Impact Capital Partners LLC Top Holdings and 13F Report (2025) About Impact Capital Partners LLCInvestment ActivityImpact Capital Partners LLC has $281.03 million in total holdings as of December 31, 2024.Impact Capital Partners LLC owns shares of 250 different stocks, but just 104 companies or ETFs make up 80% of its holdings.Largest Holdings Microsoft $15,415,811Apple $12,029,955NVIDIA $9,963,648Broadcom $8,575,352Procter & Gamble $7,408,464 Sector AllocationMap of 500 Largest Holdings ofImpact Capital Partners LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMSFTMicrosoft$15,415,81136,5745.5%Computer and TechnologyAAPLApple$12,029,95548,0394.3%Computer and TechnologyNVDANVIDIA$9,963,64874,1953.5%Computer and TechnologyAVGOBroadcom$8,575,35236,9883.1%Computer and TechnologyPGProcter & Gamble$7,408,46444,1902.6%Consumer StaplesAMZNAmazon.com$5,589,83825,4792.0%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$4,913,85950,7111.7%FinanceIBEXIBEX$4,828,610224,6911.7%Business ServicesFLOTiShares Floating Rate Bond ETF$4,545,92489,3461.6%ETFORCLOracle$4,062,55224,3791.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,970,45216,5641.4%FinanceHDHome Depot$3,906,62710,0431.4%Retail/WholesaleABBVAbbVie$3,892,70921,9061.4%MedicalDDWMWisdomTree Dynamic Currency Hedged International Equity Fund$3,510,404102,1061.2%FinanceGOOGLAlphabet$3,502,32118,5011.2%Computer and TechnologyVVisa$3,322,61110,5131.2%Business ServicesUNHUnitedHealth Group$3,186,4126,2991.1%MedicalJNJJohnson & Johnson$3,064,99421,1931.1%MedicalKOCoca-Cola$3,059,95449,1481.1%Consumer StaplesMETAMeta Platforms$2,850,8504,8691.0%Computer and TechnologyBLACKROCK INC$2,841,6052,7721.0%COMBRK.BBerkshire Hathaway$2,768,1816,1071.0%FinanceGOOGAlphabet$2,764,43114,5161.0%Computer and TechnologyMCDMcDonald's$2,703,0019,3241.0%Retail/WholesaleIMTMiShares MSCI Intl Momentum Factor ETF$2,652,25870,9160.9%ETFIQDGWisdomTree International Quality Dividend Growth Fund$2,545,63574,4120.9%FinanceCBChubb$2,503,2789,0600.9%FinanceADIAnalog Devices$2,460,92411,5830.9%Computer and TechnologyNFLXNetflix$2,381,6072,6720.8%Consumer DiscretionaryABTAbbott Laboratories$2,373,52220,9840.8%MedicalOMFOneMain$2,301,17544,1430.8%FinanceNEENextEra Energy$2,226,40531,0560.8%UtilitiesADPAutomatic Data Processing$2,217,0437,5740.8%Business ServicesTSLATesla$2,169,8325,3730.8%Auto/Tires/TrucksXOMExxon Mobil$2,154,52020,0290.8%Oils/EnergyLINDE PLC$2,090,4194,9930.7%SHSTSMTaiwan Semiconductor Manufacturing$2,048,36610,3720.7%Computer and TechnologyIVViShares Core S&P 500 ETF$2,041,5423,4680.7%ETFUNPUnion Pacific$1,929,9038,4630.7%TransportationHONHoneywell International$1,891,1518,3720.7%Multi-Sector ConglomeratesDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,750,43521,6290.6%ManufacturingRSGRepublic Services$1,702,3858,4620.6%Business ServicesUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,684,51233,4760.6%FinanceCSXCSX$1,653,14651,2290.6%TransportationMMCMarsh & McLennan Companies$1,638,7497,7150.6%FinanceSPYSPDR S&P 500 ETF Trust$1,615,3882,7560.6%FinanceVTIVanguard Total Stock Market ETF$1,591,3475,4910.6%ETFCOSTCostco Wholesale$1,574,1691,7180.6%Retail/WholesaleACNAccenture$1,558,7814,4310.6%Computer and TechnologyUPSUnited Parcel Service$1,439,68411,4170.5%TransportationTJXTJX Companies$1,381,22111,4330.5%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,327,10840,5100.5%ETFMAMastercard$1,221,6452,3200.4%Business ServicesPLDPrologis$1,205,29711,4030.4%FinanceDXJWisdomTree Japan Hedged Equity Fund$1,202,49210,9030.4%FinanceEMEEMCOR Group$1,200,1122,6440.4%ConstructionVIGVanguard Dividend Appreciation ETF$1,154,7675,8970.4%ETFTTTrane Technologies$1,147,9403,1080.4%ConstructionPRIPrimerica$1,135,8934,1850.4%FinanceMRKMerck & Co., Inc.$1,130,29211,3620.4%MedicalLLYEli Lilly and Company$1,127,8971,4610.4%MedicalSSDSimpson Manufacturing$1,115,8726,7290.4%ConstructionDLSWisdomTree International SmallCap Dividend Fund$1,107,41617,5920.4%FinanceEFAiShares MSCI EAFE ETF$1,100,47614,5550.4%FinanceLIILennox International$1,025,4521,6830.4%ConstructionCMGChipotle Mexican Grill$1,024,73816,9940.4%Retail/WholesaleWENWendy's$1,017,83762,4440.4%Retail/WholesaleAZPNAspen Technology$1,009,2544,0430.4%Computer and TechnologyNOWServiceNow$1,007,1149500.4%Computer and TechnologyWMTWalmart$984,52710,8970.4%Retail/WholesaleDTEDTE Energy$975,0568,0750.3%UtilitiesFCNFTI Consulting$970,3675,0770.3%Business ServicesMSMorgan Stanley$953,5867,5850.3%FinanceLPLALPL Financial$941,3282,8830.3%FinanceIBKRInteractive Brokers Group$934,5845,2900.3%FinancePGRProgressive$908,8413,7930.3%FinanceVRTXVertex Pharmaceuticals$903,6592,2440.3%MedicalJMSTJPMorgan Ultra-Short Municipal ETF$868,25717,1220.3%ETFBNDVanguard Total Bond Market ETF$862,56011,9950.3%ETFWRBW. R. Berkley$839,87914,3520.3%FinanceCVXChevron$832,5405,7480.3%Oils/EnergyMCMoelis & Company$819,84611,0970.3%FinanceAPDAir Products and Chemicals$818,2362,8210.3%Basic MaterialsLOWLowe's Companies$813,4533,2960.3%Retail/WholesaleJKHYJack Henry & Associates$813,0414,6380.3%Computer and TechnologyGOLFAcushnet$797,87311,2250.3%Consumer DiscretionaryTTCToro$792,1099,8890.3%Consumer DiscretionaryBSYBentley Systems$781,99216,7450.3%Computer and TechnologyWTSWatts Water Technologies$780,2653,8380.3%Computer and TechnologyCRVLCorVel$777,1516,9850.3%Business ServicesTE CONNECTIVITY PLC$761,6015,3270.3%ORD SHSMANHManhattan Associates$759,1042,8090.3%Computer and TechnologyAEPAmerican Electric Power$755,8258,1950.3%UtilitiesFIFiserv$754,3023,6720.3%Business ServicesZBRAZebra Technologies$748,8811,9390.3%Industrial ProductsPSXPhillips 66$744,0776,5310.3%Oils/EnergyCOOPER COS INC$741,3248,0640.3%COMITWIllinois Tool Works$727,7382,8700.3%Industrial ProductsCRWDCrowdStrike$719,9052,1040.3%Computer and TechnologyLSTRLandstar System$711,1574,1380.3%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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