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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 18 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VRTX VERTEX PHARMACEUTICALS INC Healthcare 461.0 $206K 0.03% -19.0 -4.0% $446.59 +1.1%
342 WSO WATSCO INC Industrials 562.0 $204K 0.03% -149.0 -21.0% $363.64 +10.3%
343 DOC HEALTHPEAK PROPERTIES INC Real Estate 12,312.0 $202K 0.03% -4K -25.6% $16.43 +19.0%
344 MKC MCCORMICK & CO INC Consumer Defensive 3,988.0 $201K 0.03% -1K -20.6% $50.44 -7.5%
345 XLE SELECT SECTOR SPDR TR 3,282.0 $201K 0.03% NEW $61.26 -12.2%
346 VGT VANGUARD WORLD FD 288.0 $201K 0.03% $696.68 -82.8%
347 S SENTINELONE INC Technology 15,259.0 $197K 0.02% +3K +23.5% $12.88 +16.6%
348 WT WISDOMTREE INC Financial Services 11,907.0 $173K 0.02% -6K -32.1% $14.56 +25.8%
349 NABL N-ABLE INC Technology 36,951.0 $173K 0.02% +3K +10.1% $4.67 -34.5%
350 FSK FS KKR CAP CORP Financial Services 14,285.0 $145K 0.02% +3K +30.6% $10.18 +0.9%
351 CRSR CORSAIR GAMING INC Technology 22,412.0 $124K 0.01% NEW $5.55 +61.3%
352 PK PARK HOTELS & RESORTS INC Real Estate 10,785.0 $114K 0.01% NEW $10.53 +39.8%
353 AUR AURORA INNOVATION INC Technology 26,972.0 $111K 0.01% NEW $4.12 +52.4%
354 BBDC BARINGS BDC INC Financial Services 12,237.0 $101K 0.01% NEW $8.23 +0.7%
355 PLTK PLAYTIKA HLDG CORP Technology 34,086.0 $95K 0.01% +7K +28.0% $2.78 +25.5%
356 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,860.0 $94K 0.01% +289.0 +2.7% $8.66 +10.9%
357 FLO FLOWERS FOODS INC Consumer Defensive 11,395.0 $93K 0.01% -2K -17.1% $8.15 -4.5%
358 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 11,766.0 $81K 0.01% NEW $6.87 +23.1%
359 BBAI BIGBEAR AI HLDGS INC Technology 20,916.0 $73K 0.01% -20K -48.3% $3.49 +12.4%
360 EXODUS MOVEMENT INC 10,166.0 $66K 0.01% NEW $6.50
Page 18 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%