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Portfolio (Quarterly) Guide ↗

Impact Partnership Wealth, LLC

· CIK 0001984555
13F Portfolio $810M AUM 365 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New 163 Added 92 Reduced 93 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDDY GODADDY INC Technology 7,906.0 $654K 0.08% NEW $82.67 -6.8%
22 LSTR LANDSTAR SYS INC Industrials 4,064.0 $652K 0.08% NEW $160.32 +29.4%
23 NEU NEWMARKET CORP Basic Materials 955.0 $612K 0.08% NEW $640.96 +21.7%
24 SAM BOSTON BEER INC Consumer Defensive 2,514.0 $579K 0.07% NEW $230.40 -23.6%
25 WU WESTERN UN CO Financial Services 65,998.0 $576K 0.07% NEW $8.73 -18.4%
26 EPAM EPAM SYS INC Technology 4,246.0 $575K 0.07% NEW $135.40 -43.4%
27 VSNT VERSANT MEDIA GROUP INC Industrials 15,255.0 $565K 0.07% NEW $37.02 +3.2%
28 DOCU DOCUSIGN INC Technology 11,850.0 $562K 0.07% NEW $47.41 -8.3%
29 MRK MERCK & CO INC Healthcare 4,578.0 $551K 0.07% NEW $120.28 -5.3%
30 CART MAPLEBEAR INC Consumer Cyclical 14,658.0 $549K 0.07% NEW $37.46 +18.9%
31 AIZ ASSURANT INC Financial Services 2,520.0 $549K 0.07% NEW $217.82 +19.3%
32 DOX AMDOCS LTD Technology 8,189.0 $534K 0.07% NEW $65.26 -21.1%
33 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,899.0 $530K 0.07% NEW $89.83 -1.7%
34 EXLS EXLSERVICE HLDGS INC Technology 16,792.0 $511K 0.06% NEW $30.45 -14.8%
35 DXC DXC TECHNOLOGY CO Technology 39,750.0 $500K 0.06% NEW $12.57 -31.6%
36 SNDR SCHNEIDER NATIONAL INC Industrials 18,530.0 $488K 0.06% NEW $26.36 +35.4%
37 GLOB GLOBANT S A Technology 10,545.0 $486K 0.06% NEW $46.11 -33.3%
38 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,278.0 $463K 0.06% NEW $203.18 +7.5%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 2,720.0 $450K 0.06% NEW $165.36 +7.9%
40 TAXX BONDBLOXX ETF TRUST 8,821.0 $446K 0.06% NEW $50.56 +0.2%
Page 2 of 5  ·  94 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 48.1%
Technology 20.2%
Healthcare 6.4%
Consumer Cyclical 5.1%
Energy 5.1%
Industrials 4.4%
Communication Services 3.5%
Consumer Defensive 3.4%
Basic Materials 1.5%
Real Estate 1.5%