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Portfolio (Quarterly) Guide ↗

Impact Capital Partners LLC

· CIK 0002054916
13F Portfolio $367M AUM 283 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 102 Added 99 Reduced 36 Exited
Page 11 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CL COLGATE PALMOLIVE CO Consumer Defensive 3,476.0 $319K 0.09% $91.68 -1.0%
202 RDNT RADNET INC Healthcare 5,127.0 $316K 0.09% +28.0 +0.6% $61.67 +21.0%
203 STRL STERLING INFRASTRUCTURE INC Industrials 371.0 $311K 0.09% NEW $839.36 -43.9%
204 SF STIFEL FINL CORP Financial Services 4,441.0 $310K 0.09% -98.0 -2.2% $69.77 +16.5%
205 CAH CARDINAL HEALTH INC Healthcare 1,299.0 $309K 0.08% +19.0 +1.5% $237.56 -1.3%
206 AMGN AMGEN INC Healthcare 851.0 $308K 0.08% $362.12 +19.4%
207 XSOE WISDOMTREE TR 6,242.0 $307K 0.08% NEW $49.18 -3.1%
208 LNT ALLIANT ENERGY CORP Utilities 3,990.0 $304K 0.08% $76.29 -10.8%
209 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 8,752.0 $302K 0.08% -836.0 -8.7% $34.53 +25.9%
210 VSTS VESTIS CORPORATION Industrials 20,701.0 $301K 0.08% +7K +56.7% $14.52 -14.0%
211 JKHY HENRY JACK & ASSOC INC Technology 2,178.0 $300K 0.08% -4K -66.6% $137.74 +23.2%
212 JCPB J P MORGAN EXCHANGE TRADED F 6,350.0 $298K 0.08% +76.0 +1.2% $46.94 -1.5%
213 ALLE ALLEGION PLC Industrials 2,109.0 $296K 0.08% -2K -48.7% $140.49 +12.1%
214 CRS CARPENTER TECHNOLOGY CORP Industrials 479.0 $295K 0.08% NEW $616.84 -22.8%
215 MMM 3M CO Industrials 1,824.0 $295K 0.08% $161.91 +7.7%
216 ACN ACCENTURE PLC IRELAND Technology 2,364.0 $294K 0.08% -571.0 -19.4% $124.44 +52.4%
217 FDX FEDEX CORP Industrials 939.0 $294K 0.08% -9.0 -0.9% $313.13 +5.7%
218 PFE PFIZER INC Healthcare 12,174.0 $293K 0.08% -552.0 -4.3% $24.08 +16.1%
219 C CITIGROUP INC Financial Services 2,091.0 $293K 0.08% +60.0 +3.0% $139.96 -5.1%
220 MPC MARATHON PETE CORP Energy 1,137.0 $291K 0.08% -13.0 -1.1% $255.67 +44.3%
Page 11 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Industrials 13.6%
Financial Services 13.2%
Healthcare 9.2%
Consumer Cyclical 7.7%
Consumer Defensive 6.8%
Communication Services 5.2%
Energy 3.6%
Basic Materials 2.0%
Utilities 1.7%