Impact Capital Partners LLC Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$305.1B
Holdings
263
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EOGEOG RES INC | 5,874 | $702.6M | 0.23% | |
| 102 | ITWILLINOIS TOOL WKS INC | 2,838 | $701.7M | 0.23% | |
| 103 | GGGGRACO INC | 8,131 | $699.0M | 0.23% | |
| 104 | ALLEALLEGION PLC | 4,843 | $698.0M | 0.23% | |
| 105 | LOWLOWES COS INC | 3,139 | $696.5M | 0.23% | |
| 106 | NOWSERVICENOW INC | 676 | $695.0M | 0.23% | |
| 107 | KAIKADANT INC | 2,169 | $688.5M | 0.23% | |
| 108 | LSTRLANDSTAR SYS INC | 4,917 | $683.6M | 0.22% | |
| 109 | VOOVANGUARD INDEX FDS | 1,202 | $682.8M | 0.22% | |
| 110 | TXNTEXAS INSTRS INC | 3,201 | $664.6M | 0.22% | |
| 111 | LIILENNOX INTL INC | 1,157 | $663.2M | 0.22% | |
| 112 | APDAIR PRODS & CHEMS INC | 2,291 | $646.3M | 0.21% | |
| 113 | WSOWATSCO INC | 1,441 | $636.4M | 0.21% | |
| 114 | DEDEERE & CO | 1,234 | $627.5M | 0.21% | |
| 115 | SCHWSCHWAB CHARLES CORP | 6,787 | $619.2M | 0.20% | |
| 116 | POOLPOOL CORP | 2,117 | $617.1M | 0.20% | |
| 117 | ZWSZURN ELKAY WATER SOLNS CORP | 16,861 | $616.6M | 0.20% | |
| 118 | UFPIUFP INDUSTRIES INC | 6,149 | $611.0M | 0.20% | |
| 119 | UBERUBER TECHNOLOGIES INC | 6,424 | $599.4M | 0.20% | |
| 120 | COOCOOPER COS INC | 8,422 | $599.3M | 0.20% | |
| 121 | NDSNNORDSON CORP | 2,762 | $592.1M | 0.19% | |
| 122 | FHBFIRST HAWAIIAN INC | 23,574 | $588.4M | 0.19% | |
| 123 | ORLYOREILLY AUTOMOTIVE INC | 6,525 | $588.1M | 0.19% | |
| 124 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,898 | $585.3M | 0.19% | |
| 125 | ADSKAUTODESK INC | 1,872 | $579.5M | 0.19% | |
| 126 | FDSFACTSET RESH SYS INC | 1,292 | $577.9M | 0.19% | |
| 127 | GSGOLDMAN SACHS GROUP INC | 804 | $569.0M | 0.19% | |
| 128 | BJBJS WHSL CLUB HLDGS INC | 5,198 | $560.5M | 0.18% | |
| 129 | FISVFISERV INC | 3,223 | $555.7M | 0.18% | |
| 130 | DWDMORGAN STANLEY | 3,944 | $555.6M | 0.18% | |
| 131 | RLIRLI CORP | 7,505 | $542.0M | 0.18% | |
| 132 | IWFISHARES TR | 1,275 | $541.3M | 0.18% | |
| 133 | PLTRPALANTIR TECHNOLOGIES INC | 3,958 | $539.6M | 0.18% | |
| 134 | AXPAMERICAN EXPRESS CO | 1,691 | $539.4M | 0.18% | |
| 135 | OLLIOLLIES BARGAIN OUTLET HLDGS | 4,090 | $539.0M | 0.18% | |
| 136 | CSCOCISCO SYS INC | 7,683 | $533.1M | 0.17% | |
| 137 | VXUSVANGUARD STAR FDS | 7,566 | $522.7M | 0.17% | |
| 138 | SHOPSHOPIFY INC | 4,512 | $520.5M | 0.17% | |
| 139 | MANHMANHATTAN ASSOCIATES INC | 2,630 | $519.3M | 0.17% | |
| 140 | MLMMARTIN MARIETTA MATLS INC | 945 | $518.8M | 0.17% | |
| 141 | QCOMQUALCOMM INC | 3,250 | $517.6M | 0.17% | |
| 142 | BFAMBRIGHT HORIZONS FAM SOL IN D | 4,131 | $510.6M | 0.17% | |
| 143 | APAMARTISAN PARTNERS ASSET MGMT | 11,471 | $508.5M | 0.17% | |
| 144 | CRMSALESFORCE INC | 1,818 | $495.8M | 0.16% | |
| 145 | NXSTNEXSTAR MEDIA GROUP INC | 2,857 | $494.1M | 0.16% | |
| 146 | EFAISHARES TR | 5,469 | $488.9M | 0.16% | |
| 147 | RTXRTX CORPORATION | 3,347 | $488.7M | 0.16% | |
| 148 | CHHCHOICE HOTELS INTL INC | 3,807 | $483.0M | 0.16% | |
| 149 | MOALTRIA GROUP INC | 8,227 | $482.3M | 0.16% | |
| 150 | BACBANK AMERICA CORP | 9,858 | $466.5M | 0.15% | |
| 151 | NEUNEWMARKET CORP | 673 | $464.9M | 0.15% | |
| 152 | TAT&T INC | 16,049 | $464.5M | 0.15% | |
| 153 | APHAMPHENOL CORP NEW | 4,535 | $447.8M | 0.15% | |
| 154 | BANFBANCFIRST CORP | 3,596 | $444.5M | 0.15% | |
| 155 | SPOTSPOTIFY TECHNOLOGY S A | 578 | $443.5M | 0.15% | |
| 156 | DTMDT MIDSTREAM INC | 3,996 | $439.2M | 0.14% | |
| 157 | NSCNORFOLK SOUTHN CORP | 1,678 | $429.5M | 0.14% | |
| 158 | FICOFAIR ISAAC CORP | 228 | $416.8M | 0.14% | |
| 159 | CMCSACOMCAST CORP NEW | 11,666 | $416.4M | 0.14% | |
| 160 | THOTHOR INDS INC | 4,664 | $414.2M | 0.14% | |
| 161 | VWOVANGUARD INTL EQUITY INDEX F | 8,251 | $408.1M | 0.13% | |
| 162 | ELVELEVANCE HEALTH INC | 1,048 | $407.6M | 0.13% | |
| 163 | SBUXSTARBUCKS CORP | 4,424 | $405.4M | 0.13% | |
| 164 | ODFLOLD DOMINION FREIGHT LINE IN | 2,493 | $404.6M | 0.13% | |
| 165 | TMOTHERMO FISHER SCIENTIFIC INC | 984 | $399.0M | 0.13% | |
| 166 | AMATAPPLIED MATLS INC | 2,176 | $398.4M | 0.13% | |
| 167 | SAIASAIA INC | 1,451 | $397.6M | 0.13% | |
| 168 | JCIJOHNSON CTLS INTL PLC | 3,748 | $395.9M | 0.13% | |
| 169 | HLNEHAMILTON LANE INC | 2,776 | $394.5M | 0.13% | |
| 170 | ETNEATON CORP PLC | 1,092 | $389.8M | 0.13% | |
| 171 | DISDISNEY WALT CO | 3,141 | $389.5M | 0.13% | |
| 172 | URIUNITED RENTALS INC | 513 | $386.5M | 0.13% | |
| 173 | BBYBEST BUY INC | 5,749 | $385.9M | 0.13% | |
| 174 | LCIILCI INDS | 4,216 | $384.5M | 0.13% | |
| 175 | DCIDONALDSON INC | 5,543 | $384.4M | 0.13% | |
| 176 | SAPSAP SE | 1,260 | $383.2M | 0.13% | |
| 177 | CRCRANE COMPANY | 1,992 | $378.3M | 0.12% | |
| 178 | CITCINTAS CORP | 1,683 | $375.1M | 0.12% | |
| 179 | ABNBAIRBNB INC | 2,811 | $372.0M | 0.12% | |
| 180 | INTUINTUIT | 470 | $370.2M | 0.12% | |
| 181 | CHECHEMED CORP NEW | 755 | $367.6M | 0.12% | |
| 182 | IBMINTERNATIONAL BUSINESS MACHS | 1,227 | $361.7M | 0.12% | |
| 183 | ASMLASML HOLDING N V | 450 | $360.6M | 0.12% | |
| 184 | ISRGINTUITIVE SURGICAL INC | 663 | $360.3M | 0.12% | |
| 185 | CWANCLEARWATER ANALYTICS HLDGS I | 16,407 | $359.8M | 0.12% | |
| 186 | YUMYUM BRANDS INC | 2,409 | $357.0M | 0.12% | |
| 187 | BSXBOSTON SCIENTIFIC CORP | 3,308 | $355.3M | 0.12% | |
| 188 | EXPOEXPONENT INC | 4,688 | $350.2M | 0.11% | |
| 189 | HUBSHUBSPOT INC | 624 | $347.3M | 0.11% | |
| 190 | CPRTCOPART INC | 7,063 | $346.6M | 0.11% | |
| 191 | SPGIS&P GLOBAL INC | 653 | $344.4M | 0.11% | |
| 192 | WFCWELLS FARGO CO NEW | 4,298 | $344.4M | 0.11% | |
| 193 | VEAVANGUARD TAX-MANAGED FDS | 5,941 | $338.7M | 0.11% | |
| 194 | SITESITEONE LANDSCAPE SUPPLY INC | 2,795 | $338.0M | 0.11% | |
| 195 | UBSUBS GROUP AG | 9,994 | $338.0M | 0.11% | |
| 196 | LHLABCORP HOLDINGS INC | 1,283 | $336.8M | 0.11% | |
| 197 | LHXL3HARRIS TECHNOLOGIES INC | 1,293 | $324.4M | 0.11% | |
| 198 | CLCOLGATE PALMOLIVE CO | 3,414 | $310.3M | 0.10% | |
| 199 | PANWPALO ALTO NETWORKS INC | 1,501 | $307.2M | 0.10% | |
| 200 | BKNGBOOKING HOLDINGS INC | 53 | $306.8M | 0.10% |