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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 10 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BLCR BLACKROCK ETF TRUST 11,609.0 $585K 0.11% NEW $50.37 -3.0%
182 MRVL MARVELL TECHNOLOGY INC Technology 1,953.0 $582K 0.11% NEW $297.89 -23.0%
183 BLACKROCK ETF TRUST 15,852.0 $580K 0.11% NEW $36.60
184 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,970.0 $574K 0.11% +2K +44.0% $96.12 -49.1%
185 CMCSA COMCAST CORP NEW Communication Services 23,032.0 $565K 0.11% +3K +12.3% $24.55 +10.1%
186 UNP UNION PAC CORP Industrials 2,061.0 $561K 0.10% +919.0 +80.5% $272.03 +13.9%
187 TTMI TTM TECHNOLOGIES INC Technology 2,981.0 $557K 0.10% NEW $187.02 -42.7%
188 CL COLGATE PALMOLIVE CO Consumer Defensive 6,071.0 $557K 0.10% +3K +82.1% $91.68 +0.9%
189 GD GENERAL DYNAMICS CORP Industrials 1,555.0 $551K 0.10% +687.0 +79.2% $354.25 +8.3%
190 ALAB ASTERA LABS INC Technology 1,137.0 $549K 0.10% NEW $483.01 -42.5%
191 CB CHUBB LIMITED Financial Services 1,605.0 $547K 0.10% +257.0 +19.1% $340.74 +1.5%
192 BLACKROCK ETF TRUST 16,948.0 $539K 0.10% NEW $31.78
193 TWLO TWILIO INC Communication Services 2,597.0 $536K 0.10% NEW $206.33 +7.9%
194 TPR TAPESTRY INC Consumer Cyclical 3,655.0 $535K 0.10% NEW $146.36 -9.7%
195 DVY ISHARES TR 3,416.0 $534K 0.10% -132.0 -3.7% $156.30 +5.3%
196 MCD MCDONALDS CORP Consumer Cyclical 1,967.0 $532K 0.10% +457.0 +30.3% $270.31 +0.8%
197 PGR PROGRESSIVE CORP Financial Services 2,414.0 $527K 0.10% +419.0 +21.0% $218.38 +2.5%
198 MGV VANGUARD WORLD FD 3,215.0 $525K 0.10% -1K -28.4% $163.45 +3.0%
199 ROKU ROKU INC Communication Services 3,781.0 $522K 0.10% -4K -48.9% $138.14 +14.5%
200 XBI SPDR SERIES TRUST 3,297.0 $522K 0.10% NEW $158.26 +3.7%
Page 10 of 22  ·  430 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%