Institutional Fund
Impact Capital Partners LLC
Greenwood Village, COCIK 20549165 filings on record
Portfolio Value
$330.60M
Q1 2026
Holdings
276
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-2.0%
from $337.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.7%
- Nvidia Corporation4.4%
- Microsoft Corp4.1%
- Wisdomtree Tr3.1%
- Broadcom Inc3.0%
- Alphabet Inc2.3%
- Other78.3%
Portfolio Holdings
276 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 61.5K | $15.60M | 4.7% | +9.4K | Added |
| 2 | Nvidia Corporation | 83.8K | $14.62M | 4.4% | +814 | Added |
| 3 | Microsoft Corp | 37.0K | $13.70M | 4.1% | −3.8K | Reduced |
| 4 | Wisdomtree Tr | 230.8K | $10.18M | 3.1% | +30.6K | Added |
| 5 | Broadcom Inc | 32.4K | $10.03M | 3.0% | −4.5K | Reduced |
| 6 | Alphabet Inc | 26.7K | $7.69M | 2.3% | +9.5K | Added |
| 7 | Procter And Gamble Co | 47.1K | $6.80M | 2.1% | +536 | Added |
| 8 | Johnson & Johnson | 25.2K | $6.15M | 1.9% | −310 | Reduced |
| 9 | Ishares Tr | 116.1K | $5.92M | 1.8% | +1.9K | Added |
| 10 | Jpmorgan Chase & Co. | 19.9K | $5.86M | 1.8% | −429 | Reduced |
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