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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 8 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KLAC KLA CORP Technology 379.0 $280K 0.09% -39.0 -9.3% $739.76 -66.4%
142 DELL DELL TECHNOLOGIES INC Technology 2,956.0 $279K 0.09% -101.0 -3.3% $94.51 +322.7%
143 PHM PULTE GROUP INC Consumer Cyclical 2,474.0 $273K 0.09% -2K -42.0% $110.42 +24.6%
144 UNP UNION PAC CORP Industrials 1,142.0 $271K 0.09% -1K -47.7% $236.99 +13.2%
145 AVB AVALONBAY CMNTYS INC Real Estate 1,644.0 $270K 0.09% -88.0 -5.1% $163.97 +15.9%
146 XYL XYLEM INC Industrials 2,246.0 $268K 0.09% -720.0 -24.3% $119.46 -2.5%
147 D DOMINION ENERGY INC Utilities 4,739.0 $266K 0.08% -834.0 -15.0% $56.07 +23.8%
148 AMP AMERIPRISE FINL INC Financial Services 555.0 $265K 0.08% -385.0 -41.0% $478.07 -5.3%
149 XLP SELECT SECTOR SPDR TR 3,236.0 $264K 0.08% -1K -30.8% $81.67 +3.7%
150 CW CURTISS WRIGHT CORP Industrials 669.0 $262K 0.08% -421.0 -38.6% $391.24 +91.0%
151 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,145.0 $261K 0.08% -2K -35.2% $62.85 +53.3%
152 MET METLIFE INC Financial Services 3,232.0 $259K 0.08% -2K -34.3% $80.18 +7.2%
153 GD GENERAL DYNAMICS CORP Industrials 868.0 $256K 0.08% -1K -54.8% $295.12 +17.5%
154 DE DEERE & CO Industrials 516.0 $256K 0.08% -266.0 -34.0% $495.82 +23.7%
155 BK BANK NEW YORK MELLON CORP Financial Services 2,926.0 $255K 0.08% -1K -32.5% $87.28 +67.8%
156 ACN ACCENTURE PLC IRELAND Technology 817.0 $255K 0.08% -440.0 -35.0% $312.35 -58.7%
157 MDT MEDTRONIC PLC Healthcare 2,796.0 $249K 0.08% -5K -62.4% $88.92 -8.9%
158 XLU SELECT SECTOR SPDR TR 3,118.0 $246K 0.08% -6K -64.0% $78.84 -41.4%
159 VZ VERIZON COMMUNICATIONS INC Communication Services 5,133.0 $238K 0.07% -2K -24.1% $46.34 +0.4%
160 UBER UBER TECHNOLOGIES INC Technology 3,267.0 $238K 0.07% -6K -63.3% $72.71 +4.8%
Page 8 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%