Impact Capital Partners LLC Reduced Holdings in Q2 2025

Impact Capital Partners LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
-27
- 1.24%
$126.62 - $154.26 $3.42K - $4.17K
2.15K $274M
SYY
Sysco Corp

Consumer Defensive
-61
- 1.94%
$68.0 - $75.91 $4.15K - $4.63K
3.08K $234M
DE
Deere & CO

Industrials
-103
- 7.7%
$412.99 - $531.48 $42.5K - $54.7K
1.23K $627M
SPGI
S&P Global Inc.

Financial Services
-24
- 3.55%
$438.31 - $527.29 $10.5K - $12.7K
653 $344M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1
- 0.01%
$72.02 - $73.82 $72 - $73.8
10.3K $758M
ROLL
Rbc Bearings Inc

Industrials
-341
- 15.61%
N/A
1.84K $710M
DCI
Donaldson CO Inc

Industrials
-87
- 1.55%
$59.18 - $71.02 $5.15K - $6.18K
5.54K $384M
HLI
Houlihan Lokey, Inc.

Financial Services
-82
- 6.29%
$141.59 - $182.75 $11.6K - $15K
1.22K $220M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-390
- 6.66%
$72.96 - $90.39 $28.5K - $35.3K
5.47K $489M
LCII
Lci Industries

Consumer Cyclical
-40
- 0.94%
$75.07 - $92.4 $3K - $3.7K
4.22K $384M
GGG
Graco Inc

Industrials
-26
- 0.32%
$74.02 - $87.26 $1.92K - $2.27K
8.13K $699M
ROL
Rollins Inc

Consumer Cyclical
-207
- 1.59%
$50.65 - $58.58 $10.5K - $12.1K
12.8K $722M
ETN
Eaton Corp PLC

Industrials
-260
- 19.23%
$246.52 - $356.99 $64.1K - $92.8K
1.09K $390M
RSG
Republic Services, Inc.

Industrials
-66
- 0.76%
$227.2 - $258.07 $15K - $17K
8.63K $2.13B
MC
Moelis & CO

Financial Services
-404
- 3.3%
$48.86 - $62.99 $19.7K - $25.4K
11.9K $739M
CTAS
Cintas Corp

Industrials
-18
- 1.06%
$190.11 - $227.66 $3.42K - $4.1K
1.68K $375M
NDSN
Nordson Corp

Industrials
-32
- 1.15%
$167.51 - $223.5 $5.36K - $7.15K
2.76K $592M
CSCO
Cisco Systems, Inc.

Technology
-418
- 5.16%
$53.19 - $69.38 $22.2K - $29K
7.68K $533M
TXN
Texas Instruments Inc

Technology
-310
- 8.83%
N/A
3.2K $665M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-147
- 1.23%
$56.27 - $73.32 $8.27K - $10.8K
11.8K $862M
MS
Morgan Stanley

Financial Services
-459
- 10.42%
$99.83 - $140.86 $45.8K - $64.7K
3.94K $556M
Arista Networks Inc
-380
- 11.61%
N/A
2.89K $296M
HWM
Howmet Aerospace Inc.

Industrials
-316
- 17.34%
$112.33 - $186.13 $35.5K - $58.8K
1.51K $280M
BANF
Bancfirst Corp

Financial Services
-47
- 1.29%
$100.43 - $129.96 $4.72K - $6.11K
3.6K $445M
ZWS
Zurn Water Solutions Corp

Industrials
-484
- 2.79%
$28.5 - $37.54 $13.8K - $18.2K
16.9K $617M
LHX
L3 Harris Technologies, Inc.

Industrials
-24
- 1.82%
$200.21 - $256.99 $4.81K - $6.17K
1.29K $324M
AMAT
Applied Materials Inc

Technology
-231
- 9.6%
$126.95 - $183.52 $29.3K - $42.4K
2.18K $398M
THO
Thor Industries Inc

Consumer Cyclical
-150
- 3.12%
$64.83 - $89.72 $9.72K - $13.5K
4.66K $414M
MANH
Manhattan Associates Inc

Technology
-54
- 2.01%
$143.9 - $197.47 $7.77K - $10.7K
2.63K $519M
GS
Goldman Sachs Group Inc

Financial Services
-133
- 14.19%
$462.22 - $707.75 $61.5K - $94.1K
804 $569M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.85%
$4164.15 - $5789.24 $4.16K - $5.79K
53 $307M
MLM
Martin Marietta Materials Inc

Basic Materials
-9
- 0.94%
$452.51 - $568.19 $4.07K - $5.11K
945 $519M
SCHW
Schwab Charles Corp

Financial Services
-266
- 3.77%
$69.06 - $91.24 $18.4K - $24.3K
6.79K $619M
NEU
Newmarket Corp

Basic Materials
-21
- 3.03%
$519.95 - $690.86 $10.9K - $14.5K
673 $465M
ADSK
Autodesk, Inc.

Technology
-42
- 2.19%
N/A
1.87K $580M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-324
- 1.98%
$45.98 - $56.15 $14.9K - $18.2K
16K $899M
SHOP
Shopify Inc.

Technology
-32
- 0.7%
$76.89 - $115.35 $2.46K - $3.69K
4.51K $520M
SPOT
Spotify Technology S.A.

Communication Services
-67
- 10.39%
$503.3 - $775.9 $33.7K - $52K
578 $444M
JCI
Johnson Controls International PLC

Industrials
-67
- 1.76%
$71.14 - $105.62 $4.77K - $7.08K
3.75K $396M
Te Connectivity PLC
-238
- 4.71%
N/A
4.81K $811M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-92
- 3.13%
$283.31 - $388.96 $26.1K - $35.8K
2.85K $1.07B
CSX
Csx Corp

Industrials
-647
- 1.28%
$26.69 - $32.91 $17.3K - $21.3K
50K $1.63B
WTS
Watts Water Technologies Inc

Industrials
-26
- 0.63%
$180.4 - $247.22 $4.69K - $6.43K
4.12K $1.01B
BSY
Bentley Systems Inc

Technology
-389
- 2.3%
$38.62 - $53.97 $15K - $21K
16.5K $890M
GOOG
Alphabet Inc.

Communication Services
-177
- 1.2%
$146.58 - $180.01 $25.9K - $31.9K
14.5K $2.58B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-460
- 6.97%
$141.37 - $228.57 $65K - $105K
6.14K $1.39B
EME
Emcor Group, Inc.

Industrials
-199
- 6.96%
$342.02 - $534.89 $68.1K - $106K
2.66K $1.42B
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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