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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OMF ONEMAIN HLDGS INC Financial Services 3,911.0 $238K 0.02% NEW $60.96 +6.2%
102 POOL POOL CORP Industrials 1,100.0 $236K 0.02% NEW $214.91 -12.8%
103 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,031.0 $232K 0.02% NEW $23.13 -13.4%
104 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,909.0 $230K 0.02% NEW $38.96 +5.6%
105 GAP GAP INC Consumer Cyclical 12,261.0 $229K 0.02% NEW $18.68 +7.5%
106 SOXL DIREXION SHARES ETF TRUST 850.0 $227K 0.02% NEW $266.71 -51.6%
107 COLB COLUMBIA BKG SYS INC Financial Services 7,039.0 $226K 0.02% NEW $32.05 +0.3%
108 VCIT VANGUARD SCOTTSDALE FDS 2,723.0 $225K 0.02% NEW $82.64 -1.9%
109 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,512.0 $223K 0.02% NEW $88.61 -32.2%
110 TDY TELEDYNE TECHNOLOGIES INC Technology 333.0 $222K 0.02% NEW $666.90 -0.3%
111 THO THOR INDS INC Consumer Cyclical 2,945.0 $221K 0.02% NEW $75.16 +3.5%
112 FNB F N B CORP Financial Services 11,557.0 $221K 0.02% NEW $19.08 +0.7%
113 FBCG FIDELITY COVINGTON TRUST 3,533.0 $219K 0.02% NEW $62.11 -0.4%
114 WFC WELLS FARGO & CO Financial Services 2,639.0 $218K 0.02% NEW $82.65 +5.8%
115 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,722.0 $217K 0.02% NEW $28.11 +1.3%
116 VGSH VANGUARD SCOTTSDALE FDS 3,708.0 $216K 0.02% NEW $58.20 -0.1%
117 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,266.0 $213K 0.02% NEW $168.54 -8.5%
118 REX REX AMERICAN RES CORP Basic Materials 4,661.0 $210K 0.02% NEW $45.15 -2.3%
119 ALAI THE ALGER ETF TRUST 4,582.0 $209K 0.02% NEW $45.64 -1.7%
120 LKQ LKQ CORP Consumer Cyclical 7,931.0 $209K 0.02% NEW $26.33 -4.5%
Page 6 of 7  ·  136 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%