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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $317M AUM 309 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 71 Added 189 Reduced 158 Exited
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SOXX ISHARES TR 1,349.0 $260K 0.08% +67.0 +5.2% $192.63 +206.2%
62 VGK VANGUARD INTL EQUITY INDEX F 3,600.0 $253K 0.08% +41.0 +1.1% $70.20 +24.1%
63 VEU VANGUARD INTL EQUITY INDEX F 4,000.0 $243K 0.08% +500.0 +14.3% $60.66 +36.3%
64 ARKK ARK ETF TR 5,084.0 $242K 0.08% +1K +25.5% $47.58 +64.0%
65 XLC SELECT SECTOR SPDR TR 2,363.0 $228K 0.07% +55.0 +2.4% $96.45 +10.0%
66 NTRA NATERA INC Healthcare 1,465.0 $211K 0.07% +525.0 +55.9% $144.05 +81.8%
67 PCOR PROCORE TECHNOLOGIES INC Technology 3,555.0 $205K 0.07% +301.0 +9.2% $57.57 -27.2%
68 TER TERADYNE INC Technology 2,472.0 $204K 0.06% +321.0 +14.9% $82.60 +428.9%
69 RXRX RECURSION PHARMACEUTICALS IN Healthcare 23,464.0 $124K 0.04% +3K +14.7% $5.29 -33.5%
70 NTLA INTELLIA THERAPEUTICS INC Healthcare 11,073.0 $79K 0.03% +77.0 +0.7% $7.11 +134.6%
71 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 21,400.0 $25K 0.01% +5K +27.3% $1.18 +39.8%
Page 4 of 4  ·  71 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 32.5%
Financial Services 17.8%
Communication Services 13.7%
Consumer Cyclical 10.4%
Healthcare 10.0%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 3.0%
Utilities 1.7%
Basic Materials 0.6%