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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 22 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LW LAMB WESTON HLDGS INC Consumer Defensive 4,703.0 $203K 0.02% NEW $43.18 +20.4%
422 MSM MSC INDL DIRECT INC Industrials 1,688.0 $201K 0.02% NEW $118.97 +3.0%
423 IUSB ISHARES TR 4,351.0 $201K 0.02% NEW $46.15 -1.6%
424 PB PROSPERITY BANCSHARES INC Financial Services 2,745.0 $200K 0.02% NEW $73.02 +1.8%
425 NOV NOV INC Energy 10,663.0 $198K 0.02% NEW $18.55 +13.2%
426 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 18,696.0 $198K 0.02% NEW $10.57 +3.8%
427 ADT ADT INC DEL Industrials 30,315.0 $197K 0.02% NEW $6.50 +11.1%
428 PLTK PLAYTIKA HLDG CORP Technology 48,409.0 $180K 0.02% +14K +42.0% $3.72 -40.1%
429 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 17,261.0 $167K 0.02% +5K +46.7% $9.68 -8.4%
430 HUN HUNTSMAN CORP Basic Materials 14,164.0 $150K 0.01% NEW $10.62 -5.4%
431 FSK FS KKR CAP CORP Financial Services 14,285.0 $150K 0.01% $10.50 +13.4%
432 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 11,084.0 $109K 0.01% +224.0 +2.1% $9.81 +0.4%
433 BBDC BARINGS BDC INC Financial Services 12,248.0 $104K 0.01% $8.52 +10.2%
434 BBAI BIGBEAR AI HLDGS INC Technology 21,566.0 $78K 0.01% +650.0 +3.1% $3.64 -13.8%
435 EXODUS MOVEMENT INC 14,761.0 $76K 0.01% +5K +45.2% $5.17
436 EXPI AGNT INC Real Estate 10,324.0 $56K 0.01% NEW $5.41 -12.6%
437 KNDI KANDI TECHNOLOGIES GROUP INC Consumer Cyclical 25,735.0 $18K 0.00% $0.71 -11.9%
438 CANOPY GROWTH CORPORATION 14,000.0 $13K 0.00% $0.95
439 CRDL CARDIOL THERAPEUTICS INC Healthcare 10,850.0 $12K 0.00% $1.06 +78.8%
Page 22 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%