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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ARKK ARK ETF TR 3,713.0 $300K 0.06% -1K -27.0% $80.82 +7.0%
62 IXJ ISHARES TR 2,983.0 $293K 0.06% -2K -44.5% $98.38 +9.2%
63 VEU VANGUARD INTL EQUITY INDEX F 3,500.0 $293K 0.06% -500.0 -12.5% $83.75 +2.5%
64 SLV ISHARES SILVER TR Financial Services 5,410.0 $289K 0.05% -680.0 -11.2% $53.47 +16.2%
65 TDG TRANSDIGM GROUP INC Industrials 203.0 $271K 0.05% -96.0 -32.1% $1332.78 -10.4%
66 ADBE ADOBE INC Technology 1,277.0 $262K 0.05% -835.0 -39.5% $205.02 +33.5%
67 VRTX VERTEX PHARMACEUTICALS INC Healthcare 511.0 $254K 0.05% -408.0 -44.4% $496.73 +11.6%
68 DHR DANAHER CORP DEL Healthcare 1,330.0 $253K 0.05% -480.0 -26.5% $190.49 +13.1%
69 CRSP CRISPR THERAPEUTICS AG Healthcare 4,498.0 $245K 0.05% -2K -33.5% $54.54 +10.6%
70 IUSB ISHARES TR 5,236.0 $242K 0.04% -4K -44.9% $46.15 -1.1%
71 SCHF SCHWAB STRATEGIC TR 8,720.0 $242K 0.04% -8K -47.9% $27.70 +3.0%
72 LMT LOCKHEED MARTIN CORP Industrials 459.0 $234K 0.04% -137.0 -23.0% $509.46 +9.7%
73 VFH VANGUARD WORLD FD 1,752.0 $231K 0.04% -964.0 -35.5% $131.60 +8.1%
74 MET METLIFE INC Financial Services 2,703.0 $229K 0.04% -529.0 -16.4% $84.60 +12.8%
75 TEM TEMPUS AI INC Healthcare 3,908.0 $226K 0.04% -2K -36.0% $57.93 +19.1%
76 COIN COINBASE GLOBAL INC Financial Services 1,526.0 $223K 0.04% -953.0 -38.4% $146.19 +27.6%
77 VGK VANGUARD INTL EQUITY INDEX F 2,491.0 $221K 0.04% -1K -30.8% $88.52 +5.0%
78 NTRA NATERA INC Healthcare 786.0 $213K 0.04% -679.0 -46.4% $271.10 +22.6%
79 RBLX ROBLOX CORP Technology 3,779.0 $206K 0.04% -3K -45.8% $54.38 -28.6%
80 IYG ISHARES TR 2,222.0 $201K 0.04% -1K -35.1% $90.50 +8.2%
Page 4 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%