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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 3 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNC CENTENE CORP DEL Healthcare 6,088.0 $391K 0.07% NEW $64.19 +2.3%
42 CASY CASEYS GEN STORES INC Consumer Cyclical 491.0 $390K 0.07% NEW $794.79 +7.5%
43 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,512.0 $387K 0.07% NEW $255.95 +32.5%
44 VXF VANGUARD INDEX FDS 1,565.0 $385K 0.07% NEW $246.13 -1.1%
45 KRC KILROY REALTY CORP Real Estate 10,150.0 $380K 0.07% NEW $37.47 -1.6%
46 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,360.0 $377K 0.07% NEW $112.35 +42.6%
47 WWD WOODWARD INC Industrials 877.0 $373K 0.07% NEW $425.44 -21.7%
48 LITE LUMENTUM HLDGS INC Technology 433.0 $372K 0.07% NEW $858.04 -3.2%
49 DASH DOORDASH INC Communication Services 2,000.0 $369K 0.07% NEW $184.53 +24.1%
50 NEM NEWMONT CORP Basic Materials 3,901.0 $364K 0.07% NEW $93.41 +41.1%
51 ETH GRAYSCALE ETHEREUM STAKING Financial Services 24,033.0 $361K 0.07% NEW $15.03 +57.0%
52 ESS ESSEX PPTY TR INC Real Estate 1,232.0 $359K 0.07% NEW $291.75 +0.6%
53 SNA SNAP ON INC Industrials 893.0 $359K 0.07% NEW $402.31 -1.9%
54 EW EDWARDS LIFESCIENCES CORP Healthcare 3,948.0 $357K 0.07% NEW $90.46 +0.0%
55 TRGP TARGA RES CORP Energy 1,323.0 $355K 0.07% NEW $268.18 +9.7%
56 LEMB ISHARES INC 8,346.0 $354K 0.07% NEW $42.43 +2.2%
57 JBHT HUNT J B TRANS SVCS INC Industrials 1,201.0 $348K 0.07% NEW $289.43 -10.2%
58 STRL STERLING INFRASTRUCTURE INC Industrials 414.0 $347K 0.07% NEW $839.36 -40.8%
59 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,232.0 $345K 0.07% NEW $47.68 -2.3%
60 ABNB AIRBNB INC Consumer Cyclical 2,405.0 $344K 0.07% NEW $143.10 +32.9%
Page 3 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%