Holders — by stockHoldings — by fund
Impact Capital Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002054916
$366.5M
disclosed book value
283
positions
4.9%
largest position share
Positions, as of 2026-06-30
top 100 of 283 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 61,811 | $17.9M | 4.9% |
| 2 | NVDANVIDIA CORPORATION | 84,609 | $16.9M | 4.6% |
| 3 | MSFTMICROSOFT CORP | 36,417 | $13.6M | 3.7% |
| 4 | AVGOBROADCOM INC | 32,741 | $12.4M | 3.4% |
| 5 | DDWMWISDOMTREE TR | 242,152 | $11.2M | 3.1% |
| 6 | GOOGLALPHABET INC | 26,643 | $9.5M | 2.6% |
| 7 | FLOTISHARES TR | 138,480 | $7.1M | 1.9% |
| 8 | PGPROCTER & GAMBLE CO | 46,966 | $6.9M | 1.9% |
| 9 | JPMJPMORGAN CHASE & CO | 20,144 | $6.6M | 1.8% |
| 10 | JNJJOHNSON & JOHNSON | 25,378 | $6.4M | 1.8% |
| 11 | AMZNAMAZON COM INC | 26,175 | $6.2M | 1.7% |
| 12 | IMTMISHARES TR | 108,501 | $5.8M | 1.6% |
| 13 | ABBVABBVIE INC | 22,723 | $5.7M | 1.6% |
| 14 | AGGISHARES TR | 54,146 | $5.4M | 1.5% |
| 15 | ADIANALOG DEVICES INC | 13,256 | $5.3M | 1.4% |
| 16 | KOCOCA COLA CO | 58,296 | $4.7M | 1.3% |
| 17 | GOOGALPHABET INC | 12,840 | $4.5M | 1.2% |
| 18 | ORCLORACLE CORP | 29,523 | $4.3M | 1.2% |
| 19 | VVISA INC | 10,770 | $3.7M | 1% |
| 20 | HDHOME DEPOT INC | 9,721 | $3.4M | 0.9% |
| 21 | IQDGWISDOMTREE TR | 78,751 | $3.4M | 0.9% |
| 22 | XOMEXXON MOBIL CORP | 24,050 | $3.3M | 0.9% |
| 23 | METAMETA PLATFORMS INC | 5,812 | $3.3M | 0.9% |
| 24 | SPYSTATE STR SPDR S&P 500 ETF T | 4,165 | $3.1M | 0.8% |
| 25 | LINLINDE PLC | 5,897 | $3.1M | 0.8% |
| 26 | IVVISHARES TR | 4,002 | $3.0M | 0.8% |
| 27 | UNHUNITEDHEALTH GROUP INC | 7,014 | $2.9M | 0.8% |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,505 | $2.8M | 0.8% |
| 29 | IBEXIBEX LTD | 90,291 | $2.7M | 0.7% |
| 30 | LLYELI LILLY & CO | 2,228 | $2.7M | 0.7% |
| 31 | OMFONEMAIN HLDGS INC | 43,202 | $2.6M | 0.7% |
| 32 | MCDMCDONALDS CORP | 9,579 | $2.6M | 0.7% |
| 33 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 5,392 | $2.6M | 0.7% |
| 34 | TSLATESLA INC | 6,096 | $2.6M | 0.7% |
| 35 | BLKBLACKROCK INC | 2,640 | $2.5M | 0.7% |
| 36 | UNPUNION PAC CORP | 9,163 | $2.5M | 0.7% |
| 37 | CVXCHEVRON CORPORATION | 14,946 | $2.5M | 0.7% |
| 38 | CSXCSX CORP | 50,263 | $2.4M | 0.7% |
| 39 | USFRWISDOMTREE TR | 43,906 | $2.2M | 0.6% |
| 40 | MUMICRON TECHNOLOGY INC | 1,904 | $2.2M | 0.6% |
| 41 | PLDPROLOGIS INC. | 15,965 | $2.2M | 0.6% |
| 42 | DLSWISDOMTREE TR | 25,622 | $2.1M | 0.6% |
| 43 | DGRWWISDOMTREE TR | 21,582 | $2.1M | 0.6% |
| 44 | VTIVANGUARD INDEX FDS | 5,454 | $2.0M | 0.6% |
| 45 | CATCATERPILLAR INC | 1,883 | $2.0M | 0.5% |
| 46 | ABTABBOTT LABORATORIES | 21,416 | $1.9M | 0.5% |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 8,043 | $1.9M | 0.5% |
| 48 | SPIBSPDR SERIES TRUST | 55,974 | $1.9M | 0.5% |
| 49 | ADPAUTOMATIC DATA PROCESSING IN | 8,186 | $1.8M | 0.5% |
| 50 | CBCHUBB LIMITED | 5,361 | $1.8M | 0.5% |
| 51 | RSGREPUBLIC SVCS INC | 8,220 | $1.8M | 0.5% |
| 52 | COSTCOSTCO WHOLESALE CORPORATION | 1,761 | $1.6M | 0.4% |
| 53 | EEMISHARES TR | 23,703 | $1.6M | 0.4% |
| 54 | AMATAPPLIED MATLS INC | 2,236 | $1.6M | 0.4% |
| 55 | PSXPHILLIPS 66 | 9,511 | $1.6M | 0.4% |
| 56 | WTSWATTS WATER TECHNOLOGIES INC | 4,098 | $1.6M | 0.4% |
| 57 | TJXTJX COS INC NEW | 10,544 | $1.6M | 0.4% |
| 58 | TTTRANE TECHNOLOGIES PLC | 3,191 | $1.6M | 0.4% |
| 59 | WMTWALMART INC | 13,610 | $1.5M | 0.4% |
| 60 | EFAISHARES TR | 14,810 | $1.5M | 0.4% |
| 61 | CRWDCROWDSTRIKE HLDGS INC | 1,994 | $1.5M | 0.4% |
| 62 | PMPHILIP MORRIS INTL INC | 8,362 | $1.5M | 0.4% |
| 63 | EMEEMCOR GROUP INC | 1,808 | $1.5M | 0.4% |
| 64 | MRKMERCK & CO INC | 11,635 | $1.5M | 0.4% |
| 65 | JMBSJANUS DETROIT STR TR | 33,100 | $1.5M | 0.4% |
| 66 | JMSTJ P MORGAN EXCHANGE TRADED F | 27,639 | $1.4M | 0.4% |
| 67 | IWMISHARES TR | 4,651 | $1.4M | 0.4% |
| 68 | VOVANGUARD INDEX FDS | 17,188 | $1.4M | 0.4% |
| 69 | MRSHMARSH & MCLENNAN COS INC | 8,111 | $1.4M | 0.4% |
| 70 | SSDSIMPSON MFG INC | 6,422 | $1.3M | 0.4% |
| 71 | AMDADVANCED MICRO DEVICES INC | 2,300 | $1.3M | 0.4% |
| 72 | LRCXLAM RESEARCH CORP | 3,074 | $1.3M | 0.4% |
| 73 | RBCRBC BEARINGS INC | 2,055 | $1.3M | 0.4% |
| 74 | INTCINTEL CORP | 9,467 | $1.3M | 0.4% |
| 75 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,331 | $1.3M | 0.4% |
| 76 | NEENEXTERA ENERGY INC | 14,505 | $1.3M | 0.3% |
| 77 | DTEDTE ENERGY CO | 8,089 | $1.2M | 0.3% |
| 78 | GOLFACUSHNET HLDGS CORP | 10,352 | $1.2M | 0.3% |
| 79 | PEPPEPSICO INC | 8,781 | $1.2M | 0.3% |
| 80 | MAMASTERCARD INCORPORATED | 2,306 | $1.2M | 0.3% |
| 81 | PRIPRIMERICA INC | 4,123 | $1.2M | 0.3% |
| 82 | HONHONEYWELL INTL INC | 5,197 | $1.2M | 0.3% |
| 83 | AEPAMERICAN ELEC PWR CO INC | 8,409 | $1.2M | 0.3% |
| 84 | HONAHONEYWELL AEROSPACE INC | 5,197 | $1.1M | 0.3% |
| 85 | GEGE AEROSPACE | 2,942 | $1.1M | 0.3% |
| 86 | VOOVANGUARD INDEX FDS | 1,595 | $1.1M | 0.3% |
| 87 | TTCTORO CO | 11,045 | $1.1M | 0.3% |
| 88 | WDCWESTERN DIGITAL CORP | 1,658 | $1.1M | 0.3% |
| 89 | MRVLMARVELL TECHNOLOGY INC | 3,527 | $1.1M | 0.3% |
| 90 | BNDVANGUARD BD INDEX FDS | 13,918 | $1.0M | 0.3% |
| 91 | ASMLASML HLDG NV | 512 | $1.0M | 0.3% |
| 92 | VRTXVERTEX PHARMACEUTICALS INC | 2,046 | $1.0M | 0.3% |
| 93 | CSCOCISCO SYS INC | 8,471 | $995,046 | 0.3% |
| 94 | MDYSTATE STR SPDR S&P MIDCAP 40 | 1,411 | $992,413 | 0.3% |
| 95 | IWFISHARES TR | 7,853 | $975,107 | 0.3% |
| 96 | LSTRLANDSTAR SYS INC | 4,477 | $925,888 | 0.3% |
| 97 | VTVVANGUARD INDEX FDS | 3,933 | $857,119 | 0.2% |
| 98 | GSGOLDMAN SACHS GROUP INC | 839 | $848,539 | 0.2% |
| 99 | UBSUBS GROUP AG | 17,006 | $842,817 | 0.2% |
| 100 | EOGEOG RES INC | 6,426 | $833,688 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.