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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 11 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TXN TEXAS INSTRS INC Technology 2,597.0 $504K 0.06% -263.0 -9.2% $194.18 +66.3%
202 DXC DXC TECHNOLOGY CO Technology 39,750.0 $500K 0.06% NEW $12.57 -31.6%
203 SNDR SCHNEIDER NATIONAL INC Industrials 18,530.0 $488K 0.06% NEW $26.36 +35.4%
204 GLOB GLOBANT S A Technology 10,545.0 $486K 0.06% NEW $46.11 -33.3%
205 MTG MGIC INVT CORP WIS Financial Services 18,284.0 $480K 0.06% +3K +16.5% $26.25 -0.7%
206 SHY ISHARES TR 5,761.0 $476K 0.06% +31.0 +0.5% $82.57 -0.7%
207 LOW LOWES COS INC Consumer Cyclical 2,003.0 $473K 0.06% +201.0 +11.2% $236.28 -6.0%
208 KNSL KINSALE CAP GROUP INC Financial Services 1,372.0 $469K 0.06% +220.0 +19.1% $341.73 -9.6%
209 TGT TARGET CORP Consumer Defensive 3,865.0 $468K 0.06% -16K -80.1% $121.19 +7.9%
210 HALO HALOZYME THERAPEUTICS INC Healthcare 7,214.0 $466K 0.06% +552.0 +8.3% $64.63 +6.1%
211 MDT MEDTRONIC PLC Healthcare 5,361.0 $465K 0.06% -912.0 -14.5% $86.65 -8.4%
212 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,278.0 $463K 0.06% NEW $203.18 +7.5%
213 MU MICRON TECHNOLOGY INC Technology 1,369.0 $463K 0.06% -1K -42.5% $337.85 +235.6%
214 EOG EOG RES INC Energy 3,191.0 $461K 0.06% -1K -24.0% $144.55 -10.1%
215 QFLR INNOVATOR ETFS TRUST 13,543.0 $451K 0.06% +6K +72.7% $33.30 +9.1%
216 PM PHILIP MORRIS INTL INC Consumer Defensive 2,720.0 $450K 0.06% NEW $165.36 +7.9%
217 TAXX BONDBLOXX ETF TRUST 8,821.0 $446K 0.06% NEW $50.56 +0.2%
218 CMCSA COMCAST CORP NEW Communication Services 15,438.0 $443K 0.06% NEW $28.71 -21.9%
219 FMB FIRST TR EXCH TRADED FD III 8,705.0 $441K 0.05% -170.0 -1.9% $50.66 +1.4%
220 WEC WEC ENERGY GROUP INC Utilities 3,770.0 $436K 0.05% $115.78 -3.1%
Page 11 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%