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Impact Capital Partners - Q4 2025 13F Filings

IM

Impact Capital Partners LLC

CIK: 0002054916
Address: Colorado Greenwood Village 8101 E Prentice Ave Suite 1080
$337.24 M
Portfolio Value
272
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IEFA Ishares Core Msci Eafe Etf
+$855,051
2. JMBS Janus Henderson Mortgage-Backed Securities Etf
+$793,361.19
3. VUG Vanguard Growth Etf
+$600,068
4. VO Vanguard Mid-Cap Etf
+$524,738.13
5. JKHY Jack Henry & Associates
+$519,702.93

Top Sells

Q4 2025
1. USFR Wisdomtree Floating Rate Treasury Fund
−$650,574.28
2. FICO Fair Isaac Corporation
−$345,698
3. JMST Jpmorgan Ultra-Short Municipal Income Etf
−$342,113.31
4. BRK.B Berkshire Hathaway
−$324,711.89
5. CHE Chemed Corporation
−$317,895

Asset Allocation

Stocks/ETFs
+1.47%
$332.02 M 98.45%
Options
$0 0.00%
Debt
$0 0.00%
Other
+2.92%
$5.22 M 1.55%

Sector Allocation (Stocks)

Impact Capital Partners Q4 2025 Filing Summary

Impact Capital Partners LLC filed its 13F report for Q4 2025 on January 07, 2026. The portfolio totaled 337.24 M reflecting a +1.49% change from the prior quarter, spanning 272 assets. The top 10 holdings comprised 30.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 20 new positions and 14 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Impact Capital Partners’s Q4 2025 Filing

Impact Capital Partners submitted their Form 13F-HR for the Q4 2025 period on 01/07/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Impact Capital Partners reported a managed portfolio value of 337.24 M, consisting of 272 individual positions.

This page displays the raw filing documents. To see which stocks Impact Capital Partners bought or sold during Q4 2025, please visit Impact Capital Partners's Portfolio Analysis page.