Impact Capital Partners LLC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$337.2B
Holdings
272
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (272 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ROLROLLINS INC | 11,965 | $718.0M | 0.21% | |
| 102 | ITWILLINOIS TOOL WKS INC | 2,848 | $701.0M | 0.21% | |
| 103 | PLTRPALANTIR TECHNOLOGIES INC | 3,933 | $699.0M | 0.21% | |
| 104 | IBPINSTALLED BLDG PRODS INC | 2,627 | $681.0M | 0.20% | |
| 105 | APHAMPHENOL CORP NEW | 4,995 | $675.0M | 0.20% | |
| 106 | NXSTNEXSTAR MEDIA GROUP INC | 3,288 | $667.0M | 0.20% | |
| 107 | LOWLOWES COS INC | 2,764 | $666.0M | 0.20% | |
| 108 | EOGEOG RES INC | 6,345 | $666.0M | 0.20% | |
| 109 | DWDMORGAN STANLEY | 3,741 | $664.0M | 0.20% | |
| 110 | TTCTORO CO | 8,287 | $652.0M | 0.19% | |
| 111 | COOCOOPER COS INC | 7,844 | $642.0M | 0.19% | |
| 112 | NDSNNORDSON CORP | 2,635 | $633.0M | 0.19% | |
| 113 | SYKSTRYKER CORPORATION | 1,779 | $625.0M | 0.19% | |
| 114 | LSTRLANDSTAR SYS INC | 4,325 | $621.0M | 0.18% | |
| 115 | GGGGRACO INC | 7,462 | $611.0M | 0.18% | |
| 116 | CSCOCISCO SYS INC | 7,916 | $609.0M | 0.18% | |
| 117 | VUGVANGUARD INDEX FDS | 1,230 | $600.0M | 0.18% | |
| 118 | BACBANK AMERICA CORP | 10,895 | $599.0M | 0.18% | |
| 119 | ULSUL SOLUTIONS INC | 7,537 | $594.0M | 0.18% | |
| 120 | RLIRLI CORP | 9,082 | $581.0M | 0.17% | |
| 121 | AXPAMERICAN EXPRESS CO | 1,564 | $578.0M | 0.17% | |
| 122 | TMOTHERMO FISHER SCIENTIFIC INC | 978 | $566.0M | 0.17% | |
| 123 | BSYBENTLEY SYS INC | 14,616 | $557.0M | 0.17% | |
| 124 | VXUSVANGUARD STAR FDS | 7,345 | $554.0M | 0.16% | |
| 125 | DEDEERE & CO | 1,170 | $544.0M | 0.16% | |
| 126 | FHBFIRST HAWAIIAN INC | 21,492 | $543.0M | 0.16% | |
| 127 | ADSKAUTODESK INC | 1,832 | $542.0M | 0.16% | |
| 128 | ROSTROSS STORES INC | 2,985 | $537.0M | 0.16% | |
| 129 | LIILENNOX INTL INC | 1,086 | $527.0M | 0.16% | |
| 130 | IWRISHARES TR | 5,460 | $525.0M | 0.16% | |
| 131 | TTANSERVICETITAN INC | 4,925 | $524.0M | 0.16% | |
| 132 | PGRPROGRESSIVE CORP | 2,294 | $522.0M | 0.15% | |
| 133 | ORLYOREILLY AUTOMOTIVE INC | 5,679 | $517.0M | 0.15% | |
| 134 | KAIKADANT INC | 1,815 | $517.0M | 0.15% | |
| 135 | AXONAXON ENTERPRISE INC | 911 | $517.0M | 0.15% | |
| 136 | VONGVANGUARD SCOTTSDALE FDS | 4,224 | $514.0M | 0.15% | |
| 137 | LRCXLAM RESEARCH CORP | 2,972 | $508.0M | 0.15% | |
| 138 | AMATAPPLIED MATLS INC | 1,972 | $506.0M | 0.15% | |
| 139 | VWOVANGUARD INTL EQUITY INDEX F | 9,362 | $503.0M | 0.15% | |
| 140 | EFXEQUIFAX INC | 2,306 | $500.0M | 0.15% | |
| 141 | JAAAJANUS DETROIT STR TR | 9,870 | $499.0M | 0.15% | |
| 142 | NOWSERVICENOW INC | 3,232 | $495.0M | 0.15% | |
| 143 | ASMLASML HOLDING N V | 460 | $492.0M | 0.15% | |
| 144 | RTXRTX CORPORATION | 2,647 | $485.0M | 0.14% | |
| 145 | CMGCHIPOTLE MEXICAN GRILL INC | 13,026 | $481.0M | 0.14% | |
| 146 | KMBKIMBERLY-CLARK CORP | 4,739 | $478.0M | 0.14% | |
| 147 | DTMDT MIDSTREAM INC | 3,997 | $478.0M | 0.14% | |
| 148 | MURMURPHY OIL CORP | 15,143 | $473.0M | 0.14% | |
| 149 | LCIILCI INDS | 3,819 | $463.0M | 0.14% | |
| 150 | QCOMQUALCOMM INC | 2,690 | $460.0M | 0.14% | |
| 151 | SCHWSCHWAB CHARLES CORP | 4,594 | $458.0M | 0.14% | |
| 152 | SCHDSCHWAB STRATEGIC TR | 16,724 | $458.0M | 0.14% | |
| 153 | IWDISHARES TR | 2,180 | $458.0M | 0.14% | |
| 154 | THOTHOR INDS INC | 4,453 | $457.0M | 0.14% | |
| 155 | JCIJOHNSON CTLS INTL PLC | 3,755 | $449.0M | 0.13% | |
| 156 | SAIASAIA INC | 1,368 | $446.0M | 0.13% | |
| 157 | DCIDONALDSON INC | 5,026 | $445.0M | 0.13% | |
| 158 | BJBJS WHSL CLUB HLDGS INC | 4,881 | $439.0M | 0.13% | |
| 159 | CRVLCORVEL CORP | 6,479 | $438.0M | 0.13% | |
| 160 | MLMMARTIN MARIETTA MATLS INC | 696 | $433.0M | 0.13% | |
| 161 | APAMARTISAN PARTNERS ASSET MGMT | 10,495 | $427.0M | 0.13% | |
| 162 | WSOWATSCO INC | 1,259 | $424.0M | 0.13% | |
| 163 | BBYBEST BUY INC | 6,336 | $424.0M | 0.13% | |
| 164 | ISRGINTUITIVE SURGICAL INC | 744 | $421.0M | 0.12% | |
| 165 | OLLIOLLIES BARGAIN OUTLET HLDGS | 3,827 | $419.0M | 0.12% | |
| 166 | TAT&T INC | 16,798 | $417.0M | 0.12% | |
| 167 | URIUNITED RENTALS INC | 512 | $414.0M | 0.12% | |
| 168 | MANHMANHATTAN ASSOCIATES INC | 2,383 | $412.0M | 0.12% | |
| 169 | HLTHILTON WORLDWIDE HLDGS INC | 1,421 | $408.0M | 0.12% | |
| 170 | BANFBANCFIRST CORP | 3,842 | $407.0M | 0.12% | |
| 171 | MUMICRON TECHNOLOGY INC | 1,423 | $406.0M | 0.12% | |
| 172 | UFPIUFP INDUSTRIES INC | 4,441 | $404.0M | 0.12% | |
| 173 | WFCWELLS FARGO CO NEW | 4,339 | $404.0M | 0.12% | |
| 174 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,594 | $387.0M | 0.11% | |
| 175 | UBERUBER TECHNOLOGIES INC | 4,650 | $379.0M | 0.11% | |
| 176 | GEVGE VERNOVA INC | 581 | $379.0M | 0.11% | |
| 177 | LHXL3HARRIS TECHNOLOGIES INC | 1,284 | $376.0M | 0.11% | |
| 178 | IBMINTERNATIONAL BUSINESS MACHS | 1,266 | $375.0M | 0.11% | |
| 179 | SFSTIFEL FINL CORP | 3,001 | $375.0M | 0.11% | |
| 180 | TRMBTRIMBLE INC | 4,785 | $374.0M | 0.11% | |
| 181 | ANETARISTA NETWORKS INC | 2,830 | $370.0M | 0.11% | |
| 182 | VEAVANGUARD TAX-MANAGED FDS | 5,927 | $370.0M | 0.11% | |
| 183 | BFAMBRIGHT HORIZONS FAM SOL IN D | 3,636 | $368.0M | 0.11% | |
| 184 | CRCRANE COMPANY | 1,992 | $367.0M | 0.11% | |
| 185 | RDNTRADNET INC | 5,089 | $363.0M | 0.11% | |
| 186 | IEMGISHARES INC | 5,359 | $360.0M | 0.11% | |
| 187 | YUMYUM BRANDS INC | 2,385 | $360.0M | 0.11% | |
| 188 | ROKROCKWELL AUTOMATION INC | 923 | $359.0M | 0.11% | |
| 189 | AMDADVANCED MICRO DEVICES INC | 1,676 | $358.0M | 0.11% | |
| 190 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,298 | $357.0M | 0.11% | |
| 191 | HWMHOWMET AEROSPACE INC | 1,733 | $355.0M | 0.11% | |
| 192 | CRMSALESFORCE INC | 1,341 | $355.0M | 0.11% | |
| 193 | SCHASCHWAB STRATEGIC TR | 12,452 | $354.0M | 0.10% | |
| 194 | SPGIS&P GLOBAL INC | 668 | $349.0M | 0.10% | |
| 195 | PHPARKER-HANNIFIN CORP | 394 | $346.0M | 0.10% | |
| 196 | DISDISNEY WALT CO | 2,988 | $339.0M | 0.10% | |
| 197 | POOLPOOL CORP | 1,476 | $337.0M | 0.10% | |
| 198 | MUBISHARES TR | 3,137 | $336.0M | 0.10% | |
| 199 | APDAIR PRODS & CHEMS INC | 1,355 | $334.0M | 0.10% | |
| 200 | JMSTJ P MORGAN EXCHANGE TRADED F | 6,571 | $334.0M | 0.10% |