Impact Capital Partners LLC
277 holdingsFiling period: 2026-03-31Current AUM: $368.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 61.5K | $15.6M | $19.0M | 5.15% | +9.4K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 83.8K | $14.6M | $16.8M | 4.56% | +814 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 37.0K | $13.7M | $17.2M | 4.66% | -3,797 | 2026-03-31 |
| 4 | DDWM | WISDOMTREE TR | 230.8K | $10.2M | $10.8M | 2.93% | +30.6K | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 32.4K | $10.0M | $12.6M | 3.42% | -4,529 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 26.7K | $7.7M | $9.5M | 2.58% | +9.5K | 2026-03-31 |
| 7 | PG | PROCTER & GAMBLE CO | 47.1K | $6.8M | $6.8M | 1.85% | +536 | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON | 25.2K | $6.1M | $6.4M | 1.75% | -310 | 2026-03-31 |
| 9 | FLOT | ISHARES TR | 116.1K | $5.9M | $5.9M | 1.61% | +1.9K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 19.9K | $5.9M | $7.0M | 1.90% | -429 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 26.2K | $5.5M | $7.1M | 1.93% | -91 | 2026-03-31 |
| 12 | AGG | ISHARES TR | 54.9K | $5.5M | $5.3M | 1.45% | +6.1K | 2026-03-31 |
| 13 | IMTM | ISHARES TR | 104.3K | $5.0M | $5.4M | 1.48% | +14.9K | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 22.3K | $4.8M | $5.6M | 1.51% | -4,719 | 2026-03-31 |
| 15 | KO | COCA COLA CO | 57.4K | $4.4M | $5.0M | 1.36% | -1,354 | 2026-03-31 |
| 16 | ORCL | ORACLE CORP | 28.8K | $4.2M | $3.7M | 1.02% | -658 | 2026-03-31 |
| 17 | ADI | ANALOG DEVICES INC | 13.1K | $4.2M | $4.8M | 1.31% | -309 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 24.2K | $4.1M | $3.8M | 1.02% | -542 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 24.2K | $4.1M | $3.8M | 1.02% | -542 | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 6.8K | $3.9M | $3.8M | 1.02% | +1.5K | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 12.7K | $3.7M | $4.5M | 1.23% | +76 | 2026-03-31 |
| 22 | V | VISA INC | 11.1K | $3.4M | $4.1M | 1.11% | +2.1K | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 10.2K | $3.4M | $3.4M | 0.92% | -129 | 2026-03-31 |
| 24 | MCD | MCDONALDS CORP | 10.2K | $3.2M | $2.7M | 0.75% | -136 | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 14.9K | $3.1M | $2.9M | 0.80% | -419 | 2026-03-31 |
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