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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 6 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ETN EATON CORP PLC Industrials 1,724.0 $735K 0.14% +613.0 +55.2% $426.25 -4.1%
102 C CITIGROUP INC Financial Services 5,110.0 $715K 0.14% +3K +116.9% $139.95 -5.9%
103 ITA ISHARES TR 2,949.0 $715K 0.13% +273.0 +10.2% $242.38 -3.7%
104 APH AMPHENOL CORP Technology 4,037.0 $712K 0.13% +1K +35.0% $176.32 -11.8%
105 DDOG DATADOG INC Technology 2,709.0 $705K 0.13% +727.0 +36.7% $260.27 -13.3%
106 GILD GILEAD SCIENCES INC Healthcare 5,395.0 $682K 0.13% +2K +76.7% $126.35 +16.1%
107 PG PROCTER & GAMBLE CO Consumer Defensive 4,628.0 $679K 0.13% +1K +32.8% $146.67 -0.1%
108 XLE SELECT SECTOR SPDR TR 11,764.0 $625K 0.12% +4K +59.8% $53.11 +18.8%
109 NU NU HLDGS LTD Financial Services 46,241.0 $618K 0.12% +33K +248.7% $13.36 +10.5%
110 DUK DUKE ENERGY CORP NEW Utilities 4,847.0 $613K 0.12% +1K +41.8% $126.57 -3.6%
111 TJX TJX COS INC NEW Consumer Cyclical 4,002.0 $606K 0.11% +2K +89.1% $151.51 -7.1%
112 NVS NOVARTIS AG Healthcare 3,832.0 $601K 0.11% +2K +92.1% $156.72 +0.8%
113 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,526.0 $600K 0.11% +958.0 +26.9% $132.52 +4.9%
114 ISRG INTUITIVE SURGICAL INC Healthcare 1,501.0 $599K 0.11% +237.0 +18.8% $398.74 -6.3%
115 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,970.0 $574K 0.11% +2K +44.0% $96.12 -49.1%
116 CMCSA COMCAST CORP NEW Communication Services 23,032.0 $565K 0.11% +3K +12.3% $24.55 +10.1%
117 UNP UNION PAC CORP Industrials 2,061.0 $561K 0.10% +919.0 +80.5% $272.03 +13.9%
118 CL COLGATE PALMOLIVE CO Consumer Defensive 6,071.0 $557K 0.10% +3K +82.1% $91.68 +0.9%
119 GD GENERAL DYNAMICS CORP Industrials 1,555.0 $551K 0.10% +687.0 +79.2% $354.25 +8.3%
120 CB CHUBB LIMITED Financial Services 1,605.0 $547K 0.10% +257.0 +19.1% $340.74 +1.5%
Page 6 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%