Portfolio (Quarterly)
Guide ↗
Interchange Capital Partners, LLC
· CIK 0001845998| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HEFA | ISHARES TR | — | 12,739 | $462K | 0.15% | SOLD |
| 2 | EXI | ISHARES TR | — | 2,714 | $395K | 0.12% | SOLD |
| 3 | SPSM | SPDR SERIES TRUST | — | 9,420 | $384K | 0.12% | SOLD |
| 4 | PYPL | PAYPAL HLDGS INC | Financial Services | 6,070 | $341K | 0.11% | SOLD |
| 5 | ETHA | ISHARES ETHEREUM TR | Financial Services | 20,739 | $287K | 0.09% | SOLD |
| 6 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,474 | $273K | 0.09% | SOLD |
| 7 | XLP | SELECT SECTOR SPDR TR | — | 3,236 | $264K | 0.08% | SOLD |
| 8 | SNY | SANOFI SA | Healthcare | 4,732 | $262K | 0.08% | SOLD |
| 9 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 5,971 | $262K | 0.08% | SOLD |
| 10 | J | JACOBS SOLUTIONS INC | Industrials | 2,160 | $261K | 0.08% | SOLD |
| 11 | BITO | PROSHARES TR | — | 14,203 | $260K | 0.08% | SOLD |
| 12 | FDIS | FIDELITY COVINGTON TRUST | — | 2,947 | $249K | 0.08% | SOLD |
| 13 | MDT | MEDTRONIC PLC | Healthcare | 2,796 | $249K | 0.08% | SOLD |
| 14 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,405 | $245K | 0.08% | SOLD |
| 15 | TTD | THE TRADE DESK INC | Technology | 5,463 | $238K | 0.07% | SOLD |
| 16 | XLC | SELECT SECTOR SPDR TR | — | 2,363 | $228K | 0.07% | SOLD |
| 17 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 4,508 | $226K | 0.07% | SOLD |
| 18 | ROL | ROLLINS INC | Consumer Cyclical | 4,046 | $219K | 0.07% | SOLD |
| 19 | SMCI | SUPER MICRO COMPUTER INC | Technology | 6,289 | $215K | 0.07% | SOLD |
| 20 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,319 | $215K | 0.07% | SOLD |
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%