Portfolio (Quarterly)
Guide ↗
Interchange Capital Partners, LLC
· CIK 0001845998| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EXC | EXELON CORP | Utilities | 10,582 | $461K | 0.09% | SOLD |
| 22 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 6,647 | $450K | 0.08% | SOLD |
| 23 | ES | EVERSOURCE ENERGY | Utilities | 6,542 | $440K | 0.08% | SOLD |
| 24 | DASH | DOORDASH INC | Communication Services | 1,925 | $436K | 0.08% | SOLD |
| 25 | IWB | ISHARES TR | — | 1,166 | $435K | 0.08% | SOLD |
| 26 | EFX | EQUIFAX INC | Industrials | 1,996 | $433K | 0.08% | SOLD |
| 27 | KRC | KILROY RLTY CORP | Real Estate | 11,464 | $428K | 0.08% | SOLD |
| 28 | CME | CME GROUP INC | Financial Services | 1,552 | $424K | 0.08% | SOLD |
| 29 | CF | CF INDS HLDGS INC | Basic Materials | 5,610 | $418K | 0.08% | SOLD |
| 30 | ADSK | AUTODESK INC | Technology | 1,407 | $416K | 0.08% | SOLD |
| 31 | SCHW | SCHWAB CHARLES CORP | Financial Services | 4,104 | $410K | 0.08% | SOLD |
| 32 | ILMN | ILLUMINA INC | Healthcare | 3,091 | $405K | 0.07% | SOLD |
| 33 | ZM | ZOOM COMMUNICATIONS INC | Technology | 4,642 | $401K | 0.07% | SOLD |
| 34 | CMI | CUMMINS INC | Industrials | 773 | $395K | 0.07% | SOLD |
| 35 | ARKG | ARK ETF TR | — | 13,558 | $393K | 0.07% | SOLD |
| 36 | RL | RALPH LAUREN CORP | Consumer Cyclical | 1,103 | $390K | 0.07% | SOLD |
| 37 | IBB | ISHARES TR | — | 2,256 | $381K | 0.07% | SOLD |
| 38 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 13,373 | $375K | 0.07% | SOLD |
| 39 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 676 | $374K | 0.07% | SOLD |
| 40 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 616 | $373K | 0.07% | SOLD |
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%