Impact Capital Partners LLC Top Holdings and 13F Report (2025) About Impact Capital Partners LLCInvestment ActivityImpact Capital Partners LLC has $276.00 million in total holdings as of March 31, 2025.Impact Capital Partners LLC owns shares of 256 different stocks, but just 106 companies or ETFs make up 80% of its holdings.Approximately 9.70% of the portfolio was purchased this quarter.About 8.62% of the portfolio was sold this quarter.This quarter, Impact Capital Partners LLC has purchased 250 new stocks and bought additional shares in 137 stocks.Impact Capital Partners LLC sold shares of 94 stocks and completely divested from 18 stocks this quarter.Largest Holdings Microsoft $13,919,878Apple $11,466,437NVIDIA $8,186,268Procter & Gamble $7,875,310Broadcom $5,597,220 Largest New Holdings this Quarter 97717X701 - WisdomTree Europe Hedged Equity Fund $1,355,032 Holding494368103 - Kimberly-Clark $941,496 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $522,576 Holding65336K103 - Nexstar Media Group $502,174 Holding086516101 - Best Buy $414,866 Holding Largest Purchases this Quarter Philip Morris International 13,310 shares (about $2.11M)Chevron 9,473 shares (about $1.58M)WisdomTree Europe Hedged Equity Fund 28,539 shares (about $1.36M)SPDR Portfolio Intermediate Term Corporate Bond ETF 32,886 shares (about $1.09M)Kimberly-Clark 6,620 shares (about $941.50K) Largest Sales this Quarter IBEX 110,000 shares (about $2.68M)Netflix 1,338 shares (about $1.25M)NextEra Energy 17,483 shares (about $1.24M)Chubb 3,306 shares (about $998.38K)iShares Core U.S. Aggregate Bond ETF 8,346 shares (about $825.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpact Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$13,919,878$190,323 ▲1.4%37,0815.0%Computer and TechnologyAAPLApple$11,466,437$795,454 ▲7.5%51,6204.2%Computer and TechnologyNVDANVIDIA$8,186,268$145,012 ▲1.8%75,5333.0%Computer and TechnologyPGProcter & Gamble$7,875,310$344,420 ▲4.6%46,2112.9%Consumer StaplesAVGOBroadcom$5,597,220$595,720 ▼-9.6%33,4302.0%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$5,479,860$918,747 ▲20.1%107,3432.0%ETFABBVAbbVie$5,057,236$467,444 ▲10.2%24,1371.8%MedicalAMZNAmazon.com$4,739,186$108,448 ▼-2.2%24,9091.7%Retail/WholesaleJPMJPMorgan Chase & Co.$4,233,305$170,235 ▲4.2%17,2581.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,190,732$825,584 ▼-16.5%42,3651.5%FinanceDDWMWisdomTree Dynamic Currency Hedged International Equity Fund$4,068,680$312,200 ▲8.3%110,5921.5%FinanceJNJJohnson & Johnson$3,909,400$394,705 ▲11.2%23,5731.4%MedicalKOCoca-Cola$3,748,591$228,611 ▲6.5%52,3401.4%Consumer StaplesBRK.BBerkshire Hathaway$3,658,825$406,359 ▲12.5%6,8701.3%FinanceVVisa$3,626,691$57,828 ▼-1.6%10,3481.3%Business ServicesORCLOracle$3,586,448$177,980 ▲5.2%25,6521.3%Computer and TechnologyHDHome Depot$3,546,178$134,503 ▼-3.7%9,6761.3%Retail/WholesaleUNHUnitedHealth Group$3,413,818$114,702 ▲3.5%6,5181.2%MedicalIMTMiShares MSCI Intl Momentum Factor ETF$3,406,642$574,257 ▲20.3%85,2941.2%ETFMCDMcDonald's$2,970,450$57,791 ▲2.0%9,5091.1%Retail/WholesaleABTAbbott Laboratories$2,893,150$109,571 ▲3.9%21,8101.0%MedicalMETAMeta Platforms$2,876,616$70,316 ▲2.5%4,9911.0%Computer and TechnologyIBEXIBEX$2,792,726$2,678,500 ▼-49.0%114,6911.0%Business ServicesGOOGLAlphabet$2,719,756$141,184 ▼-4.9%17,5881.0%Computer and TechnologyBLACKROCK INC$2,561,195$62,468 ▼-2.4%2,7060.9%COMCVXChevron$2,546,321$1,584,738 ▲164.8%15,2210.9%EnergyXOMExxon Mobil$2,533,828$151,756 ▲6.4%21,3050.9%EnergyOMFOneMain$2,528,465$370,755 ▲17.2%51,7280.9%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,439,683$1,093,131 ▲81.2%73,3960.9%ETFPMPhilip Morris International$2,432,379$2,112,697 ▲660.9%15,3240.9%Consumer StaplesLINDE PLC$2,425,534$100,579 ▲4.3%5,2090.9%SHSADIAnalog Devices$2,403,723$67,762 ▲2.9%11,9190.9%Computer and TechnologyADPAutomatic Data Processing$2,401,617$87,387 ▲3.8%7,8600.9%Business ServicesGOOGAlphabet$2,300,179$32,340 ▲1.4%14,7230.8%Computer and TechnologyIVViShares Core S&P 500 ETF$2,153,763$205,094 ▲10.5%3,8330.8%ETFRSGRepublic Services$2,105,097$55,939 ▲2.7%8,6930.8%Business ServicesUNPUnion Pacific$2,082,943$83,630 ▲4.2%8,8170.8%TransportationMMCMarsh & McLennan Companies$2,013,021$130,313 ▲6.9%8,2490.7%FinanceIQDGWisdomTree International Quality Dividend Growth Fund$2,012,709$642,311 ▼-24.2%56,4100.7%FinanceHONHoneywell International$1,866,584$93,806 ▲5.3%8,8150.7%Multi-Sector ConglomeratesCBChubb$1,737,650$998,379 ▼-36.5%5,7540.6%FinanceCOSTCostco Wholesale$1,628,658$3,783 ▲0.2%1,7220.6%Retail/WholesalePLDPrologis$1,591,799$317,041 ▲24.9%14,2390.6%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,573,718$111,129 ▼-6.6%31,2680.6%FinanceVTIVanguard Total Stock Market ETF$1,495,317$13,741 ▼-0.9%5,4410.5%ETFCSXCSX$1,490,344$17,334 ▼-1.1%50,6400.5%TransportationTSLATesla$1,417,346$24,879 ▲1.8%5,4690.5%Auto/Tires/TrucksLLYEli Lilly and Company$1,391,666$185,005 ▲15.3%1,6850.5%MedicalTJXTJX Companies$1,380,238$12,302 ▼-0.9%11,3320.5%Retail/WholesaleDLSWisdomTree International SmallCap Dividend Fund$1,357,331$196,224 ▲16.9%20,5650.5%FinanceHEDJWisdomTree Europe Hedged Equity Fund$1,355,032$1,355,032 ▲New Holding28,5390.5%FinanceVIGVanguard Dividend Appreciation ETF$1,338,892$194,956 ▲17.0%6,9020.5%ETFDXJWisdomTree Japan Hedged Equity Fund$1,338,356$137,064 ▲11.4%12,1470.5%FinanceSPYSPDR S&P 500 ETF Trust$1,316,024$225,396 ▼-14.6%2,3530.5%FinancePRIPrimerica$1,307,131$116,373 ▲9.8%4,5940.5%FinanceMAMastercard$1,287,538$15,896 ▲1.3%2,3490.5%Business ServicesACNAccenture$1,247,536$135,113 ▼-9.8%3,9980.5%Computer and TechnologyNFLXNetflix$1,243,995$1,247,725 ▼-50.1%1,3340.5%Consumer DiscretionaryPEPPepsiCo$1,201,469$761,245 ▲172.9%8,0130.4%Consumer StaplesVRTXVertex Pharmaceuticals$1,200,414$112,478 ▲10.3%2,4760.4%MedicalSSDSimpson Manufacturing$1,167,579$110,585 ▲10.5%7,4330.4%ConstructionDTEDTE Energy$1,119,849$3,318 ▲0.3%8,0990.4%UtilitiesTSMTaiwan Semiconductor Manufacturing$1,095,102$626,650 ▼-36.4%6,5970.4%Computer and TechnologyJKHYJack Henry & Associates$1,094,139$247,240 ▲29.2%5,9920.4%Computer and TechnologyEMEEMCOR Group$1,057,511$80,210 ▲8.2%2,8610.4%ConstructionWRBW. R. Berkley$1,051,176$29,887 ▲2.9%14,7720.4%FinancePGRProgressive$1,041,760$31,697 ▼-3.0%3,6810.4%FinanceMRKMerck & Co., Inc.$1,004,863$14,990 ▼-1.5%11,1950.4%MedicalLPLALPL Financial$962,446$19,301 ▲2.0%2,9420.3%FinanceNEENextEra Energy$962,210$1,239,396 ▼-56.3%13,5730.3%UtilitiesTTTrane Technologies$956,179$90,968 ▼-8.7%2,8380.3%ConstructionLIILennox International$952,850$8,973 ▲1.0%1,6990.3%ConstructionWMTWalmart$942,601$14,046 ▼-1.5%10,7370.3%Retail/WholesaleKMBKimberly-Clark$941,496$941,496 ▲New Holding6,6200.3%Consumer StaplesFCNFTI Consulting$932,795$99,761 ▲12.0%5,6850.3%Business ServicesPSXPhillips 66$913,765$107,306 ▲13.3%7,4000.3%EnergyAEPAmerican Electric Power$908,799$13,331 ▲1.5%8,3170.3%UtilitiesIBKRInteractive Brokers Group$871,003$4,968 ▼-0.6%5,2600.3%FinanceCRVLCorVel$847,389$65,279 ▲8.3%7,5680.3%Business ServicesWTSWatts Water Technologies$844,433$61,788 ▲7.9%4,1410.3%Computer and TechnologyGOLFAcushnet$823,302$52,594 ▲6.8%11,9910.3%Consumer DiscretionaryCMGChipotle Mexican Grill$819,929$33,339 ▼-3.9%16,3300.3%Retail/WholesaleBRK.ABerkshire Hathaway$798,4420.0%10.3%FinanceTTCToro$788,537$69,112 ▲9.6%10,8390.3%Consumer DiscretionaryFIFiserv$773,788$37,099 ▼-4.6%3,5040.3%Business ServicesAPDAir Products and Chemicals$762,594$69,300 ▼-8.3%2,5860.3%Basic MaterialsJMSTJPMorgan Ultra-Short Municipal ETF$758,529$112,124 ▼-12.9%14,9170.3%ETFBNDVanguard Total Bond Market ETF$755,947$125,085 ▼-14.2%10,2920.3%ETFWSOWatsco$749,742$1,017 ▲0.1%1,4750.3%ConstructionLOWLowe's Companies$748,902$19,825 ▼-2.6%3,2110.3%Retail/WholesaleCRWDCrowdStrike$745,707$3,878 ▲0.5%2,1150.3%Computer and TechnologyKAIKadant$741,539$53,569 ▲7.8%2,2010.3%IndustrialsEOGEOG Resources$735,713$57,580 ▲8.5%5,7370.3%EnergyMCMoelis & Company$715,319$67,698 ▲10.5%12,2570.3%FinanceTE CONNECTIVITY PLC$713,525$39,287 ▼-5.2%5,0490.3%ORD SHSCOOPER COS INC$709,890$29,691 ▲4.4%8,4160.3%COMITWIllinois Tool Works$703,497$8,183 ▼-1.1%2,8370.3%IndustrialsRBCRBC Bearings$703,067$38,612 ▲5.8%2,1850.3%IndustrialsROLRollins$702,876$17,614 ▲2.6%13,0090.3%ConstructionJMBSJanus Henderson Mortgage-Backed Securities ETF$693,232$26,804 ▲4.0%15,3370.3%ETFShowing largest 100 holdings. 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