Impact Capital Partners LLC Portfolio Holdings

Impact Capital Partners LLC

  • $276 Billion
  • Q1 2025

Impact Capital Partners LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.9B, Apple Inc. with a value of $11.5B, Nvidia Corp with a value of $8.19B, Procter & Gamble CO with a value of $7.88B, and Broadcom Inc. with a value of $5.6B.

Examining the 13F form we can see an decrease of $5.03B in the current position value, from $281B to 276B.

Impact Capital Partners LLC is based out at Greenwood Village, CO

Below you can find more details about Impact Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
Technology: $64.7 Billion
ETFs: $40.1 Billion
Financial Services: $34.3 Billion
Industrials: $32.3 Billion
Healthcare: $24.2 Billion
Consumer Cyclical: $22.6 Billion
Consumer Defensive: $21.3 Billion
Communication Services: $11.4 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$205 Million 0.07% of portfolio
2,945
Q1 2025 Added 2.01%
$17.4B
$202 Million 0.07% of portfolio
465
Q1 2025 New
$23.7B
$203 Million 0.07% of portfolio
2,844
Q1 2025 Added 7.6%
$120B
$102 Million 0.04% of portfolio
15,179
Q1 2025 Reduced 15.04%
$4.38B
$60.9 Million 0.02% of portfolio
11,140
Q1 2025 New
$63.9B
$54.6 Million 0.02% of portfolio
14,288
Q1 2025 Reduced 41.31%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $276 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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