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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $532M AUM 430 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 180 New 161 Added 82 Reduced 59 Exited
Page 3 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJR ISHARES TR 14,403.0 $2.1M 0.40% +83.0 +0.6% $148.31 -1.0%
42 MRK MERCK & CO INC Healthcare 16,005.0 $2.1M 0.39% +5K +51.4% $128.50 +17.3%
43 GEV GE VERNOVA INC Utilities 1,737.0 $2.0M 0.38% +978.0 +128.8% $1174.93 -19.8%
44 CGMU CAPITAL GRP FIXED INCM ETF T 73,758.0 $2.0M 0.38% +54K +264.6% $27.47 -1.4%
45 AXP AMERICAN EXPRESS CO Financial Services 5,662.0 $1.9M 0.36% +144.0 +2.6% $338.30 -0.3%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,978.0 $1.9M 0.36% +1K +210.5% $965.66 -17.7%
47 EVIM MORGAN STANLEY ETF TRUST 35,637.0 $1.9M 0.36% +28K +371.3% $53.27 -1.7%
48 VRT VERTIV HOLDINGS CO Industrials 5,640.0 $1.9M 0.35% +2K +48.7% $334.90 -23.9%
49 PM PHILIP MORRIS INTL INC Consumer Defensive 10,267.0 $1.9M 0.35% +4K +68.4% $180.92 +5.8%
50 APP APPLOVIN CORP Technology 3,546.0 $1.8M 0.34% +768.0 +27.6% $515.08 -42.0%
51 PANW PALO ALTO NETWORKS INC Technology 5,317.0 $1.8M 0.34% +925.0 +21.1% $341.02 +2.9%
52 SBUX STARBUCKS CORP Consumer Cyclical 16,723.0 $1.7M 0.32% +403.0 +2.5% $102.19 +5.2%
53 WMT WALMART INC Consumer Defensive 15,067.0 $1.7M 0.32% +7K +83.5% $113.27 -6.0%
54 VO VANGUARD INDEX FDS 20,600.0 $1.7M 0.31% +15K +274.1% $80.57 +2.8%
55 ORCL ORACLE CORP Technology 11,099.0 $1.6M 0.31% +3K +44.7% $146.55 -2.8%
56 HCA HCA HEALTHCARE INC Healthcare 4,102.0 $1.6M 0.30% +269.0 +7.0% $389.83 +10.1%
57 PEP PEPSICO INC Consumer Defensive 11,574.0 $1.6M 0.29% +617.0 +5.6% $135.40 +6.8%
58 NOW SERVICENOW INC Technology 15,600.0 $1.6M 0.29% +14K +796.0% $99.41 +28.8%
59 CAT CATERPILLAR INC Industrials 1,455.0 $1.5M 0.29% +247.0 +20.4% $1063.95 -23.8%
60 GE GE AEROSPACE Industrials 4,001.0 $1.5M 0.28% +2K +60.5% $373.82 -8.6%
Page 3 of 9  ·  161 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
Technology 39.5%
Financial Services 13.7%
Communication Services 9.7%
Industrials 9.2%
Consumer Cyclical 9.1%
Healthcare 8.6%
Consumer Defensive 3.4%
Energy 2.8%
Utilities 2.1%
Real Estate 1.1%