Impact Capital Partners LLC holds a diversified book of 283 stocks worth $366.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Ishares Russell 2000 ETF and trimmed Microsoft Corp. Their largest long position is Apple Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Impact Capital Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $642.1B |
| JPMorgan Chase & Co | 80 / 80 | $625.7B |
| Bank Of America Corp | 80 / 80 | $420.5B |
| Wells Fargo & Company | 80 / 80 | $194.1B |
| Royal Bank Of Canada | 80 / 80 | $186.9B |
| UBS Group AG | 80 / 80 | $173.7B |
| Envestnet Asset Management Inc | 80 / 80 | $82.6B |
| Fifth Third Bancorp | 80 / 80 | $27.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Impact Capital Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $17.9M | 61.8K | 4.9% | ▲+0.6% Added · +347 sh | |
| 2 | Nvidia Corporation COM | $16.9M | 84.6K | 4.6% | ▲+0.9% Added · +773 sh | |
| 3 | Microsoft Corp COM | $13.6M | 36.4K | 3.7% | ▼−1.6% Reduced · −586 sh | |
| 4 | Broadcom Inc COM | $12.4M | 32.7K | 3.4% | ▲+1.0% Added · +323 sh | |
| 5 | Wisdomtree TR DYNAMIC INTL EQT | $11.2M | 242.2K | 3.1% | ▲+4.9% Added · +11K sh | |
| 6 | Alphabet Inc CAP STK CL A | $9.5M | 26.6K | 2.6% | ▼−0.3% Reduced · −89 sh | |
| 7 | Ishares TR FLTG RATE NT ETF | $7.1M | 138.5K | 1.9% | ▲+19% Added · +22K sh | |
| 8 | Procter & Gamble Co COM | $6.9M | 47.0K | 1.9% | ▼−0.3% Reduced · −133 sh | |
| 9 | JPMorgan Chase & Co COM | $6.6M | 20.1K | 1.8% | ▲+1.2% Added · +236 sh | |
| 10 | Johnson & Johnson COM | $6.4M | 25.4K | 1.8% | ▲+0.9% Added · +221 sh | |
| 11 | Amazon Com Inc COM | $6.2M | 26.2K | 1.7% | ▼−0.2% Reduced · −52 sh | |
| 12 | Ishares TR MSCI INTL MOMENT | $5.8M | 108.5K | 1.6% | ▲+4.0% Added · +4K sh | |
| 13 | Abbvie Inc COM | $5.7M | 22.7K | 1.6% | ▲+2.1% Added · +463 sh | |
| 14 | Ishares TR CORE US AGGBD ET | $5.4M | 54.1K | 1.5% | ▼−1.4% Reduced · −801 sh | |
| 15 | Analog Devices Inc COM | $5.3M | 13.3K | 1.4% | ▲+1.2% Added · +157 sh | |
| 16 | Coca Cola Co COM | $4.7M | 58.3K | 1.3% | ▲+1.6% Added · +906 sh | |
| 17 | Alphabet Inc CAP STK CL C | $4.5M | 12.8K | 1.2% | ▲+0.9% Added · +111 sh | |
| 18 | Oracle Corp COM | $4.3M | 29.5K | 1.2% | ▲+2.4% Added · +686 sh | |
| 19 | Visa Inc COM CL A | $3.7M | 10.8K | 1.0% | ▼−3.3% Reduced · −363 sh | |
| 20 | Home Depot Inc COM | $3.4M | 9.7K | 0.9% | ▼−4.6% Reduced · −466 sh | |
| 21 | Wisdomtree TR INTL QULTY DIV | $3.4M | 78.8K | 0.9% | ▲+6.6% Added · +5K sh | |
| 22 | Exxon Mobil Corp COM | $3.3M | 24.1K | 0.9% | ▼−0.6% Reduced · −145 sh | |
| 23 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.9% | ▼−14% Reduced · −958 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.2K | 0.8% | ▲+2.8% Added · +112 sh | |
| 25 | Linde PLC SHS | $3.1M | 5.9K | 0.8% | ▲+1.2% Added · +72 sh | |
| 26 | Ishares TR CORE S&P500 ETF | $3.0M | 4.0K | 0.8% | ▲+3.4% Added · +133 sh | |
| 27 | Unitedhealth Group Inc COM | $2.9M | 7.0K | 0.8% | ▲+6.4% Added · +423 sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.5K | 0.8% | ▼−0.3% Reduced · −15 sh | |
| 29 | Ibex Ltd SHS NEW | $2.7M | 90.3K | 0.7% | —Held | |
| 30 | Eli Lilly & Co COM | $2.7M | 2.2K | 0.7% | ▲+0.2% Added · +5 sh | |
| 31 | Onemain Hldgs Inc COM | $2.6M | 43.2K | 0.7% | ▼−0.5% Reduced · −213 sh | |
| 32 | McDonalds Corp COM | $2.6M | 9.6K | 0.7% | ▼−5.7% Reduced · −580 sh | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.6M | 5.4K | 0.7% | ▼−0.4% Reduced · −23 sh | |
| 34 | Tesla Inc COM | $2.6M | 6.1K | 0.7% | ▲+2.9% Added · +173 sh | |
| 35 | BlackRock Inc COM | $2.5M | 2.6K | 0.7% | ▼−0.6% Reduced · −16 sh | |
| 36 | Union Pac Corp COM | $2.5M | 9.2K | 0.7% | ▲+1.7% Added · +152 sh | |
| 37 | Chevron Corporation COM | $2.5M | 14.9K | 0.7% | ▲~0% Added · +3 sh | |
| 38 | CSX Corp COM | $2.4M | 50.3K | 0.7% | ▲+0.3% Added · +129 sh | |
| 39 | Wisdomtree TR FLOATNG RAT TREA | $2.2M | 43.9K | 0.6% | ▲+89% Added · +21K sh | |
| 40 | Micron Technology Inc COM | $2.2M | 1.9K | 0.6% | ▲+18% Added · +288 sh | |
| 41 | Prologis Inc. COM | $2.2M | 16.0K | 0.6% | ▲+1.7% Added · +264 sh | |
| 42 | Wisdomtree TR INTL SMCAP DIV | $2.1M | 25.6K | 0.6% | ▲+6.4% Added · +2K sh | |
| 43 | Wisdomtree TR US QTLY DIV GRT | $2.1M | 21.6K | 0.6% | ▲+501% Added · +18K sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $2.0M | 5.5K | 0.6% | ▼−6.2% Reduced · −358 sh | |
| 45 | Caterpillar Inc COM | $2.0M | 1.9K | 0.5% | ▲+2.8% Added · +51 sh | |
| 46 | Abbott Laboratories COM | $1.9M | 21.4K | 0.5% | ▼−8.1% Reduced · −2K sh | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $1.9M | 8.0K | 0.5% | ▼−0.6% Reduced · −46 sh | |
| 48 | SPDR Series Trust ST INTER BD ETF | $1.9M | 56.0K | 0.5% | ▼−36% Reduced · −32K sh | |
| 49 | Automatic Data Processing In COM | $1.8M | 8.2K | 0.5% | ▼−0.4% Reduced · −30 sh | |
| 50 | Chubb Limited COM | $1.8M | 5.4K | 0.5% | ▲+1.4% Added · +77 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054916/holdings"
Use Arkolith to show Impact Capital Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 283 | $366.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 10d | 276 | $330.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 272 | $337.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 267 | $332.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 263 | $305.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 256 | $276.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 250 | $281.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.