Impact Capital Partners LLC

Q4 2024 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    250

  • Value ($000)

    $281,035

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0002054916
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

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594918104
$15.42M
6 %

36,574

AAPL
AAPL

APPLE INC

COM
037833100
$12.03M
4 %

48,039

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.96M
4 %

74,195

AVGO
AVGO

BROADCOM INC

COM
11135F101
$8.58M
3 %

36,988

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$7.41M
3 %

44,190

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.59M
2 %

25,479

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$4.91M
2 %

50,711

---

IBEX LTD

SHS NEW
G4690M101
$4.83M
2 %

224,691

FLOT
FLOT

ISHARES TR

FLTG RATE NT ETF
46429B655
$4.55M
2 %

89,346

ORCL
ORCL

ORACLE CORP

COM
68389X105
$4.06M
1 %

24,379

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