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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 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZN ASTRAZENECA PLC Healthcare 1,617.0 $304K 0.06% NEW $187.76 -11.2%
82 MAN MANPOWERGROUP INC WIS Industrials 8,942.0 $302K 0.06% NEW $33.77 +81.8%
83 CF CF INDUSTRIES HOLD Basic Materials 2,785.0 $301K 0.06% NEW $108.25 +19.4%
84 NTRS NORTHERN TR CORP Financial Services 1,733.0 $301K 0.06% NEW $173.88 +7.3%
85 DXCM DEXCOM INC Healthcare 4,436.0 $299K 0.06% NEW $67.35 +35.2%
86 ILF ISHARES TR 8,803.0 $297K 0.06% NEW $33.75 +3.0%
87 COF CAPITAL ONE FINL CORP Financial Services 1,480.0 $297K 0.06% NEW $200.56 +7.8%
88 EWY ISHARES INC 1,464.0 $296K 0.06% NEW $201.90 -14.0%
89 FFIV F5 INC Technology 710.0 $295K 0.06% NEW $415.96 -8.9%
90 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,542.0 $295K 0.06% NEW $45.11 +16.2%
91 ITW ILLINOIS TOOL WKS INC Industrials 1,083.0 $293K 0.06% NEW $270.47 +5.0%
92 CLH CLEAN HARBORS INC Industrials 964.0 $288K 0.05% NEW $298.75 +5.0%
93 HSBC HSBC HLDGS PLC Financial Services 2,958.0 $281K 0.05% NEW $95.09 +9.5%
94 SNDR SCHNEIDER NATIONAL INC Industrials 7,653.0 $280K 0.05% NEW $36.53 -4.6%
95 CGNX COGNEX CORP Technology 3,810.0 $276K 0.05% NEW $72.42 -19.2%
96 LAMR LAMAR ADVERTISING CO Real Estate 1,759.0 $274K 0.05% NEW $155.98 -2.1%
97 VMI VALMONT INDS INC Industrials 475.0 $274K 0.05% NEW $577.60 -16.6%
98 NNN NNN REIT INC Real Estate 5,890.0 $274K 0.05% NEW $46.53 -0.4%
99 DUPONT DE NEMOURS INC 2,019.0 $274K 0.05% NEW $135.64
100 GLOBUS MED INC 3,413.0 $270K 0.05% NEW $79.01
Page 5 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%