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Portfolio (Quarterly) Guide ↗

Impact Partnership Wealth, LLC

· CIK 0001984555
13F Portfolio $1.0B AUM 456 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 136 New 218 Added 66 Reduced 60 Exited
Page 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 6,853.0 $507K 0.05% +2K +36.6% $74.04 +0.6%
162 TXG 10X GENOMICS INC Healthcare 13,209.0 $506K 0.05% +3K +27.0% $38.34 +45.1%
163 FE FIRSTENERGY CORP Utilities 10,639.0 $506K 0.05% +4K +64.7% $47.54 -0.6%
164 EXLS EXLSERVICE HLDGS INC Technology 19,367.0 $501K 0.05% +3K +15.3% $25.86 +37.2%
165 NOW SERVICENOW INC Technology 5,000.0 $496K 0.05% +2K +47.3% $99.28 +20.4%
166 PEGA PEGASYSTEMS INC Technology 16,538.0 $496K 0.05% +3K +21.4% $29.97 +8.4%
167 U UNITY SOFTWARE INC Technology 17,264.0 $493K 0.05% +6K +57.0% $28.58 +63.5%
168 IWF ISHARES TR 3,973.0 $493K 0.05% +3K +325.8% $124.17 -0.9%
169 KEY KEYCORP Financial Services 21,331.0 $492K 0.05% +8K +54.8% $23.05 -1.1%
170 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,954.0 $488K 0.05% +606.0 +45.0% $249.98 -3.0%
171 COIN COINBASE GLOBAL INC Financial Services 3,266.0 $477K 0.05% +901.0 +38.1% $146.19 +0.0%
172 UNP UNION PAC CORP Industrials 1,746.0 $475K 0.05% +209.0 +13.6% $272.00 +9.8%
173 NTNX NUTANIX INC Technology 9,308.0 $474K 0.05% +2K +35.9% $50.96 +29.2%
174 AMCOR PLC 10,693.0 $464K 0.04% +5K +76.0% $43.35
175 IOT SAMSARA INC Technology 14,188.0 $460K 0.04% +4K +37.9% $32.43 +22.0%
176 ATEN A10 NETWORKS INC Technology 12,201.0 $456K 0.04% +2K +15.4% $37.36 -28.8%
177 SNPS SYNOPSYS INC Technology 1,001.0 $447K 0.04% +283.0 +39.4% $446.07 -9.3%
178 WEC WEC ENERGY GROUP INC Utilities 3,802.0 $444K 0.04% +32.0 +0.8% $116.78 -4.9%
179 RTX RTX CORPORATION Industrials 2,267.0 $430K 0.04% +266.0 +13.3% $189.73 +18.8%
180 VB VANGUARD INDEX FDS 1,416.0 $429K 0.04% +210.0 +17.4% $303.17 +0.2%
Page 9 of 11  ·  218 positions

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
Financial Services 39.8%
Technology 23.7%
Consumer Cyclical 7.3%
Healthcare 6.6%
Industrials 6.2%
Energy 5.0%
Consumer Defensive 4.0%
Communication Services 3.4%
Real Estate 1.5%
Basic Materials 1.4%