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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 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 13,871.0 $489K 0.15% -11K -43.2% $35.26 -25.2%
102 DVY ISHARES TR 3,548.0 $476K 0.15% -101.0 -2.8% $134.29 +17.8%
103 MCD MCDONALDS CORP Consumer Cyclical 1,510.0 $471K 0.15% -839.0 -35.7% $311.89 -13.5%
104 QCOM QUALCOMM INC Technology 3,056.0 $465K 0.15% -2K -39.8% $152.15 +24.5%
105 VRT VERTIV HOLDINGS CO Industrials 3,793.0 $464K 0.15% -965.0 -20.3% $122.42 +148.3%
106 TXN TEXAS INSTRS INC Technology 2,407.0 $456K 0.14% -319.0 -11.7% $189.64 +50.5%
107 CAT CATERPILLAR INC Industrials 1,208.0 $441K 0.14% -1K -48.5% $364.82 +173.4%
108 INTU INTUIT Technology 720.0 $433K 0.14% -278.0 -27.9% $601.42 -55.5%
109 COIN COINBASE GLOBAL INC Financial Services 2,479.0 $427K 0.14% -257.0 -9.4% $172.30 -13.5%
110 DUK DUKE ENERGY CORP NEW Utilities 3,419.0 $424K 0.13% -1K -24.4% $124.05 +3.5%
111 BLK BLACKROCK INC Financial Services 447.0 $424K 0.13% -92.0 -17.1% $948.56 +1.7%
112 INTC INTEL CORP Technology 18,344.0 $421K 0.13% -2K -10.0% $22.95 +459.2%
113 GS GOLDMAN SACHS GROUP INC Financial Services 635.0 $421K 0.13% -298.0 -31.9% $662.60 +53.9%
114 ITA ISHARES TR 2,676.0 $407K 0.13% -3K -55.7% $152.27 +55.5%
115 CB CHUBB LTD SWITZ Financial Services 1,348.0 $407K 0.13% -2K -56.2% $301.99 +13.1%
116 TDG TRANSDIGM GROUP INC Industrials 299.0 $403K 0.13% -43.0 -12.6% $1347.08 -1.7%
117 EVIM MORGAN STANLEY ETF TRUST 7,562.0 $397K 0.12% -29K -79.1% $52.55 +1.6%
118 GM GENERAL MTRS CO Consumer Cyclical 7,811.0 $393K 0.12% -3K -25.6% $50.31 +55.2%
119 VIG VANGUARD SPECIALIZED FUNDS 1,963.0 $381K 0.12% -140.0 -6.7% $193.94 +20.9%
120 GILD GILEAD SCIENCES INC Healthcare 3,054.0 $380K 0.12% -1K -26.6% $124.52 +2.7%
Page 6 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%