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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 2 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTMI TTM TECHNOLOGIES INC Technology 2,981.0 $557K 0.10% NEW $187.02 -42.7%
22 ALAB ASTERA LABS INC Technology 1,137.0 $549K 0.10% NEW $483.01 -42.5%
23 BLACKROCK ETF TRUST 16,948.0 $539K 0.10% NEW $31.78
24 TWLO TWILIO INC Communication Services 2,597.0 $536K 0.10% NEW $206.33 +7.9%
25 TPR TAPESTRY INC Consumer Cyclical 3,655.0 $535K 0.10% NEW $146.36 -9.7%
26 XBI SPDR SERIES TRUST 3,297.0 $522K 0.10% NEW $158.26 +3.7%
27 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,987.0 $521K 0.10% NEW $87.04 +6.9%
28 EMR EMERSON ELEC CO Industrials 3,599.0 $515K 0.10% NEW $143.18 +10.0%
29 ADI ANALOG DEVICES INC Technology 1,288.0 $512K 0.10% NEW $397.21 -6.6%
30 CVS CVS HEALTH CORP Healthcare 4,886.0 $505K 0.10% NEW $103.45 -9.0%
31 CMI CUMMINS INC Industrials 687.0 $490K 0.09% NEW $713.06 -19.8%
32 MTCH MATCH GROUP INC NEW Communication Services 12,559.0 $478K 0.09% NEW $38.05 +9.7%
33 SIVR ABRDN SILVER ETF TRUST Financial Services 8,474.0 $476K 0.09% NEW $56.22 +16.3%
34 NVT NVENT ELEC PLC Industrials 2,804.0 $476K 0.09% NEW $169.65 -9.6%
35 CRWV COREWEAVE INC Technology 4,541.0 $452K 0.09% NEW $99.54 -13.4%
36 EBAY EBAY INC. Consumer Cyclical 3,933.0 $440K 0.08% NEW $111.77 -4.2%
37 MAS MASCO CORP Industrials 5,274.0 $429K 0.08% NEW $81.36 -10.0%
38 IBB ISHARES TR 2,256.0 $429K 0.08% NEW $190.19 +11.7%
39 VICR VICOR CORP Technology 1,091.0 $414K 0.08% NEW $379.78 -50.0%
40 ILMN ILLUMINA INC Healthcare 2,257.0 $397K 0.07% NEW $175.83 +27.0%
Page 2 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%