Impact-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MC",
  "RDNT",
  "POOL",
  "KAI",
  "OLLI",
  "RBC",
  null,
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "APAM",
  "AIG",
  "ASML",
  "T",
  "GOLF",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "SAN",
  "WRB",
  "BSX",
  null,
  "LCII",
  null,
  "EOG",
  "FCX",
  "IBKR",
  "GD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  "HLI",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  "HEFA",
  null,
  null,
  "LHX",
  "LIN",
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "EXPO",
  "FICO",
  "GE",
  "ODFL",
  "OMF",
  "ORLY",
  "PCAR",
  "ANET",
  "IWD",
  "ORCL",
  "IWF",
  "PANW",
  "PEP",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  "ROK",
  "SPGI",
  "NOW",
  "SHOP",
  "SRE",
  "ROST",
  "RTX",
  "SAP",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TMO",
  "TJX",
  "UBS",
  "UBER",
  "VO",
  "DTM",
  "SITE",
  "SCHW",
  "VWO",
  null,
  "EME",
  "VIG",
  "LYG",
  "TSCO",
  "GGG",
  "TSM",
  "IT",
  "SMG",
  "VRTX",
  "TT",
  "RLI",
  "MUR",
  "SAIA",
  "PRI",
  "ADSK",
  "WTS",
  "ACGL",
  "AXON",
  "THO",
  "ALLE",
  "FI",
  "WSO",
  "WM",
  "FTNT",
  "EFX",
  "TTC",
  "AEP",
  "ES",
  "IBEX",
  "LSTR",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "NEU",
  "USB",
  "VEA",
  "VXUS",
  "BND",
  "VOO",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  "YUM",
  "ZBRA",
  "FHB",
  "LNT",
  "DTE",
  "NXST",
  "FCN",
  "MSCI",
  "JKHY",
  "NSC",
  "NDSN",
  "JCI",
  "LH",
  "TER",
  "UFPI",
  "PSX",
  "SSD",
  "ROL",
  "CRM",
  "TDY",
  "SYY",
  "SPOT",
  "LII",
  "MANH",
  null,
  "ZWS",
  "OLED",
  "MCK",
  null,
  "FDX",
  "AME",
  "KMB",
  "ADP",
  "BAC",
  "BANF",
  "BRK-A",
  "BRK-B",
  "BSY",
  "BJ",
  "BBY",
  "BA",
  "BMY",
  "BFAM",
  "CASY",
  "CRL",
  "CHE",
  "CVX",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COO",
  "CPRT",
  "CRVL",
  "COTY",
  "COST",
  "CTVA",
  "CR",
  "CRWD",
  "CSX",
  "DE",
  "DCI",
  "EFA",
  "ADI",
  "VMC",
  "NEE",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 256
Total Value: 276003286
Accession Number: 0001951757-25-000309
Form Type: 13F-HR
CIK: impact-capital-partners
Manager Name: Impact-Capital-Partners

Data Enrichment

94% identified

241 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

256 positions • $276.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 13

Sort by:

Acushnet Holdings Corp.

GOLF|005098108

Shares:12.0K

Value:$823.3K

% of Portfolio:0.3% ($823.3K/$276.0M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:16.3K

Value:$819.9K

% of Portfolio:0.3% ($819.9K/$276.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.3% ($798.4K/$276.0M)

TORO CO

TTC|891092108

Shares:10.8K

Value:$788.5K

% of Portfolio:0.3% ($788.5K/$276.0M)

FISERV INC

FI|337738108

Shares:3.5K

Value:$773.8K

% of Portfolio:0.3% ($773.8K/$276.0M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:2.6K

Value:$762.6K

% of Portfolio:0.3% ($762.6K/$276.0M)

46641Q654

Shares:14.9K

Value:$758.5K

% of Portfolio:0.3% ($758.5K/$276.0M)

921937835

BND|921937835

Shares:10.3K

Value:$755.9K

% of Portfolio:0.3% ($755.9K/$276.0M)

WATSCO INC

WSO|942622200

Shares:1.5K

Value:$749.7K

% of Portfolio:0.3% ($749.7K/$276.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.2K

Value:$748.9K

% of Portfolio:0.3% ($748.9K/$276.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.1K

Value:$745.7K

% of Portfolio:0.3% ($745.7K/$276.0M)

KADANT INC

KAI|48282T104

Shares:2.2K

Value:$741.5K

% of Portfolio:0.3% ($741.5K/$276.0M)

EOG RESOURCES INC

EOG|26875P101

Shares:5.7K

Value:$735.7K

% of Portfolio:0.3% ($735.7K/$276.0M)

Moelis & Co

MC|60786M105

Shares:12.3K

Value:$715.3K

% of Portfolio:0.3% ($715.3K/$276.0M)

TE Connectivity plc

TEL|G87052109

Shares:5.0K

Value:$713.5K

% of Portfolio:0.3% ($713.5K/$276.0M)

COOPER COMPANIES, INC.

COO|216648501

Shares:8.4K

Value:$709.9K

% of Portfolio:0.3% ($709.9K/$276.0M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.8K

Value:$703.5K

% of Portfolio:0.3% ($703.5K/$276.0M)

RBC Bearings INC

RBC|75524B104

Shares:2.2K

Value:$703.1K

% of Portfolio:0.3% ($703.1K/$276.0M)

ROLLINS INC

ROL|775711104

Shares:13.0K

Value:$702.9K

% of Portfolio:0.3% ($702.9K/$276.0M)

47103U852

Shares:15.3K

Value:$693.2K

% of Portfolio:0.3% ($693.2K/$276.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Acushnet Holdings Corp.(GOLFcusip005098108)	12.0K	QoQ +6.82% (+766) YoY-	All Managers (Combined)	$823.3K	0.3% ($823.3K/$276.0M)	QoQ +3.18% (+$25.4K) YoY-
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	16.3K	QoQ -3.90% (-664) YoY-	All Managers (Combined)	$819.9K	0.3% ($819.9K/$276.0M)	QoQ -19.98% (-$204.8K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$798.4K	0.3% ($798.4K/$276.0M)	QoQ +17.25% (+$117.5K) YoY-
TORO CO(TTCcusip891092108)	10.8K	QoQ +9.60% (-950) YoY-	All Managers (Combined)	$788.5K	0.3% ($788.5K/$276.0M)	QoQ -0.45% (-$3.6K) YoY-
FISERV INC(FIcusip337738108)	3.5K	QoQ -4.57% (-168) YoY-	All Managers (Combined)	$773.8K	0.3% ($773.8K/$276.0M)	QoQ +2.58% (-$19.5K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	2.6K	QoQ -8.33% (-235) YoY-	All Managers (Combined)	$762.6K	0.3% ($762.6K/$276.0M)	QoQ -6.80% (-$55.6K) YoY-
(cusip46641Q654)✕	14.9K	QoQ -12.87% (-2.2K) YoY-	All Managers (Combined)	$758.5K	0.3% ($758.5K/$276.0M)	QoQ -12.63% (-$109.7K) YoY-
(BNDcusip921937835)	10.3K	QoQ -14.19% (-1.7K) YoY-	All Managers (Combined)	$755.9K	0.3% ($755.9K/$276.0M)	QoQ -12.36% (-$106.6K) YoY-
WATSCO INC(WSOcusip942622200)	1.5K	QoQ +0.13% (+2) YoY-	All Managers (Combined)	$749.7K	0.3% ($749.7K/$276.0M)	QoQ +7.40% (+$51.7K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	3.2K	QoQ -2.57% (-85) YoY-	All Managers (Combined)	$748.9K	0.3% ($748.9K/$276.0M)	QoQ -7.93% (-$64.6K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.1K	QoQ +0.52% (+11) YoY-	All Managers (Combined)	$745.7K	0.3% ($745.7K/$276.0M)	QoQ +3.58% (+$25.8K) YoY-
KADANT INC(KAIcusip48282T104)	2.2K	QoQ +7.78% (+159) YoY-	All Managers (Combined)	$741.5K	0.3% ($741.5K/$276.0M)	QoQ +5.26% (+$37.1K) YoY-
EOG RESOURCES INC(EOGcusip26875P101)	5.7K	QoQ +8.49% (+449) YoY-	All Managers (Combined)	$735.7K	0.3% ($735.7K/$276.0M)	QoQ +13.50% (+$87.5K) YoY-
Moelis & Co(MCcusip60786M105)	12.3K	QoQ +10.45% (-1.2K) YoY-	All Managers (Combined)	$715.3K	0.3% ($715.3K/$276.0M)	QoQ -12.74% (-$104.5K) YoY-
TE Connectivity plc(TELcusipG87052109)	5.0K	QoQ -5.21% (-278) YoY-	All Managers (Combined)	$713.5K	0.3% ($713.5K/$276.0M)	QoQ -6.31% (-$48.1K) YoY-
COOPER COMPANIES, INC.(COOcusip216648501)	8.4K	QoQ +4.36% (-352) YoY-	All Managers (Combined)	$709.9K	0.3% ($709.9K/$276.0M)	QoQ -4.24% (-$31.4K) YoY-
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.8K	QoQ -1.14% (-33) YoY-	All Managers (Combined)	$703.5K	0.3% ($703.5K/$276.0M)	QoQ -3.33% (-$24.2K) YoY-
RBC Bearings INC(RBCcusip75524B104)	2.2K	QoQ +5.81% (+120) YoY-	All Managers (Combined)	$703.1K	0.3% ($703.1K/$276.0M)	QoQ +13.81% (+$85.3K) YoY-
ROLLINS INC(ROLcusip775711104)	13.0K	QoQ +2.57% (+326) YoY-	All Managers (Combined)	$702.9K	0.3% ($702.9K/$276.0M)	QoQ +19.56% (+$115.0K) YoY-
(cusip47103U852)✕	15.3K	QoQ +4.02% (+593) YoY-	All Managers (Combined)	$693.2K	0.3% ($693.2K/$276.0M)	QoQ +6.42% (+$41.8K) YoY-