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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 1 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 1,052.0 $2.4M 0.45% NEW $2273.73 -34.3%
2 AVEM AMERICAN CENTY ETF TR 19,298.0 $1.9M 0.35% NEW $96.49 -3.5%
3 BAI BLACKROCK ETF TRUST 28,111.0 $1.5M 0.28% NEW $52.72 -18.3%
4 IDEV ISHARES TR 15,370.0 $1.4M 0.26% NEW $89.01 +4.6%
5 GLDM WORLD GOLD TR Financial Services 16,801.0 $1.3M 0.25% NEW $79.42 +15.9%
6 VXUS VANGUARD STAR FDS 13,250.0 $1.1M 0.21% NEW $85.49 +2.0%
7 THRO BLACKROCK ETF TRUST 22,732.0 $980K 0.18% NEW $43.11 +0.7%
8 CLS CELESTICA INC Technology 2,407.0 $878K 0.17% NEW $364.65 -19.2%
9 BLACKROCK ETF TRUST II 15,235.0 $759K 0.14% NEW $49.80
10 WDC WESTERN DIGITAL CORP Technology 1,159.0 $740K 0.14% NEW $638.72 -31.8%
11 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,526.0 $687K 0.13% NEW $271.95 -18.1%
12 FIX COMFORT SYS USA INC Industrials 342.0 $678K 0.13% NEW $1982.19 -18.8%
13 GLW CORNING INC Technology 2,570.0 $656K 0.12% NEW $255.43 -43.0%
14 CCJ CAMECO CORP Energy 6,422.0 $654K 0.12% NEW $101.86 +0.4%
15 SNOW SNOWFLAKE INC Technology 2,568.0 $654K 0.12% NEW $254.50 +26.8%
16 JBL JABIL INC Technology 1,671.0 $644K 0.12% NEW $385.53 -20.9%
17 MPWR MONOLITHIC PWR SYS INC Technology 440.0 $608K 0.11% NEW $1382.64 -7.1%
18 BLCR BLACKROCK ETF TRUST 11,609.0 $585K 0.11% NEW $50.37 -3.0%
19 MRVL MARVELL TECHNOLOGY INC Technology 1,953.0 $582K 0.11% NEW $297.89 -23.0%
20 BLACKROCK ETF TRUST 15,852.0 $580K 0.11% NEW $36.60
Page 1 of 9  ·  180 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%