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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 Q4 2025 · Filed January 7, 2026 · Accession 0001951757-26-000022

Total Value
$337.2M
Positions
272
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT40,800$19.7M5.85%
2NVIDIA CORPORATIONNVDA83,022$15.5M4.59%
3APPLE INCAAPL52,066$14.2M4.20%
4BROADCOM INCAVGO36,947$12.8M3.79%
5WISDOMTREE TRWT200,163$8.7M2.58%
6PROCTER AND GAMBLE CO74271810946,563$6.7M1.98%
7JPMORGAN CHASE & CO.VYLD20,337$6.6M1.94%
8ABBVIE INCABBV26,979$6.2M1.83%
9AMAZON COM INCAMZN26,318$6.1M1.80%
10ISHARES TR46429B655114,260$5.8M1.72%
11ORACLE CORPORCL-PD29,495$5.7M1.70%
12ALPHABET INCGOOG17,214$5.4M1.60%
13JOHNSON & JOHNSONJNJ25,467$5.3M1.56%
14ISHARES TR46428722648,865$4.9M1.45%
15ISHARES TR46434V44989,410$4.3M1.27%
16IBEX LTDIBEX108,491$4.1M1.23%
17COCA COLA COKO58,744$4.1M1.22%
18ONEMAIN HLDGS INCOMF59,752$4.0M1.20%
19ALPHABET INCGOOG12,653$4.0M1.18%
20ANALOG DEVICES INCADI13,408$3.6M1.08%
21HOME DEPOT INCHD10,316$3.5M1.05%
22META PLATFORMS INCMETA5,232$3.5M1.02%
23VISA INCV9,011$3.2M0.94%
24MCDONALDS CORPMCD10,295$3.1M0.93%
25ABBOTT LABSABLZF24,060$3.0M0.89%
26EXXON MOBIL CORPXOM24,737$3.0M0.88%
27BLACKROCK INCBLK2,709$2.9M0.86%
28PHILIP MORRIS INTL INC71817210917,632$2.8M0.84%
29BERKSHIRE HATHAWAY INC DELBRK-A5,554$2.8M0.83%
30ISHARES TR4642872003,962$2.7M0.80%
31SPDR S&P 500 ETF TRSPY3,979$2.7M0.80%
32TESLA INCTSLA5,919$2.7M0.79%
33WISDOMTREE TRWT63,151$2.6M0.78%
34SPDR SERIES TRUST78464A37577,037$2.6M0.77%
35LINDE PLCLIN5,524$2.4M0.70%
36CHEVRON CORP NEWCVX15,362$2.3M0.69%
37UNITEDHEALTH GROUP INCUNH6,829$2.3M0.67%
38AUTOMATIC DATA PROCESSING INADP8,390$2.2M0.64%
39UNION PAC CORPUNP9,206$2.1M0.63%
40PROLOGIS INC.PLDGP16,064$2.1M0.61%
41HONEYWELL INTL INC4385161069,868$1.9M0.57%
42VANGUARD INDEX FDS9229087695,575$1.9M0.55%
43ELI LILLY & COLLY1,710$1.8M0.54%
44VANGUARD SPECIALIZED FUNDS9219088448,304$1.8M0.54%
45CSX CORPCSX50,068$1.8M0.54%
46TAIWAN SEMICONDUCTOR MFG LTD8740391005,792$1.8M0.52%
47REPUBLIC SVCS INC7607591008,265$1.8M0.52%
48WISDOMTREE TRWT21,296$1.7M0.51%
49CHUBB LIMITEDCB5,500$1.7M0.51%
50MARSH & MCLENNAN COS INC5717481028,890$1.6M0.49%
51TJX COS INC NEW87254010910,710$1.6M0.49%
52JANUS DETROIT STR TR47103U85234,826$1.6M0.47%
53COSTCO WHSL CORP NEW22160K1051,753$1.5M0.45%
54WALMART INCWMT12,623$1.4M0.42%
55VANGUARD INDEX FDS9229086294,644$1.3M0.40%
56PEPSICO INCPEP9,240$1.3M0.39%
57MASTERCARD INCORPORATEDMA2,307$1.3M0.39%
58HENRY JACK & ASSOC INC4262811017,011$1.3M0.38%
59TRANE TECHNOLOGIES PLCTT3,208$1.2M0.37%
60MERCK & CO INCMRK11,537$1.2M0.36%
61ISHARES TR46428746512,422$1.2M0.35%
62PHILLIPS 66PSX9,197$1.2M0.35%
63WISDOMTREE TRWT23,107$1.2M0.34%
64NEXTERA ENERGY INCNEE-PW14,443$1.2M0.34%
65SIMPSON MFG INC8290731056,594$1.1M0.32%
66CATERPILLAR INCCAT1,824$1.0M0.31%
67DTE ENERGY CODTK8,086$1.0M0.31%
68WATTS WATER TECHNOLOGIES INCWTS3,728$1.0M0.31%
69EMCOR GROUP INCEME1,681$1.0M0.30%
70INTERACTIVE BROKERS GROUP IN45841N10715,750$1.0M0.30%
71VERTEX PHARMACEUTICALS INCVRTX2,226$1.0M0.30%
72NETFLIX INCNFLX10,672$1.0M0.30%
73ACCENTURE PLC IRELANDACN3,709$995,1250.30%
74PRIMERICA INCPRI3,827$988,7440.29%
75LPL FINL HLDGS INC50212V1002,767$988,2890.29%
76VANGUARD BD INDEX FDS92193783513,329$987,2790.29%
77VANGUARD INDEX FDS9229087445,075$969,2740.29%
78AMERICAN ELEC PWR CO INC0255371018,405$969,1810.29%
79CROWDSTRIKE HLDGS INCCRWD1,960$918,7700.27%
80BERKLEY W R CORPWRB-PH13,033$913,8740.27%
81FTI CONSULTING INCFCN5,211$890,1950.26%
82GE AEROSPACE3696043012,831$872,0330.26%
83WISDOMTREE TRWT9,697$867,2030.26%
84ISHARES TR46432F8429,558$855,0510.25%
85ACUSHNET HLDGS CORPGOLF10,710$854,8720.25%
86ISHARES TR4642876553,436$845,8060.25%
87SPDR S&P MIDCAP 400 ETF TRMDY1,345$811,4120.24%
88TE CONNECTIVITY PLCTEL3,451$785,1370.23%
89UBS GROUP AGUBS16,753$775,8310.23%
90ISHARES TR4642876141,620$766,7460.23%
91MOELIS & COMC11,148$766,3140.23%
92BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.22%
93VANGUARD INDEX FDS9229083631,202$753,8100.22%
94SCHWAB STRATEGIC TR80852420127,985$753,0850.22%
95TELEDYNE TECHNOLOGIES INCTDY1,473$752,3050.22%
96RBC BEARINGS INCRBC1,674$750,6720.22%
97ALLEGION PLCALLE4,682$745,4680.22%
98GOLDMAN SACHS GROUP INCGSCE840$738,3600.22%
99ZURN ELKAY WATER SOLNS CORP98983L10815,861$737,3780.22%
100SHOPIFY INCSHOP4,468$719,2140.21%
101ROLLINS INCROL11,965$718,1390.21%
102ILLINOIS TOOL WKS INC4523081092,848$701,5080.21%
103PALANTIR TECHNOLOGIES INCPLTR3,933$699,0910.21%
104INSTALLED BLDG PRODS INC45780R1012,627$681,4180.20%
105AMPHENOL CORP NEW0320951014,995$675,0530.20%
106NEXSTAR MEDIA GROUP INCNXST3,288$667,6280.20%
107LOWES COS INC5486611072,764$666,5660.20%
108EOG RES INCEOG6,345$666,3080.20%
109MORGAN STANLEYMS-PQ3,741$664,1400.20%
110TORO COTORO8,287$652,3530.19%
111COOPER COS INC2166485017,844$642,8940.19%
112NORDSON CORPNDSN2,635$633,5460.19%
113STRYKER CORPORATIONSYK1,779$625,3270.19%
114LANDSTAR SYS INCLSTR4,325$621,5020.18%
115GRACO INCGGG7,462$611,6730.18%
116CISCO SYS INCCSCO7,916$609,7720.18%
117VANGUARD INDEX FDS9229087361,230$600,0680.18%
118BANK AMERICA CORP06050510410,895$599,2250.18%
119UL SOLUTIONS INCULS7,537$594,3680.18%
120RLI CORPRLI9,082$581,0660.17%
121AMERICAN EXPRESS COAXP1,564$578,6020.17%
122THERMO FISHER SCIENTIFIC INCTMO978$566,7020.17%
123BENTLEY SYS INCBSY14,616$557,8200.17%
124VANGUARD STAR FDS9219097687,345$554,1160.16%
125DEERE & CODE1,170$544,7170.16%
126FIRST HAWAIIAN INCFHB21,492$543,7480.16%
127AUTODESK INCADSK1,832$542,2900.16%
128ROSS STORES INCROST2,985$537,7180.16%
129LENNOX INTL INC5261071071,086$527,3400.16%
130ISHARES TR4642874995,460$525,6340.16%
131SERVICETITAN INCTTAN4,925$524,5120.16%
132PROGRESSIVE CORP7433151032,294$522,3900.15%
133OREILLY AUTOMOTIVE INC67103H1075,679$517,9820.15%
134AXON ENTERPRISE INCAXON911$517,3840.15%
135KADANT INCKAI1,815$517,3110.15%
136VANGUARD SCOTTSDALE FDS92206C6804,224$514,2720.15%
137LAM RESEARCH CORPLRCX2,972$508,7660.15%
138APPLIED MATLS INC0382221051,972$506,7990.15%
139VANGUARD INTL EQUITY INDEX F9220428589,362$503,3080.15%
140EQUIFAX INCEFX2,306$500,3560.15%
141JANUS DETROIT STR TR47103U8459,870$499,2430.15%
142SERVICENOW INCNOW3,232$495,1100.15%
143ASML HOLDING N VASMLF460$492,1360.15%
144RTX CORPORATIONRTX2,647$485,4600.14%
145CHIPOTLE MEXICAN GRILL INCCMG13,026$481,9620.14%
146DT MIDSTREAM INCDTM3,997$478,3610.14%
147KIMBERLY-CLARK CORPKMB4,739$478,1180.14%
148MURPHY OIL CORPMUR15,143$473,2190.14%
149LCI INDS50189K1033,819$463,3970.14%
150QUALCOMM INCQCOM2,690$460,1520.14%
151SCHWAB CHARLES CORPSCHW-PJ4,594$458,9870.14%
152SCHWAB STRATEGIC TR80852479716,724$458,7350.14%
153ISHARES TR4642875982,180$458,5410.14%
154THOR INDS INC8851601014,453$457,1900.14%
155JOHNSON CTLS INTL PLCG515021053,755$449,6610.13%
156SAIA INCSAIA1,368$446,6790.13%
157DONALDSON INCDCI5,026$445,6050.13%
158BJS WHSL CLUB HLDGS INC05550J1014,881$439,4360.13%
159CORVEL CORPCRVL6,479$438,4340.13%
160MARTIN MARIETTA MATLS INC573284106696$433,3710.13%
161ARTISAN PARTNERS ASSET MGMT04316A10810,495$427,5660.13%
162WATSCO INCWSO-B1,259$424,2200.13%
163BEST BUY INCBBY6,336$424,0680.13%
164INTUITIVE SURGICAL INCISRG744$421,3720.12%
165OLLIES BARGAIN OUTLET HLDGS6811161093,827$419,4770.12%
166AT&T INCT-PC16,798$417,2720.12%
167UNITED RENTALS INCURI512$414,3720.12%
168MANHATTAN ASSOCIATES INCMANH2,383$412,9980.12%
169HILTON WORLDWIDE HLDGS INCHLT1,421$408,1820.12%
170BANCFIRST CORPBANFP3,842$407,3290.12%
171MICRON TECHNOLOGY INCMU1,423$406,1380.12%
172WELLS FARGO CO NEW9497461014,339$404,3950.12%
173UFP INDUSTRIES INCUFPI4,441$404,3530.12%
174ZEBRA TECHNOLOGIES CORPORATIZBRA1,594$387,0550.11%
175UBER TECHNOLOGIES INCUBER4,650$379,9520.11%
176GE VERNOVA INCGEV581$379,7240.11%
177L3HARRIS TECHNOLOGIES INCLHX1,284$376,8400.11%
178STIFEL FINL CORP8606301023,001$375,7850.11%
179INTERNATIONAL BUSINESS MACHSINTR1,266$375,0020.11%
180TRIMBLE INCTRMB4,785$374,9050.11%
181ARISTA NETWORKS INCANET2,830$370,8150.11%
182VANGUARD TAX-MANAGED FDS9219438585,927$370,2600.11%
183BRIGHT HORIZONS FAM SOL IN D1091941003,636$368,6900.11%
184CRANE COMPANYCR1,992$367,3850.11%
185RADNET INCRDNT5,089$363,1000.11%
186YUM BRANDS INCYUM2,385$360,7350.11%
187ISHARES INC46434G1035,359$360,2100.11%
188ROCKWELL AUTOMATION INCROK923$359,1410.11%
189ADVANCED MICRO DEVICES INCAMD1,676$358,9320.11%
190SEAGATE TECHNOLOGY HLDNGS PLSE1,298$357,4560.11%
191HOWMET AEROSPACE INCHWM1,733$355,3000.11%
192SALESFORCE INCCRM1,341$355,2440.11%
193SCHWAB STRATEGIC TR80852460712,452$354,6440.11%
194S&P GLOBAL INCSPGI668$349,1890.10%
195PARKER-HANNIFIN CORPPH394$346,3100.10%
196DISNEY WALT CO2546871062,988$339,9450.10%
197POOL CORPPOOL1,476$337,6350.10%
198ISHARES TR4642884143,137$336,0040.10%
199J P MORGAN EXCHANGE TRADED F46641Q6546,571$334,7270.10%
200AIR PRODS & CHEMS INCAIIR1,355$334,7080.10%
201SITEONE LANDSCAPE SUPPLY INCSITE2,658$331,0800.10%
202VANGUARD SCOTTSDALE FDS92206C7143,580$330,4340.10%
203INTEL CORPINTC8,831$325,8540.10%
204MARVELL TECHNOLOGY INCMRVL3,823$324,8790.10%
205ASTRAZENECA PLCAZN3,524$323,9790.10%
206VULCAN MATLS CO9291601091,131$322,5840.10%
207VANGUARD INDEX FDS9229087511,241$320,1580.09%
208BOSTON SCIENTIFIC CORPBSX3,298$314,4640.09%
209ALTRIA GROUP INCMO5,452$314,3620.09%
210EATON CORP PLCETN983$313,0950.09%
211COMCAST CORP NEWCCZ10,391$310,5870.09%
212INTUITINTU463$306,7000.09%
213EXPONENT INCEXPO4,384$304,5130.09%
214VERIZON COMMUNICATIONS INCVZ7,421$302,2630.09%
215ARCH CAP GROUP LTDG0450A1053,151$302,2440.09%
216COPART INCCPRT7,687$300,9460.09%
217ISHARES GOLD TRIAU3,687$299,2740.09%
218BOEING COBA-PA1,369$297,2370.09%
219UNIVERSAL DISPLAY CORPOLED2,542$296,8550.09%
220CINTAS CORPCTAS1,566$294,5260.09%
2213M COMMM1,837$294,0600.09%
222EVERSOURCE ENERGYES4,351$292,9580.09%
223PFIZER INCPFE11,756$292,7240.09%
224FREEPORT-MCMORAN INCFCX5,755$292,2960.09%
225CASEYS GEN STORES INC147528103520$287,4090.09%
226ISHARES TR4642872345,209$284,9840.08%
227TEXAS INSTRS INC8825081041,640$284,5240.08%
228CAPITAL ONE FINL CORP14040H1051,159$280,8950.08%
229AMETEK INCAME1,363$279,8460.08%
230FEDEX CORPFDX967$279,3280.08%
231BOOKING HOLDINGS INCBKNG52$278,4770.08%
232PALO ALTO NETWORKS INCPANW1,499$276,1160.08%
233AMGEN INCAMGN836$273,6780.08%
234COLGATE PALMOLIVE COCL3,454$272,9350.08%
235MCKESSON CORPMCK332$272,3360.08%
236WESTERN DIGITAL CORPWDC1,550$267,0180.08%
237ALLIANT ENERGY CORPLNT4,083$265,4360.08%
238BANCO SANTANDER SABCDRF22,395$262,6930.08%
239ISHARES TR4642873092,124$261,8040.08%
240HAMILTON LANE INCHLNE1,945$261,2330.08%
241TRACTOR SUPPLY COTSCO5,213$260,7020.08%
242CONOCOPHILLIPSCOP2,774$259,6740.08%
243NEWMARKET CORPNEU377$259,0970.08%
244CARDINAL HEALTH INCCAH1,256$258,1080.08%
245ISHARES TR46434V6135,535$257,5990.08%
246ISHARES TR4642886204,914$254,3980.08%
247LOCKHEED MARTIN CORPLMT522$252,4760.07%
248EMERSON ELEC COEMR1,900$252,1680.07%
249NORFOLK SOUTHN CORP655844108865$249,7430.07%
250SAP SESAPGF1,028$249,7110.07%
251ISHARES TR4642885882,589$246,5250.07%
252CENCORA INCCOR711$240,1400.07%
253BRISTOL-MYERS SQUIBB COCELG-RI4,363$235,3440.07%
254CITIGROUP INCC-PR2,013$234,8970.07%
255MEDPACE HLDGS INCMEDP405$227,4680.07%
256MONGODB INCMDB536$224,9540.07%
257MSCI INCMSCI388$222,6070.07%
258BROWN & BROWN INCBRO2,776$221,2470.07%
259KLA CORPKLAC182$221,1610.07%
260WASTE MGMT INC DEL94106L1091,001$219,9300.07%
261APPLOVIN CORPAPP324$218,3180.06%
262PACCAR INCPCAR1,978$216,6110.06%
263INVESCO QQQ TRIVZ350$215,0080.06%
264ENTERGY CORP NEWENO2,308$213,3280.06%
265HUBSPOT INCHUBS528$211,8860.06%
266CHOICE HOTELS INTL INC1699051062,189$208,5240.06%
267OLD DOMINION FREIGHT LINE INODFL1,328$208,2300.06%
268STARBUCKS CORPSBUX2,455$206,7360.06%
269GILEAD SCIENCES INCGILD1,666$204,4850.06%
270LABCORP HOLDINGS INCLH801$200,9550.06%
271LIBERTY MEDIA CORP DELFWONB2,039$200,8620.06%
272LLOYDS BANKING GROUP PLCLLOBF16,239$86,0670.03%