Impact Capital Partners LLC

Est. AUM

$330.1M

13F long equity, this entity only

Positions

275

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$15.6M	61464	4.73%	DFND
2	NVIDIA CORPORATION	COM	$14.6M	83836	4.43%	DFND
3	MICROSOFT CORP	COM	$13.7M	37003	4.15%	DFND
4	WISDOMTREE TR	DYNAMIC INTL EQT	$10.2M	230768	3.08%	DFND
5	BROADCOM INC	COM	$10.0M	32418	3.04%	DFND
6	ALPHABET INC	CAP STK CL A	$7.7M	26732	2.33%	DFND
7	PROCTER & GAMBLE CO	COM	$6.8M	47099	2.06%	DFND
8	JOHNSON & JOHNSON	COM	$6.1M	25157	1.86%	DFND
9	ISHARES TR	FLTG RATE NT ETF	$5.9M	116117	1.79%	DFND
10	JPMORGAN CHASE & CO	COM	$5.9M	19908	1.77%	DFND
11	AMAZON COM INC	COM	$5.5M	26227	1.65%	DFND
12	ISHARES TR	CORE US AGGBD ET	$5.5M	54947	1.65%	DFND
13	ISHARES TR	MSCI INTL MOMENT	$5.0M	104318	1.52%	DFND
14	ABBVIE INC	COM	$4.8M	22260	1.47%	DFND
15	COCA COLA CO	COM	$4.4M	57390	1.32%	DFND
16	ORACLE CORP	COM	$4.2M	28837	1.28%	DFND
17	ANALOG DEVICES INC	COM	$4.2M	13099	1.26%	DFND
18	EXXON MOBIL CORP	COM	$4.1M	24195	1.24%	DFND
19	META PLATFORMS INC	CL A	$3.9M	6770	1.17%	DFND
20	ALPHABET INC	CAP STK CL C	$3.7M	12729	1.11%	DFND
21	VISA INC	COM CL A	$3.4M	11133	1.02%	DFND
22	HOME DEPOT INC	COM	$3.4M	10187	1.02%	DFND
23	MCDONALDS CORP	COM	$3.2M	10159	0.96%	DFND
24	CHEVRON CORPORATION	COM	$3.1M	14943	0.94%	DFND
25	WISDOMTREE TR	INTL QULTY DIV	$3.0M	73850	0.90%	DFND
26	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	87839	0.89%	DFND
27	LINDE PLC	SHS	$2.9M	5825	0.87%	DFND
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5520	0.80%	DFND
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	4053	0.80%	DFND
30	BLACKROCK INC	COM	$2.6M	2656	0.77%	DFND
31	ISHARES TR	CORE S&P500 ETF	$2.5M	3869	0.77%	DFND
32	IBEX LTD	SHS NEW	$2.4M	90291	0.73%	DFND
33	ABBOTT LABORATORIES	COM	$2.4M	23311	0.72%	DFND
34	ONEMAIN HLDGS INC	COM	$2.3M	43415	0.70%	DFND
35	HONEYWELL INTL INC	COM	$2.3M	10239	0.70%	DFND
36	TESLA INC	COM	$2.2M	5923	0.67%	DFND
37	UNION PAC CORP	COM	$2.2M	9011	0.66%	DFND
38	PROLOGIS INC.	COM	$2.1M	15701	0.63%	DFND
39	CSX CORP	COM	$2.1M	50134	0.62%	DFND
40	ELI LILLY & CO	COM	$2.0M	2223	0.62%	DFND
41	WISDOMTREE TR	INTL SMCAP DIV	$2.0M	24077	0.59%	DFND
42	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5812	0.56%	DFND
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.8M	5415	0.55%	DFND
44	JANUS DETROIT STR TR	HENDERSON MTG	$1.8M	39729	0.54%	DFND
45	UNITEDHEALTH GROUP INC	COM	$1.8M	6591	0.54%	DFND
46	REPUBLIC SVCS INC	COM	$1.8M	8126	0.54%	DFND
47	COSTCO WHOLESALE CORPORATION	COM	$1.8M	1781	0.54%	DFND
48	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	8089	0.53%	DFND
49	CHUBB LTD SWITZ	COM	$1.7M	5284	0.52%	DFND
50	TJX COS INC NEW	COM	$1.7M	10759	0.52%	DFND

1–50 of 275

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.