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Jonathan Ameen

Impact Capital Partners Llc

Assets Managed
$366.526M
Holdings
283
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.87%(2Q avg: 4.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Impact Capital Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Impact Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 366.526M in assets, with a quarterly growth rate of 10.87% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Jonathan Ameen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.57%
4.88%
$17.886M
61,811 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.93%
4.62%
$16.929M
84,609 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.58%
3.71%
$13.584M
36,417 shares@ $373.03 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1%
3.38%
$12.368M
32,741 shares@ $377.75 avg price
DDWM
Wisdomtree Dy Cur Hdg Intl
Recent Activity
Increased 4.94%
3.06%
$11.183M
242,152 shares@ $46.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.33%
2.6%
$9.521M
26,643 shares@ $357.38 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 19.26%
1.93%
$7.069M
138,480 shares@ $51.06 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.28%
1.88%
$6.887M
46,966 shares@ $146.64 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.19%
1.8%
$6.594M
20,144 shares@ $327.33 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.88%
1.76%
$6.445M
25,378 shares@ $253.97 avg price

1-10 of 283