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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Impact Capital Partners LLC

Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001951757-25-000891

Total Value
$305.1M
Positions
263
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT38,356$19.1M6.25%
2NVIDIA CORPORATIONNVDA79,115$12.5M4.10%
3APPLE INCAAPL52,741$10.8M3.55%
4BROADCOM INCAVGO33,791$9.3M3.05%
5PROCTER AND GAMBLE CO74271810946,277$7.4M2.42%
6ISHARES TR46429B655115,840$5.9M1.94%
7AMAZON COM INCAMZN26,208$5.7M1.88%
8ORACLE CORPORCL-PD25,979$5.7M1.86%
9JPMORGAN CHASE & CO.VYLD19,460$5.6M1.85%
10ISHARES TR46428722650,181$5.0M1.63%
11ABBVIE INCABBV24,471$4.5M1.49%
12WISDOMTREE TRWT112,066$4.4M1.46%
13ISHARES TR46434V44985,439$3.9M1.28%
14META PLATFORMS INCMETA5,168$3.8M1.25%
15COCA COLA COKO53,274$3.8M1.24%
16JOHNSON & JOHNSONJNJ23,987$3.7M1.20%
17VISA INCV10,153$3.6M1.18%
18HOME DEPOT INCHD9,692$3.6M1.16%
19IBEX LTDIBEX114,691$3.3M1.09%
20BERKSHIRE HATHAWAY INC DELBRK-A6,838$3.3M1.09%
21ALPHABET INCGOOG18,073$3.2M1.04%
22ABBOTT LABSABLZF22,167$3.0M0.99%
23ONEMAIN HLDGS INCOMF52,813$3.0M0.99%
24PHILIP MORRIS INTL INC71817210915,901$2.9M0.95%
25ANALOG DEVICES INCADI12,035$2.9M0.94%
26BLACKROCK INCBLK2,708$2.8M0.93%
27MCDONALDS CORPMCD9,504$2.8M0.91%
28ALPHABET INCGOOG14,546$2.6M0.85%
29LINDE PLCLIN5,348$2.5M0.82%
30SPDR SERIES TRUST78464A37574,480$2.5M0.82%
31AUTOMATIC DATA PROCESSING INADP7,944$2.5M0.80%
32ISHARES TR4642872003,867$2.4M0.79%
33EXXON MOBIL CORPXOM22,052$2.4M0.78%
34WISDOMTREE TRWT57,236$2.3M0.74%
35CHEVRON CORP NEWCVX14,946$2.1M0.70%
36REPUBLIC SVCS INC7607591008,627$2.1M0.70%
37HONEYWELL INTL INC4385161068,977$2.1M0.69%
38SPDR S&P 500 ETF TRSPY3,377$2.1M0.68%
39UNION PAC CORPUNP9,029$2.1M0.68%
40UNITEDHEALTH GROUP INCUNH6,309$2.0M0.65%
41TESLA INCTSLA5,783$1.8M0.60%
42MARSH & MCLENNAN COS INC5717481028,371$1.8M0.60%
43NETFLIX INCNFLX1,336$1.8M0.59%
44COSTCO WHSL CORP NEW22160K1051,773$1.8M0.58%
45VANGUARD INDEX FDS9229087695,659$1.7M0.56%
46CHUBB LIMITEDCB5,864$1.7M0.56%
47WISDOMTREE TRWT33,761$1.7M0.56%
48CSX CORPCSX49,993$1.6M0.53%
49VANGUARD SPECIALIZED FUNDS9219088447,928$1.6M0.53%
50WISDOMTREE TRWT20,738$1.6M0.51%
51PROLOGIS INC.PLDGP14,446$1.5M0.50%
52WISDOMTREE TRWT12,506$1.4M0.47%
53EMCOR GROUP INCEME2,662$1.4M0.47%
54WISDOMTREE TRWT29,147$1.4M0.46%
55TAIWAN SEMICONDUCTOR MFG LTD8740391006,137$1.4M0.46%
56TJX COS INC NEW87254010911,020$1.4M0.45%
57MASTERCARD INCORPORATEDMA2,392$1.3M0.44%
58ELI LILLY & COLLY1,700$1.3M0.43%
59TRANE TECHNOLOGIES PLCTT2,918$1.3M0.42%
60PRIMERICA INCPRI4,542$1.2M0.41%
61ACCENTURE PLC IRELANDACN4,006$1.2M0.39%
62CROWDSTRIKE HLDGS INCCRWD2,295$1.2M0.38%
63SIMPSON MFG INC8290731057,381$1.1M0.38%
64WALMART INCWMT11,425$1.1M0.37%
65PEPSICO INCPEP8,105$1.1M0.35%
66DTE ENERGY CODTK8,077$1.1M0.35%
67LPL FINL HLDGS INC50212V1002,850$1.1M0.35%
68HENRY JACK & ASSOC INC4262811015,906$1.1M0.35%
69BERKLEY W R CORPWRB-PH14,107$1.0M0.34%
70WATTS WATER TECHNOLOGIES INCWTS4,115$1.0M0.33%
71NEXTERA ENERGY INCNEE-PW14,093$978,3360.32%
72VERTEX PHARMACEUTICALS INCVRTX2,139$952,2830.31%
73PROGRESSIVE CORP7433151033,522$939,8810.31%
74INTERACTIVE BROKERS GROUP IN45841N10716,827$932,3840.31%
75FTI CONSULTING INCFCN5,620$907,6300.30%
76PHILLIPS 66PSX7,553$901,0980.30%
77CHIPOTLE MEXICAN GRILL INCCMG16,006$898,7370.29%
78BENTLEY SYS INCBSY16,499$890,4510.29%
79TORO COTORO12,558$887,5990.29%
80MERCK & CO INCMRK11,059$875,4300.29%
81KIMBERLY-CLARK CORPKMB6,753$870,5970.29%
82ACUSHNET HLDGS CORPGOLF11,844$862,4800.28%
83AMERICAN ELEC PWR CO INC0255371018,006$830,7030.27%
84TE CONNECTIVITY PLCTEL4,811$811,4710.27%
85CORVEL CORPCRVL7,485$769,3080.25%
86TELEDYNE TECHNOLOGIES INCTDY1,493$764,8790.25%
87JANUS DETROIT STR TR47103U85216,925$762,4710.25%
88VANGUARD BD INDEX FDS92193783510,291$757,7260.25%
89VANGUARD INDEX FDS9229086292,705$756,9530.25%
90UNIVERSAL DISPLAY CORPOLED4,823$744,9610.24%
91MOELIS & COMC11,853$738,6790.24%
92BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.24%
93EQUIFAX INCEFX2,807$728,0520.24%
94GE AEROSPACE3696043012,822$726,3550.24%
95STRYKER CORPORATIONSYK1,834$725,7770.24%
96AXON ENTERPRISE INCAXON876$725,2750.24%
97ROLLINS INCROL12,802$722,2890.24%
98J P MORGAN EXCHANGE TRADED F46641Q65414,082$717,0550.24%
99RBC BEARINGS INCRBC1,844$709,5710.23%
100CATERPILLAR INCCAT1,825$708,4830.23%
101EOG RES INCEOG5,874$702,5970.23%
102ILLINOIS TOOL WKS INC4523081092,838$701,7390.23%
103GRACO INCGGG8,131$699,0310.23%
104ALLEGION PLCALLE4,843$697,9730.23%
105LOWES COS INC5486611073,139$696,4500.23%
106SERVICENOW INCNOW676$694,9820.23%
107KADANT INCKAI2,169$688,5490.23%
108LANDSTAR SYS INCLSTR4,917$683,5610.22%
109VANGUARD INDEX FDS9229083631,202$682,7720.22%
110TEXAS INSTRS INC8825081043,201$664,5920.22%
111LENNOX INTL INC5261071071,157$663,2390.22%
112AIR PRODS & CHEMS INCAIIR2,291$646,3360.21%
113WATSCO INCWSO-B1,441$636,3740.21%
114DEERE & CODE1,234$627,4770.21%
115SCHWAB CHARLES CORPSCHW-PJ6,787$619,2460.20%
116POOL CORPPOOL2,117$617,0630.20%
117ZURN ELKAY WATER SOLNS CORP98983L10816,861$616,6070.20%
118UFP INDUSTRIES INCUFPI6,149$610,9650.20%
119UBER TECHNOLOGIES INCUBER6,424$599,3590.20%
120COOPER COS INC2166485018,422$599,3100.20%
121NORDSON CORPNDSN2,762$592,0970.19%
122FIRST HAWAIIAN INCFHB23,574$588,4070.19%
123OREILLY AUTOMOTIVE INC67103H1076,525$588,0980.19%
124ZEBRA TECHNOLOGIES CORPORATIZBRA1,898$585,2670.19%
125AUTODESK INCADSK1,872$579,5150.19%
126FACTSET RESH SYS INC3030751051,292$577,8940.19%
127GOLDMAN SACHS GROUP INCGSCE804$569,0310.19%
128BJS WHSL CLUB HLDGS INC05550J1015,198$560,5000.18%
129FISERV INCFISV3,223$555,6770.18%
130MORGAN STANLEYMS-PQ3,944$555,5520.18%
131RLI CORPRLI7,505$542,0110.18%
132ISHARES TR4642876141,275$541,3400.18%
133PALANTIR TECHNOLOGIES INCPLTR3,958$539,5550.18%
134AMERICAN EXPRESS COAXP1,691$539,3950.18%
135OLLIES BARGAIN OUTLET HLDGS6811161094,090$538,9800.18%
136CISCO SYS INCCSCO7,683$533,0530.17%
137VANGUARD STAR FDS9219097687,566$522,7040.17%
138SHOPIFY INCSHOP4,512$520,4590.17%
139MANHATTAN ASSOCIATES INCMANH2,630$519,3460.17%
140MARTIN MARIETTA MATLS INC573284106945$518,7670.17%
141QUALCOMM INCQCOM3,250$517,6120.17%
142BRIGHT HORIZONS FAM SOL IN D1091941004,131$510,5500.17%
143ARTISAN PARTNERS ASSET MGMT04316A10811,471$508,5090.17%
144SALESFORCE INCCRM1,818$495,7500.16%
145NEXSTAR MEDIA GROUP INCNXST2,857$494,1180.16%
146ISHARES TR4642874655,469$488,8740.16%
147RTX CORPORATIONRTX3,347$488,7290.16%
148CHOICE HOTELS INTL INC1699051063,807$483,0320.16%
149ALTRIA GROUP INCMO8,227$482,3490.16%
150BANK AMERICA CORP0605051049,858$466,4810.15%
151NEWMARKET CORPNEU673$464,9490.15%
152AT&T INCT-PC16,049$464,4570.15%
153AMPHENOL CORP NEW0320951014,535$447,8460.15%
154BANCFIRST CORPBANFP3,596$444,5380.15%
155SPOTIFY TECHNOLOGY S ASPOT578$443,5230.15%
156DT MIDSTREAM INCDTM3,996$439,2000.14%
157NORFOLK SOUTHN CORP6558441081,678$429,5180.14%
158FAIR ISAAC CORPFICO228$416,7750.14%
159COMCAST CORP NEWCCZ11,666$416,3600.14%
160THOR INDS INC8851601014,664$414,2100.14%
161VANGUARD INTL EQUITY INDEX F9220428588,251$408,0810.13%
162ELEVANCE HEALTH INCELV1,048$407,6300.13%
163STARBUCKS CORPSBUX4,424$405,3710.13%
164OLD DOMINION FREIGHT LINE INODFL2,493$404,6140.13%
165THERMO FISHER SCIENTIFIC INCTMO984$398,9730.13%
166APPLIED MATLS INC0382221052,176$398,3680.13%
167SAIA INCSAIA1,451$397,5590.13%
168JOHNSON CTLS INTL PLCG515021053,748$395,8640.13%
169HAMILTON LANE INCHLNE2,776$394,5250.13%
170EATON CORP PLCETN1,092$389,8330.13%
171DISNEY WALT CO2546871063,141$389,5150.13%
172UNITED RENTALS INCURI513$386,4940.13%
173BEST BUY INCBBY5,749$385,9300.13%
174LCI INDS50189K1034,216$384,4570.13%
175DONALDSON INCDCI5,543$384,4070.13%
176SAP SESAPGF1,260$383,1660.13%
177CRANE COMPANYCR1,992$378,2610.12%
178CINTAS CORPCTAS1,683$375,0960.12%
179AIRBNB INCABNB2,811$372,0080.12%
180INTUITINTU470$370,1860.12%
181CHEMED CORP NEWCHE755$367,6320.12%
182INTERNATIONAL BUSINESS MACHSINTR1,227$361,6950.12%
183ASML HOLDING N VASMLF450$360,6260.12%
184INTUITIVE SURGICAL INCISRG663$360,2810.12%
185CLEARWATER ANALYTICS HLDGS ICWAN16,407$359,8060.12%
186YUM BRANDS INCYUM2,409$356,9860.12%
187BOSTON SCIENTIFIC CORPBSX3,308$355,3120.12%
188EXPONENT INCEXPO4,688$350,2400.11%
189HUBSPOT INCHUBS624$347,3370.11%
190COPART INCCPRT7,063$346,5810.11%
191S&P GLOBAL INCSPGI653$344,3870.11%
192WELLS FARGO CO NEW9497461014,298$344,3560.11%
193VANGUARD TAX-MANAGED FDS9219438585,941$338,6960.11%
194SITEONE LANDSCAPE SUPPLY INCSITE2,795$338,0270.11%
195UBS GROUP AGUBS9,994$337,9970.11%
196LABCORP HOLDINGS INCLH1,283$336,8000.11%
197L3HARRIS TECHNOLOGIES INCLHX1,293$324,4500.11%
198COLGATE PALMOLIVE COCL3,414$310,3330.10%
199PALO ALTO NETWORKS INCPANW1,501$307,1650.10%
200BOOKING HOLDINGS INCBKNG53$306,8300.10%
201FEDEX CORPFDX1,345$305,7320.10%
202ROCKWELL AUTOMATION INCROK904$300,3000.10%
203SERVICETITAN INCTTAN2,797$299,7820.10%
204PFIZER INCPFE12,304$298,2490.10%
205BRISTOL-MYERS SQUIBB COCELG-RI6,432$297,7220.10%
206GE VERNOVA INCGEV560$296,3240.10%
207ARISTA NETWORKS INCANET2,894$296,0850.10%
208MURPHY OIL CORPMUR13,155$295,9880.10%
209VANGUARD INDEX FDS9229087511,248$295,7610.10%
2103M COMMM1,902$289,4990.09%
211RADNET INCRDNT5,080$289,1030.09%
212LAM RESEARCH CORPLRCX2,967$288,8140.09%
213GARTNER INCIT713$288,2090.09%
214BOEING COBA-PA1,360$284,9610.09%
215HOWMET AEROSPACE INCHWM1,506$280,3120.09%
216VERIZON COMMUNICATIONS INCVZ6,475$280,1620.09%
217TRACTOR SUPPLY COTSCO5,229$275,9340.09%
218EVERSOURCE ENERGYES4,334$275,7380.09%
219MEDTRONIC PLCMDT3,162$275,6320.09%
220MARVELL TECHNOLOGY INCMRVL3,558$275,3890.09%
221ROSS STORES INCROST2,148$274,0420.09%
222CHURCH & DWIGHT CO INCCHD2,826$271,6070.09%
223PARKER-HANNIFIN CORPPH388$271,0060.09%
224CAPITAL ONE FINL CORP14040H1051,259$267,8650.09%
225TARGET CORPTGT2,687$265,0730.09%
226FORTINET INCFTNT2,463$260,3880.09%
227HILTON WORLDWIDE HLDGS INCHLT963$256,4850.08%
228ALLIANT ENERGY CORPLNT4,238$256,2720.08%
229EMERSON ELEC COEMR1,909$254,5270.08%
230LOCKHEED MARTIN CORPLMT543$251,4850.08%
231MCKESSON CORPMCK334$244,7490.08%
232AMETEK INCAME1,339$242,3100.08%
233MSCI INCMSCI418$241,0770.08%
234VULCAN MATLS CO929160109923$240,7370.08%
235ADOBE INCADBE621$240,2520.08%
236AMGEN INCAMGN859$239,8670.08%
237ADVANCED MICRO DEVICES INCAMD1,687$239,3850.08%
238FREEPORT-MCMORAN INCFCX5,512$238,9450.08%
239CASEYS GEN STORES INC147528103467$238,2960.08%
240ISHARES TR46434V6135,151$238,1310.08%
241DELTA AIR LINES INC DELDAL4,839$237,9820.08%
242NOVO-NORDISK A SNONOF3,439$237,3600.08%
243ARCH CAP GROUP LTDG0450A1052,592$236,0020.08%
244SYSCO CORPSYY3,084$233,5940.08%
245SEMPRASREA3,073$232,8410.08%
246ISHARES TR4642873092,092$230,3290.08%
247CONOCOPHILLIPSCOP2,566$230,2730.08%
248ASTRAZENECA PLCAZN3,282$229,3340.08%
249ISHARES TR4642875981,167$226,6660.07%
250WASTE MGMT INC DEL94106L109985$225,3880.07%
251US BANCORP DELUSB-PS4,940$223,5350.07%
252BROWN & BROWN INCBRO1,982$219,7440.07%
253HOULIHAN LOKEY INCHLI1,221$219,7190.07%
254PNC FINL SVCS GROUP INC6934751051,141$212,7050.07%
255SCHLUMBERGER LTDSLB6,166$208,4080.07%
256SONY GROUP CORPSNEJF7,921$206,1840.07%
257CENCORA INCCOR687$205,9970.07%
258INVESCO EXCHANGE TRADED FD TIVZ5,039$204,9360.07%
259ISHARES TR4642874992,205$202,7940.07%
260ISHARES TR4642884141,924$201,0200.07%
261BANCO SANTANDER S.A.BCDRF22,257$184,7330.06%
262LLOYDS BANKING GROUP PLCLLOBF16,415$69,7640.02%
263COTY INCCOTY13,486$62,7100.02%