Impact Capital Partners LLC Purchases in Q2 2025

Impact Capital Partners LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALLE
Allegion PLC

Industrials
870
+ 21.9%
$118.52 - $145.64 $103K - $127K
4.84K $698M
GE
General Electric CO

Industrials
81
+ 2.96%
$166.81 - $257.39 $13.5K - $20.8K
2.82K $726M
WMT
Walmart Inc.

Consumer Defensive
688
+ 6.41%
$81.79 - $99.98 $56.3K - $68.8K
11.4K $1.12B
NOW
Service Now, Inc.

Technology
17
+ 2.58%
$721.65 - $1040.18 $12.3K - $17.7K
676 $695M
CAT
Caterpillar Inc

Industrials
98
+ 5.67%
$273.94 - $388.21 $26.8K - $38K
1.83K $708M
UBER
Uber Technologies, Inc

Technology
63
+ 0.99%
$64.62 - $93.3 $4.07K - $5.88K
6.42K $599M
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 2.96%
$908.13 - $1056.85 $46.3K - $53.9K
1.77K $1.76B
USFR
Wisdomtree Floating Rate Treas

ETFs
2.49K
+ 7.97%
$50.28 - $50.47 $125K - $126K
33.8K $1.7B
ABT
Abbott Laboratories

Healthcare
357
+ 1.64%
$123.95 - $138.08 $44.3K - $49.3K
22.2K $3.01B
AXP
American Express CO

Financial Services
79
+ 4.9%
$231.39 - $318.98 $18.3K - $25.2K
1.69K $539M
DIS
Walt Disney CO

Communication Services
244
+ 8.42%
$81.72 - $124.01 $19.9K - $30.3K
3.14K $390M
INTU
Intuit Inc

Technology
32
+ 7.31%
$544.07 - $787.63 $17.4K - $25.2K
470 $370M
TTC
Toro CO

Industrials
1.72K
+ 15.86%
$63.51 - $77.8 $109K - $134K
12.6K $888M
IWF
Ishares Russell 1000 Gr ETF

ETFs
46
+ 3.74%
$320.42 - $424.58 $14.7K - $19.5K
1.28K $541M
ASML
Asml Holding Nv

Technology
47
+ 11.66%
$595.37 - $815.24 $28K - $38.3K
450 $361M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 18.33%
$39.89 - $49.46 $51K - $63.2K
8.25K $408M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
359
+ 2.96%
$95.74 - $115.54 $34.4K - $41.5K
12.5K $1.43B
IBM
International Business Machines Corp

Technology
132
+ 12.05%
$221.03 - $294.78 $29.2K - $38.9K
1.23K $362M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 4.07%
$456.74 - $568.03 $21.5K - $26.7K
1.2K $683M
SAP
Sap Se

Technology
151
+ 13.62%
$237.53 - $309.8 $35.9K - $46.8K
1.26K $383M
Linde PLC
139
+ 2.67%
N/A
5.35K $2.51B
SAN
Banco Santander, S.A.

Financial Services
7.08K
+ 46.63%
$5.72 - $8.32 $40.5K - $58.9K
22.3K $185M
OLED
Universal Display Corp Pa

Technology
67
+ 1.41%
$106.6 - $161.02 $7.14K - $10.8K
4.82K $745M
RLI
Rli Corp

Financial Services
1.76K
+ 30.59%
$71.27 - $80.82 $125K - $142K
7.51K $542M
TDY
Teledyne Technologies Inc

Technology
114
+ 8.27%
$435.54 - $512.31 $49.7K - $58.4K
1.49K $765M
ROK
Rockwell Automation, Inc

Industrials
28
+ 3.2%
$218.97 - $332.17 $6.13K - $9.3K
904 $300M
Crane Company
3
+ 0.15%
N/A
1.99K $378M
BA
Boeing CO

Industrials
113
+ 9.06%
$136.59 - $217.51 $15.4K - $24.6K
1.36K $285M
APAM
Artisan Partners Asset Management Inc.

Financial Services
307
+ 2.75%
$33.85 - $44.55 $10.4K - $13.7K
11.5K $509M
URI
United Rentals, Inc.

Industrials
11
+ 2.19%
$551.94 - $753.4 $6.07K - $8.29K
513 $386M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.59K
+ 10.35%
$43.89 - $45.45 $69.7K - $72.2K
16.9K $762M
MRVL
Marvell Technology, Inc.

Technology
181
+ 5.36%
$49.38 - $79.97 $8.94K - $14.5K
3.56K $275M
BAC
Bank Of America Corp

Financial Services
252
+ 2.62%
$34.39 - $47.46 $8.67K - $12K
9.86K $466M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
17
+ 0.42%
$103.49 - $133.44 $1.76K - $2.27K
4.09K $539M
RTX
Raytheon Technologies Corp

Industrials
122
+ 3.78%
$113.75 - $148.48 $13.9K - $18.1K
3.35K $489M
IBKR
Interactive Brokers Group, Inc.

Financial Services
11.6K
+ 219.9%
$50.53 - $212.53 $584K - $2.46M
16.8K $932M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.08K
+ 1.48%
$32.62 - $33.58 $35.4K - $36.4K
74.5K $2.5B
PANW
Palo Alto Networks Inc

Technology
60
+ 4.16%
$152.44 - $204.64 $9.15K - $12.3K
1.5K $307M
ABNB
Airbnb, Inc.

Consumer Cyclical
209
+ 8.03%
$105.69 - $140.64 $22.1K - $29.4K
2.81K $372M
WFC
Wells Fargo & Company

Financial Services
330
+ 8.32%
$60.98 - $80.12 $20.1K - $26.4K
4.3K $344M
SYK
Stryker Corp

Healthcare
39
+ 2.17%
$337.37 - $395.63 $13.2K - $15.4K
1.83K $726M
MA
Mastercard Inc

Financial Services
43
+ 1.83%
$479.92 - $590.74 $20.6K - $25.4K
2.39K $1.34B
PH
Parker Hannifin Corp

Industrials
34
+ 9.6%
$517.23 - $700.54 $17.6K - $23.8K
388 $271M
DTM
Dt Midstream, Inc.

Energy
6
+ 0.15%
$87.23 - $109.91 $523 - $659
4K $439M
EMR
Emerson Electric CO

Industrials
71
+ 3.86%
$94.15 - $133.33 $6.68K - $9.47K
1.91K $255M
ZBRA
Zebra Technologies Corp

Technology
8
+ 0.42%
$213.54 - $309.26 $1.71K - $2.47K
1.9K $585M
ADP
Automatic Data Processing Inc

Industrials
84
+ 1.07%
$276.76 - $326.81 $23.2K - $27.5K
7.94K $2.45B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
608
+ 2.13%
$41.9 - $50.31 $25.5K - $30.6K
29.1K $1.4B
EFX
Equifax Inc

Industrials
6
+ 0.21%
$205.5 - $280.54 $1.23K - $1.68K
2.81K $728M
Activity Summary
Buys All Purchases 160 New Holdings 19 Increased Positions 141 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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