Impact Capital Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054916
Institutional-grade research for retail investors
13F Reported Value
ⓘ$366.5M
Holdings
283
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Impact Capital Partners LLC disclosed 283 positions worth $366.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.9% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 42 new positions and exited 35 and a full exit from $COO. The portfolio is most concentrated in Technology (34.1% of disclosed assets). All figures are sourced directly from Impact Capital Partners LLC’s Form 13F-HR filing with the SEC under CIK 2054916.
AI Fund Analysis
Stable
$AAPL4.9% weight
Held 7 quarters
$NVDA4.6% weight
Held 7 quarters
$MSFT3.7% weight
Held 7 quarters
$AVGO3.4% weight
Held 7 quarters
$WT3.0% weight
Held 7 quarters
$NVDA6 quarters accumulating
$WT6 quarters accumulating
ISHARES TR - MSCI INTL MOM
6 quarters accumulating
$WT6 quarters accumulating
$UBS6 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$17.9M61,811 sh - 90.2#1
Quality
$16.9M84,609 sh - 83.7#15
Quality
$13.6M36,417 sh - 86.4
Quality
$12.4M32,741 sh - 62.9
Quality
$11.2M242,152 sh - 80.2
Quality
$9.5M26,643 sh ISHARES TR - FLTG RATE NT ETF
—Quality
$7.1M138,480 sh- 72.9
Quality
$6.9M46,966 sh - 35.6
Quality
$6.6M20,144 sh - 72.8
Quality
$6.4M25,378 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $17.9M | 61,811 |
| NVIDIA CORP$NVDA | 90.2#1 | $16.9M | 84,609 |
| MICROSOFT CORP$MSFT | 83.7#15 | $13.6M | 36,417 |
| Broadcom Inc.$AVGO | 86.4 | $12.4M | 32,741 |
| WisdomTree, Inc.$WT | 62.9 | $11.2M | 242,152 |
 Alphabet Inc.$GOOG | 80.2 | $9.5M | 26,643 |
| ISHARES TR - FLTG RATE NT ETF | — | $7.1M | 138,480 |
 PROCTER & GAMBLE Co$PG | 72.9 | $6.9M | 46,966 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.6M | 20,144 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $6.4M | 25,378 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Impact Capital Partners LLC's 283 positions.
Showing top 10 of 283 holdings.
Sector Allocation
Technology
$125.0M
Financials
$58.6M
Other
$54.5M
Industrials
$35.2M
Healthcare
$25.1M
Consumer Discretionary
$22.8M
Consumer Staples
$16.7M
Energy
$10.1M
Full Holdings — Impact Capital Partners LLC (Q2 2026)
All 283 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $17.9M | 4.9% | +1% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $16.9M | 4.6% | +1% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $13.6M | 3.7% | -2% | 83.7 |
| 4 | $AVGO | Broadcom Inc. | $12.4M | 3.4% | +1% | 86.4 |
| 5 | $WT | WisdomTree, Inc. | $11.2M | 3.0% | +5% | 62.9 |
| 6 | $GOOG | Alphabet Inc. | $9.5M | 2.6% | -0% | 80.2 |
| 7 | — | ISHARES TR - FLTG RATE NT ETF | $7.1M | 1.9% | +19% | — |
| 8 | $PG | PROCTER & GAMBLE Co | $6.9M | 1.9% | -0% | 72.9 |
| 9 | $JPM | JPMORGAN CHASE & CO | $6.6M | 1.8% | +1% | 35.6 |
| 10 | $JNJ | JOHNSON & JOHNSON | $6.4M | 1.8% | +1% | 72.8 |
| 11 |  $AMZN | AMAZON COM INC | $6.2M | 1.7% | -0% | 74.6 |
| 12 | — | ISHARES TR - MSCI INTL MOMENT | $5.8M | 1.6% | +4% | — |
| 13 |  $ABBV | AbbVie Inc. | $5.7M | 1.6% | +2% | 59.3 |
| 14 | — | ISHARES TR - CORE US AGGBD ET | $5.4M | 1.5% | -1% | — |
| 15 |  $ADI | ANALOG DEVICES INC | $5.3M | 1.4% | +1% | 76.2 |
| 16 |  $KO | COCA COLA CO | $4.7M | 1.3% | +2% | 74 |
| 17 |  $GOOGL | Alphabet Inc. | $4.5M | 1.2% | +1% | 80.2 |
| 18 |  $ORCL | ORACLE CORP | $4.3M | 1.2% | +2% | 67.2 |
| 19 |  $V | VISA INC. | $3.7M | 1.0% | -3% | 83.5 |
| 20 |  $HD | HOME DEPOT, INC. | $3.4M | 0.9% | -5% | 69.2 |
| 21 | $WT | WisdomTree, Inc. | $3.4M | 0.9% | +7% | 62.9 |
| 22 |  $XOM | EXXON MOBIL CORP | $3.3M | 0.9% | -1% | 61.8 |
| 23 |  $META | Meta Platforms, Inc. | $3.3M | 0.9% | -14% | 80.9 |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $3.1M | 0.8% | +3% | — |
| 25 |  $LIN | LINDE PLC | $3.1M | 0.8% | +1% | — |
| 26 | — | ISHARES TR - CORE S&P500 ETF | $3.0M | 0.8% | +3% | — |
| 27 |  $UNH | UNITEDHEALTH GROUP INC | $2.9M | 0.8% | +6% | 66.8 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.8% | -0% | 64.5 |
| 29 |  $IBEX | IBEX Ltd | $2.7M | 0.8% | +0% | — |
| 30 |  $LLY | ELI LILLY & Co | $2.7M | 0.7% | +0% | 89.3 |
| 31 |  $OMF | OneMain Holdings, Inc. | $2.6M | 0.7% | -0% | — |
| 32 |  $MCD | MCDONALDS CORP | $2.6M | 0.7% | -6% | 73.9 |
| 33 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.6M | 0.7% | -0% | — |
| 34 |  $TSLA | Tesla, Inc. | $2.6M | 0.7% | +3% | 50.1 |
| 35 |  $BLK | BlackRock, Inc. | $2.5M | 0.7% | -1% | 70.3 |
| 36 |  $UNP | UNION PACIFIC CORP | $2.5M | 0.7% | +2% | 74 |
| 37 |  $CVX | CHEVRON CORP | $2.5M | 0.7% | +0% | 54.7 |
| 38 |  $CSX | CSX CORP | $2.4M | 0.7% | +0% | 66.4 |
| 39 | $WT | WisdomTree, Inc. | $2.2M | 0.6% | +89% | 62.9 |
| 40 |  $MU | MICRON TECHNOLOGY INC | $2.2M | 0.6% | +18% | 88.4 |
| 41 |  $PLD | Prologis, Inc. | $2.2M | 0.6% | +2% | 67.5 |
| 42 | $WT | WisdomTree, Inc. | $2.1M | 0.6% | +6% | 62.9 |
| 43 | $WT | WisdomTree, Inc. | $2.1M | 0.6% | +501% | 62.9 |
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.0M | 0.6% | -6% | — |
| 45 |  $CAT | CATERPILLAR INC | $2.0M | 0.6% | +3% | 67.8 |
| 46 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.5% | -8% | 67 |
| 47 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.9M | 0.5% | -1% | — |
| 48 | — | SPDR SERIES TRUST - ST INTER BD ETF | $1.9M | 0.5% | -36% | — |
| 49 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.8M | 0.5% | -0% | 77.9 |
| 50 |  $CB | Chubb Ltd | $1.8M | 0.5% | +1% | — |
| 51 |  $RSG | REPUBLIC SERVICES, INC. | $1.8M | 0.5% | +1% | 72 |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 0.5% | -1% | 67 |
| 53 | — | ISHARES TR - MSCI EMG MKT ETF | $1.6M | 0.4% | +46% | — |
| 54 |  $AMAT | APPLIED MATERIALS INC /DE | $1.6M | 0.4% | -5% | 74.8 |
| 55 |  $PSX | Phillips 66 | $1.6M | 0.4% | +5% | 47.6 |
| 56 |  $WTS | WATTS WATER TECHNOLOGIES INC | $1.6M | 0.4% | +9% | 70.7 |
| 57 |  $TJX | TJX COMPANIES INC /DE/ | $1.6M | 0.4% | -2% | 70.7 |
| 58 |  $TT | Trane Technologies plc | $1.6M | 0.4% | +1% | — |
| 59 |  $WMT | Walmart Inc. | $1.5M | 0.4% | +1% | 63.2 |
| 60 | — | ISHARES TR - MSCI EAFE ETF | $1.5M | 0.4% | +62% | — |
| 61 |  $CRWD | CrowdStrike Holdings, Inc. | $1.5M | 0.4% | +1% | 55 |
| 62 |  $PM | Philip Morris International Inc. | $1.5M | 0.4% | +1% | 80.5 |
| 63 |  $EME | EMCOR Group, Inc. | $1.5M | 0.4% | +10% | 71.7 |
| 64 |  $MRK | Merck & Co., Inc. | $1.5M | 0.4% | +1% | 70.9 |
| 65 | — | JANUS DETROIT STR TR - HENDERSON MTG | $1.5M | 0.4% | -17% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.4M | 0.4% | +318% | — |
| 67 | — | ISHARES TR - RUSSELL 2000 ETF | $1.4M | 0.4% | NEW | — |
| 68 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.4% | +300% | — |
| 69 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.4M | 0.4% | -9% | 71.5 |
| 70 |  $SSD | Simpson Manufacturing Co., Inc. | $1.3M | 0.4% | -0% | 62.6 |
| 71 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.4% | +34% | 78.8 |
| 72 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.4% | +3% | 82.4 |
| 73 |  $RBC | RBC Bearings INC | $1.3M | 0.4% | +2% | 67.1 |
| 74 |  $INTC | INTEL CORP | $1.3M | 0.4% | +6% | 41.5 |
| 75 |  $STX | Seagate Technology Holdings plc | $1.3M | 0.3% | -1% | — |
| 76 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.3% | +0% | 71.7 |
| 77 |  $DTB | DTE ENERGY CO | $1.2M | 0.3% | +0% | — |
| 78 |  $GOLF | Acushnet Holdings Corp. | $1.2M | 0.3% | -0% | 57.1 |
| 79 |  $PEP | PEPSICO INC | $1.2M | 0.3% | -4% | 62.7 |
| 80 |  $MA | Mastercard Inc | $1.2M | 0.3% | -2% | 81.7 |
| 81 |  $PRI | Primerica, Inc. | $1.2M | 0.3% | +4% | 72.3 |
| 82 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.3% | -49% | 65.7 |
| 83 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.2M | 0.3% | +2% | 75.4 |
| 84 |  $HONA | Honeywell Aerospace Inc. | $1.1M | 0.3% | NEW | — |
| 85 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.3% | +2% | 74.8 |
| 86 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.1M | 0.3% | -39% | — |
| 87 |  $TTC | TORO CO | $1.1M | 0.3% | -0% | 69.5 |
| 88 |  $WDC | WESTERN DIGITAL CORP | $1.1M | 0.3% | +7% | 76.8 |
| 89 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.3% | -2% | 77.3 |
| 90 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.0M | 0.3% | +1% | — |
| 91 |  $ASML | ASML HOLDING NV | $1.0M | 0.3% | +1% | — |
| 92 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.0M | 0.3% | -5% | 76.6 |
| 93 |  $CSCO | CISCO SYSTEMS, INC. | $995,046 | 0.3% | +9% | 72.3 |
| 94 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $992,413 | 0.3% | NEW | — |
| 95 | — | ISHARES TR - RUS 1000 GRW ETF | $975,107 | 0.3% | +527% | — |
| 96 |  $LSTR | LANDSTAR SYSTEM INC | $925,888 | 0.3% | +2% | 49 |
| 97 | — | VANGUARD INDEX FDS - VALUE ETF | $857,119 | 0.2% | -20% | — |
| 98 |  $GS | GOLDMAN SACHS GROUP INC | $848,539 | 0.2% | -0% | — |
| 99 | $UBS | UBS Group AG | $842,817 | 0.2% | +0% | — |
| 100 |  $EOG | EOG RESOURCES INC | $833,688 | 0.2% | +2% | 71.1 |
| 101 |  $APH | AMPHENOL CORP /DE/ | $831,878 | 0.2% | -9% | 80.5 |
| 102 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $828,179 | 0.2% | +0% | — |
| 103 |  $KMB | KIMBERLY CLARK CORP | $825,361 | 0.2% | -0% | 61.7 |
| 104 |  $ITW | ILLINOIS TOOL WORKS INC | $758,428 | 0.2% | -2% | 71.2 |
| 105 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.2% | +0% | 64.5 |
| 106 |  $GEV | GE Vernova Inc. | $742,513 | 0.2% | +6% | 70.1 |
| 107 |  $DE | DEERE & CO | $736,457 | 0.2% | +0% | 57.4 |
| 108 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $725,174 | 0.2% | +6% | — |
| 109 | — | ISHARES TR - CORE MSCI EAFE | $714,634 | 0.2% | -0% | — |
| 110 | — | VANGUARD STAR FDS - VG TL INTL STK F | $703,818 | 0.2% | +1% | — |
| 111 | — | ISHARES TR - RUS MID CAP ETF | $701,194 | 0.2% | +197% | — |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $697,186 | 0.2% | +23% | 70.4 |
| 113 | — | ISHARES TR - RUS 1000 VAL ETF | $696,986 | 0.2% | +34% | — |
| 114 | — | ISHARES TR - MSCI US GARP ETF | $675,297 | 0.2% | +9% | — |
| 115 |  $MC | Moelis & Co | $646,153 | 0.2% | -16% | — |
| 116 |  $FCN | FTI CONSULTING, INC | $631,504 | 0.2% | -13% | 55.2 |
| 117 |  $IBKR | Interactive Brokers Group, Inc. | $630,518 | 0.2% | -49% | 75.5 |
| 118 |  $FHB | FIRST HAWAIIAN, INC. | $622,977 | 0.2% | +3% | 59.3 |
| 119 |  $BANF | BANCFIRST CORP /OK/ | $620,217 | 0.2% | +18% | — |
| 120 |  $GLW | CORNING INC /NY | $600,227 | 0.2% | +18% | 72.7 |
| 121 |  $URI | UNITED RENTALS, INC. | $599,299 | 0.2% | +1% | 70.7 |
| 122 |  $DTM | DT Midstream, Inc. | $588,427 | 0.2% | +0% | 74.5 |
| 123 |  $BAC | BANK OF AMERICA CORP /DE/ | $585,413 | 0.2% | +1% | 68.4 |
| 124 |  $POOL | POOL CORP | $583,883 | 0.2% | -29% | 56.3 |
| 125 |  $PANW | Palo Alto Networks Inc | $580,757 | 0.2% | -7% | 66.5 |
| 126 |  $LOW | LOWES COMPANIES INC | $579,007 | 0.2% | -5% | 63.5 |
| 127 | — | VANGUARD INDEX FDS - GROWTH ETF | $567,921 | 0.1% | +309% | — |
| 128 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $566,246 | 0.1% | +4% | — |
| 129 |  $TEL | TE Connectivity plc | $564,306 | 0.1% | -9% | — |
| 130 |  $MS | MORGAN STANLEY | $563,363 | 0.1% | +1% | — |
| 131 | $WT | WisdomTree, Inc. | $561,931 | 0.1% | +0% | 62.9 |
| 132 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $551,129 | 0.1% | -4% | 57.5 |
| 133 |  $KAI | KADANT INC | $550,217 | 0.1% | -6% | 57.3 |
| 134 |  $AXP | AMERICAN EXPRESS CO | $547,627 | 0.1% | +2% | 73.2 |
| 135 |  $SYK | STRYKER CORP | $546,562 | 0.1% | -2% | 69.8 |
| 136 |  $HWM | Howmet Aerospace Inc. | $545,786 | 0.1% | +8% | 79.1 |
| 137 |  $KLAC | KLA CORP | $544,285 | 0.1% | +891% | 84.4 |
| 138 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $538,988 | 0.1% | +1% | — |
| 139 |  $NFLX | NETFLIX INC | $530,930 | 0.1% | -33% | 86.7 |
| 140 |  $AXON | AXON ENTERPRISE, INC. | $529,776 | 0.1% | -4% | 55.6 |
| 141 |  $CRVL | CORVEL CORP | $529,482 | 0.1% | +2% | 69 |
| 142 |  $ORLY | O REILLY AUTOMOTIVE INC | $524,729 | 0.1% | -3% | 72.7 |
| 143 |  $SNDK | Sandisk Corp | $516,137 | 0.1% | NEW | 88.8 |
| 144 |  $JCI | Johnson Controls International plc | $515,476 | 0.1% | -5% | — |
| 145 |  $QCOM | QUALCOMM INC/DE | $507,618 | 0.1% | +1% | 81.9 |
| 146 |  $PLTR | Palantir Technologies Inc. | $505,881 | 0.1% | +8% | 85.8 |
| 147 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $505,334 | 0.1% | +34% | 66.7 |
| 148 |  $MUR | MURPHY OIL CORP | $493,935 | 0.1% | +0% | 46.4 |
| 149 |  $GGG | GRACO INC | $487,987 | 0.1% | -13% | 67.2 |
| 150 |  $ROK | ROCKWELL AUTOMATION, INC | $485,178 | 0.1% | +5% | 68.2 |
| 151 |  $SHOP | SHOPIFY INC. | $480,926 | 0.1% | -11% | — |
| 152 |  $BBY | BEST BUY CO INC | $479,410 | 0.1% | +0% | 51.5 |
| 153 |  $TDY | TELEDYNE TECHNOLOGIES INC | $478,834 | 0.1% | -47% | 70.2 |
| 154 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $462,254 | 0.1% | -5% | 63.7 |
| 155 |  $DCI | DONALDSON Co INC | $456,480 | 0.1% | +3% | 64.7 |
| 156 |  $ANET | Arista Networks, Inc. | $454,769 | 0.1% | +10% | 86 |
| 157 |  $RTX | RTX Corp | $452,316 | 0.1% | -4% | 70 |
| 158 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $451,799 | 0.1% | +0% | — |
| 159 |  $CR | Crane Co | $449,263 | 0.1% | +1% | 64.8 |
| 160 |  $HLT | Hilton Worldwide Holdings Inc. | $447,773 | 0.1% | -8% | 73.1 |
| 161 |  $RLI | RLI CORP | $443,320 | 0.1% | -24% | 73.8 |
| 162 |  $PGR | PROGRESSIVE CORP/OH/ | $441,924 | 0.1% | -6% | 83.6 |
| 163 |  $MLM | MARTIN MARIETTA MATERIALS INC | $431,948 | 0.1% | +5% | 67.6 |
| 164 |  $FIX | COMFORT SYSTEMS USA INC | $430,083 | 0.1% | NEW | 79.5 |
| 165 |  $WRB | BERKLEY W R CORP | $427,412 | 0.1% | -48% | 71.8 |
| 166 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $426,561 | 0.1% | NEW | 39.8 |
| 167 |  $ROST | ROSS STORES, INC. | $407,821 | 0.1% | -38% | 71.5 |
| 168 |  $ETN | Eaton Corp plc | $407,797 | 0.1% | -1% | — |
| 169 |  $NDSN | NORDSON CORP | $401,851 | 0.1% | -43% | 67.8 |
| 170 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $400,425 | 0.1% | -39% | — |
| 171 |  $APD | Air Products & Chemicals, Inc. | $396,881 | 0.1% | -3% | 41.2 |
| 172 |  $ZWS | Zurn Elkay Water Solutions Corp | $396,863 | 0.1% | -43% | 67.4 |
| 173 |  $MO | ALTRIA GROUP, INC. | $396,660 | 0.1% | -1% | 72.1 |
| 174 |  $VMC | Vulcan Materials CO | $396,493 | 0.1% | +7% | 66.6 |
| 175 |  $ULS | UL Solutions Inc. | $393,791 | 0.1% | -42% | 64.1 |
| 176 |  $LPLA | LPL Financial Holdings Inc. | $391,817 | 0.1% | -33% | 61.8 |
| 177 |  $VRT | Vertiv Holdings Co | $390,065 | 0.1% | -3% | 82.7 |
| 178 |  $YUM | YUM BRANDS INC | $385,547 | 0.1% | +0% | 71.7 |
| 179 |  $DELL | Dell Technologies Inc. | $384,431 | 0.1% | NEW | 76 |
| 180 |  $PH | Parker-Hannifin Corp | $373,642 | 0.1% | -4% | 73.8 |
| 181 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $372,402 | 0.1% | -6% | 72.9 |
| 182 |  $SCHW | SCHWAB CHARLES CORP | $372,402 | 0.1% | -3% | 77.2 |
| 183 | — | ISHARES TR - NATIONAL MUN ETF | $364,509 | 0.1% | +4% | — |
| 184 | — | ISHARES INC - CORE MSCI EMKT | $364,446 | 0.1% | -0% | — |
| 185 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $363,492 | 0.1% | +0% | — |
| 186 |  $HWKN | HAWKINS INC | $362,639 | 0.1% | +2% | 57.5 |
| 187 | — | VANGUARD INDEX FDS - SMALL CP ETF | $359,591 | 0.1% | -6% | — |
| 188 |  $PWR | QUANTA SERVICES, INC. | $359,300 | 0.1% | +14% | 62.6 |
| 189 |  $WFC | WELLS FARGO & COMPANY/MN | $358,906 | 0.1% | -0% | — |
| 190 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $349,580 | 0.1% | -6% | 66.5 |
| 191 |  $CRDO | Credo Technology Group Holding Ltd | $348,640 | 0.1% | NEW | — |
| 192 |  $FCX | FREEPORT-MCMORAN INC | $347,530 | 0.1% | -1% | 73.1 |
| 193 |  $LII | LENNOX INTERNATIONAL INC | $347,208 | 0.1% | -39% | 64.8 |
| 194 |  $AME | AMETEK INC/ | $343,797 | 0.1% | +4% | 74.2 |
| 195 |  $FTNT | Fortinet, Inc. | $339,500 | 0.1% | NEW | 78.1 |
| 196 |  $ADSK | Autodesk, Inc. | $338,485 | 0.1% | -12% | 76.4 |
| 197 |  $VZ | VERIZON COMMUNICATIONS INC | $334,976 | 0.1% | +1% | 71.6 |
| 198 |  $T | AT&T INC. | $334,156 | 0.1% | -8% | 71.9 |
| 199 |  $AZN | ASTRAZENECA PLC | $323,302 | 0.1% | -3% | — |
| 200 |  $LCII | LCI INDUSTRIES | $320,287 | 0.1% | -18% | 62 |
| 201 |  $CL | COLGATE PALMOLIVE CO | $318,680 | 0.1% | +0% | 72.4 |
| 202 |  $RDNT | RadNet, Inc. | $316,182 | 0.1% | +1% | 51.4 |
| 203 |  $STRL | STERLING INFRASTRUCTURE, INC. | $311,403 | 0.1% | NEW | 73.3 |
| 204 |  $SF | STIFEL FINANCIAL CORP | $309,849 | 0.1% | -2% | 69.6 |
| 205 |  $CAH | CARDINAL HEALTH INC | $308,590 | 0.1% | +1% | 58.6 |
| 206 |  $AMGN | AMGEN INC | $308,164 | 0.1% | +0% | 79.5 |
| 207 | — | WISDOMTREE TR - EM EX ST-OWNED | $306,982 | 0.1% | NEW | — |
| 208 |  $LNT | ALLIANT ENERGY CORP | $304,397 | 0.1% | +0% | 56.7 |
| 209 |  $APAM | Artisan Partners Asset Management Inc. | $302,207 | 0.1% | -9% | 70.9 |
| 210 |  $VSTS | Vestis Corp | $300,579 | 0.1% | +57% | 37.7 |
| 211 |  $JKHY | JACK HENRY & ASSOCIATES INC | $299,998 | 0.1% | -67% | 72.8 |
| 212 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $298,074 | 0.1% | +1% | — |
| 213 |  $ALLE | Allegion plc | $296,293 | 0.1% | -49% | — |
| 214 |  $CRS | CARPENTER TECHNOLOGY CORP | $295,466 | 0.1% | NEW | 69.9 |
| 215 |  $MMM | 3M CO | $295,328 | 0.1% | -0% | 60.7 |
| 216 |  $ACN | Accenture plc | $294,176 | 0.1% | -19% | — |
| 217 |  $FDX | FEDEX CORP | $294,029 | 0.1% | -1% | 60.3 |
| 218 |  $PFE | PFIZER INC | $293,150 | 0.1% | -4% | 69 |
| 219 |  $C | CITIGROUP INC | $292,656 | 0.1% | +3% | 54.8 |
| 220 |  $MPC | Marathon Petroleum Corp | $290,697 | 0.1% | -1% | 50.7 |
| 221 | — | ISHARES TR - S&P 500 GRWT ETF | $290,601 | 0.1% | -1% | — |
| 222 |  $BA | BOEING CO | $289,853 | 0.1% | -3% | 51.8 |
| 223 |  $SAN | Banco Santander, S.A. | $288,710 | 0.1% | +1% | — |
| 224 |  $COP | CONOCOPHILLIPS | $286,930 | 0.1% | -1% | 74.8 |
| 225 |  $CVLT | COMMVAULT SYSTEMS INC | $284,452 | 0.1% | NEW | 58.9 |
| 226 |  $MANH | MANHATTAN ASSOCIATES INC | $282,260 | 0.1% | -7% | 70.1 |
| 227 |  $HEI.A | HEICO CORP | $280,090 | 0.1% | NEW | 79.2 |
| 228 |  $BE | Bloom Energy Corp | $279,998 | 0.1% | NEW | 54.4 |
| 229 |  $EMR | EMERSON ELECTRIC CO | $275,707 | 0.1% | +2% | 65.9 |
| 230 |  $SAIA | SAIA INC | $275,439 | 0.1% | -45% | 57.3 |
| 231 |  $LMT | LOCKHEED MARTIN CORP | $274,089 | 0.1% | +1% | 65 |
| 232 |  $MCK | MCKESSON CORP | $272,772 | 0.1% | +8% | 63.7 |
| 233 |  $FN | Fabrinet | $271,485 | 0.1% | NEW | 72.4 |
| 234 |  $ETR | ENTERGY CORP /DE/ | $270,610 | 0.1% | +1% | 65.1 |
| 235 |  $NSC | NORFOLK SOUTHERN CORP | $269,604 | 0.1% | -0% | 70.8 |
| 236 |  $UFPI | UFP INDUSTRIES INC | $269,044 | 0.1% | -44% | 52.7 |
| 237 |  $ALNT | ALLIENT INC | $266,795 | 0.1% | NEW | 45.5 |
| 238 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $262,128 | 0.1% | NEW | 61.9 |
| 239 |  $BMY | BRISTOL MYERS SQUIBB CO | $262,113 | 0.1% | -1% | 70.1 |
| 240 |  $MSCI | MSCI Inc. | $258,738 | 0.1% | -7% | 77.6 |
| 241 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $257,740 | 0.1% | +0% | — |
| 242 |  $DIS | Walt Disney Co | $255,832 | 0.1% | -3% | 68.9 |
| 243 |  $BKNG | Booking Holdings Inc. | $254,527 | 0.1% | +2646% | 55.3 |
| 244 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $252,094 | 0.1% | NEW | 70.8 |
| 245 |  $IBP | Installed Building Products, Inc. | $245,009 | 0.1% | -58% | 62.4 |
| 246 |  $WM | WASTE MANAGEMENT INC | $242,939 | 0.1% | +8% | 70.7 |
| 247 |  $MNST | Monster Beverage Corp | $239,435 | 0.1% | NEW | 77 |
| 248 |  $ALL | ALLSTATE CORP | $238,416 | 0.1% | NEW | 76.6 |
| 249 |  $ISRG | INTUITIVE SURGICAL INC | $237,813 | 0.1% | -21% | 81.4 |
| 250 |  $ENTG | ENTEGRIS INC | $237,415 | 0.1% | NEW | 57.7 |
| 251 | — | ISHARES TR - CORE UNIVRSL USD | $235,965 | 0.1% | -9% | — |
| 252 |  $SBUX | STARBUCKS CORP | $235,344 | 0.1% | -3% | 54.6 |
| 253 |  $UMBF | UMB FINANCIAL CORP | $235,268 | 0.1% | NEW | — |
| 254 |  $SPGI | S&P Global Inc. | $234,174 | 0.1% | -6% | 79.4 |
| 255 |  $IAU | ISHARES GOLD TRUST | $233,930 | 0.1% | +0% | — |
| 256 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $233,711 | 0.1% | -4% | 68.1 |
| 257 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $232,335 | 0.1% | NEW | — |
| 258 |  $ATI | ATI INC | $230,410 | 0.1% | NEW | 64.5 |
| 259 |  $WSO | WATSCO INC | $227,951 | 0.1% | -53% | 58.9 |
| 260 |  $NWPX | NWPX Infrastructure, Inc. | $227,009 | 0.1% | NEW | 59.9 |
| 261 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $223,942 | 0.1% | NEW | 76.3 |
| 262 |  $NEU | NEWMARKET CORP | $223,130 | 0.1% | -13% | 68.9 |
| 263 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $222,995 | 0.1% | NEW | 59.8 |
| 264 |  $MXL | MAXLINEAR, INC | $220,212 | 0.1% | NEW | 19.1 |
| 265 |  $UBER | Uber Technologies, Inc | $220,088 | 0.1% | -19% | 79.3 |
| 266 |  $INDB | INDEPENDENT BANK CORP | $217,756 | 0.1% | NEW | — |
| 267 |  $STLD | STEEL DYNAMICS INC | $217,069 | 0.1% | NEW | 56 |
| 268 |  $GILD | GILEAD SCIENCES, INC. | $211,999 | 0.1% | -1% | 77.8 |
| 269 |  $COF | CAPITAL ONE FINANCIAL CORP | $211,453 | 0.1% | NEW | 71 |
| 270 |  $SHEL | Shell plc | $208,350 | 0.1% | +2% | — |
| 271 |  $TDG | TransDigm Group INC | $207,798 | 0.1% | NEW | 75.4 |
| 272 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $206,655 | 0.1% | NEW | — |
| 273 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $206,332 | 0.1% | NEW | 70.9 |
| 274 |  $COR | Cencora, Inc. | $205,726 | 0.1% | -1% | 59.6 |
| 275 |  $APP | AppLovin Corp | $200,940 | 0.1% | NEW | 86.8 |
| 276 |  $ROL | ROLLINS INC | $200,602 | 0.1% | -55% | 73.2 |
| 277 |  $TRV | TRAVELERS COMPANIES, INC. | $200,383 | 0.1% | NEW | 71.5 |
| 278 |  $LYG | Lloyds Banking Group plc | $123,258 | 0.0% | +5% | — |
| 279 |  $OSG | OCTAVE SPECIALTY GROUP INC | $121,780 | 0.0% | NEW | 39 |
| 280 |  $FRSH | Freshworks Inc. | $121,774 | 0.0% | NEW | 55.5 |
| 281 |  $MYGN | MYRIAD GENETICS INC | $102,357 | 0.0% | NEW | 30.2 |
| 282 |  $ASAN | Asana, Inc. | $99,078 | 0.0% | NEW | 42.1 |
| 283 |  $RWT | REDWOOD TRUST INC | $80,125 | 0.0% | NEW | — |
New Positions (42)
ISHARES TR - RUSSELL 2000 ETF$1.4M
$HONA Honeywell Aerospace Inc.$1.1M$MDY SPDR S&P MIDCAP 400 ETF TRUST$992,413$SNDK Sandisk Corp$516,137$FIX COMFORT SYSTEMS USA INC$430,083$KLIC KULICKE & SOFFA INDUSTRIES INC$426,561$DELL Dell Technologies Inc.$384,431$CRDO Credo Technology Group Holding Ltd$348,640$FTNT Fortinet, Inc.$339,500$STRL STERLING INFRASTRUCTURE, INC.$311,403 WISDOMTREE TR - EM EX ST-OWNED$306,982
$CRS CARPENTER TECHNOLOGY CORP$295,466$CVLT COMMVAULT SYSTEMS INC$284,452$HEI.A HEICO CORP$280,090$BE Bloom Energy Corp$279,998Exited Positions (35)
$COO COOPER COMPANIES, INC.
$BJ BJ's Wholesale Club Holdings, Inc.
$TTAN ServiceTitan, Inc.
$EFX EQUIFAX INC
$CASY CASEYS GENERAL STORES INC
$BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.
$HLNE Hamilton Lane INC
$ULTA Ulta Beauty, Inc.
$OLED UNIVERSAL DISPLAY CORP \PA\
$ALGN ALIGN TECHNOLOGY INC
$NOW ServiceNow, Inc.
$ACGL ARCH CAPITAL GROUP LTD.
$TRMB TRIMBLE INC.
$BSY BENTLEY SYSTEMS INC
$THO THOR INDUSTRIES INCBrowse Top Institutional Investors
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