Impact Capital Partners LLC Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$276.0B
Holdings
256
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (256 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TDYTELEDYNE TECHNOLOGIES INC | 1,379 | $686.3M | 0.25% | |
| 102 | EFXEQUIFAX INC | 2,801 | $682.2M | 0.25% | |
| 103 | GGGGRACO INC | 8,157 | $681.2M | 0.25% | |
| 104 | LSTRLANDSTAR SYS INC | 4,510 | $677.4M | 0.25% | |
| 105 | SYKSTRYKER CORPORATION | 1,795 | $668.3M | 0.24% | |
| 106 | POOLPOOL CORP | 2,099 | $668.2M | 0.24% | |
| 107 | BSYBENTLEY SYS INC | 16,888 | $664.4M | 0.24% | |
| 108 | OLEDUNIVERSAL DISPLAY CORP | 4,756 | $663.4M | 0.24% | |
| 109 | UFPIUFP INDUSTRIES INC | 6,194 | $663.0M | 0.24% | |
| 110 | ORLYOREILLY AUTOMOTIVE INC | 450 | $644.7M | 0.23% | |
| 111 | TXNTEXAS INSTRS INC | 3,511 | $630.9M | 0.23% | |
| 112 | DEDEERE & CO | 1,337 | $627.5M | 0.23% | |
| 113 | FDSFACTSET RESH SYS INC | 1,306 | $593.8M | 0.22% | |
| 114 | VOOVANGUARD INDEX FDS | 1,155 | $593.6M | 0.22% | |
| 115 | BJBJS WHSL CLUB HLDGS INC | 5,198 | $593.1M | 0.21% | |
| 116 | ZWSZURN ELKAY WATER SOLNS CORP | 17,345 | $572.0M | 0.21% | |
| 117 | CATCATERPILLAR INC | 1,727 | $569.6M | 0.21% | |
| 118 | NDSNNORDSON CORP | 2,794 | $563.6M | 0.20% | |
| 119 | FHBFIRST HAWAIIAN INC | 22,676 | $554.2M | 0.20% | |
| 120 | SCHWSCHWAB CHARLES CORP | 7,053 | $552.1M | 0.20% | |
| 121 | GEGE AEROSPACE | 2,741 | $548.6M | 0.20% | |
| 122 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,890 | $534.0M | 0.19% | |
| 123 | BFAMBRIGHT HORIZONS FAM SOL IN D | 4,197 | $533.2M | 0.19% | |
| 124 | NOWSERVICENOW INC | 659 | $524.7M | 0.19% | |
| 125 | HEFAISHARES TR | 14,400 | $522.6M | 0.19% | |
| 126 | ALLEALLEGION PLC | 3,973 | $518.3M | 0.19% | |
| 127 | CHHCHOICE HOTELS INTL INC | 3,877 | $514.8M | 0.19% | |
| 128 | DWDMORGAN STANLEY | 4,403 | $513.7M | 0.19% | |
| 129 | MOALTRIA GROUP INC | 8,551 | $513.2M | 0.19% | |
| 130 | GSGOLDMAN SACHS GROUP INC | 937 | $511.9M | 0.19% | |
| 131 | VOVANGUARD INDEX FDS | 1,973 | $510.3M | 0.18% | |
| 132 | TMOTHERMO FISHER SCIENTIFIC INC | 1,024 | $509.5M | 0.18% | |
| 133 | NXSTNEXSTAR MEDIA GROUP INC | 2,802 | $502.2M | 0.18% | |
| 134 | ADSKAUTODESK INC | 1,914 | $501.1M | 0.18% | |
| 135 | CSCOCISCO SYS INC | 8,101 | $499.9M | 0.18% | |
| 136 | SBUXSTARBUCKS CORP | 5,047 | $495.1M | 0.18% | |
| 137 | EFAISHARES TR | 5,859 | $478.9M | 0.17% | |
| 138 | OLLIOLLIES BARGAIN OUTLET HLDGS | 4,073 | $473.9M | 0.17% | |
| 139 | CHECHEMED CORP NEW | 763 | $469.5M | 0.17% | |
| 140 | NSCNORFOLK SOUTHN CORP | 1,963 | $464.9M | 0.17% | |
| 141 | MANHMANHATTAN ASSOCIATES INC | 2,684 | $464.4M | 0.17% | |
| 142 | CRMSALESFORCE INC | 1,730 | $464.3M | 0.17% | |
| 143 | UBERUBER TECHNOLOGIES INC | 6,361 | $463.5M | 0.17% | |
| 144 | RLIRLI CORP | 5,747 | $461.7M | 0.17% | |
| 145 | MLMMARTIN MARIETTA MATLS INC | 954 | $456.1M | 0.17% | |
| 146 | CWANCLEARWATER ANALYTICS HLDGS I | 16,576 | $444.2M | 0.16% | |
| 147 | IWFISHARES TR | 1,229 | $443.8M | 0.16% | |
| 148 | APAMARTISAN PARTNERS ASSET MGMT | 11,164 | $436.5M | 0.16% | |
| 149 | SHOPSHOPIFY INC | 4,544 | $433.9M | 0.16% | |
| 150 | AXPAMERICAN EXPRESS CO | 1,612 | $433.7M | 0.16% | |
| 151 | TAT&T INC | 15,268 | $431.8M | 0.16% | |
| 152 | AXONAXON ENTERPRISE INC | 814 | $428.1M | 0.16% | |
| 153 | RTXRTX CORPORATION | 3,225 | $427.2M | 0.15% | |
| 154 | ODFLOLD DOMINION FREIGHT LINE IN | 2,566 | $424.5M | 0.15% | |
| 155 | CMCSACOMCAST CORP NEW | 11,500 | $424.4M | 0.15% | |
| 156 | FICOFAIR ISAAC CORP | 227 | $418.6M | 0.15% | |
| 157 | ELVELEVANCE HEALTH INC | 962 | $418.4M | 0.15% | |
| 158 | BBYBEST BUY INC | 5,636 | $414.9M | 0.15% | |
| 159 | QCOMQUALCOMM INC | 2,683 | $412.1M | 0.15% | |
| 160 | COPCONOCOPHILLIPS | 3,836 | $402.9M | 0.15% | |
| 161 | BACBANK AMERICA CORP | 9,606 | $400.9M | 0.15% | |
| 162 | BANFBANCFIRST CORP | 3,643 | $400.3M | 0.15% | |
| 163 | BMYBRISTOL-MYERS SQUIBB CO | 6,556 | $399.9M | 0.14% | |
| 164 | SAIASAIA INC | 1,138 | $397.7M | 0.14% | |
| 165 | NEUNEWMARKET CORP | 694 | $393.1M | 0.14% | |
| 166 | CRLCHARLES RIV LABS INTL INC | 2,567 | $386.4M | 0.14% | |
| 167 | DTMDT MIDSTREAM INC | 3,990 | $385.0M | 0.14% | |
| 168 | CPRTCOPART INC | 6,714 | $379.9M | 0.14% | |
| 169 | EXPOEXPONENT INC | 4,677 | $379.1M | 0.14% | |
| 170 | DCIDONALDSON INC | 5,630 | $377.5M | 0.14% | |
| 171 | YUMYUM BRANDS INC | 2,389 | $375.9M | 0.14% | |
| 172 | MURMURPHY OIL CORP | 13,106 | $372.2M | 0.13% | |
| 173 | LCIILCI INDS | 4,256 | $372.1M | 0.13% | |
| 174 | HUBSHUBSPOT INC | 647 | $369.6M | 0.13% | |
| 175 | ETNEATON CORP PLC | 1,352 | $367.5M | 0.13% | |
| 176 | FDXFEDEX CORP | 1,507 | $367.4M | 0.13% | |
| 177 | THOTHOR INDS INC | 4,814 | $364.9M | 0.13% | |
| 178 | CHDCHURCH & DWIGHT CO INC | 3,241 | $356.8M | 0.13% | |
| 179 | SPOTSPOTIFY TECHNOLOGY S A | 645 | $354.8M | 0.13% | |
| 180 | EDIVSPDR INDEX SHS FDS | 9,820 | $350.6M | 0.13% | |
| 181 | CITCINTAS CORP | 1,701 | $349.6M | 0.13% | |
| 182 | AMATAPPLIED MATLS INC | 2,407 | $349.3M | 0.13% | |
| 183 | PFEPFIZER INC | 13,686 | $346.8M | 0.13% | |
| 184 | SPGIS&P GLOBAL INC | 677 | $344.0M | 0.12% | |
| 185 | SITESITEONE LANDSCAPE SUPPLY INC | 2,818 | $342.2M | 0.12% | |
| 186 | VXUSVANGUARD STAR FDS | 5,273 | $327.5M | 0.12% | |
| 187 | ISRGINTUITIVE SURGICAL INC | 660 | $326.9M | 0.12% | |
| 188 | BSXBOSTON SCIENTIFIC CORP | 3,189 | $321.7M | 0.12% | |
| 189 | PLTRPALANTIR TECHNOLOGIES INC | 3,807 | $321.3M | 0.12% | |
| 190 | CLCOLGATE PALMOLIVE CO | 3,410 | $319.5M | 0.12% | |
| 191 | TERTERADYNE INC | 3,846 | $317.7M | 0.12% | |
| 192 | VWOVANGUARD INTL EQUITY INDEX F | 6,973 | $315.6M | 0.11% | |
| 193 | URIUNITED RENTALS INC | 502 | $314.6M | 0.11% | |
| 194 | MSIMOTOROLA SOLUTIONS INC | 712 | $311.9M | 0.11% | |
| 195 | ABNBAIRBNB INC | 2,602 | $310.8M | 0.11% | |
| 196 | MMM3M CO | 2,094 | $307.5M | 0.11% | |
| 197 | IUSBISHARES TR | 6,633 | $305.6M | 0.11% | |
| 198 | JCIJOHNSON CTLS INTL PLC | 3,815 | $305.6M | 0.11% | |
| 199 | CRCRANE COMPANY | 1,989 | $304.7M | 0.11% | |
| 200 | VEAVANGUARD TAX-MANAGED FDS | 5,941 | $302.0M | 0.11% |