Top 50 Impact Capital Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.72% | 61.5K | $15.6M | +18.05%(+9.40K) | $244.08(+16.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.42% | 83.8K | $14.6M | +0.98%(+814) | $130.60(+50.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.14% | 37.0K | $13.7M | -9.31%(-3.80K) | $430.80(-4.51%) | 2026-03-31 | |
| DDWM | WISDOMTREE TR | 3.08% | 230.8K | $10.2M | +15.29%(+30.61K) | $38.47(+18.35%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.04% | 32.4K | $10.0M | -12.26%(-4.53K) | $211.32(+102.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.33% | 26.7K | $7.7M | +55.29%(+9.52K) | $221.05(+75.72%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.06% | 47.1K | $6.8M | +1.15%(+536) | $169.81(-14.67%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.86% | 25.2K | $6.1M | -1.22%(-310) | $154.92(+45.59%) | 2026-03-31 | |
| FLOT | ISHARES TR | 1.79% | 116.1K | $5.9M | +1.63%(+1.86K) | $50.97(-0.19%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.77% | 19.9K | $5.9M | -2.11%(-429) | $233.88(+32.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.73% | +25.03% |
| Top 20 Holdings Unweighted | +7.36% | +23.75% |
Sign up free to track Impact Capital Partners Llc, compare funds side by side, and get alerts the moment positions change.