Impact Capital Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002054916

Type: FundHoldings: 256Value: $276.0MLatest: 2025Q1

Impact Capital Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 256 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 13

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MICROSOFT CORP

MSFT|594918104

Shares:37.1K

Value:$13.9M

% of Portfolio:5.0% ($13.9M/$276.0M)

Apple Inc.

AAPL|037833100

Shares:51.6K

Value:$11.5M

% of Portfolio:4.2% ($11.5M/$276.0M)

NVIDIA CORP

NVDA|67066G104

Shares:75.5K

Value:$8.2M

% of Portfolio:3.0% ($8.2M/$276.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:46.2K

Value:$7.9M

% of Portfolio:2.9% ($7.9M/$276.0M)

Broadcom Inc.

AVGO|11135F101

Shares:33.4K

Value:$5.6M

% of Portfolio:2.0% ($5.6M/$276.0M)

46429B655

Shares:107.3K

Value:$5.5M

% of Portfolio:2.0% ($5.5M/$276.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:24.1K

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$276.0M)

AMAZON COM INC

AMZN|023135106

Shares:24.9K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$276.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:17.3K

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$276.0M)

464287226

Shares:42.4K

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$276.0M)

97717X263

Shares:110.6K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$276.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:23.6K

Value:$3.9M

% of Portfolio:1.4% ($3.9M/$276.0M)

COCA COLA CO

KO|191216100

Shares:52.3K

Value:$3.7M

% of Portfolio:1.4% ($3.7M/$276.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.9K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$276.0M)

VISA INC.

V|92826C839

Shares:10.3K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$276.0M)

ORACLE CORP

ORCL|68389X105

Shares:25.7K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$276.0M)

HOME DEPOT, INC.

HD|437076102

Shares:9.7K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$276.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:6.5K

Value:$3.4M

% of Portfolio:1.2% ($3.4M/$276.0M)

46434V449

Shares:85.3K

Value:$3.4M

% of Portfolio:1.2% ($3.4M/$276.0M)

MCDONALDS CORP

MCD|580135101

Shares:9.5K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$276.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	37.1K	QoQ +1.38% (-507) YoY-	All Managers (Combined)	$13.9M	5.0% ($13.9M/$276.0M)	QoQ -9.70% (-$1.5M) YoY-
Apple Inc.(AAPLcusip037833100)	51.6K	QoQ +7.45% (-3.6K) YoY-	All Managers (Combined)	$11.5M	4.2% ($11.5M/$276.0M)	QoQ -4.68% (-$563.5K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	75.5K	QoQ +1.80% (-1.3K) YoY-	All Managers (Combined)	$8.2M	3.0% ($8.2M/$276.0M)	QoQ -17.83% (-$1.8M) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	46.2K	QoQ +4.57% (+2.0K) YoY-	All Managers (Combined)	$7.9M	2.9% ($7.9M/$276.0M)	QoQ +6.30% (+$466.8K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	33.4K	QoQ -9.61% (-3.6K) YoY-	All Managers (Combined)	$5.6M	2.0% ($5.6M/$276.0M)	QoQ -34.72% (-$3.0M) YoY-
(cusip46429B655)✕	107.3K	QoQ +20.14% (+18.0K) YoY-	All Managers (Combined)	$5.5M	2.0% ($5.5M/$276.0M)	QoQ +20.54% (+$933.9K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	24.1K	QoQ +10.18% (+2.2K) YoY-	All Managers (Combined)	$5.1M	1.8% ($5.1M/$276.0M)	QoQ +29.91% (+$1.2M) YoY-
AMAZON COM INC(AMZNcusip023135106)	24.9K	QoQ -2.23% (-570) YoY-	All Managers (Combined)	$4.7M	1.7% ($4.7M/$276.0M)	QoQ -15.21% (-$850.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	17.3K	QoQ +4.18% (+694) YoY-	All Managers (Combined)	$4.2M	1.5% ($4.2M/$276.0M)	QoQ +6.62% (+$262.9K) YoY-
(cusip464287226)✕	42.4K	QoQ -16.45% (-8.3K) YoY-	All Managers (Combined)	$4.2M	1.5% ($4.2M/$276.0M)	QoQ -14.71% (-$723.1K) YoY-
(cusip97717X263)✕	110.6K	QoQ +8.31% (+8.5K) YoY-	All Managers (Combined)	$4.1M	1.5% ($4.1M/$276.0M)	QoQ +15.90% (+$558.3K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	23.6K	QoQ +11.23% (+2.4K) YoY-	All Managers (Combined)	$3.9M	1.4% ($3.9M/$276.0M)	QoQ +27.55% (+$844.4K) YoY-
COCA COLA CO(KOcusip191216100)	52.3K	QoQ +6.49% (+3.2K) YoY-	All Managers (Combined)	$3.7M	1.4% ($3.7M/$276.0M)	QoQ +22.50% (+$688.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.9K	QoQ +12.49% (+763) YoY-	All Managers (Combined)	$3.7M	1.3% ($3.7M/$276.0M)	QoQ +32.17% (+$890.6K) YoY-
VISA INC.(Vcusip92826C839)	10.3K	QoQ -1.56% (-165) YoY-	All Managers (Combined)	$3.6M	1.3% ($3.6M/$276.0M)	QoQ +9.15% (-$304.1K) YoY-
ORACLE CORP(ORCLcusip68389X105)	25.7K	QoQ +5.22% (-1.3K) YoY-	All Managers (Combined)	$3.6M	1.3% ($3.6M/$276.0M)	QoQ -11.71% (-$476.1K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	9.7K	QoQ -3.65% (-367) YoY-	All Managers (Combined)	$3.5M	1.3% ($3.5M/$276.0M)	QoQ -9.22% (-$360.4K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	6.5K	QoQ +3.47% (+219) YoY-	All Managers (Combined)	$3.4M	1.2% ($3.4M/$276.0M)	QoQ +7.13% (+$227.4K) YoY-
(cusip46434V449)✕	85.3K	QoQ +20.27% (+14.4K) YoY-	All Managers (Combined)	$3.4M	1.2% ($3.4M/$276.0M)	QoQ +28.44% (+$754.4K) YoY-
MCDONALDS CORP(MCDcusip580135101)	9.5K	QoQ +1.98% (+185) YoY-	All Managers (Combined)	$3.0M	1.1% ($3.0M/$276.0M)	QoQ +9.89% (+$267.4K) YoY-