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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 10 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 7,285.0 $568K 0.07% -3K -32.1% $78.03 -15.0%
182 VSNT VERSANT MEDIA GROUP INC Industrials 15,255.0 $565K 0.07% NEW $37.02 +3.2%
183 DOCU DOCUSIGN INC Technology 11,850.0 $562K 0.07% NEW $47.41 -8.3%
184 DUK DUKE ENERGY CORP NEW Utilities 4,287.0 $561K 0.07% -1K -19.2% $130.94 -5.4%
185 MRK MERCK & CO INC Healthcare 4,578.0 $551K 0.07% NEW $120.28 -5.3%
186 SEIC SEI INVTS CO Financial Services 7,011.0 $550K 0.07% +810.0 +13.1% $78.47 +14.0%
187 CART MAPLEBEAR INC Consumer Cyclical 14,658.0 $549K 0.07% NEW $37.46 +18.9%
188 AIZ ASSURANT INC Financial Services 2,520.0 $549K 0.07% NEW $217.82 +19.3%
189 OKE ONEOK INC NEW Energy 5,994.0 $542K 0.07% -2K -21.7% $90.39 -5.9%
190 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,920.0 $541K 0.07% -3K -24.0% $60.65 -11.0%
191 IVW ISHARES TR 4,778.0 $540K 0.07% +2K +55.9% $113.11 +22.0%
192 DOX AMDOCS LTD Technology 8,189.0 $534K 0.07% NEW $65.26 -21.1%
193 WFRD WEATHERFORD INTL PLC Energy 5,624.0 $532K 0.07% -447.0 -7.4% $94.58 -3.1%
194 EBAY EBAY INC. Consumer Cyclical 5,839.0 $531K 0.07% -33.0 -0.6% $91.02 +18.9%
195 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,899.0 $530K 0.07% NEW $89.83 -1.7%
196 FTGS FIRST TR EXCHANGE-TRADED FD 15,272.0 $520K 0.06% -907.0 -5.6% $34.05 +8.6%
197 IVE ISHARES TR 2,442.0 $516K 0.06% +865.0 +54.9% $211.13 +7.2%
198 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,047.0 $515K 0.06% +6.0 +0.6% $491.53 -5.5%
199 THG HANOVER INS GROUP INC Financial Services 2,961.0 $513K 0.06% +457.0 +18.2% $173.37 +14.2%
200 EXLS EXLSERVICE HLDGS INC Technology 16,792.0 $511K 0.06% NEW $30.45 -14.8%
Page 10 of 19  ·  363 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%