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Impact Capital Partners LLC

All holdings · as of Dec 31, 2025

272 positions

CompanyClassValueShares% of portfolio
SCHWAB CHARLES CORP—$459.0K4,5940.1%
SCHWAB STRATEGIC TR—$458.7K16,7240.1%
ISHARES TR—$458.5K2,1800.1%
THOR INDUSTRIES INC—$457.2K4,4530.1%
Johnson Controls International plc—$449.7K3,7550.1%
Saia Inc—$446.7K1,3680.1%
DONALDSON Co INC—$445.6K5,0260.1%
BJ's Wholesale Club Holdings, Inc.—$439.4K4,8810.1%
CORVEL CORP—$438.4K6,4790.1%
MARTIN MARIETTA MATERIALS INC—$433.4K6960.1%
Artisan Partners Asset Management Inc—$427.6K10,4950.1%
Watsco, Inc.—$424.2K1,2590.1%
BEST BUY CO INC—$424.1K6,3360.1%
Intuitive Surgical Inc—$421.4K7440.1%
Ollie's Bargain Outlet Holdings, Inc.—$419.5K3,8270.1%
AT&T INC.—$417.3K16,7980.1%
United Rentals Inc—$414.4K5120.1%
MANHATTAN ASSOCIATES INC—$413.0K2,3830.1%
Hilton Worldwide Holdings Inc.—$408.2K1,4210.1%
BANCFIRST CORP /OK—$407.3K3,8420.1%
MICRON TECHNOLOGY INC—$406.1K1,4230.1%
WELLS FARGO & COMPANY/MN—$404.4K4,3390.1%
UFP INDUSTRIES INC—$404.4K4,4410.1%
ZEBRA TECHNOLOGIES CORP—$387.1K1,5940.1%
Uber Technologies, Inc—$380.0K4,6500.1%
GE Vernova Inc.—$379.7K5810.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$376.8K1,2840.1%
STIFEL FINANCIAL CORP—$375.8K3,0010.1%
INTERNATIONAL BUSINESS MACHINES CORP—$375.0K1,2660.1%
TRIMBLE INC.—$374.9K4,7850.1%
Arista Networks, Inc.ANETCommon Stock$370.8K2,8300.1%
VANGUARD TAX-MANAGED FDS—$370.3K5,9270.1%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$368.7K3,6360.1%
Crane Co—$367.4K1,9920.1%
RadNet, Inc.—$363.1K5,0890.1%
Yum! Brands Inc—$360.7K2,3850.1%
ISHARES INC—$360.2K5,3590.1%
Rockwell Automation Inc—$359.1K9230.1%
ADVANCED MICRO DEVICES INC—$358.9K1,6760.1%
Seagate Technology Holdings PLC—$357.5K1,2980.1%
Howmet Aerospace Inc.—$355.3K1,7330.1%
Salesforce Inc—$355.2K1,3410.1%
SCHWAB STRATEGIC TR—$354.6K12,4520.1%
S&P Global Inc.—$349.2K6680.1%
Parker-Hannifin Corp—$346.3K3940.1%
Walt Disney Co—$339.9K2,9880.1%
POOL CORP—$337.6K1,4760.1%
ISHARES TR—$336.0K3,1370.1%
J P MORGAN EXCHANGE TRADED F—$334.7K6,5710.1%
Air Products & Chemicals, Inc.—$334.7K1,3550.1%
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