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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISHARES TR 295,800.0 $14.7M 2.76% -2K -0.8% $49.55
2 VTV VANGUARD INDEX FDS 43,605.0 $9.5M 1.79% -4K -8.9% $217.94 +4.0%
3 IEFA ISHARES TR 71,634.0 $6.9M 1.30% -14K -16.1% $96.58 +4.2%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,859.0 $4.4M 0.82% -151.0 -2.5% $746.80 +2.2%
5 IVW ISHARES TR 24,710.0 $3.4M 0.64% -7K -21.4% $137.53 +0.3%
6 DYNF BLACKROCK ETF TRUST 46,490.0 $3.2M 0.59% -3K -5.5% $68.01 +1.2%
7 QUAL ISHARES TR 13,677.0 $3.0M 0.56% -10K -43.2% $219.42 +2.0%
8 VYMI VANGUARD WHITEHALL FDS 28,653.0 $2.8M 0.53% -3K -8.3% $98.20 +7.1%
9 MPC MARATHON PETE CORP Energy 10,773.0 $2.8M 0.52% -254.0 -2.3% $255.68 +41.8%
10 AMD ADVANCED MICRO DEVICES INC Technology 4,638.0 $2.7M 0.51% -145.0 -3.0% $579.53 -21.2%
11 IAU ISHARES GOLD TR Financial Services 34,162.0 $2.6M 0.48% -9K -21.4% $75.51 +15.8%
12 VTI VANGUARD INDEX FDS 6,402.0 $2.4M 0.45% -347.0 -5.1% $370.05 +1.9%
13 BBJP J P MORGAN EXCHANGE TRADED F 31,435.0 $2.4M 0.45% -2K -7.0% $75.31 +1.7%
14 EZU ISHARES INC 28,165.0 $2.0M 0.37% -8K -22.3% $69.50 +2.7%
15 EFV ISHARES TR 24,420.0 $1.9M 0.35% -7K -22.0% $76.55 +7.4%
16 PULS PGIM ETF TR 37,181.0 $1.8M 0.35% -7K -15.3% $49.55 +0.3%
17 HD HOME DEPOT INC Consumer Cyclical 5,133.0 $1.8M 0.34% -3K -33.2% $352.61 -4.3%
18 NEE NEXTERA ENERGY INC Utilities 17,029.0 $1.5M 0.28% -631.0 -3.6% $87.77 -4.2%
19 EMXC ISHARES INC 14,089.0 $1.4M 0.27% -19K -58.0% $102.30 -5.8%
20 VWO VANGUARD INTL EQUITY INDEX F 23,372.0 $1.4M 0.26% -1K -4.6% $59.69 +0.5%
Page 1 of 5  ·  82 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%