Impact Capital Partners LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$337.2M

Holdings

272

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
40,800$19.7M5.85%
2
NVDANVIDIA CORPORATION
83,022$15.5M4.59%
3
AAPLAPPLE INC
52,066$14.2M4.20%
4
AVGOBROADCOM INC
36,947$12.8M3.79%
5
DDWMWISDOMTREE TR
200,163$8.7M2.58%
6
PGPROCTER AND GAMBLE CO
46,563$6.7M1.98%
7
JPMJPMORGAN CHASE & CO.
20,337$6.6M1.94%
8
ABBVABBVIE INC
26,979$6.2M1.83%
9
AMZNAMAZON COM INC
26,318$6.1M1.80%
10
FLOTISHARES TR
114,260$5.8M1.72%
11
ORCLORACLE CORP
29,495$5.7M1.70%
12
GOOGLALPHABET INC
17,214$5.4M1.60%
13
JNJJOHNSON & JOHNSON
25,467$5.3M1.56%
14
AGGISHARES TR
48,865$4.9M1.45%
15
IMTMISHARES TR
89,410$4.3M1.27%
16
IBEXIBEX LTD
108,491$4.1M1.23%
17
KOCOCA COLA CO
58,744$4.1M1.22%
18
OMFONEMAIN HLDGS INC
59,752$4.0M1.20%
19
GOOGALPHABET INC
12,653$4.0M1.18%
20
ADIANALOG DEVICES INC
13,408$3.6M1.08%
21
HDHOME DEPOT INC
10,316$3.5M1.05%
22
METAMETA PLATFORMS INC
5,232$3.5M1.02%
23
VVISA INC
9,011$3.2M0.94%
24
MCDMCDONALDS CORP
10,295$3.1M0.93%
25
ABTABBOTT LABS
24,060$3.0M0.89%
26
XOMEXXON MOBIL CORP
24,737$3.0M0.88%
27
BLKBLACKROCK INC
2,709$2.9M0.86%
28
4I1PHILIP MORRIS INTL INC
17,632$2.8M0.84%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
5,554$2.8M0.83%
30
SPYSPDR S&P 500 ETF TR
3,979$2.7M0.80%
31
IVVISHARES TR
3,962$2.7M0.80%
32
TSLATESLA INC
5,919$2.7M0.79%
33
IQDGWISDOMTREE TR
63,151$2.6M0.78%
34
SPIBSPDR SERIES TRUST
77,037$2.6M0.77%
35
LINLINDE PLC
5,524$2.4M0.70%
36
CVXCHEVRON CORP NEW
15,362$2.3M0.69%
37
UNHUNITEDHEALTH GROUP INC
6,829$2.3M0.67%
38
ADPAUTOMATIC DATA PROCESSING IN
8,390$2.2M0.64%
39
UNPUNION PAC CORP
9,206$2.1M0.63%
40
PLDPROLOGIS INC.
16,064$2.0M0.61%
41
HONHONEYWELL INTL INC
9,868$1.9M0.57%
42
VTIVANGUARD INDEX FDS
5,575$1.9M0.55%
43
LLYELI LILLY & CO
1,710$1.8M0.54%
44
VIGVANGUARD SPECIALIZED FUNDS
8,304$1.8M0.54%
45
CSXCSX CORP
50,068$1.8M0.54%
46
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,792$1.8M0.52%
47
RSGREPUBLIC SVCS INC
8,265$1.8M0.52%
48
DLSWISDOMTREE TR
21,296$1.7M0.51%
49
CBCHUBB LIMITED
5,500$1.7M0.51%
50
MRSHMARSH & MCLENNAN COS INC
8,890$1.6M0.49%
51
TJXTJX COS INC NEW
10,710$1.6M0.49%
52
JMBSJANUS DETROIT STR TR
34,826$1.6M0.47%
53
COSTCOSTCO WHSL CORP NEW
1,753$1.5M0.45%
54
WMTWALMART INC
12,623$1.4M0.42%
55
VOVANGUARD INDEX FDS
4,644$1.3M0.40%
56
PEPPEPSICO INC
9,240$1.3M0.39%
57
MAMASTERCARD INCORPORATED
2,307$1.3M0.39%
58
JKHYHENRY JACK & ASSOC INC
7,011$1.3M0.38%
59
TTTRANE TECHNOLOGIES PLC
3,208$1.2M0.37%
60
MRKMERCK & CO INC
11,537$1.2M0.36%
61
EFAISHARES TR
12,422$1.2M0.35%
62
PSXPHILLIPS 66
9,197$1.2M0.35%
63
USFRWISDOMTREE TR
23,107$1.2M0.34%
64
NEENEXTERA ENERGY INC
14,443$1.2M0.34%
65
SSDSIMPSON MFG INC
6,594$1.1M0.32%
66
CATCATERPILLAR INC
1,824$1.0M0.31%
67
DTEDTE ENERGY CO
8,086$1.0M0.31%
68
WTSWATTS WATER TECHNOLOGIES INC
3,728$1.0M0.31%
69
EMEEMCOR GROUP INC
1,681$1.0M0.30%
70
IBKRINTERACTIVE BROKERS GROUP IN
15,750$1.0M0.30%
71
VRTXVERTEX PHARMACEUTICALS INC
2,226$1.0M0.30%
72
NFLXNETFLIX INC
10,672$1.0M0.30%
73
ACNACCENTURE PLC IRELAND
3,709$995K0.30%
74
LPLALPL FINL HLDGS INC
2,767$988K0.29%
75
PRIPRIMERICA INC
3,827$988K0.29%
76
BNDVANGUARD BD INDEX FDS
13,329$987K0.29%
77
VTVVANGUARD INDEX FDS
5,075$969K0.29%
78
AEPAMERICAN ELEC PWR CO INC
8,405$969K0.29%
79
CRWDCROWDSTRIKE HLDGS INC
1,960$918K0.27%
80
WRBBERKLEY W R CORP
13,033$913K0.27%
81
FCNFTI CONSULTING INC
5,211$890K0.26%
82
GEGE AEROSPACE
2,831$872K0.26%
83
DGRWWISDOMTREE TR
9,697$867K0.26%
84
AQLTISHARES TR
9,558$855K0.25%
85
GOLFACUSHNET HLDGS CORP
10,710$854K0.25%
86
IWMISHARES TR
3,436$845K0.25%
87
MDYSPDR S&P MIDCAP 400 ETF TR
1,345$811K0.24%
88
TELTE CONNECTIVITY PLC
3,451$785K0.23%
89
UBSUBS GROUP AG
16,753$775K0.23%
90
MCMOELIS & CO
11,148$766K0.23%
91
IWFISHARES TR
1,620$766K0.23%
92
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.22%
93
SCHXSCHWAB STRATEGIC TR
27,985$753K0.22%
94
VOOVANGUARD INDEX FDS
1,202$753K0.22%
95
TDYTELEDYNE TECHNOLOGIES INC
1,473$752K0.22%
96
RBCRBC BEARINGS INC
1,674$750K0.22%
97
ALLEALLEGION PLC
4,682$745K0.22%
98
GSGOLDMAN SACHS GROUP INC
840$738K0.22%
99
ZWSZURN ELKAY WATER SOLNS CORP
15,861$737K0.22%
100
SHOPSHOPIFY INC
4,468$719K0.21%
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