Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q3 2025 data
Impact Capital Partners LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Impact Capital Partners LLC

โ€ขCIK: 2054916โ€ขFiling: Q3 2025

**Impact Capital Partners LLC** manages $332M across a diversified portfolio of 267 positions. The fund exhibits a significant concentration in mega-cap technology and enterprise software, notably holding MSFT ($21.0M), NVDA ($15.5M), and AAPL ($13.3M). Further allocations include substantial positions in AVGO ($12.1M) and ORCL ($8.2M), signaling a strategic focus on high-growth, technology-enabled sectors. This positioning suggests a conviction in market leaders driving secular growth trends.

Total AUM
$332.3M
QoQ Performance
+8.9%
Positions
242
Top 10 Concentration
33.0%
Latest Filing
Q3 2025

Top Holdings Allocation

MSFT
MSFT6.3%
NVDA4.7%
AAPL4.0%
AVGO3.6%
DDWM2.5%
ORCL2.5%
PG2.2%
JPM1.9%

๐Ÿ“ˆ Biggest Buys

DDWM
WISDOMTREE TR
+76.7%
2.5% of portfolio
MSFT
MICROSOFT CORP
+5.7%
6.3% of portfolio
IWM
ISHARES TR
NEW
0.3% of portfolio
AVGO
BROADCOM INC
+8.2%
3.6% of portfolio
ORCL
ORACLE CORP
+11.9%
2.5% of portfolio

๐Ÿ“‰ Biggest Sells

EME
EMCOR GROUP INC
-30.2%
0.4% of portfolio
GOOG
ALPHABET INC
-10.9%
1.0% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-9.3%
0.9% of portfolio
LSTR
LANDSTAR SYS INC
-45.9%
0.1% of portfolio
TEL
TE CONNECTIVITY PLC
-25.4%
0.2% of portfolio

Sector Breakdown

Other43.8%
Technology26.7%
Financial7.0%
Consumer6.6%
Healthcare6.1%
Industrial2.4%
ETF1.8%
Consumer Staples1.7%

๐Ÿšช Exited Positionssold since Q2 2025

DXJ
WISDOMTREE TR
SOLD
$1.4M
HEDJ
WISDOMTREE TR
SOLD
$1.4M
FDS
FACTSET RESH SYS INC
SOLD
$577.9K
FISV
FISERV INC
SOLD
$555.7K
CRM
SALESFORCE INC
SOLD
$495.8K
+69 more exited positions

Changes from Q2 2025

NEW11 new positions
โ†‘88 increased
โ†“98 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024