Impact Capital Partners LLC Reduced Holdings in Q1 2025

Impact Capital Partners LLC

  • $276 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-3.56K
- 9.62%
$167.43 - $244.7 $596K - $871K
33.4K $5.6B
IBEX
Ibex LTD

Technology
-110K
- 48.96%
$21.23 - $27.3 $2.34M - $3M
115K $2.79B
NEE
Nextera Energy Inc

Utilities
-17.5K
- 56.3%
$66.96 - $76.16 $1.17M - $1.33M
13.6K $962M
NFLX
Netflix Inc

Communication Services
-1.34K
- 50.07%
$828.4 - $1058.6 $1.11M - $1.42M
1.33K $1.24B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.78K
- 36.4%
$165.25 - $224.62 $624K - $848K
6.6K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-570
- 2.24%
$190.26 - $242.06 $108K - $138K
24.9K $4.74B
GOOGL
Alphabet Inc.

Communication Services
-913
- 4.93%
$154.33 - $206.19 $141K - $188K
17.6K $2.72B
CB
Chubb LTD

Financial Services
-3.31K
- 36.49%
$257.71 - $301.99 $852K - $998K
5.75K $1.74B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.35K
- 16.46%
$95.85 - $99.25 $800K - $828K
42.4K $4.19B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.7K
- 59.75%
$74.85 - $84.89 $651K - $738K
5.86K $479M
NOW
Service Now, Inc.

Technology
-291
- 30.63%
$783.83 - $1170.39 $228K - $341K
659 $525M
MS
Morgan Stanley

Financial Services
-3.18K
- 41.95%
$111.68 - $141.08 $355K - $449K
4.4K $514M
HD
Home Depot, Inc.

Consumer Cyclical
-367
- 3.65%
$347.25 - $424.87 $127K - $156K
9.68K $3.55B
ACN
Accenture PLC

Technology
-433
- 9.77%
$300.91 - $398.25 $130K - $172K
4K $1.25B
SPY
Spdr S&P 500 ETF Trust

ETFs
-403
- 14.62%
$551.42 - $612.93 $222K - $247K
2.35K $1.32B
MANH
Manhattan Associates Inc

Technology
-125
- 4.45%
$163.5 - $295.1 $20.4K - $36.9K
2.68K $464M
Blackrock Inc
-66
- 2.38%
N/A
2.71K $2.56B
CRM
Salesforce, Inc.

Technology
-345
- 16.63%
$268.36 - $359.95 $92.6K - $124K
1.73K $464M
ETN
Eaton Corp PLC

Industrials
-403
- 22.96%
$271.83 - $371.23 $110K - $150K
1.35K $368M
ZBRA
Zebra Technologies Corp

Technology
-49
- 2.53%
$271.72 - $421.11 $13.3K - $20.6K
1.89K $534M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.18K
- 50.26%
$182.82 - $196.21 $216K - $231K
1.17K $220M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-664
- 3.91%
$47.79 - $59.89 $31.7K - $39.8K
16.3K $820M
TT
Trane Technologies PLC

Industrials
-270
- 8.69%
$332.0 - $400.86 $89.6K - $108K
2.84K $956M
TER
Teradyne, Inc

Technology
-181
- 4.49%
$82.6 - $140.0 $15K - $25.3K
3.85K $318M
Arista Networks Inc
-674
- 17.07%
N/A
3.27K $254M
CSX
Csx Corp

Industrials
-589
- 1.15%
$29.11 - $33.67 $17.1K - $19.8K
50.6K $1.49B
INTU
Intuit Inc

Technology
-244
- 35.78%
$555.63 - $630.23 $136K - $154K
438 $269M
ADBE
Adobe Inc.

Technology
-238
- 26.04%
$377.84 - $464.11 $89.9K - $110K
676 $259M
LMT
Lockheed Martin Corp

Industrials
-260
- 33.04%
$423.19 - $506.29 $110K - $132K
527 $235M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-212
- 14.71%
$360.07 - $417.26 $76.3K - $88.5K
1.23K $444M
AMAT
Applied Materials Inc

Technology
-542
- 18.38%
$145.06 - $195.51 $78.6K - $106K
2.41K $349M
SAIA
Saia Inc

Industrials
-12
- 1.04%
$349.29 - $508.47 $4.19K - $6.1K
1.14K $398M
MRK
Merck & Co., Inc.

Healthcare
-167
- 1.47%
$83.01 - $101.02 $13.9K - $16.9K
11.2K $1B
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.21K
- 6.6%
$50.29 - $50.5 $111K - $112K
31.3K $1.57B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.21K
- 12.88%
$50.72 - $50.92 $112K - $112K
14.9K $759M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.7K
- 14.2%
$71.17 - $73.66 $121K - $125K
10.3K $756M
RDNT
Rad Net, Inc.

Healthcare
-41
- 0.8%
$45.92 - $72.75 $1.88K - $2.98K
5.08K $252M
THO
Thor Industries Inc

Consumer Cyclical
-92
- 1.88%
$75.81 - $105.39 $6.97K - $9.7K
4.81K $365M
HUBS
Hubspot Inc

Technology
-31
- 4.57%
$571.29 - $819.71 $17.7K - $25.4K
647 $370M
NSC
Norfolk Southern Corp

Industrials
-450
- 18.65%
$227.69 - $259.76 $102K - $117K
1.96K $465M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 0.91%
$271.18 - $303.12 $13.6K - $15.2K
5.44K $1.5B
FDX
Fedex Corp

Industrials
-125
- 7.66%
$230.33 - $281.53 $28.8K - $35.2K
1.51K $367M
ADSK
Autodesk, Inc.

Technology
-83
- 4.16%
N/A
1.91K $501M
ZWS
Zurn Water Solutions Corp

Industrials
-74
- 0.42%
$32.38 - $39.44 $2.4K - $2.92K
17.3K $572M
IT
Gartner Inc

Technology
-68
- 9.19%
$418.25 - $548.38 $28.4K - $37.3K
672 $282M
TXN
Texas Instruments Inc

Technology
-244
- 6.5%
N/A
3.51K $631M
SYY
Sysco Corp

Consumer Defensive
-861
- 21.49%
$70.0 - $77.13 $60.3K - $66.4K
3.15K $236M
MLM
Martin Marietta Materials Inc

Basic Materials
-59
- 5.82%
$460.39 - $552.64 $27.2K - $32.6K
954 $456M
LOW
Lowes Companies Inc

Consumer Cyclical
-85
- 2.58%
$222.66 - $268.42 $18.9K - $22.8K
3.21K $749M
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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