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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 385.0 $209K 0.02% NEW $541.83 -4.3%
122 DLB DOLBY LABORATORIES INC Technology 3,959.0 $208K 0.02% NEW $52.58 +16.2%
123 CHRD CHORD ENERGY CORPORATION Energy 1,811.0 $207K 0.02% NEW $114.29 +25.9%
124 PGRI FRANKLIN TEMPLETON ETF TR 7,479.0 $206K 0.02% NEW $27.57 -2.0%
125 CAG CONAGRA BRANDS INC Consumer Defensive 15,285.0 $206K 0.02% NEW $13.46 +15.3%
126 FXO FIRST TR EXCHANGE-TRADED FD 3,290.0 $205K 0.02% NEW $62.46 +6.0%
127 ACI ALBERTSONS COMPANIES INC Consumer Defensive 15,129.0 $205K 0.02% NEW $13.53 -9.8%
128 LW LAMB WESTON HLDGS INC Consumer Defensive 4,703.0 $203K 0.02% NEW $43.18 +20.4%
129 MSM MSC INDL DIRECT INC Industrials 1,688.0 $201K 0.02% NEW $118.97 +3.0%
130 IUSB ISHARES TR 4,351.0 $201K 0.02% NEW $46.15 -1.6%
131 PB PROSPERITY BANCSHARES INC Financial Services 2,745.0 $200K 0.02% NEW $73.02 +1.8%
132 NOV NOV INC Energy 10,663.0 $198K 0.02% NEW $18.55 +13.2%
133 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 18,696.0 $198K 0.02% NEW $10.57 +3.8%
134 ADT ADT INC DEL Industrials 30,315.0 $197K 0.02% NEW $6.50 +11.1%
135 HUN HUNTSMAN CORP Basic Materials 14,164.0 $150K 0.01% NEW $10.62 -5.4%
136 EXPI AGNT INC Real Estate 10,324.0 $56K 0.01% NEW $5.41 -1.7%
Page 7 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%