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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 10 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NET CLOUDFLARE INC Technology 3,007.0 $738K 0.07% +907.0 +43.2% $245.28 +19.1%
182 ITW ILLINOIS TOOL WKS INC Industrials 2,721.0 $736K 0.07% NEW $270.43 +5.1%
183 LSTR LANDSTAR SYS INC Industrials 3,556.0 $735K 0.07% -508.0 -12.5% $206.80 -10.5%
184 KO COCA COLA CO Consumer Defensive 9,048.0 $735K 0.07% +1K +13.7% $81.27 +11.2%
185 TFC TRUIST FINL CORP Financial Services 14,664.0 $731K 0.07% NEW $49.82 +2.3%
186 PSA PUBLIC STORAGE Real Estate 2,292.0 $729K 0.07% +2K +194.6% $318.25 +2.2%
187 RRC RANGE RES CORP Energy 19,583.0 $728K 0.07% NEW $37.19 +8.4%
188 SPMO INVESCO EXCH TRADED FD TR II 4,497.0 $727K 0.07% NEW $161.56 -8.2%
189 THG HANOVER INS GROUP INC Financial Services 3,390.0 $726K 0.07% +429.0 +14.5% $214.13 +2.2%
190 CAT CATERPILLAR INC Industrials 678.0 $722K 0.07% +63.0 +10.2% $1065.30 -23.4%
191 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,224.0 $722K 0.07% +946.0 +41.5% $223.93 +23.8%
192 IEMG ISHARES INC 8,647.0 $716K 0.07% -220.0 -2.5% $82.84 -2.7%
193 DYNF BLACKROCK ETF TRUST 10,483.0 $713K 0.07% -4K -26.5% $68.01 +2.1%
194 GOOG ALPHABET INC Communication Services 2,011.0 $710K 0.07% -141.0 -6.5% $353.27 -3.3%
195 HALO HALOZYME THERAPEUTICS INC Healthcare 9,075.0 $710K 0.07% +2K +25.8% $78.27 +37.5%
196 SNDR SCHNEIDER NATIONAL INC Industrials 19,271.0 $704K 0.07% +741.0 +4.0% $36.53 -4.2%
197 ETSY INC 9,345.0 $704K 0.07% NEW $75.33
198 ROK ROCKWELL AUTOMATION INC Industrials 1,412.0 $699K 0.07% +256.0 +22.1% $495.25 -12.5%
199 RDVY FIRST TR EXCHANGE TRADED FD 8,504.0 $689K 0.07% +5K +129.7% $81.06 +1.4%
200 CMCSA COMCAST CORP NEW Communication Services 28,004.0 $687K 0.07% +13K +81.4% $24.55 +8.3%
Page 10 of 22  ·  439 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%