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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 15 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MYGN MYRIAD GENETICS INC Healthcare 17,926.0 $102K 0.03% NEW $5.71 -44.3%
282 ASAN ASANA INC Technology 14,154.0 $99K 0.03% NEW $7.00 +45.3%
283 RWT REDWOOD TRUST INC Real Estate 16,904.0 $80K 0.02% NEW $4.74 -2.3%
Page 15 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%