Impact Capital Partners LLC

13F filer · CIK 0002054916

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$367MU.S. long equity reported on 13F

Positions23938 new · 35 closed

Net flow last quarter-$4.71MBuys minus sells

Top 10 positions weight27.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026239 positions
AAPLApple Inc.	$17.9M	4.88%	0.00%	+0.6%	Q4 2024
NVDANvidia Corp	$16.9M	4.62%	0.00%	+0.9%	Q4 2024
MSFTMicrosoft Corp	$13.6M	3.71%	0.00%	-1.6%	Q4 2024
AVGOBroadcom Inc.	$12.4M	3.37%	0.00%	+1.0%	Q4 2024
GOOGLAlphabet Inc.	$9.52M	2.60%	0.00%	-0.3%	Q4 2024
PGPROCTER & GAMBLE Co	$6.89M	1.88%	0.00%	-0.3%	Q4 2024
JPMJPMorgan Chase & Co	$6.59M	1.80%	0.00%	+1.2%	Q4 2024
JNJJohnson & Johnson	$6.45M	1.76%	0.00%	+0.9%	Q4 2024
AMZNAmazon Com Inc	$6.24M	1.70%	0.00%	-0.2%	Q4 2024
ABBVAbbVie Inc.	$5.72M	1.56%	0.00%	+2.1%	Q4 2024
ADIAnalog Devices Inc	$5.27M	1.44%	0.00%	+1.2%	Q4 2024
KOCoca Cola Co	$4.74M	1.29%	0.00%	+1.6%	Q4 2024
GOOGAlphabet Inc.	$4.54M	1.24%	Not reported	+0.9%	Q4 2024
ORCLOracle Corp	$4.33M	1.18%	0.00%	+2.4%	Q4 2024
VVisa Inc.	$3.7M	1.01%	0.00%	-3.3%	Q4 2024
HDHome Depot, Inc.	$3.43M	0.94%	0.00%	-4.6%	Q4 2024
XOMExxonMobil Holdings Corp	$3.29M	0.90%	0.00%	-0.6%	Q4 2024
METAMeta Platforms, Inc.	$3.27M	0.89%	Not reported	-14.2%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.11M	0.85%	Not reported	+2.8%	Q4 2024
LINLinde PLC	$3.06M	0.83%	0.00%	+1.2%	Q4 2024
UNHUnitedhealth Group Inc	$2.92M	0.80%	0.00%	+6.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.75M	0.75%	Not reported	-0.3%	Q4 2024
IBEXIBEX Ltd	$2.74M	0.75%	0.68%	Not reported	Q4 2024
LLYELI LILLY & Co	$2.67M	0.73%	0.00%	+0.2%	Q4 2024
OMFOneMain Holdings, Inc.	$2.63M	0.72%	0.04%	-0.5%	Q4 2024
MCDMcdonalds Corp	$2.59M	0.71%	0.00%	-5.7%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.58M	0.70%	0.00%	-0.4%	Q4 2024
TSLATesla, Inc.	$2.56M	0.70%	0.00%	+2.9%	Q4 2024
BLKBlackRock, Inc.	$2.54M	0.69%	0.00%	-0.6%	Q4 2024
UNPUnion Pacific Corp	$2.49M	0.68%	0.00%	+1.7%	Q4 2024
CVXChevron Corp	$2.48M	0.68%	0.00%	0.0%	Q4 2024
CSXCSX Corp	$2.39M	0.65%	0.00%	+0.3%	Q4 2024
MUMicron Technology Inc	$2.2M	0.60%	0.00%	+17.8%	Q3 2025
PLDPrologis, Inc.	$2.16M	0.59%	0.00%	+1.7%	Q4 2024
CATCaterpillar Inc	$2.01M	0.55%	0.00%	+2.8%	Q4 2024
ABTAbbott Laboratories	$1.94M	0.53%	0.00%	-8.1%	Q4 2024
ADPAutomatic Data Processing Inc	$1.83M	0.50%	0.00%	-0.4%	Q4 2024
CBChubb Ltd	$1.83M	0.50%	0.00%	+1.5%	Q4 2024
RSGRepublic Services, Inc.	$1.75M	0.48%	0.00%	+1.2%	Q4 2024
COSTCostco Wholesale Corp	$1.65M	0.45%	0.00%	-1.1%	Q4 2024
AMATApplied Materials Inc	$1.62M	0.44%	0.00%	-4.6%	Q4 2024
PSXPhillips 66	$1.61M	0.44%	0.00%	+4.6%	Q4 2024
WTSWatts Water Technologies Inc	$1.6M	0.44%	Not reported	+8.6%	Q4 2024
TJXTJX Companies Inc	$1.6M	0.44%	0.00%	-2.0%	Q4 2024
TTTrane Technologies plc	$1.57M	0.43%	0.00%	+0.9%	Q4 2024
WMTWalmart Inc.	$1.54M	0.42%	0.00%	+0.8%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.52M	0.42%	0.00%	+1.3%	Q4 2024
PMPhilip Morris International Inc.	$1.51M	0.41%	0.00%	+1.1%	Q4 2024
EMEEMCOR Group, Inc.	$1.5M	0.41%	0.00%	+10.0%	Q4 2024
MRKMerck & Co., Inc.	$1.5M	0.41%	0.00%	+0.5%	Q4 2024

Q1 2026Reported Apr 10, 2026234 positions
AAPLApple Inc.	$15.6M	4.72%	0.00%	+18.1%	Q4 2024
NVDANvidia Corp	$14.6M	4.42%	0.00%	+1.0%	Q4 2024
MSFTMicrosoft Corp	$13.7M	4.14%	0.00%	-9.3%	Q4 2024
AVGOBroadcom Inc.	$10M	3.04%	0.00%	-12.3%	Q4 2024
GOOGLAlphabet Inc.	$7.69M	2.33%	0.00%	+55.3%	Q4 2024
PGPROCTER & GAMBLE Co	$6.8M	2.06%	0.00%	+1.2%	Q4 2024
JNJJohnson & Johnson	$6.15M	1.86%	0.00%	-1.2%	Q4 2024
JPMJPMorgan Chase & Co	$5.86M	1.77%	0.00%	-2.1%	Q4 2024
AMZNAmazon Com Inc	$5.46M	1.65%	0.00%	-0.4%	Q4 2024
ABBVAbbVie Inc.	$4.84M	1.46%	0.00%	-17.5%	Q4 2024
KOCoca Cola Co	$4.36M	1.32%	0.00%	-2.3%	Q4 2024
ORCLOracle Corp	$4.24M	1.28%	0.00%	-2.2%	Q4 2024
ADIAnalog Devices Inc	$4.17M	1.26%	0.00%	-2.3%	Q4 2024
XOMExxonMobil Holdings Corp	$4.1M	1.24%	0.00%	-2.2%	Q4 2024
METAMeta Platforms, Inc.	$3.87M	1.17%	Not reported	+29.4%	Q4 2024
GOOGAlphabet Inc.	$3.65M	1.10%	Not reported	+0.6%	Q4 2024
VVisa Inc.	$3.36M	1.02%	0.00%	+23.6%	Q4 2024
HDHome Depot, Inc.	$3.35M	1.01%	0.00%	-1.3%	Q4 2024
MCDMcdonalds Corp	$3.16M	0.96%	0.00%	-1.3%	Q4 2024
CVXChevron Corp	$3.09M	0.94%	0.00%	-2.7%	Q4 2024
LINLinde PLC	$2.89M	0.87%	0.00%	+5.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.65M	0.80%	Not reported	-0.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.64M	0.80%	Not reported	+1.9%	Q4 2024
BLKBlackRock, Inc.	$2.55M	0.77%	0.00%	-2.0%	Q4 2024
IBEXIBEX Ltd	$2.42M	0.73%	0.67%	-16.8%	Q4 2024
ABTAbbott Laboratories	$2.39M	0.72%	0.00%	-3.1%	Q4 2024
OMFOneMain Holdings, Inc.	$2.32M	0.70%	0.04%	-27.3%	Q4 2024
HONHoneywell International Inc	$2.31M	0.70%	0.00%	+3.8%	Q4 2024
TSLATesla, Inc.	$2.2M	0.67%	0.00%	+0.1%	Q4 2024
UNPUnion Pacific Corp	$2.19M	0.66%	0.00%	-2.1%	Q4 2024
PLDPrologis, Inc.	$2.08M	0.63%	0.00%	-2.3%	Q4 2024
CSXCSX Corp	$2.06M	0.62%	0.00%	+0.1%	Q4 2024
LLYELI LILLY & Co	$2.04M	0.62%	0.00%	+30.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.83M	0.55%	0.00%	-6.5%	Q4 2024
UNHUnitedhealth Group Inc	$1.78M	0.54%	0.00%	-3.5%	Q4 2024
RSGRepublic Services, Inc.	$1.78M	0.54%	0.00%	-1.7%	Q4 2024
COSTCostco Wholesale Corp	$1.77M	0.54%	0.00%	+1.6%	Q4 2024
CBChubb Ltd	$1.72M	0.52%	0.00%	-3.9%	Q4 2024
TJXTJX Companies Inc	$1.72M	0.52%	0.00%	+0.5%	Q4 2024
WMTWalmart Inc.	$1.68M	0.51%	0.00%	+6.9%	Q4 2024
ADPAutomatic Data Processing Inc	$1.67M	0.50%	0.00%	-2.1%	Q4 2024
PSXPhillips 66	$1.66M	0.50%	0.00%	-1.1%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$1.54M	0.47%	0.00%	-0.2%	Q4 2024
PEPPepsico Inc	$1.42M	0.43%	0.00%	-1.0%	Q4 2024
MRKMerck & Co., Inc.	$1.39M	0.42%	0.00%	+0.4%	Q4 2024
PMPhilip Morris International Inc.	$1.37M	0.41%	0.00%	-53.1%	Q4 2024
NEENextera Energy Inc	$1.35M	0.41%	0.00%	+0.4%	Q4 2024
TTTrane Technologies plc	$1.32M	0.40%	0.00%	-1.4%	Q4 2024
CATCaterpillar Inc	$1.3M	0.39%	0.00%	+0.4%	Q4 2024
EMEEMCOR Group, Inc.	$1.21M	0.37%	0.00%	-2.2%	Q4 2024

Q4 2025Reported Jan 7, 2026230 positions
MSFTMicrosoft Corp	$19.7M	5.85%	0.00%	+0.6%	Q4 2024
NVDANvidia Corp	$15.5M	4.59%	0.00%	0.0%	Q4 2024
AAPLApple Inc.	$14.2M	4.20%	0.00%	-0.6%	Q4 2024
AVGOBroadcom Inc.	$12.8M	3.79%	0.00%	+1.0%	Q4 2024
PGPROCTER & GAMBLE Co	$6.67M	1.98%	0.00%	-1.2%	Q4 2024
JPMJPMorgan Chase & Co	$6.55M	1.94%	0.00%	+1.4%	Q4 2024
ABBVAbbVie Inc.	$6.16M	1.83%	0.00%	+2.2%	Q4 2024
AMZNAmazon Com Inc	$6.07M	1.80%	0.00%	+0.2%	Q4 2024
ORCLOracle Corp	$5.75M	1.70%	0.00%	+1.5%	Q4 2024
GOOGLAlphabet Inc.	$5.39M	1.60%	0.00%	-1.1%	Q4 2024
JNJJohnson & Johnson	$5.27M	1.56%	0.00%	+1.5%	Q4 2024
IBEXIBEX Ltd	$4.14M	1.23%	0.81%	Not reported	Q4 2024
KOCoca Cola Co	$4.11M	1.22%	0.00%	+3.4%	Q4 2024
OMFOneMain Holdings, Inc.	$4.04M	1.20%	0.05%	+2.4%	Q4 2024
GOOGAlphabet Inc.	$3.97M	1.18%	Not reported	-2.4%	Q4 2024
ADIAnalog Devices Inc	$3.64M	1.08%	0.00%	+1.9%	Q4 2024
HDHome Depot, Inc.	$3.55M	1.05%	0.00%	-0.2%	Q4 2024
METAMeta Platforms, Inc.	$3.45M	1.02%	Not reported	-1.1%	Q4 2024
VVisa Inc.	$3.16M	0.94%	0.00%	-4.7%	Q4 2024
MCDMcdonalds Corp	$3.15M	0.93%	0.00%	+1.9%	Q4 2024
ABTAbbott Laboratories	$3.01M	0.89%	0.00%	+0.6%	Q4 2024
XOMExxonMobil Holdings Corp	$2.98M	0.88%	0.00%	+1.0%	Q4 2024
BLKBlackRock, Inc.	$2.9M	0.86%	0.00%	-0.2%	Q4 2024
PMPhilip Morris International Inc.	$2.83M	0.84%	0.00%	+0.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.79M	0.83%	Not reported	-10.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.71M	0.80%	Not reported	+16.8%	Q4 2024
TSLATesla, Inc.	$2.66M	0.79%	0.00%	-1.6%	Q4 2024
LINLinde PLC	$2.36M	0.70%	0.00%	-5.0%	Q4 2024
CVXChevron Corp	$2.34M	0.69%	0.00%	-1.4%	Q4 2024
UNHUnitedhealth Group Inc	$2.25M	0.67%	0.00%	+4.9%	Q4 2024
ADPAutomatic Data Processing Inc	$2.16M	0.64%	0.00%	-2.5%	Q4 2024
UNPUnion Pacific Corp	$2.13M	0.63%	0.00%	+1.0%	Q4 2024
PLDPrologis, Inc.	$2.05M	0.61%	0.00%	+2.3%	Q4 2024
HONHoneywell International Inc	$1.93M	0.57%	0.00%	+3.0%	Q4 2024
LLYELI LILLY & Co	$1.84M	0.54%	0.00%	+5.4%	Q4 2024
CSXCSX Corp	$1.81M	0.54%	0.00%	0.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.76M	0.52%	0.00%	-4.8%	Q4 2024
RSGRepublic Services, Inc.	$1.75M	0.52%	0.00%	-2.0%	Q4 2024
CBChubb Ltd	$1.72M	0.51%	0.00%	+1.9%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$1.65M	0.49%	0.00%	+3.6%	Q4 2024
TJXTJX Companies Inc	$1.65M	0.49%	0.00%	+0.7%	Q4 2024
COSTCostco Wholesale Corp	$1.51M	0.45%	0.00%	-1.2%	Q4 2024
WMTWalmart Inc.	$1.41M	0.42%	0.00%	+6.8%	Q4 2024
PEPPepsico Inc	$1.33M	0.39%	0.00%	+3.2%	Q4 2024
MAMastercard Inc	$1.32M	0.39%	0.00%	-0.8%	Q4 2024
JKHYJack Henry & Associates Inc	$1.28M	0.38%	0.01%	+68.4%	Q4 2024
TTTrane Technologies plc	$1.25M	0.37%	0.00%	+1.4%	Q4 2024
MRKMerck & Co., Inc.	$1.21M	0.36%	0.00%	-0.1%	Q4 2024
PSXPhillips 66	$1.19M	0.35%	0.00%	+10.5%	Q4 2024
NEENextera Energy Inc	$1.16M	0.34%	0.00%	+4.7%	Q4 2024

Q3 2025Reported Oct 28, 2025232 positions
MSFTMicrosoft Corp	$21M	6.32%	0.00%	+5.7%	Q4 2024
NVDANvidia Corp	$15.5M	4.66%	0.00%	+4.9%	Q4 2024
AAPLApple Inc.	$13.3M	4.01%	0.00%	-0.7%	Q4 2024
AVGOBroadcom Inc.	$12.1M	3.63%	0.00%	+8.2%	Q4 2024
ORCLOracle Corp	$8.17M	2.46%	0.00%	+11.9%	Q4 2024
PGPROCTER & GAMBLE Co	$7.24M	2.18%	0.00%	+1.8%	Q4 2024
JPMJPMorgan Chase & Co	$6.33M	1.90%	0.00%	+3.1%	Q4 2024
ABBVAbbVie Inc.	$6.12M	1.84%	0.00%	+7.9%	Q4 2024
AMZNAmazon Com Inc	$5.76M	1.73%	0.00%	+0.2%	Q4 2024
JNJJohnson & Johnson	$4.65M	1.40%	0.00%	+4.6%	Q4 2024
IBEXIBEX Ltd	$4.4M	1.32%	0.81%	-5.4%	Q4 2024
GOOGLAlphabet Inc.	$4.23M	1.27%	0.00%	-3.8%	Q4 2024
HDHome Depot, Inc.	$4.19M	1.26%	0.00%	+6.7%	Q4 2024
METAMeta Platforms, Inc.	$3.88M	1.17%	Not reported	+2.4%	Q4 2024
KOCoca Cola Co	$3.77M	1.13%	0.00%	+6.6%	Q4 2024
OMFOneMain Holdings, Inc.	$3.3M	0.99%	0.05%	+10.5%	Q4 2024
ADIAnalog Devices Inc	$3.23M	0.97%	0.00%	+9.3%	Q4 2024
VVisa Inc.	$3.23M	0.97%	0.00%	-6.9%	Q4 2024
ABTAbbott Laboratories	$3.2M	0.96%	0.00%	+7.9%	Q4 2024
BLKBlackRock, Inc.	$3.16M	0.95%	0.00%	+0.2%	Q4 2024
GOOGAlphabet Inc.	$3.16M	0.95%	Not reported	-10.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.12M	0.94%	Not reported	-9.3%	Q4 2024
MCDMcdonalds Corp	$3.07M	0.92%	0.00%	+6.3%	Q4 2024
PMPhilip Morris International Inc.	$2.84M	0.85%	0.00%	+10.1%	Q4 2024
XOMExxonMobil Holdings Corp	$2.76M	0.83%	0.00%	+11.1%	Q4 2024
LINLinde PLC	$2.76M	0.83%	0.00%	+8.7%	Q4 2024
TSLATesla, Inc.	$2.68M	0.81%	0.00%	+4.0%	Q4 2024
ADPAutomatic Data Processing Inc	$2.53M	0.76%	0.00%	+8.4%	Q4 2024
CVXChevron Corp	$2.42M	0.73%	0.00%	+4.2%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.27M	0.68%	Not reported	+0.9%	Q4 2024
UNHUnitedhealth Group Inc	$2.25M	0.68%	0.00%	+3.2%	Q4 2024
UNPUnion Pacific Corp	$2.16M	0.65%	0.00%	+1.0%	Q4 2024
HONHoneywell International Inc	$2.02M	0.61%	0.00%	+6.7%	Q4 2024
RSGRepublic Services, Inc.	$1.93M	0.58%	0.00%	-2.3%	Q4 2024
PLDPrologis, Inc.	$1.8M	0.54%	0.00%	+8.7%	Q4 2024
CSXCSX Corp	$1.78M	0.54%	0.00%	+0.2%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$1.73M	0.52%	0.00%	+2.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.7M	0.51%	0.00%	-0.9%	Q4 2024
COSTCostco Wholesale Corp	$1.64M	0.49%	0.00%	+0.1%	Q4 2024
TJXTJX Companies Inc	$1.54M	0.46%	0.00%	-3.5%	Q4 2024
CBChubb Ltd	$1.52M	0.46%	0.00%	-8.0%	Q4 2024
NFLXNetflix Inc	$1.51M	0.45%	0.00%	-6.0%	Q4 2024
TTTrane Technologies plc	$1.34M	0.40%	0.00%	+8.5%	Q4 2024
MAMastercard Inc	$1.32M	0.40%	0.00%	-2.8%	Q4 2024
PEPPepsico Inc	$1.26M	0.38%	0.00%	+10.4%	Q4 2024
LLYELI LILLY & Co	$1.24M	0.37%	0.00%	-4.5%	Q4 2024
PRIPrimerica, Inc.	$1.23M	0.37%	0.01%	-2.2%	Q4 2024
WMTWalmart Inc.	$1.22M	0.37%	0.00%	+3.5%	Q4 2024
EMEEMCOR Group, Inc.	$1.21M	0.36%	0.00%	-30.2%	Q4 2024
SSDSimpson Manufacturing Co., Inc.	$1.2M	0.36%	0.02%	-2.8%	Q4 2024

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