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CIK: 0002054916
Total reported value
$366.5M
$366.5M
250 檔
14.6%
During the Q4 2024 filing period, Impact Capital Partners LLC (CIK: 0002054916) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $366.5M across 250 reported positions.
During Q4 2024, Impact Capital Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.49% | -0.43% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.28% | +0.16% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | +0.20% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.05% | +0.33% | — | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.64% | -0.18% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.05% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.75% | -0.19% | — | |
| 8 | IBEX | IBEX Limited | Stock-Other | 1.72% | +0.02% | — | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.62% | +0.14% | — | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.45% | -0.10% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | +0.03% | — | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | -0.07% | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | +0.10% | — | |
| 14 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 1.25% | -0.03% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.27% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.01% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | +0.26% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.10% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.09% | -0.03% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.28% | — | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.01% | -0.08% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.05% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.14% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.25% | — | |
| 25 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.94% | +0.06% | — | |
| 26 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.91% | +0.03% | — | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.89% | -0.02% | — | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | +0.18% | — | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | -0.18% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.19% | — | |
| 31 | OMF | Onemain Holdings Inc | Stock-Financials | 0.82% | +0.02% | — | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.06% | — | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | — | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.03% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.34% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.74% | -0.04% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.15% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.06% | — | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.69% | +0.02% | — | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.70% | EXIT | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.62% | +0.46% | — | |
| 42 | RSG | Republic Services Inc | Stock-Industrials | 0.61% | -0.06% | — | |
| 43 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.60% | +0.25% | — | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.59% | +0.03% | — | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.58% | -0.10% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.05% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.01% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | — | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.55% | -0.10% | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | — | — |
According to official SEC Form 13F filings, Impact Capital Partners LLC reported a total U.S. public equity portfolio value of $366.5M across 250 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 14.6% of total reported equity market value during Q4 2024.
During Q4 2024, Impact Capital Partners LLC's top holdings by market value included MSFT (5.5%)、AAPL (4.3%)、NVDA (3.5%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q4 2024, Impact Capital Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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