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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $317M AUM 309 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 71 Added 189 Reduced
Page 4 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 4,848.0 $861K 0.27% -1K -22.1% $177.64 +53.7%
62 IJH ISHARES TR 14,566.0 $850K 0.27% -501.0 -3.3% $58.35 +30.6%
63 ARKB ARK 21SHARES BITCOIN ETF Financial Services 10,044.0 $826K 0.26% -12K -53.9% $82.20 -68.2%
64 PNC PNC FINL SVCS GROUP INC Financial Services 4,450.0 $796K 0.25% -475.0 -9.6% $178.80 +36.3%
65 ADBE ADOBE INC Technology 2,112.0 $789K 0.25% -254.0 -10.7% $373.59 -26.0%
66 JAAA JANUS DETROIT STR TR 15,641.0 $788K 0.25% -342K -95.6% $50.37 +0.6%
67 WMT WALMART INC Consumer Defensive 8,210.0 $788K 0.25% -6K -40.8% $95.92 +11.0%
68 IUSV ISHARES TR 8,445.0 $779K 0.25% -111.0 -1.3% $92.29 +24.7%
69 SDY SPDR SERIES TRUST 5,522.0 $749K 0.24% -131.0 -2.3% $135.66 +17.3%
70 PANW PALO ALTO NETWORKS INC Technology 4,392.0 $744K 0.23% -1K -24.7% $169.37 +107.2%
71 ASML ASML HLDG NV Technology 822.0 $741K 0.23% -453.0 -35.5% $901.46 +93.0%
72 CMCSA COMCAST CORP NEW Communication Services 20,506.0 $736K 0.23% -1K -6.1% $35.89 -24.7%
73 MTUM ISHARES TR 3,589.0 $734K 0.23% -1K -24.8% $204.55 +47.0%
74 NOW SERVICENOW INC Technology 1,741.0 $730K 0.23% -4K -67.7% $419.56 -69.5%
75 XOM EXXON MOBIL CORP Energy 5,302.0 $725K 0.23% -11K -67.7% $136.73 +20.0%
76 AXON AXON ENTERPRISE INC Industrials 1,460.0 $718K 0.23% -170.0 -10.4% $491.62 +21.6%
77 XLE SELECT SECTOR SPDR TR 7,362.0 $688K 0.22% -5K -41.3% $93.44 -32.5%
78 BAC BANK AMERICA CORP Financial Services 16,228.0 $684K 0.22% -5K -25.1% $42.17 +47.8%
79 OEF ISHARES TR 2,500.0 $677K 0.21% -4K -60.1% $270.83 +39.2%
80 TRV TRAVELERS COMPANIES INC Financial Services 2,459.0 $653K 0.21% -235.0 -8.7% $265.64 +39.5%
Page 4 of 10  ·  189 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 32.8%
Financial Services 18.1%
Communication Services 12.4%
Consumer Cyclical 10.6%
Healthcare 10.2%
Industrials 6.3%
Consumer Defensive 3.9%
Energy 3.1%
Utilities 1.8%
Basic Materials 0.6%