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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 Chg Shares Chg % Period Price ① Since Period ①
1 ESGV VANGUARD WORLD FD 499,729.0 $56.1M 23.84% -11K -2.1% $112.27 +18.1%
2 ESGU ISHARES TR 261,453.0 $37.0M 15.71% -28K -9.6% $141.42 +15.8%
3 MUB ISHARES TR 67,402.0 $7.2M 3.04% -13K -16.2% $106.15 +0.5%
4 AMAT APPLIED MATLS INC Technology 2,492.0 $852K 0.36% -298.0 -10.7% $341.79 +33.0%
5 ABBV ABBVIE INC Healthcare 1,761.0 $383K 0.16% -345.0 -16.4% $217.48 -2.3%
6 IVV ISHARES TR 579.0 $378K 0.16% -12.0 -2.0% $653.21 +15.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.4%
Healthcare 15.0%
Financial Services 10.2%
Industrials 6.4%
Communication Services 5.6%
Consumer Cyclical 4.4%