Stock Taper

IMPACT CAPITAL PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
TransDigm Group IncorporatedTDG156$207.8K
Monolithic Power Systems, Inc.MPWR162$223.94K
Comfort Systems USA, Inc.FIX217$430.08K
Sandisk CorporationSNDK227$516.14K
NewMarket CorporationNEU282$223.13K
McKesson CorporationMCK361$272.77K
Sterling Infrastructure, Inc.STRL371$311.4K
Parker-Hannifin CorporationPH382$373.64K
AppLovin CorporationAPP390$200.94K
MSCI Inc.MSCI462$258.74K
Carpenter Technology CorporationCRS479$295.47K
FabrinetFN483$271.49K
Quanta Services, Inc.PWR499$359.3K
ASML Holding N.V.ASML512$1.02M
United Rentals, Inc.URI529$599.3K
Lockheed Martin CorporationLMT538$274.09K
Watsco, Inc.WSO547$227.95K
S&P Global Inc.SPGI575$234.17K
Intuitive Surgical, Inc.ISRG598$237.81K