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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 14 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPG SIMON PPTY GROUP INC NEW Real Estate 1,223.0 $208K 0.07% -521.0 -29.9% $169.76 +33.7%
262 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 648.0 $205K 0.07% -3K -83.1% $316.57 -71.7%
263 DDOG DATADOG INC Technology 1,982.0 $205K 0.07% -2K -44.9% $103.50 +131.7%
264 LEIDOS HOLDINGS INC 1,518.0 $205K 0.07% -903.0 -37.3% $134.97
265 PCOR PROCORE TECHNOLOGIES INC Technology 3,555.0 $205K 0.07% +301.0 +9.2% $57.57 -27.2%
266 TER TERADYNE INC Technology 2,472.0 $204K 0.06% +321.0 +14.9% $82.60 +428.9%
267 LOW LOWES COS INC Consumer Cyclical 873.0 $204K 0.06% -814.0 -48.2% $233.84 -4.9%
268 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,218.0 $203K 0.06% -469.0 -27.8% $166.44 -29.4%
269 BLOCK INC 3,672.0 $202K 0.06% NEW $55.15
270 HON HONEYWELL INTL INC Industrials 948.0 $202K 0.06% -513.0 -35.1% $213.46 +8.8%
271 C CITIGROUP INC Financial Services 2,356.0 $200K 0.06% -7K -75.8% $85.03 +66.7%
272 SLV ISHARES SILVER TR Financial Services 6,090.0 $186K 0.06% -3K -32.6% $30.61 +74.0%
273 TXG 10X GENOMICS INC Healthcare 14,575.0 $178K 0.06% -15K -51.2% $12.20 +201.1%
274 NU NU HLDGS LTD Financial Services 13,261.0 $158K 0.05% -32K -70.8% $11.89 +10.7%
275 RXRX RECURSION PHARMACEUTICALS IN Healthcare 23,464.0 $124K 0.04% +3K +14.7% $5.29 -33.5%
276 ACHR ARCHER AVIATION INC Industrials 17,266.0 $123K 0.04% -347.0 -2.0% $7.11 -31.5%
277 INTC CALL INTEL CORP Technology 14,900.0 $99K 0.03% NEW $6.62 +1838.4%
278 NTLA INTELLIA THERAPEUTICS INC Healthcare 11,073.0 $79K 0.03% +77.0 +0.7% $7.11 +134.6%
279 WIT WIPRO LTD Technology 11,562.0 $29K 0.01% -914.0 -7.3% $2.51 -9.5%
280 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 21,400.0 $25K 0.01% +5K +27.3% $1.18 +39.8%
Page 14 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%