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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 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 36,907.0 $958K 0.18% +23K +166.1% $25.95 +34.3%
82 TXN TEXAS INSTRS INC Technology 3,183.0 $949K 0.18% +776.0 +32.2% $298.17 -13.2%
83 NFLX NETFLIX INC. Communication Services 12,634.0 $912K 0.17% +10K +337.9% $72.23 +10.8%
84 JCI JOHNSON CONTROLS INTERNATION Industrials 6,216.0 $908K 0.17% +4K +165.1% $146.13 -2.1%
85 KO COCA COLA CO Consumer Defensive 10,975.0 $892K 0.17% +4K +49.2% $81.28 +13.2%
86 WMB WILLIAMS COS INC Energy 11,835.0 $881K 0.17% +4K +48.2% $74.40 -4.6%
87 TRV TRAVELERS COMPANIES INC Financial Services 2,629.0 $868K 0.16% +170.0 +6.9% $330.12 +12.2%
88 FICO FAIR ISAAC CORP Technology 720.0 $860K 0.16% +9.0 +1.3% $1194.78 -2.4%
89 MELI MERCADOLIBRE INC Consumer Cyclical 498.0 $846K 0.16% +228.0 +84.4% $1698.11 +14.7%
90 MCK MCKESSON CORP Healthcare 1,115.0 $842K 0.16% +321.0 +40.4% $755.07 +15.7%
91 GM GENERAL MTRS CO Consumer Cyclical 10,886.0 $839K 0.16% +3K +39.4% $77.07 +12.9%
92 CEG CONSTELLATION ENERGY CORP Utilities 3,246.0 $806K 0.15% +2K +118.3% $248.39 +10.1%
93 BA BOEING CO Industrials 3,635.0 $787K 0.15% +2K +131.5% $216.47 -2.8%
94 WFC WELLS FARGO & CO Financial Services 9,334.0 $771K 0.14% +2K +24.7% $82.64 +2.5%
95 AMGN AMGEN INC Healthcare 2,111.0 $765K 0.14% +475.0 +29.0% $362.16 +22.6%
96 CW CURTISS WRIGHT CORP Industrials 1,006.0 $762K 0.14% +337.0 +50.4% $757.76 -18.8%
97 J P MORGAN EXCHANGE TRADED F 16,091.0 $759K 0.14% +2K +18.3% $47.15
98 QCOM QUALCOMM INC Technology 4,058.0 $750K 0.14% +1K +32.8% $184.76 -14.2%
99 VGT VANGUARD WORLD FD 6,170.0 $737K 0.14% +5K +615.0% $119.50 -2.6%
100 TXG 10X GENOMICS INC Healthcare 19,184.0 $736K 0.14% +5K +31.6% $38.34 +66.4%
Page 5 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%