Impact Capital Partners LLC Incresed Positions in Q4 2025

Impact Capital Partners LLC

  • $337 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
17.4K
+ 99.44%
$45.54 - $46.2 $791K - $802K
34.8K $1.59B
OMF
One Main Holdings, Inc.

Financial Services
1.38K
+ 2.36%
$52.15 - $61.38 $72K - $84.7K
59.8K $4.04B
AVGO
Broadcom Inc.

Technology
381
+ 1.04%
$324.63 - $385.98 $124K - $147K
36.9K $12.8B
JKHY
Henry Jack & Associates Inc

Technology
2.85K
+ 68.41%
$146.26 - $167.17 $417K - $476K
7.01K $1.28B
JNJ
Johnson & Johnson

Healthcare
381
+ 1.52%
$185.98 - $199.58 $70.9K - $76K
25.5K $5.27B
LLY
Eli Lilly & CO

Healthcare
87
+ 5.36%
$799.57 - $1025.28 $69.6K - $89.2K
1.71K $1.84B
VO
Vanguard Mid Cap ETF

ETFs
1.81K
+ 63.75%
$286.27 - $296.23 $518K - $536K
4.64K $1.35B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.57K
+ 134.96%
$87.0 - $90.6 $485K - $505K
9.7K $867M
SPY
Spdr S&P 500 ETF Trust

ETFs
572
+ 16.79%
$653.02 - $687.39 $374K - $393K
3.98K $2.71B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.16K
+ 1.09%
$41.14 - $42.95 $88.7K - $92.6K
200K $8.72B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4K
+ 47.56%
$92.24 - $96.56 $369K - $387K
12.4K $1.19B
ADI
Analog Devices Inc

Technology
255
+ 1.94%
$225.32 - $246.37 $57.5K - $62.8K
13.4K $3.64B
UBS
Ubs Group Ag

Financial Services
6.57K
+ 64.54%
$37.56 - $41.1 $247K - $270K
16.8K $776M
KO
Coca Cola CO

Consumer Defensive
1.95K
+ 3.43%
$66.1 - $71.61 $129K - $140K
58.7K $4.11B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
542
+ 67.5%
$577.77 - $604.78 $313K - $328K
1.35K $811M
AMZN
Amazon Com Inc

Consumer Cyclical
63
+ 0.24%
$213.04 - $254.0 $13.4K - $16K
26.3K $6.07B
LSTR
Landstar System Inc

Industrials
1.67K
+ 62.66%
$121.23 - $136.78 $202K - $228K
4.33K $622M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.04K
+ 65.01%
$235.14 - $271.47 $243K - $281K
2.63K $681M
Servicetitan Inc
2.23K
+ 83.02%
N/A
4.93K $525M
PLD
Prologis, Inc.

Real Estate
356
+ 2.27%
$111.23 - $127.18 $39.6K - $45.3K
16.1K $2.05B
JPM
Jpmorgan Chase & CO

Financial Services
282
+ 1.41%
$294.11 - $320.41 $82.9K - $90.4K
20.3K $6.55B
Cooper Cos Inc
1.64K
+ 26.35%
N/A
7.84K $643M
XOM
Exxon Mobil Corp

Energy
244
+ 1.0%
$110.64 - $119.78 $27K - $29.2K
24.7K $2.98B
CB
Chubb LTD

Financial Services
102
+ 1.89%
$268.2 - $296.22 $27.4K - $30.2K
5.5K $1.72B
ROST
Ross Stores, Inc.

Consumer Cyclical
696
+ 30.41%
$147.71 - $162.85 $103K - $113K
2.99K $538M
WMT
Walmart Inc.

Consumer Defensive
800
+ 6.77%
$101.18 - $109.03 $80.9K - $87.2K
12.6K $1.41B
RLI
Rli Corp

Financial Services
3.04K
+ 50.19%
$58.43 - $65.35 $177K - $198K
9.08K $581M
MU
Micron Technology Inc

Technology
9
+ 0.64%
$181.6 - $253.3 $1.63K - $2.28K
1.42K $406M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
75
+ 3.49%
$402.9 - $437.15 $30.2K - $32.8K
2.23K $1.01B
ACN
Accenture PLC

Technology
298
+ 8.74%
$234.02 - $253.35 $69.7K - $75.5K
3.71K $995M
ISRG
Intuitive Surgical Inc

Healthcare
113
+ 17.91%
$429.59 - $576.2 $48.5K - $65.1K
744 $421M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.71K
+ 3.12%
$46.88 - $48.98 $127K - $133K
89.4K $4.29B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
753
+ 1.21%
$39.19 - $40.92 $29.5K - $30.8K
63.2K $2.62B
NEE
Nextera Energy Inc

Utilities
652
+ 4.73%
$78.18 - $86.03 $51K - $56.1K
14.4K $1.16B
MUB
Ishares National Muni Bond ETF

ETFs
1.07K
+ 52.06%
$106.36 - $107.61 $114K - $116K
3.14K $336M
TJX
Tjx Companies Inc

Consumer Cyclical
76
+ 0.71%
$138.56 - $147.63 $10.5K - $11.2K
10.7K $1.65B
AEP
American Electric Power CO Inc

Utilities
720
+ 9.37%
$112.75 - $122.73 $81.2K - $88.4K
8.41K $969M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
235
+ 19.81%
$256.75 - $275.06 $60.3K - $64.6K
1.42K $408M
LPLA
Lpl Financial Holdings Inc.

Financial Services
80
+ 2.98%
$312.18 - $378.94 $25K - $30.3K
2.77K $988M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.31%
$524.58 - $588.02 $1.57K - $1.76K
978 $567M
AMD
Advanced Micro Devices Inc

Technology
22
+ 1.33%
$164.01 - $264.33 $3.61K - $5.82K
1.68K $359M
FCX
Freeport Mcmoran Inc

Basic Materials
281
+ 5.13%
$38.65 - $43.31 $10.9K - $12.2K
5.76K $292M
MCD
Mcdonalds Corp

Consumer Cyclical
191
+ 1.89%
$293.81 - $310.11 $56.1K - $59.2K
10.3K $3.15B
VTI
Vanguard Total Stock Market Et

ETFs
100
+ 1.83%
$321.8 - $337.95 $32.2K - $33.8K
5.58K $1.87B
PEP
Pepsico Inc

Consumer Defensive
290
+ 3.24%
$138.84 - $153.71 $40.3K - $44.6K
9.24K $1.33B
FDX
Fedex Corp

Industrials
70
+ 7.8%
$224.63 - $268.67 $15.7K - $18.8K
967 $279M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.1K
+ 2.8%
$33.69 - $34.08 $70.6K - $71.4K
77K $2.6B
AXP
American Express CO

Financial Services
17
+ 1.1%
$316.26 - $372.77 $5.38K - $6.34K
1.56K $579M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
808
+ 1.68%
$99.87 - $101.27 $80.7K - $81.8K
48.9K $4.88B
Activity Summary
Buys All Purchases 134 New Holdings 20 Increased Positions 114 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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