Portfolio (Quarterly)
Guide ↗
Impact Capital Partners LLC
· CIK 0002054916| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | — | 3,436 | $846K | 0.25% | SOLD |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 1,345 | $811K | 0.24% | SOLD |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | — | 3,580 | $330K | 0.10% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 3,524 | $324K | 0.10% | SOLD |
| 5 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,298 | $314K | 0.09% | SOLD |
| 6 | INTU | INTUIT | Technology | 463 | $307K | 0.09% | SOLD |
| 7 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,159 | $281K | 0.08% | SOLD |
| 8 | USIG | ISHARES TR | — | 4,914 | $254K | 0.07% | SOLD |
| 9 | SAP | SAP SE | Technology | 1,028 | $250K | 0.07% | SOLD |
| 10 | MBB | ISHARES TR | — | 2,589 | $247K | 0.07% | SOLD |
| 11 | MEDP | MEDPACE HLDGS INC | Healthcare | 405 | $227K | 0.07% | SOLD |
| 12 | MDB | MONGODB INC | Technology | 536 | $225K | 0.07% | SOLD |
| 13 | APP | APPLOVIN CORP | Technology | 324 | $218K | 0.07% | SOLD |
| 14 | PCAR | PACCAR INC | Industrials | 1,978 | $217K | 0.06% | SOLD |
| 15 | HUBS | HUBSPOT INC | Technology | 528 | $212K | 0.06% | SOLD |
Sector Allocation
Technology
31.5%
Industrials
13.9%
Financial Services
12.8%
Healthcare
9.1%
Consumer Cyclical
9.0%
Consumer Defensive
7.4%
Communication Services
7.0%
Energy
4.6%
Basic Materials
2.1%
Utilities
1.9%