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)

#StockSharesValue% PortfolioType
201
SITESITEONE LANDSCAPE SUPPLY INC
2,658$331.0M0.10%
202
VONVVANGUARD SCOTTSDALE FDS
3,580$330.0M0.10%
203
INTCINTEL CORP
8,831$325.0M0.10%
204
MRVLMARVELL TECHNOLOGY INC
3,823$324.0M0.10%
205
AZNASTRAZENECA PLC
3,524$323.0M0.10%
206
VMCVULCAN MATLS CO
1,131$322.0M0.10%
207
VBVANGUARD INDEX FDS
1,241$320.0M0.09%
208
BSXBOSTON SCIENTIFIC CORP
3,298$314.0M0.09%
209
MOALTRIA GROUP INC
5,452$314.0M0.09%
210
ETNEATON CORP PLC
983$313.0M0.09%
211
CMCSACOMCAST CORP NEW
10,391$310.0M0.09%
212
INTUINTUIT
463$306.0M0.09%
213
EXPOEXPONENT INC
4,384$304.0M0.09%
214
ACGLARCH CAP GROUP LTD
3,151$302.0M0.09%
215
BACVERIZON COMMUNICATIONS INC
7,421$302.0M0.09%
216
CPRTCOPART INC
7,687$300.0M0.09%
217
IAU*ISHARES GOLD TR
3,687$299.0M0.09%
218
BABOEING CO
1,369$297.0M0.09%
219
OLEDUNIVERSAL DISPLAY CORP
2,542$296.0M0.09%
220
MMM3M CO
1,837$294.0M0.09%
221
CITCINTAS CORP
1,566$294.0M0.09%
222
ESEVERSOURCE ENERGY
4,351$292.0M0.09%
223
FCXFREEPORT-MCMORAN INC
5,755$292.0M0.09%
224
PFEPFIZER INC
11,756$292.0M0.09%
225
CASYCASEYS GEN STORES INC
520$287.0M0.09%
226
EEMISHARES TR
5,209$284.0M0.08%
227
TXNTEXAS INSTRS INC
1,640$284.0M0.08%
228
COFCAPITAL ONE FINL CORP
1,159$280.0M0.08%
229
FDXFEDEX CORP
967$279.0M0.08%
230
AMEAMETEK INC
1,363$279.0M0.08%
231
BKNGBOOKING HOLDINGS INC
52$278.0M0.08%
232
PANWPALO ALTO NETWORKS INC
1,499$276.0M0.08%
233
AMGNAMGEN INC
836$273.0M0.08%
234
MCKMCKESSON CORP
332$272.0M0.08%
235
CLCOLGATE PALMOLIVE CO
3,454$272.0M0.08%
236
WDCWESTERN DIGITAL CORP
1,550$267.0M0.08%
237
LNTALLIANT ENERGY CORP
4,083$265.0M0.08%
238
SANBANCO SANTANDER SA
22,395$262.0M0.08%
239
HLNEHAMILTON LANE INC
1,945$261.0M0.08%
240
IVWISHARES TR
2,124$261.0M0.08%
241
TSCOTRACTOR SUPPLY CO
5,213$260.0M0.08%
242
NEUNEWMARKET CORP
377$259.0M0.08%
243
COPCONOCOPHILLIPS
2,774$259.0M0.08%
244
CAHCARDINAL HEALTH INC
1,256$258.0M0.08%
245
IUSBISHARES TR
5,535$257.0M0.08%
246
USIGISHARES TR
4,914$254.0M0.08%
247
LMTLOCKHEED MARTIN CORP
522$252.0M0.07%
248
EMREMERSON ELEC CO
1,900$252.0M0.07%
249
SAPSAP SE
1,028$249.0M0.07%
250
NSCNORFOLK SOUTHN CORP
865$249.0M0.07%
251
MBBISHARES TR
2,589$246.0M0.07%
252
ABGCENCORA INC
711$240.0M0.07%
253
BMYBRISTOL-MYERS SQUIBB CO
4,363$235.0M0.07%
254
TRVCCITIGROUP INC
2,013$234.0M0.07%
255
MEDPMEDPACE HLDGS INC
405$227.0M0.07%
256
MDBMONGODB INC
536$224.0M0.07%
257
MSCIMSCI INC
388$222.0M0.07%
258
BROBROWN & BROWN INC
2,776$221.0M0.07%
259
KLACKLA CORP
182$221.0M0.07%
260
WMWASTE MGMT INC DEL
1,001$219.0M0.06%
261
APPAPPLOVIN CORP
324$218.0M0.06%
262
PCARPACCAR INC
1,978$216.0M0.06%
263
NDQINVESCO QQQ TR
350$215.0M0.06%
264
ETRENTERGY CORP NEW
2,308$213.0M0.06%
265
HUBSHUBSPOT INC
528$211.0M0.06%
266
ODFLOLD DOMINION FREIGHT LINE IN
1,328$208.0M0.06%
267
CHHCHOICE HOTELS INTL INC
2,189$208.0M0.06%
268
SBUXSTARBUCKS CORP
2,455$206.0M0.06%
269
GILDGILEAD SCIENCES INC
1,666$204.0M0.06%
270
LHLABCORP HOLDINGS INC
801$200.0M0.06%
271
FWONALIBERTY MEDIA CORP DEL
2,039$200.0M0.06%
272
LYGLLOYDS BANKING GROUP PLC
16,239$86.0M0.03%
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