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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 4 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKSI MKS INC. Technology 769.0 $342K 0.06% NEW $445.02 -39.5%
62 KHC KRAFT HEINZ CO Consumer Defensive 14,477.0 $342K 0.06% NEW $23.62 +8.7%
63 STT STATE STR CORP Financial Services 2,008.0 $341K 0.06% NEW $169.60 +12.6%
64 EPR EPR PPTYS Real Estate 5,858.0 $340K 0.06% NEW $58.01 +4.4%
65 RL RALPH LAUREN CORP Consumer Cyclical 840.0 $337K 0.06% NEW $401.41 -7.6%
66 SDCI USCF ETF TR 12,736.0 $337K 0.06% NEW $26.44 +13.5%
67 BKR BAKER HUGHES COMPANY Energy 5,969.0 $331K 0.06% NEW $55.51 +11.7%
68 EGP EASTGROUP PPTYS INC Real Estate 1,634.0 $331K 0.06% NEW $202.48 -0.1%
69 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,627.0 $331K 0.06% NEW $91.20 -18.6%
70 KR KROGER CO Consumer Defensive 5,920.0 $329K 0.06% NEW $55.53 +6.4%
71 DBMF LITMAN GREGORY FDS TR 10,727.0 $328K 0.06% NEW $30.61 +2.1%
72 DAL DELTA AIR LINES INC Industrials 3,498.0 $328K 0.06% NEW $93.66 -11.9%
73 SOFI SOFI TECHNOLOGIES INC Financial Services 17,912.0 $321K 0.06% NEW $17.93 +1.7%
74 PH PARKER-HANNIFIN CORP Industrials 328.0 $321K 0.06% NEW $978.38 +3.7%
75 MIDD MIDDLEBY CORP Industrials 1,849.0 $318K 0.06% NEW $172.01 -33.0%
76 CIEN CIENA CORP Technology 646.0 $317K 0.06% NEW $490.56 -24.2%
77 BBY BEST BUY INC Consumer Cyclical 4,138.0 $314K 0.06% NEW $75.88 +15.3%
78 ARW ARROW ELECTRS INC Technology 1,470.0 $314K 0.06% NEW $213.41 -5.4%
79 KEYS KEYSIGHT TECHNOLOGIES INC Technology 891.0 $312K 0.06% NEW $350.07 -11.3%
80 CRUS CIRRUS LOGIC INC Technology 2,088.0 $310K 0.06% NEW $148.53 -24.8%
Page 4 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%