Portfolio (Quarterly) Guide ↗

IMPACTfolio, LLC

· CIK 0001896447

13F Portfolio $235M AUM 35 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 13 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SGOV	ISHARES TR	—	2,551	$256K	0.11%	SOLD
2	PLD	PROLOGIS INC.	Real Estate	1,626	$208K	0.09%	SOLD

Sector Allocation

Technology 58.4%

Healthcare 15.0%

Financial Services 10.2%

Industrials 6.4%

Communication Services 5.6%

Consumer Cyclical 4.4%