT-MCMORAN INC | 5755 | 292296 | CL B |
| CASEYS GEN STORES INC | 520 | 287409 | COM |
| ISHARES TR | 5209 | 284984 | MSCI EMG MKT ETF |
| TEXAS INSTRS INC | 1640 | 284524 | COM |
| CAPITAL ONE FINL CORP | 1159 | 280895 | COM |
| AMETEK INC | 1363 | 279846 | COM |
| FEDEX CORP | 967 | 279328 | COM |
| BOOKING HOLDINGS INC | 52 | 278477 | COM |
| PALO ALTO NETWORKS INC | 1499 | 276116 | COM |
| AMGEN INC | 836 | 273678 | COM |
| COLGATE PALMOLIVE CO | 3454 | 272935 | COM |
| MCKESSON CORP | 332 | 272336 | COM |
| WESTERN DIGITAL CORP | 1550 | 267018 | COM |
| ALLIANT ENERGY CORP | 4083 | 265436 | COM |
| BANCO SANTANDER SA | 22395 | 262693 | ADR |
| ISHARES TR | 2124 | 261804 | S&P 500 GRWT ETF |
| HAMILTON LANE INC | 1945 | 261233 | CL A |
| TRACTOR SUPPLY CO | 5213 | 260702 | COM |
| CONOCOPHILLIPS | 2774 | 259674 | COM |
| NEWMARKET CORP | 377 | 259097 | COM |
| CARDINAL HEALTH INC | 1256 | 258108 | COM |
| ISHARES TR | 5535 | 257599 | CORE UNIVRSL USD |
| ISHARES TR | 4914 | 254398 | USD INV GRDE ETF |
| LOCKHEED MARTIN CORP | 522 | 252476 | COM |
| EMERSON ELEC CO | 1900 | 252168 | COM |
| NORFOLK SOUTHN CORP | 865 | 249743 | COM |
| SAP SE | 1028 | 249711 | SPON ADR |
| ISHARES TR | 2589 | 246525 | MBS ETF |
| CENCORA INC | 711 | 240140 | COM |
| BRISTOL-MYERS SQUIBB CO | 4363 | 235344 | COM |
| CITIGROUP INC | 2013 | 234897 | COM NEW |
| MEDPACE HLDGS INC | 405 | 227468 | COM |
| MONGODB INC | 536 | 224954 | CL A |
| MSCI INC | 388 | 222607 | COM |
| BROWN & BROWN INC | 2776 | 221247 | COM |
| KLA CORP | 182 | 221161 | COM NEW |
| WASTE MGMT INC DEL | 1001 | 219930 | COM |
| APPLOVIN CORP | 324 | 218318 | COM CL A |
| PACCAR INC | 1978 | 216611 | COM |
| INVESCO QQQ TR | 350 | 215008 | UNIT SER 1 |
| ENTERGY CORP NEW | 2308 | 213328 | COM |
| HUBSPOT INC | 528 | 211886 | COM |
| CHOICE HOTELS INTL INC | 2189 | 208524 | COM |
| OLD DOMINION FREIGHT LINE IN | 1328 | 208230 | COM |
| STARBUCKS CORP | 2455 | 206736 | COM |
| GILEAD SCIENCES INC | 1666 | 204485 | COM |
| LABCORP HOLDINGS INC | 801 | 200955 | COM SHS |
| LIBERTY MEDIA CORP DEL | 2039 | 200862 | COM LBTY ONE S C |
| LLOYDS BANKING GROUP PLC | 16239 | 86067 | SPONSORED ADR |
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