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)

#StockSharesValue% PortfolioType
201
FDXFEDEX CORP
1,345$305.7M0.10%
202
ROKROCKWELL AUTOMATION INC
904$300.3M0.10%
203
TTANSERVICETITAN INC
2,797$299.8M0.10%
204
PFEPFIZER INC
12,304$298.2M0.10%
205
BMYBRISTOL-MYERS SQUIBB CO
6,432$297.7M0.10%
206
GEVGE VERNOVA INC
560$296.3M0.10%
207
ANETARISTA NETWORKS INC
2,894$296.1M0.10%
208
MURMURPHY OIL CORP
13,155$296.0M0.10%
209
VBVANGUARD INDEX FDS
1,248$295.8M0.10%
210
MMM3M CO
1,902$289.5M0.09%
211
RDNTRADNET INC
5,080$289.1M0.09%
212
LRCXLAM RESEARCH CORP
2,967$288.8M0.09%
213
ITGARTNER INC
713$288.2M0.09%
214
BABOEING CO
1,360$285.0M0.09%
215
HWMHOWMET AEROSPACE INC
1,506$280.3M0.09%
216
BACVERIZON COMMUNICATIONS INC
6,475$280.2M0.09%
217
TSCOTRACTOR SUPPLY CO
5,229$275.9M0.09%
218
ESEVERSOURCE ENERGY
4,334$275.7M0.09%
219
MDTMEDTRONIC PLC
3,162$275.6M0.09%
220
MRVLMARVELL TECHNOLOGY INC
3,558$275.4M0.09%
221
ROSTROSS STORES INC
2,148$274.0M0.09%
222
CHDCHURCH & DWIGHT CO INC
2,826$271.6M0.09%
223
PHPARKER-HANNIFIN CORP
388$271.0M0.09%
224
COFCAPITAL ONE FINL CORP
1,259$267.9M0.09%
225
DYHTARGET CORP
2,687$265.1M0.09%
226
FTNTFORTINET INC
2,463$260.4M0.09%
227
HLTHILTON WORLDWIDE HLDGS INC
963$256.5M0.08%
228
LNTALLIANT ENERGY CORP
4,238$256.3M0.08%
229
EMREMERSON ELEC CO
1,909$254.5M0.08%
230
LMTLOCKHEED MARTIN CORP
543$251.5M0.08%
231
MCKMCKESSON CORP
334$244.7M0.08%
232
AMEAMETEK INC
1,339$242.3M0.08%
233
MSCIMSCI INC
418$241.1M0.08%
234
VMCVULCAN MATLS CO
923$240.7M0.08%
235
ADBEADOBE INC
621$240.3M0.08%
236
AMGNAMGEN INC
859$239.9M0.08%
237
AMDADVANCED MICRO DEVICES INC
1,687$239.4M0.08%
238
FCXFREEPORT-MCMORAN INC
5,512$238.9M0.08%
239
CASYCASEYS GEN STORES INC
467$238.3M0.08%
240
IUSBISHARES TR
5,151$238.1M0.08%
241
DALDELTA AIR LINES INC DEL
4,839$238.0M0.08%
242
NVONOVO-NORDISK A S
3,439$237.4M0.08%
243
ACGLARCH CAP GROUP LTD
2,592$236.0M0.08%
244
SYYSYSCO CORP
3,084$233.6M0.08%
245
SRESEMPRA
3,073$232.8M0.08%
246
IVWISHARES TR
2,092$230.3M0.08%
247
COPCONOCOPHILLIPS
2,566$230.3M0.08%
248
AZNASTRAZENECA PLC
3,282$229.3M0.08%
249
IWDISHARES TR
1,167$226.7M0.07%
250
WMWASTE MGMT INC DEL
985$225.4M0.07%
251
USBUS BANCORP DEL
4,940$223.5M0.07%
252
BROBROWN & BROWN INC
1,982$219.7M0.07%
253
HLIHOULIHAN LOKEY INC
1,221$219.7M0.07%
254
PNCPNC FINL SVCS GROUP INC
1,141$212.7M0.07%
255
SLBSCHLUMBERGER LTD
6,166$208.4M0.07%
256
SONYSONY GROUP CORP
7,921$206.2M0.07%
257
ABGCENCORA INC
687$206.0M0.07%
258
PRFZINVESCO EXCHANGE TRADED FD T
5,039$204.9M0.07%
259
IWRISHARES TR
2,205$202.8M0.07%
260
MUBISHARES TR
1,924$201.0M0.07%
261
SANBANCO SANTANDER S.A.
22,257$184.7M0.06%
262
LYGLLOYDS BANKING GROUP PLC
16,415$69.8M0.02%
263
COTYCOTY INC
13,486$62.7M0.02%
PreviousPage 3 of 3