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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 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPOT SPOTIFY TECHNOLOGY S A Communication Services 756.0 $350K 0.07% +193.0 +34.3% $463.38 +16.1%
142 SPG SIMON PPTY GROUP INC NEW Real Estate 1,534.0 $343K 0.07% +311.0 +25.4% $223.67 -1.3%
143 AVB AVALONBAY CMNTYS INC Real Estate 1,753.0 $331K 0.06% +109.0 +6.6% $188.69 -2.5%
144 GWW WW GRAINGER INC Industrials 238.0 $324K 0.06% +32.0 +15.5% $1361.74 -2.9%
145 PFE PFIZER INC Healthcare 13,459.0 $324K 0.06% +461.0 +3.5% $24.08 +16.2%
146 HDV ISHARES TR 11,610.0 $318K 0.06% +8K +205.1% $27.41 +9.2%
147 T AT&T INC Communication Services 14,465.0 $299K 0.06% +4K +36.4% $20.70 +24.1%
148 BLOCK INC 3,887.0 $295K 0.06% +215.0 +5.9% $76.00
149 ARKB ARK 21SHARES BITCOIN ETF Financial Services 15,142.0 $295K 0.06% +5K +50.8% $19.46 +34.2%
150 ENB ENBRIDGE INC Energy 5,311.0 $288K 0.05% +665.0 +14.3% $54.21 -7.6%
151 XYL XYLEM INC Industrials 2,431.0 $287K 0.05% +185.0 +8.2% $118.21 -3.4%
152 WM WASTE MGMT INC DEL Industrials 1,275.0 $284K 0.05% +370.0 +40.9% $222.88 +1.6%
153 ACN ACCENTURE PLC IRELAND Technology 2,184.0 $272K 0.05% +1K +167.3% $124.47 +49.9%
154 INTU INTUIT Technology 1,042.0 $272K 0.05% +322.0 +44.7% $260.86 +41.8%
155 PCAR PACCAR INC Industrials 2,262.0 $272K 0.05% +46.0 +2.1% $120.12 +8.2%
156 VZ VERIZON COMMUNICATIONS INC Communication Services 6,235.0 $264K 0.05% +1K +21.5% $42.35 +18.4%
157 AMP AMERIPRISE FINL INC Financial Services 560.0 $256K 0.05% +5.0 +0.9% $457.02 +22.8%
158 XLU SELECT SECTOR SPDR TR 5,309.0 $241K 0.04% +2K +70.3% $45.34 -4.7%
159 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,344.0 $240K 0.04% +1K +1793.0% $178.24 +19.7%
160 LOW LOWES COS INC Consumer Cyclical 996.0 $220K 0.04% +123.0 +14.1% $220.53 -1.6%
Page 8 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%