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Portfolio (Quarterly) Guide ↗

Impact Capital Partners LLC

· CIK 0002054916
13F Portfolio $337M AUM 272 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 12 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MMM 3M CO Industrials 1,837.0 $294K 0.09% NEW $160.08 -3.7%
222 ES EVERSOURCE ENERGY Utilities 4,351.0 $293K 0.09% NEW $67.33 +3.6%
223 PFE PFIZER INC Healthcare 11,756.0 $293K 0.09% NEW $24.90 +3.7%
224 FCX FREEPORT-MCMORAN INC Basic Materials 5,755.0 $292K 0.09% NEW $50.79 +26.9%
225 CASY CASEYS GEN STORES INC Consumer Cyclical 520.0 $287K 0.09% NEW $552.71 +47.7%
226 EEM ISHARES TR 5,209.0 $285K 0.09% NEW $54.71 +24.5%
227 TXN TEXAS INSTRS INC Technology 1,640.0 $285K 0.08% NEW $173.49 +87.4%
228 COF CAPITAL ONE FINL CORP Financial Services 1,159.0 $281K 0.08% NEW $242.36 -22.5%
229 AME AMETEK INC Industrials 1,363.0 $280K 0.08% NEW $205.32 +11.2%
230 FDX FEDEX CORP Industrials 967.0 $279K 0.08% NEW $288.86 +38.9%
231 BKNG BOOKING HOLDINGS INC Consumer Cyclical 52.0 $278K 0.08% NEW $5355.33 -97.0%
232 PANW PALO ALTO NETWORKS INC Technology 1,499.0 $276K 0.08% NEW $184.20 +39.5%
233 AMGN AMGEN INC Healthcare 836.0 $274K 0.08% NEW $327.37 +3.2%
234 CL COLGATE PALMOLIVE CO Consumer Defensive 3,454.0 $273K 0.08% NEW $79.02 +14.0%
235 MCK MCKESSON CORP Healthcare 332.0 $272K 0.08% NEW $820.29 -8.1%
236 WDC WESTERN DIGITAL CORP Technology 1,550.0 $267K 0.08% NEW $172.27 +207.4%
237 LNT ALLIANT ENERGY CORP Utilities 4,083.0 $265K 0.08% NEW $65.01 +13.3%
238 SAN BANCO SANTANDER SA Financial Services 22,395.0 $263K 0.08% NEW $11.73 +6.6%
239 IVW ISHARES TR 2,124.0 $262K 0.08% NEW $123.26 +12.3%
240 HLNE HAMILTON LANE INC Financial Services 1,945.0 $261K 0.08% NEW $134.31 -32.8%
Page 12 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 14.3%
Industrials 12.6%
Healthcare 9.1%
Consumer Cyclical 9.0%
Consumer Defensive 7.2%
Communication Services 5.8%
Energy 3.1%
Basic Materials 1.6%
Utilities 1.5%