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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 4,183.0 $664K 0.12% -3K -38.2% $158.63 +10.1%
42 SDY SPDR SERIES TRUST 4,238.0 $645K 0.12% -1K -23.2% $152.17 +4.6%
43 CIBR FIRST TR EXCHANGE-TRADED FD 6,723.0 $604K 0.11% -610.0 -8.3% $89.85 +3.8%
44 CRM SALESFORCE INC Technology 3,821.0 $598K 0.11% -938.0 -19.7% $156.63 +33.5%
45 DVY ISHARES TR 3,416.0 $534K 0.10% -132.0 -3.7% $156.30 +5.3%
46 MGV VANGUARD WORLD FD 3,215.0 $525K 0.10% -1K -28.4% $163.45 +3.0%
47 ROKU ROKU INC Communication Services 3,781.0 $522K 0.10% -4K -48.9% $138.14 +14.5%
48 VB VANGUARD INDEX FDS 1,718.0 $521K 0.10% -59.0 -3.3% $303.12 -0.1%
49 SOXX ISHARES TR 774.0 $496K 0.09% -575.0 -42.6% $640.76 -21.0%
50 VOO VANGUARD INDEX FDS 686.0 $471K 0.09% -733.0 -51.7% $687.30 +2.1%
51 IWM ISHARES TR 1,467.0 $441K 0.08% -860.0 -37.0% $300.45 -0.8%
52 DIS DISNEY WALT CO Communication Services 4,520.0 $435K 0.08% -1K -20.6% $96.25 +14.9%
53 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 33,955.0 $433K 0.08% -20K -37.6% $12.76 +56.0%
54 RSPN INVESCO EXCHANGE TRADED FD T 6,768.0 $433K 0.08% -6K -47.5% $63.99 -1.7%
55 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,175.0 $391K 0.07% -243.0 -7.1% $123.09 +32.4%
56 TMO THERMO FISHER SCIENTIFIC INC Healthcare 738.0 $370K 0.07% -451.0 -37.9% $501.86 +25.3%
57 CDNS CADENCE DESIGN SYSTEM INC Technology 970.0 $363K 0.07% -329.0 -25.3% $374.16 -15.6%
58 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,009.0 $359K 0.07% -704.0 -14.9% $89.48 -21.5%
59 JEPQ J P MORGAN EXCHANGE TRADED F 4,984.0 $306K 0.06% -894.0 -15.2% $61.47 -3.3%
60 SPGI S&P GLOBAL INC Financial Services 740.0 $303K 0.06% -402.0 -35.2% $409.39 +6.4%
Page 3 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%