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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 21 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TDY TELEDYNE TECHNOLOGIES INC Technology 333.0 $222K 0.02% NEW $666.90 -0.3%
402 THO THOR INDS INC Consumer Cyclical 2,945.0 $221K 0.02% NEW $75.16 +3.5%
403 FNB F N B CORP Financial Services 11,557.0 $221K 0.02% NEW $19.08 +0.7%
404 FBCG FIDELITY COVINGTON TRUST 3,533.0 $219K 0.02% NEW $62.11 -0.4%
405 WFC WELLS FARGO & CO Financial Services 2,639.0 $218K 0.02% NEW $82.65 +5.7%
406 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,722.0 $217K 0.02% NEW $28.11 +1.3%
407 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,755.0 $216K 0.02% $45.52 +9.9%
408 VGSH VANGUARD SCOTTSDALE FDS 3,708.0 $216K 0.02% NEW $58.20 -0.1%
409 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,266.0 $213K 0.02% NEW $168.54 -8.5%
410 WT WISDOMTREE INC Financial Services 12,501.0 $212K 0.02% +594.0 +5.0% $16.94 +34.9%
411 REX REX AMERICAN RES CORP Basic Materials 4,661.0 $210K 0.02% NEW $45.15 -2.3%
412 ALAI THE ALGER ETF TRUST 4,582.0 $209K 0.02% NEW $45.64 -1.7%
413 LKQ LKQ CORP Consumer Cyclical 7,931.0 $209K 0.02% NEW $26.33 -4.5%
414 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 385.0 $209K 0.02% NEW $541.83 -4.3%
415 DLB DOLBY LABORATORIES INC Technology 3,959.0 $208K 0.02% NEW $52.58 +16.2%
416 CHRD CHORD ENERGY CORPORATION Energy 1,811.0 $207K 0.02% NEW $114.29 +25.9%
417 PGRI FRANKLIN TEMPLETON ETF TR 7,479.0 $206K 0.02% NEW $27.57 -2.0%
418 CAG CONAGRA BRANDS INC Consumer Defensive 15,285.0 $206K 0.02% NEW $13.46 +15.3%
419 FXO FIRST TR EXCHANGE-TRADED FD 3,290.0 $205K 0.02% NEW $62.46 +6.0%
420 ACI ALBERTSONS COMPANIES INC Consumer Defensive 15,129.0 $205K 0.02% NEW $13.53 -9.8%
Page 21 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%