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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 11 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,987.0 $521K 0.10% NEW $87.04 +6.9%
202 VB VANGUARD INDEX FDS 1,718.0 $521K 0.10% -59.0 -3.3% $303.12 -0.1%
203 TMUS T-MOBILE US INC Communication Services 3,076.0 $516K 0.10% +900.0 +41.4% $167.69 +8.9%
204 EMR EMERSON ELEC CO Industrials 3,599.0 $515K 0.10% NEW $143.18 +10.0%
205 MO ALTRIA GROUP INC Consumer Defensive 7,143.0 $514K 0.10% +1K +22.5% $71.95 -4.8%
206 ADI ANALOG DEVICES INC Technology 1,288.0 $512K 0.10% NEW $397.21 -6.6%
207 CVS CVS HEALTH CORP Healthcare 4,886.0 $505K 0.10% NEW $103.45 -9.0%
208 VIG VANGUARD SPECIALIZED FUNDS 2,107.0 $498K 0.09% +144.0 +7.3% $236.52 +3.4%
209 VST VISTRA CORP Utilities 3,137.0 $498K 0.09% +348.0 +12.5% $158.64 -14.5%
210 SOXX ISHARES TR 774.0 $496K 0.09% -575.0 -42.6% $640.76 -21.0%
211 NSC NORFOLK SOUTHN CORP Industrials 1,574.0 $495K 0.09% +110.0 +7.5% $314.59 +12.2%
212 CMI CUMMINS INC Industrials 687.0 $490K 0.09% NEW $713.06 -19.8%
213 MTCH MATCH GROUP INC NEW Communication Services 12,559.0 $478K 0.09% NEW $38.05 +9.7%
214 SIVR ABRDN SILVER ETF TRUST Financial Services 8,474.0 $476K 0.09% NEW $56.22 +16.3%
215 NVT NVENT ELEC PLC Industrials 2,804.0 $476K 0.09% NEW $169.65 -9.6%
216 VOO VANGUARD INDEX FDS 686.0 $471K 0.09% -733.0 -51.7% $687.30 +2.1%
217 BLK BLACKROCK INC Financial Services 481.0 $462K 0.09% +34.0 +7.6% $960.27 +22.1%
218 BK BANK OF NY MELLON CORP Financial Services 3,167.0 $458K 0.09% +241.0 +8.2% $144.61 -1.9%
219 CRWV COREWEAVE INC Technology 4,541.0 $452K 0.09% NEW $99.54 -13.4%
220 IWM ISHARES TR 1,467.0 $441K 0.08% -860.0 -37.0% $300.45 -0.8%
Page 11 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%