Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Impact Capital Partners LLC (CIK 2054916) reported $330.6M across 276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($15.6M, 4.72%), NVDA ($14.6M, 4.42%), MSFT ($13.7M, 4.14%), DDWM ($10.2M, 3.08%), AVGO ($10.0M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.6M | 4.72% | 61,464 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $14.6M | 4.42% | 83,836 | Added |
| 3 | MSFT | MICROSOFT CORP | $13.7M | 4.14% | 37,003 | Trimmed |
| 4 | DDWM | WISDOMTREE TR | $10.2M | 3.08% | 230,768 | Added |
| 5 | AVGO | BROADCOM INC | $10.0M | 3.04% | 32,418 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $7.7M | 2.33% | 26,732 | Added |
| 7 | PG | PROCTER & GAMBLE CO | $6.8M | 2.06% | 47,099 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $6.1M | 1.86% | 25,157 | Trimmed |
| 9 | FLOT | ISHARES TR | $5.9M | 1.79% | 116,117 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $5.9M | 1.77% | 19,908 | Trimmed |
| 11 | AGG | ISHARES TR | $5.5M | 1.65% | 54,947 | Added |
| 12 | AMZN | AMAZON COM INC | $5.5M | 1.65% | 26,227 | Trimmed |
| 13 | IMTM | ISHARES TR | $5.0M | 1.52% | 104,318 | Added |
| 14 | ABBV | ABBVIE INC | $4.8M | 1.46% | 22,260 | Trimmed |
| 15 | KO | COCA COLA CO | $4.4M | 1.32% | 57,390 | Trimmed |
| 16 | ORCL | ORACLE CORP | $4.2M | 1.28% | 28,837 | Trimmed |
| 17 | ADI | ANALOG DEVICES INC | $4.2M | 1.26% | 13,099 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $4.1M | 1.24% | 24,195 | Trimmed |
| 19 | META | META PLATFORMS INC | $3.9M | 1.17% | 6,770 | Added |
| 20 | GOOG | ALPHABET INC | $3.7M | 1.10% | 12,729 | Added |
| 21 | V | VISA INC | $3.4M | 1.02% | 11,133 | Added |
| 22 | HD | HOME DEPOT INC | $3.4M | 1.01% | 10,187 | Trimmed |
| 23 | MCD | MCDONALDS CORP | $3.2M | 0.96% | 10,159 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $3.1M | 0.94% | 14,943 | Trimmed |
| 25 | IQDG | WISDOMTREE TR | $3.0M | 0.90% | 73,850 | Added |
Source: SEC Form 13F filings · as of 2026-03-31