StockDriftsStockDriftsTop 50 Impact Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.88% | 61.8K | $17.9M | +0.56%(+347) | $236.86(+29.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.62% | 84.6K | $16.9M | +0.92%(+773) | $131.08(+68.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.71% | 36.4K | $13.6M | -1.58%(-586) | $430.80(+16.70%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.37% | 32.7K | $12.4M | +1.00%(+323) | $213.18(+97.19%) | 2026-06-30 | |
| DDWM | WISDOMTREE TR | 3.05% | 242.2K | $11.2M | +4.93%(+11.38K) | $38.76(+23.08%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.6% | 26.6K | $9.5M | -0.33%(-89) | $221.05(+59.00%) | 2026-06-30 | |
| FLOT | ISHARES TR | 1.93% | 138.5K | $7.1M | +19.26%(+22.36K) | $50.96(-0.07%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 1.88% | 47.0K | $6.9M | -0.28%(-133) | $169.81(-14.53%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.8% | 20.1K | $6.6M | +1.19%(+236) | $234.72(+54.01%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.76% | 25.4K | $6.4M | +0.88%(+221) | $155.73(+68.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.15% |
Impact Capital Partners LLC reports $366.53M in US-listed equity holdings across 283 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), NVDA (4.6%) and MSFT (3.7%). The top 20 holdings account for 43% of reported assets. Its disclosed equity book has returned +16.17% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Impact Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054916). View Impact Capital Partners LLC’s 13F filings on SEC