Impact Capital Partners LLC
SEC Form 13F institutional filer · CIK 0002054916
13F-HR · 179 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
37.8%
Impact Capital Partners LLC — $252M AUM allocation strategy
Impact Capital Partners LLC files SEC Form 13F and reports $252M of long US equity value across 179 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.8%, followed by Communication Services 6.0% and Consumer Discretionary 4.7%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Impact Capital Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$252M
total across 179 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GOOG +9.52K sh · +$2.3M+$AAPL +9.4K sh · +$1.44M+$KMB +2.81K sh · +$250K
Biggest trims (shares)
−$PM −9.36K sh · −$1.46M−$IWM −7.16K sh · −$1.4M−$VTWO −4.96K sh · −$533K
Exited to nil (held last quarter, gone now)
$BSX ($314K last qtr)$INTU ($307K last qtr)$COF ($281K last qtr)$APP ($218K last qtr)$PCAR ($217K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.5%—
- Technology Hardware, Storage & Peripherals6.2%—
- Interactive Media & Services6.0%—
- Systems Software5.4%—
- Personal Care Products2.7%—
- Pharmaceuticals2.5%—
- Diversified Banks2.3%—
- Broadline Retail2.2%—
- Other holdings61.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 61.5K | $15.6M | +9.4K | 6.2% |
| $NVDA | NVIDIA Corporation | 83.8K | $14.6M | +814 | 5.8% |
| $MSFT | Microsoft Corporation | 37K | $13.7M | -3.8K | 5.4% |
| $AVGO | Broadcom Inc | 32.4K | $10M | -4.53K | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 26.7K | $7.69M | +9.52K | 3.1% |
| $PG | Procter & Gamble Company | 47.1K | $6.8M | +536 | 2.7% |
| $JNJ | Johnson & Johnson | 25.2K | $6.15M | -310 | 2.4% |
| $JPM | JP Morgan Chase & Co | 19.9K | $5.86M | -429 | 2.3% |
| $AMZN | Amazon.com Inc | 26.2K | $5.46M | -91 | 2.2% |
…and 170 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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