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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 14 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 U UNITY SOFTWARE INC Technology 17,264.0 $493K 0.05% +6K +57.0% $28.58 +65.2%
262 IWF ISHARES TR 3,973.0 $493K 0.05% +3K +325.8% $124.17 -1.0%
263 KEY KEYCORP Financial Services 21,331.0 $492K 0.05% +8K +54.8% $23.05 -1.2%
264 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,954.0 $488K 0.05% +606.0 +45.0% $249.98 -2.3%
265 MTB M & T BK CORP Financial Services 2,047.0 $487K 0.05% NEW $237.98 +5.3%
266 TDC TERADATA CORP DEL Technology 13,807.0 $478K 0.05% -11K -45.0% $34.65 -17.4%
267 COIN COINBASE GLOBAL INC Financial Services 3,266.0 $477K 0.05% +901.0 +38.1% $146.19 +3.1%
268 UNP UNION PAC CORP Industrials 1,746.0 $475K 0.05% +209.0 +13.6% $272.00 +12.8%
269 NTNX NUTANIX INC Technology 9,308.0 $474K 0.05% +2K +35.9% $50.96 +28.8%
270 PPG PPG INDS INC Basic Materials 3,860.0 $468K 0.05% NEW $121.29 -5.3%
271 AMCOR PLC 10,693.0 $464K 0.04% +5K +76.0% $43.35
272 SMURFIT WESTROCK PLC 9,987.0 $462K 0.04% NEW $46.26
273 IOT SAMSARA INC Technology 14,188.0 $460K 0.04% +4K +37.9% $32.43 +24.0%
274 ATEN A10 NETWORKS INC Technology 12,201.0 $456K 0.04% +2K +15.4% $37.36 -30.6%
275 SNPS SYNOPSYS INC Technology 1,001.0 $447K 0.04% +283.0 +39.4% $446.07 -9.3%
276 VTI VANGUARD INDEX FDS 1,206.0 $446K 0.04% NEW $369.91 +2.9%
277 WEC WEC ENERGY GROUP INC Utilities 3,802.0 $444K 0.04% +32.0 +0.8% $116.78 -5.0%
278 FSLR FIRST SOLAR INC Energy 1,846.0 $436K 0.04% -5K -74.5% $235.96 -6.7%
279 GIS GENERAL MILLS INC Consumer Defensive 12,490.0 $435K 0.04% NEW $34.80 +13.0%
280 FMB FIRST TR EXCH TRADED FD III 8,415.0 $432K 0.04% -290.0 -3.3% $51.37 -1.8%
Page 14 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%