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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 12 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,971.0 $262K 0.08% +2K +46.3% $43.80 +43.3%
222 J JACOBS SOLUTIONS INC Industrials 2,160.0 $261K 0.08% +477.0 +28.3% $120.87 +4.0%
223 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,145.0 $261K 0.08% -2K -35.2% $62.85 +53.3%
224 BITO PROSHARES TR 14,203.0 $260K 0.08% NEW $18.32 -55.7%
225 SOXX ISHARES TR 1,349.0 $260K 0.08% +67.0 +5.2% $192.63 +206.2%
226 MET METLIFE INC Financial Services 3,232.0 $259K 0.08% -2K -34.3% $80.18 +7.2%
227 GD GENERAL DYNAMICS CORP Industrials 868.0 $256K 0.08% -1K -54.8% $295.12 +17.5%
228 DE DEERE & CO Industrials 516.0 $256K 0.08% -266.0 -34.0% $495.82 +23.7%
229 BK BANK NEW YORK MELLON CORP Financial Services 2,926.0 $255K 0.08% -1K -32.5% $87.28 +67.8%
230 ACN ACCENTURE PLC IRELAND Technology 817.0 $255K 0.08% -440.0 -35.0% $312.35 -58.7%
231 VGK VANGUARD INTL EQUITY INDEX F 3,600.0 $253K 0.08% +41.0 +1.1% $70.20 +24.1%
232 FDIS FIDELITY COVINGTON TRUST 2,947.0 $249K 0.08% NEW $84.51 +19.3%
233 MDT MEDTRONIC PLC Healthcare 2,796.0 $249K 0.08% -5K -62.4% $88.92 -8.9%
234 XLU SELECT SECTOR SPDR TR 3,118.0 $246K 0.08% -6K -64.0% $78.84 -41.4%
235 OTIS OTIS WORLDWIDE CORP Industrials 2,405.0 $245K 0.08% NEW $101.73 -28.1%
236 VEU VANGUARD INTL EQUITY INDEX F 4,000.0 $243K 0.08% +500.0 +14.3% $60.66 +36.3%
237 ARKK ARK ETF TR 5,084.0 $242K 0.08% +1K +25.5% $47.58 +64.0%
238 TTD THE TRADE DESK INC Technology 5,463.0 $238K 0.07% NEW $43.61 -57.9%
239 VZ VERIZON COMMUNICATIONS INC Communication Services 5,133.0 $238K 0.07% -2K -24.1% $46.34 +0.4%
240 UBER UBER TECHNOLOGIES INC Technology 3,267.0 $238K 0.07% -6K -63.3% $72.71 +4.8%
Page 12 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%