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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 13 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UBER UBER TECHNOLOGIES INC Technology 5,335.0 $385K 0.07% +2K +63.3% $72.16 +9.9%
242 DE DEERE & CO Industrials 600.0 $381K 0.07% +84.0 +16.3% $634.84 +2.2%
243 KRC KILROY REALTY CORP Real Estate 10,150.0 $380K 0.07% NEW $37.47 -1.6%
244 D DOMINION ENERGY INC Utilities 5,554.0 $379K 0.07% +815.0 +17.2% $68.29 -2.5%
245 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,360.0 $377K 0.07% NEW $112.35 +42.6%
246 SYF SYNCHRONY FINANCIAL Financial Services 4,932.0 $375K 0.07% +1K +27.6% $76.07 +5.2%
247 WWD WOODWARD INC Industrials 877.0 $373K 0.07% NEW $425.44 -21.7%
248 LITE LUMENTUM HLDGS INC Technology 433.0 $372K 0.07% NEW $858.04 -3.2%
249 TMO THERMO FISHER SCIENTIFIC INC Healthcare 738.0 $370K 0.07% -451.0 -37.9% $501.86 +25.3%
250 DASH DOORDASH INC Communication Services 2,000.0 $369K 0.07% NEW $184.53 +24.1%
251 NEM NEWMONT CORP Basic Materials 3,901.0 $364K 0.07% NEW $93.41 +41.1%
252 CDNS CADENCE DESIGN SYSTEM INC Technology 970.0 $363K 0.07% -329.0 -25.3% $374.16 -15.6%
253 S SENTINELONE INC Technology 21,354.0 $362K 0.07% +831.0 +4.0% $16.97 +22.7%
254 ETH GRAYSCALE ETHEREUM STAKING Financial Services 24,033.0 $361K 0.07% NEW $15.03 +57.0%
255 ESS ESSEX PPTY TR INC Real Estate 1,232.0 $359K 0.07% NEW $291.75 +0.6%
256 SNA SNAP ON INC Industrials 893.0 $359K 0.07% NEW $402.31 -1.9%
257 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,009.0 $359K 0.07% -704.0 -14.9% $89.48 -21.5%
258 EW EDWARDS LIFESCIENCES CORP Healthcare 3,948.0 $357K 0.07% NEW $90.46 +0.0%
259 TRGP TARGA RES CORP Energy 1,323.0 $355K 0.07% NEW $268.18 +9.7%
260 LEMB ISHARES INC 8,346.0 $354K 0.07% NEW $42.43 +2.2%
Page 13 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%