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Impact Capital Partners LLC

All holdings · as of Dec 31, 2025

272 positions

CompanyClassValueShares% of portfolio
ROLLINS INC$718.1K11,9650.2%
ILLINOIS TOOL WORKS INC$701.5K2,8480.2%
Palantir Technologies Inc$699.1K3,9330.2%
Installed Building Products, Inc.$681.4K2,6270.2%
AMPHENOL CORP /DE$675.1K4,9950.2%
NEXSTAR MEDIA GROUP, INC.$667.6K3,2880.2%
LOWES COMPANIES INC$666.6K2,7640.2%
EOG RESOURCES INC$666.3K6,3450.2%
Morgan Stanley$664.1K3,7410.2%
TORO CO$652.4K8,2870.2%
COOPER COMPANIES, INC.$642.9K7,8440.2%
NORDSON CORP$633.5K2,6350.2%
STRYKER CORP$625.3K1,7790.2%
LANDSTAR SYSTEM INC$621.5K4,3250.2%
GRACO INC$611.7K7,4620.2%
CISCO SYSTEMS, INC.$609.8K7,9160.2%
VANGUARD INDEX FDS$600.1K1,2300.2%
BANK OF AMERICA CORP /DE$599.2K10,8950.2%
UL Solutions Inc.$594.4K7,5370.2%
RLI CORP$581.1K9,0820.2%
AMERICAN EXPRESS CO$578.6K1,5640.2%
THERMO FISHER SCIENTIFIC INC.$566.7K9780.2%
BENTLEY SYSTEMS INC$557.8K14,6160.2%
VANGUARD STAR FDS$554.1K7,3450.2%
DEERE & CO$544.7K1,1700.2%
FIRST HAWAIIAN, INC.$543.7K21,4920.2%
Autodesk, Inc.$542.3K1,8320.2%
ROSS STORES, INC.$537.7K2,9850.2%
Lennox International Inc$527.3K1,0860.2%
ISHARES TR$525.6K5,4600.2%
ServiceTitan, Inc.$524.5K4,9250.2%
PROGRESSIVE CORP/OH$522.4K2,2940.2%
O REILLY AUTOMOTIVE INC$518.0K5,6790.2%
Axon Enterprise Inc$517.4K9110.2%
KADANT INC$517.3K1,8150.2%
VANGUARD SCOTTSDALE FDS$514.3K4,2240.2%
LAM RESEARCH CORP$508.8K2,9720.2%
APPLIED MATERIALS INC /DE$506.8K1,9720.2%
VANGUARD INTL EQUITY INDEX F$503.3K9,3620.1%
EQUIFAX INC$500.4K2,3060.1%
JANUS DETROIT STR TR$499.2K9,8700.1%
ServiceNow Inc$495.1K3,2320.1%
ASML HOLDING N V$492.1K4600.1%
RTX Corp$485.5K2,6470.1%
Chipotle Mexican Grill Inc$482.0K13,0260.1%
DT Midstream, Inc.$478.4K3,9970.1%
KIMBERLY CLARK CORP$478.1K4,7390.1%
MURPHY OIL CORP$473.2K15,1430.1%
LCI INDUSTRIES$463.4K3,8190.1%
QUALCOMM INC/DE$460.2K2,6900.1%
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