Impact Capital Partners LLC Purchases in Q1 2025

Impact Capital Partners LLC

  • $276 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
2.84K
New
$65.37 - $77.96 $186K - $221K
2.84K $209M
CTVA
Corteva, Inc.

Basic Materials
3.24K
New
$55.94 - $66.15 $181K - $214K
3.24K $204M
CASY
Caseys General Stores Inc

Consumer Cyclical
465
New
$378.71 - $442.54 $176K - $206K
465 $202M
COP
Conocophillips

Energy
1.69K
+ 79.08%
$88.6 - $105.85 $150K - $179K
3.84K $403M
ADP
Automatic Data Processing Inc

Industrials
286
+ 3.78%
$286.85 - $318.64 $82K - $91.1K
7.86K $2.4B
VIG
Vanguard Dividend Appreciation

ETFs
1.01K
+ 17.04%
N/A
6.9K $1.34B
ELV
Elevance Health, Inc.

Healthcare
315
+ 48.69%
$365.9 - $436.25 $115K - $137K
962 $418M
PRI
Primerica, Inc.

Financial Services
409
+ 9.77%
$271.41 - $296.43 $111K - $121K
4.59K $1.31B
PSX
Phillips 66

Energy
869
+ 13.31%
$113.93 - $131.55 $99K - $114K
7.4K $914M
UNP
Union Pacific Corp

Industrials
354
+ 4.18%
$225.21 - $254.42 $79.7K - $90.1K
8.82K $2.08B
DTE
Dte Energy CO

Utilities
24
+ 0.3%
$117.6 - $138.27 $2.82K - $3.32K
8.1K $1.12B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.24K
+ 11.41%
$106.46 - $114.75 $132K - $143K
12.1K $1.34B
GS
Goldman Sachs Group Inc

Financial Services
270
+ 40.48%
$524.81 - $672.19 $142K - $181K
937 $512M
ROL
Rollins Inc

Consumer Cyclical
326
+ 2.57%
$45.65 - $54.03 $14.9K - $17.6K
13K $703M
UFPI
Ufp Industries Inc

Basic Materials
1.31K
+ 26.85%
$103.91 - $118.67 $136K - $156K
6.19K $663M
IVV
Ishares Core S&P 500 ETF

ETFs
365
+ 10.52%
$554.06 - $615.85 $202K - $225K
3.83K $2.15B
UBER
Uber Technologies, Inc

Technology
288
+ 4.74%
$63.17 - $81.49 $18.2K - $23.5K
6.36K $463M
PLTR
Palantir Technologies Inc.

Technology
839
+ 28.27%
$64.98 - $124.62 $54.5K - $105K
3.81K $321M
RTX
Raytheon Technologies Corp

Industrials
348
+ 12.1%
$114.1 - $135.66 $39.7K - $47.2K
3.23K $427M
EOG
Eog Resources Inc

Energy
449
+ 8.49%
$120.54 - $138.05 $54.1K - $62K
5.74K $736M
ROLL
Rbc Bearings Inc

Industrials
120
+ 5.81%
N/A
2.19K $703M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
79
+ 1.92%
$110.55 - $130.35 $8.73K - $10.3K
4.2K $533M
CHE
Chemed Corp

Healthcare
20
+ 2.69%
$521.84 - $615.32 $10.4K - $12.3K
763 $469M
CRVL
Corvel Corp

Financial Services
583
+ 8.35%
$103.48 - $128.46 $60.3K - $74.9K
7.57K $847M
VO
Vanguard Mid Cap ETF

ETFs
299
+ 17.86%
$251.87 - $277.95 $75.3K - $83.1K
1.97K $510M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
370
+ 9.99%
$96.27 - $116.36 $35.6K - $43.1K
4.07K $474M
SPOT
Spotify Technology S.A.

Communication Services
3
+ 0.47%
$457.79 - $648.32 $1.37K - $1.94K
645 $355M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.32K
+ 23.29%
$42.5 - $46.71 $56K - $61.5K
6.97K $316M
MA
Mastercard Inc

Financial Services
29
+ 1.25%
$504.67 - $576.31 $14.6K - $16.7K
2.35K $1.29B
WTS
Watts Water Technologies Inc

Industrials
303
+ 7.89%
$195.28 - $224.67 $59.2K - $68.1K
4.14K $844M
COTY
Coty Inc.

Consumer Defensive
11.1K
New
$5.43 - $7.61 $60.5K - $84.8K
11.1K $60.9M
PFE
Pfizer Inc

Healthcare
2.86K
+ 26.46%
$25.01 - $27.13 $71.6K - $77.7K
13.7K $347M
AMGN
Amgen Inc

Healthcare
39
+ 4.34%
$258.59 - $327.36 $10.1K - $12.8K
937 $292M
CTAS
Cintas Corp

Industrials
102
+ 6.38%
$182.09 - $208.14 $18.6K - $21.2K
1.7K $350M
TDY
Teledyne Technologies Inc

Technology
22
+ 1.62%
$455.51 - $518.84 $10K - $11.4K
1.38K $686M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.23%
$890.62 - $1076.86 $3.56K - $4.31K
1.72K $1.63B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
704
+ 10.46%
$154.39 - $176.55 $109K - $124K
7.43K $1.17B
WSO
Watsco Inc

Industrials
2
+ 0.14%
$463.86 - $530.75 $928 - $1.06K
1.48K $750M
GGG
Graco Inc

Industrials
667
+ 8.91%
$80.53 - $87.54 $53.7K - $58.4K
8.16K $681M
ABNB
Airbnb, Inc.

Consumer Cyclical
583
+ 28.88%
$119.38 - $161.42 $69.6K - $94.1K
2.6K $311M
JMBS
Janus Detroit Str Tr Henderson

ETFs
593
+ 4.02%
$43.53 - $45.42 $25.8K - $26.9K
15.3K $693M
LNT
Alliant Energy Corp

Utilities
322
+ 8.27%
$56.66 - $66.04 $18.2K - $21.3K
4.21K $271M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
1.81K
+ 12.26%
$25.9 - $31.26 $46.9K - $56.6K
16.6K $444M
KAI
Kadant Inc

Industrials
159
+ 7.79%
$335.28 - $398.39 $53.3K - $63.3K
2.2K $742M
PANW
Palo Alto Networks Inc

Technology
292
+ 25.41%
$167.82 - $208.28 $49K - $60.8K
1.44K $246M
ODFL
Old Dominion Freight Line, Inc.

Industrials
355
+ 16.06%
$161.13 - $209.29 $57.2K - $74.3K
2.57K $425M
RLI
Rli Corp

Financial Services
3.15K
+ 121.29%
$71.75 - $163.21 $226K - $514K
5.75K $462M
BMY
Bristol Myers Squibb CO

Healthcare
77
+ 1.19%
$53.9 - $63.11 $4.15K - $4.86K
6.56K $400M
SYK
Stryker Corp

Healthcare
20
+ 1.13%
$355.18 - $399.9 $7.1K - $8K
1.8K $668M
Activity Summary
Buys All Purchases 161 New Holdings 24 Increased Positions 137 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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