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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 10 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,702.0 $356K 0.11% -3K -50.5% $131.66 -28.0%
182 MO ALTRIA GROUP INC Consumer Defensive 5,832.0 $352K 0.11% -3K -34.3% $60.33 +22.3%
183 NSC NORFOLK SOUTHN CORP Industrials 1,464.0 $347K 0.11% -378.0 -20.5% $236.85 +32.1%
184 ETN EATON CORP PLC Industrials 1,111.0 $344K 0.11% -751.0 -40.3% $309.26 +30.2%
185 PYPL PAYPAL HLDGS INC Financial Services 6,070.0 $341K 0.11% +540.0 +9.8% $56.16 -21.1%
186 SHW SHERWIN WILLIAMS CO Basic Materials 980.0 $336K 0.11% -801.0 -45.0% $342.56 +0.4%
187 SCHF SCHWAB STRATEGIC TR 16,728.0 $336K 0.11% +8K +100.3% $20.06 +36.6%
188 CDNS CADENCE DESIGN SYSTEM INC Technology 1,299.0 $330K 0.10% -748.0 -36.5% $254.33 +48.3%
189 PFE PFIZER INC Healthcare 12,998.0 $329K 0.10% -6K -30.9% $25.34 -4.1%
190 VFH VANGUARD WORLD FD 2,716.0 $324K 0.10% +294.0 +12.1% $119.47 +10.0%
191 LIN LINDE PLC Basic Materials 686.0 $322K 0.10% -83.0 -10.8% $469.86 +10.6%
192 BKNG BOOKING HOLDINGS INC Consumer Cyclical 71.0 $322K 0.10% -26.0 -26.8% $4537.79 -96.0%
193 CARR CARRIER GLOBAL CORPORATION Industrials 5,066.0 $321K 0.10% -83.0 -1.6% $63.40 +16.1%
194 HWM HOWMET AEROSPACE INC Industrials 1,698.0 $316K 0.10% -1K -42.8% $186.15 +44.4%
195 BA BOEING CO Industrials 1,570.0 $309K 0.10% -281.0 -15.2% $196.65 +10.5%
196 SPOT SPOTIFY TECHNOLOGY S A Communication Services 563.0 $305K 0.10% +41.0 +7.8% $541.70 -15.1%
197 JEPQ J P MORGAN EXCHANGE TRADED F 5,878.0 $304K 0.10% $51.79 +14.7%
198 CL COLGATE PALMOLIVE CO Consumer Defensive 3,334.0 $304K 0.10% -2K -39.7% $91.27 +0.9%
199 EME EMCOR GROUP INC Industrials 536.0 $304K 0.10% -628.0 -54.0% $567.04 +40.7%
200 T AT&T INC Communication Services 10,603.0 $303K 0.10% -4K -29.2% $28.60 -20.5%
Page 10 of 16  ·  309 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%