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Impact Capital Partners Llc

Portfolio Manager
Impact Capital Partners LLC
Performance
-7.83% (2026 Q1)
AUM (13F)
$330.60M
# of Holdings
276
Performance Rank
Allocation (Top 20)
42.86%

Impact Capital Partners Llc Holdings Map

Top 50 Impact Capital Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.72%61.5K$15.6M
+18.05%(+9.40K)
2025-Q1: 51.6K shares2025-Q2: 52.7K shares2025-Q3: 52.4K shares2025-Q4: 52.1K shares2026-Q1: 61.5K shares
$244.08(+16.43%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.42%83.8K$14.6M
+0.98%(+814)
2025-Q1: 75.5K shares2025-Q2: 79.1K shares2025-Q3: 83.0K shares2025-Q4: 83.0K shares2026-Q1: 83.8K shares
$130.60(+50.46%)
2026-03-31
MSFT
MICROSOFT CORP
4.14%37.0K$13.7M
-9.31%(-3.80K)
2025-Q1: 37.1K shares2025-Q2: 38.4K shares2025-Q3: 40.5K shares2025-Q4: 40.8K shares2026-Q1: 37.0K shares
$430.80(-4.51%)
2026-03-31
DDWM
WISDOMTREE TR
3.08%230.8K$10.2M
+15.29%(+30.61K)
2025-Q1: 110.6K shares2025-Q2: 112.1K shares2025-Q3: 198.0K shares2025-Q4: 200.2K shares2026-Q1: 230.8K shares
$38.47(+18.35%)
2026-03-31
AVGO
BROADCOM INC
3.04%32.4K$10.0M
-12.26%(-4.53K)
2025-Q1: 33.4K shares2025-Q2: 33.8K shares2025-Q3: 36.6K shares2025-Q4: 36.9K shares2026-Q1: 32.4K shares
$211.32(+102.23%)
2026-03-31
GOOGL
ALPHABET INC
2.33%26.7K$7.7M
+55.29%(+9.52K)
2025-Q1: 17.6K shares2025-Q2: 18.1K shares2025-Q3: 17.4K shares2025-Q4: 17.2K shares2026-Q1: 26.7K shares
$221.05(+75.72%)
2026-03-31
PG
PROCTER & GAMBLE CO
2.06%47.1K$6.8M
+1.15%(+536)
2025-Q1: 46.2K shares2025-Q2: 46.3K shares2025-Q3: 47.1K shares2025-Q4: 46.6K shares2026-Q1: 47.1K shares
$169.81(-14.67%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.86%25.2K$6.1M
-1.22%(-310)
2025-Q1: 23.6K shares2025-Q2: 24.0K shares2025-Q3: 25.1K shares2025-Q4: 25.5K shares2026-Q1: 25.2K shares
$154.92(+45.59%)
2026-03-31
FLOT
ISHARES TR
1.79%116.1K$5.9M
+1.63%(+1.86K)
2025-Q1: 107.3K shares2025-Q2: 115.8K shares2025-Q3: 115.7K shares2025-Q4: 114.3K shares2026-Q1: 116.1K shares
$50.97(-0.19%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.77%19.9K$5.9M
-2.11%(-429)
2025-Q1: 17.3K shares2025-Q2: 19.5K shares2025-Q3: 20.1K shares2025-Q4: 20.3K shares2026-Q1: 19.9K shares
$233.88(+32.29%)
2026-03-31

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