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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
Q1 2026 Q4 2025 · All 43 New 71 Added 189 Reduced 158 Exited
Page 5 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 J P MORGAN EXCHANGE TRADED F 13,600.0 $642K 0.20% -3K -16.7% $47.21
82 ISRG INTUITIVE SURGICAL INC Healthcare 1,264.0 $616K 0.19% -352.0 -21.8% $487.22 -17.0%
83 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,418.0 $589K 0.19% -961.0 -21.9% $172.30 -28.1%
84 CSCO CISCO SYS INC Technology 9,306.0 $589K 0.19% -19K -67.3% $63.28 +79.8%
85 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,713.0 $588K 0.19% -412.0 -8.0% $124.70 -28.5%
86 ROK ROCKWELL AUTOMATION INC Industrials 2,208.0 $584K 0.18% -178.0 -7.5% $264.68 +80.1%
87 PG PROCTER & GAMBLE CO Consumer Defensive 3,485.0 $579K 0.18% -3K -42.1% $166.24 -10.4%
88 DIS DISNEY WALT CO Communication Services 5,696.0 $562K 0.18% -706.0 -11.0% $98.58 +0.2%
89 PGR PROGRESSIVE CORP Financial Services 1,995.0 $559K 0.18% -459.0 -18.7% $280.14 -19.9%
90 MCK MCKESSON CORP Healthcare 794.0 $553K 0.17% -278.0 -25.9% $696.11 +9.7%
91 CGMU CAPITAL GRP FIXED INCM ETF T 20,229.0 $549K 0.17% -56K -73.6% $27.15 +1.3%
92 WFC WELLS FARGO & CO Financial Services 7,485.0 $547K 0.17% -3K -28.7% $73.12 +14.7%
93 TMUS T-MOBILE US INC Communication Services 2,176.0 $546K 0.17% -401.0 -15.6% $251.00 -27.2%
94 GE GE AEROSPACE Industrials 2,492.0 $546K 0.17% -1K -37.1% $219.08 +68.4%
95 KO COCA COLA CO Consumer Defensive 7,356.0 $531K 0.17% -14K -66.0% $72.13 +14.6%
96 AMGN AMGEN INC Healthcare 1,636.0 $517K 0.16% -606.0 -27.0% $316.02 +13.4%
97 AMD ADVANCED MICRO DEVICES INC Technology 4,783.0 $513K 0.16% -1K -21.9% $107.35 +385.9%
98 WMB WILLIAMS COS INC Energy 7,986.0 $511K 0.16% -1K -13.6% $63.93 +21.9%
99 LRCX LAM RESEARCH CORP Technology 5,515.0 $496K 0.16% -2K -26.4% $89.98 +321.3%
100 IXJ ISHARES TR 5,372.0 $490K 0.15% -748.0 -12.2% $91.19 +8.4%
Page 5 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 32.5%
Financial Services 17.8%
Communication Services 13.7%
Consumer Cyclical 10.4%
Healthcare 10.0%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 3.0%
Utilities 1.7%
Basic Materials 0.6%