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CIK: 0002054916
Total reported value
$366.5M
$366.5M
256 檔
12.8%
At the close of Q1 2025, Impact Capital Partners LLC disclosed equity holdings valued at approximately $366.5M, spread across 256 reported holdings.
During Q1 2025, 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 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | -0.43% | +1.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +0.16% | +7.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.20% | +1.80% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.85% | -0.18% | +4.57% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.33% | -9.62% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.99% | +0.14% | +20.14% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.83% | +0.10% | +10.18% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.05% | -2.24% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.03% | +4.19% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.52% | -0.19% | -16.46% | |
| 11 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 1.47% | -0.03% | +8.31% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.10% | +11.23% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.36% | -0.03% | +6.49% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.05% | +12.49% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.01% | -1.57% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.30% | -0.10% | +5.22% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | -0.07% | -3.65% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.24% | +0.26% | +3.48% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.23% | +0.06% | +20.27% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.08% | -0.25% | +1.98% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | -0.19% | +3.94% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.28% | +2.51% | |
| 23 | IBEX | IBEX Limited | Stock-Other | 1.01% | +0.02% | -48.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.27% | -4.93% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.93% | -0.08% | -2.38% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.26% | +164.81% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.34% | +6.37% | |
| 28 | OMF | Onemain Holdings Inc | Stock-Financials | 0.92% | +0.02% | +17.18% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.88% | -0.38% | +81.18% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | — | +660.87% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.88% | -0.04% | +4.33% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.87% | +0.18% | +2.90% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | — | +3.78% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.14% | +1.43% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.06% | +10.52% | |
| 36 | RSG | Republic Services Inc | Stock-Industrials | 0.76% | -0.06% | +2.73% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | +0.02% | +4.18% | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.73% | -0.10% | +6.92% | |
| 39 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.73% | +0.03% | -24.19% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.70% | EXIT | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.63% | -0.02% | -36.49% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | +0.23% | |
| 43 | PLD | Prologis Inc | Stock-Real Estate | 0.58% | -0.04% | +24.87% | |
| 44 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.57% | +0.25% | -6.60% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | -0.01% | -0.91% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.54% | +0.03% | -1.15% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.03% | +1.79% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.11% | +15.33% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.50% | -0.08% | -0.88% | |
| 50 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.49% | — | +16.90% |
According to official SEC Form 13F filings, Impact Capital Partners LLC reported a total U.S. public equity portfolio value of $366.5M across 256 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 12.8% of total reported equity market value during Q1 2025.
During Q1 2025, Impact Capital Partners LLC's top holdings by market value included MSFT (5.0%)、AAPL (4.2%)、NVDA (3.0%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2025, 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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