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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 11 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TEM TEMPUS AI INC Healthcare 6,105.0 $295K 0.09% -221.0 -3.5% $48.24 +16.4%
202 QQQ INVESCO QQQ TR Financial Services 592.0 $288K 0.09% $487.21 +45.0%
203 ETHA ISHARES ETHEREUM TR Financial Services 20,739.0 $287K 0.09% +8K +62.4% $13.82 -14.0%
204 AVDE AMERICAN CENTY ETF TR 3,375.0 $286K 0.09% NEW $84.84 +4.4%
205 TJX TJX COS INC NEW Consumer Cyclical 2,116.0 $283K 0.09% -874.0 -29.2% $133.53 +16.3%
206 SPYV SPDR SERIES TRUST 5,501.0 $281K 0.09% $51.07 +18.7%
207 KLAC KLA CORP Technology 379.0 $280K 0.09% -39.0 -9.3% $739.76 -66.4%
208 DELL DELL TECHNOLOGIES INC Technology 2,956.0 $279K 0.09% -101.0 -3.3% $94.51 +322.7%
209 PHM PULTE GROUP INC Consumer Cyclical 2,474.0 $273K 0.09% -2K -42.0% $110.42 +24.6%
210 UNP UNION PAC CORP Industrials 1,142.0 $271K 0.09% -1K -47.7% $236.99 +13.2%
211 AVB AVALONBAY CMNTYS INC Real Estate 1,644.0 $270K 0.09% -88.0 -5.1% $163.97 +15.9%
212 IYG ISHARES TR 3,422.0 $269K 0.09% +458.0 +15.4% $78.57 +14.9%
213 XYL XYLEM INC Industrials 2,246.0 $268K 0.09% -720.0 -24.3% $119.46 -2.5%
214 LMT LOCKHEED MARTIN CORP Industrials 596.0 $267K 0.08% +93.0 +18.5% $448.05 +13.2%
215 D DOMINION ENERGY INC Utilities 4,739.0 $266K 0.08% -834.0 -15.0% $56.07 +23.8%
216 AMP AMERIPRISE FINL INC Financial Services 555.0 $265K 0.08% -385.0 -41.0% $478.07 -5.3%
217 S SENTINELONE INC Technology 20,523.0 $264K 0.08% +875.0 +4.5% $12.88 +23.5%
218 XLP SELECT SECTOR SPDR TR 3,236.0 $264K 0.08% -1K -30.8% $81.67 +3.7%
219 CW CURTISS WRIGHT CORP Industrials 669.0 $262K 0.08% -421.0 -38.6% $391.24 +91.0%
220 SNY SANOFI SA Healthcare 4,732.0 $262K 0.08% NEW $55.31 -22.3%
Page 11 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%