Impact Capital Partners LLC Top Holdings and 13F Report (2026) About Impact Capital Partners LLCInvestment ActivityImpact Capital Partners LLC has $330.60 million in total holdings as of March 31, 2026.Impact Capital Partners LLC owns shares of 276 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 5.50% of the portfolio was sold this quarter.This quarter, Impact Capital Partners LLC has purchased 272 new stocks and bought additional shares in 135 stocks.Impact Capital Partners LLC sold shares of 116 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $15,598,888NVIDIA $14,621,047Microsoft $13,697,259WisdomTree Dynamic International Equity Fund $10,179,176Broadcom $10,033,786 Largest New Holdings this Quarter 97717W307 - WisdomTree U.S. LargeCap Dividend Fund $521,151 Holding46436E403 - iShares Factors US Growth Style ETF $478,980 Holding420261109 - Hawkins $385,075 Holding90384S303 - Ulta Beauty $362,238 HoldingG0593M107 - AstraZeneca $346,318 Holding Largest Purchases this Quarter Alphabet 9,518 shares (about $2.74M)Apple 9,398 shares (about $2.39M)WisdomTree Dynamic International Equity Fund 30,605 shares (about $1.35M)Meta Platforms 1,538 shares (about $879.94K)Vanguard S&P 500 ETF 1,410 shares (about $842.47K) Largest Sales this Quarter Philip Morris International 9,364 shares (about $1.55M)Microsoft 3,797 shares (about $1.41M)Broadcom 4,529 shares (about $1.40M)AbbVie 4,719 shares (about $1.03M)OneMain 16,337 shares (about $873.87K) 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 PortfolioSectorAAPLApple$15,598,888$2,385,109 ▲18.1%61,4644.7%Computer and TechnologyNVDANVIDIA$14,621,047$141,962 ▲1.0%83,8364.4%Computer and TechnologyMSFTMicrosoft$13,697,259$1,405,521 ▼-9.3%37,0034.1%Computer and TechnologyDDWMWisdomTree Dynamic International Equity Fund$10,179,176$1,349,986 ▲15.3%230,7683.1%FinanceAVGOBroadcom$10,033,786$1,401,783 ▼-12.3%32,4183.0%Computer and TechnologyGOOGLAlphabet$7,687,141$2,737,027 ▲55.3%26,7322.3%Computer and TechnologyPGProcter & Gamble$6,802,946$77,419 ▲1.2%47,0992.1%Consumer StaplesJNJJohnson & Johnson$6,149,302$75,775 ▼-1.2%25,1571.9%MedicalFLOTiShares Floating Rate Bond ETF$5,916,162$94,614 ▲1.6%116,1171.8%ETFJPMJPMorgan Chase & Co.$5,856,169$126,195 ▼-2.1%19,9081.8%FinanceAMZNAmazon.com$5,462,297$18,953 ▼-0.3%26,2271.7%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$5,454,573$603,758 ▲12.4%54,9471.6%FinanceIMTMiShares MSCI Intl Momentum Factor ETF$5,009,350$715,882 ▲16.7%104,3181.5%ETFABBVAbbVie$4,841,433$1,026,358 ▼-17.5%22,2601.5%MedicalKOCocaCola$4,364,504$102,972 ▼-2.3%57,3901.3%Consumer StaplesORCLOracle$4,242,235$96,799 ▼-2.2%28,8371.3%Computer and TechnologyADIAnalog Devices$4,167,449$98,308 ▼-2.3%13,0991.3%Computer and TechnologyXOMExxonMobil$4,104,950$91,956 ▼-2.2%24,1951.2%EnergyMETAMeta Platforms$3,873,327$879,938 ▲29.4%6,7701.2%Computer and TechnologyGOOGAlphabet$3,651,457$21,801 ▲0.6%12,7291.1%Computer and TechnologyVVisa$3,364,916$641,368 ▲23.5%11,1331.0%Business ServicesHDHome Depot$3,350,557$42,429 ▼-1.3%10,1871.0%Retail/WholesaleMCDMcDonald's$3,157,348$42,268 ▼-1.3%10,1591.0%Retail/WholesaleCVXChevron$3,091,707$86,691 ▼-2.7%14,9430.9%EnergyIQDGWisdomTree International Quality Dividend Growth Fund$2,964,339$429,458 ▲16.9%73,8500.9%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,946,120$362,299 ▲14.0%87,8390.9%ETFLINDE PLC$2,887,873$149,227 ▲5.4%5,8250.9%SHSBRK.BBerkshire Hathaway$2,645,184$16,293 ▼-0.6%5,5200.8%FinanceSPYSPDR S&P 500 ETF Trust$2,635,828$48,125 ▲1.9%4,0530.8%FinanceBLACKROCK INC$2,554,383$50,972 ▼-2.0%2,6560.8%COMIVViShares Core S&P 500 ETF$2,527,269$60,749 ▼-2.3%3,8690.8%ETFIBEXIBEX$2,421,605$488,124 ▼-16.8%90,2910.7%Business ServicesABTAbbott Laboratories$2,393,380$76,901 ▼-3.1%23,3110.7%MedicalOMFOneMain$2,322,268$873,866 ▼-27.3%43,4150.7%FinanceHONHoneywell International$2,314,393$83,860 ▲3.8%10,2390.7%Multi-Sector ConglomeratesTSLATesla$2,201,875$1,487 ▲0.1%5,9230.7%Auto/Tires/TrucksUNPUnion Pacific$2,186,333$47,313 ▼-2.1%9,0110.7%TransportationPLDPrologis$2,075,355$47,981 ▼-2.3%15,7010.6%FinanceCSXCSX$2,057,984$2,709 ▲0.1%50,1340.6%TransportationLLYEli Lilly and Company$2,044,671$471,847 ▲30.0%2,2230.6%MedicalDLSWisdomTree International SmallCap Dividend Fund$1,962,276$226,652 ▲13.1%24,0770.6%FinanceVTIVanguard Total Stock Market ETF$1,864,651$76,036 ▲4.3%5,8120.6%ETFTSMTaiwan Semiconductor Manufacturing$1,829,999$127,407 ▼-6.5%5,4150.6%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$1,794,956$221,518 ▲14.1%39,7290.5%ETFUNHUnitedHealth Group$1,783,459$64,400 ▼-3.5%6,5910.5%MedicalRSGRepublic Services$1,779,780$30,444 ▼-1.7%8,1260.5%Business ServicesCOSTCostco Wholesale$1,774,705$27,901 ▲1.6%1,7810.5%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,739,550$46,236 ▼-2.6%8,0890.5%ETFCBChubb$1,722,249$70,402 ▼-3.9%5,2840.5%FinanceTJXTJX Companies$1,718,212$7,825 ▲0.5%10,7590.5%Retail/WholesaleWALMART INC$1,677,656$108,869 ▲6.9%13,4990.5%COMADPAutomatic Data Processing$1,669,354$35,354 ▼-2.1%8,2160.5%Computer and TechnologyPSXPhillips 66$1,657,205$18,217 ▼-1.1%9,0970.5%EnergyVOOVanguard S&P 500 ETF$1,560,655$842,467 ▲117.3%2,6120.5%ETFMARSH & MCLENNAN COS INC$1,538,561$3,469 ▼-0.2%8,8700.5%COMPEPPepsiCo$1,420,438$14,442 ▼-1.0%9,1470.4%Consumer StaplesMRKMerck & Co., Inc.$1,392,597$4,812 ▲0.3%11,5770.4%MedicalPMPhilip Morris International$1,367,031$1,548,244 ▼-53.1%8,2680.4%Consumer StaplesNEENextEra Energy$1,347,039$5,573 ▲0.4%14,5030.4%UtilitiesTTTrane Technologies$1,317,732$19,170 ▼-1.4%3,1620.4%ConstructionCATCaterpillar$1,297,899$5,668 ▲0.4%1,8320.4%IndustrialsVOVanguard Mid-Cap ETF$1,234,661$99,083 ▼-7.4%4,2990.4%ETFEMEEMCOR Group$1,213,782$27,317 ▼-2.2%1,6440.4%ConstructionDTEDTE Energy$1,181,311$1,024 ▼-0.1%8,0790.4%UtilitiesMAMastercard$1,177,708$24,983 ▲2.2%2,3570.4%Business ServicesUSFRWisdomTree Floating Rate Treasury Fund$1,166,492$3,272 ▲0.3%23,1720.4%FinanceSSDSimpson Manufacturing$1,102,838$28,832 ▼-2.5%6,4260.3%ConstructionRBCRBC Bearings$1,098,732$189,549 ▲20.8%2,0230.3%IndustrialsWTSWatts Water Technologies$1,095,554$13,353 ▲1.2%3,7740.3%Computer and TechnologyAEPAmerican Electric Power$1,078,526$23,201 ▼-2.1%8,2280.3%UtilitiesNFLXNetflix$1,066,592$40,479 ▲3.9%11,0930.3%Consumer DiscretionaryTTCToro$1,032,699$258,362 ▲33.4%11,0520.3%Consumer DiscretionaryJKHYJack Henry & Associates$1,029,789$78,230 ▼-7.1%6,5160.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,012,329$30,782 ▲3.1%13,7470.3%ETFPRIPrimerica$995,908$37,322 ▲3.9%3,9760.3%FinanceGOLFAcushnet$969,388$31,783 ▼-3.2%10,3700.3%Consumer DiscretionaryVRTXVertex Pharmaceuticals$965,866$28,132 ▼-2.8%2,1630.3%MedicalVTVVanguard Value ETF$965,696$30,019 ▼-3.0%4,9220.3%ETFIBKRInteractive Brokers Group$946,894$109,458 ▼-10.4%14,1180.3%FinanceEEMiShares MSCI Emerging Markets ETF$920,055$624,236 ▲211.0%16,2010.3%FinanceEOGEOG Resources$914,008$3,325 ▼-0.4%6,3220.3%EnergyEFAiShares MSCI EAFE ETF$889,128$317,421 ▼-26.3%9,1540.3%FinanceFCNFTI Consulting$861,223$59,925 ▼-6.5%4,8720.3%Business ServicesGEGE Aerospace$820,947$17,594 ▲2.2%2,8930.2%AerospaceTDYTeledyne Technologies$816,764$74,416 ▼-8.4%1,3500.2%AerospaceAMATApplied Materials$801,177$127,149 ▲18.9%2,3440.2%Computer and TechnologyPOOLPool$779,173$480,534 ▲160.9%3,8510.2%Consumer DiscretionaryWRBW.R. Berkley$773,222$90,605 ▼-10.5%11,6660.2%FinanceCRWDCrowdStrike$768,717$3,514 ▲0.5%1,9690.2%Computer and TechnologyITWIllinois Tool Works$745,668$4,425 ▲0.6%2,8650.2%IndustrialsKIMBERLY-CLARK CORP$728,252$271,081 ▲59.3%7,5490.2%COMSCHXSchwab US Large-Cap ETF$719,638$2,102 ▲0.3%28,0670.2%ETFBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceGSThe Goldman Sachs Group$710,6320.0%8400.2%FinanceVUGVanguard Growth ETF$704,105$166,854 ▲31.1%1,6120.2%ETFLSTRLandstar System$700,715$7,374 ▲1.1%4,3710.2%TransportationIBPInstalled Building Products$678,519$18,030 ▼-2.6%2,5590.2%ConstructionROSTRoss Stores$672,420$25,779 ▲4.0%3,1040.2%Retail/WholesaleASMLASML$672,302$64,721 ▲10.7%5090.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$671,272$194,003 ▼-22.4%7,4150.2%ETFShowing largest 100 holdings. View all holdings. 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