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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $539M AUM 424 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 424 New
Page 15 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PYPL PAYPAL HLDGS INC Financial Services 5,530.0 $323K 0.06% NEW $58.38 -24.1%
282 FCX FREEPORT-MCMORAN INC Basic Materials 6,354.0 $323K 0.06% NEW $50.79 +23.0%
283 STT STATE STR CORP Financial Services 2,481.0 $320K 0.06% NEW $128.96 +30.4%
284 IGV ISHARES TR 3,011.0 $318K 0.06% NEW $105.69 -16.5%
285 PCTY PAYLOCITY HLDG CORP Technology 2,085.0 $318K 0.06% NEW $152.50 -30.3%
286 SNA SNAP ON INC Industrials 922.0 $318K 0.06% NEW $344.53 +15.3%
287 NTRS NORTHERN TR CORP Financial Services 2,320.0 $317K 0.06% NEW $136.59 +27.3%
288 AIG AMERICAN INTL GROUP INC Financial Services 3,694.0 $316K 0.06% NEW $85.51 -11.6%
289 AVB AVALONBAY CMNTYS INC Real Estate 1,732.0 $314K 0.06% NEW $181.31 +4.9%
290 ADI ANALOG DEVICES INC Technology 1,157.0 $314K 0.06% NEW $271.31 +42.6%
291 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,437.0 $313K 0.06% NEW $218.02 -33.2%
292 SPYV SPDR SERIES TRUST 5,501.0 $313K 0.06% NEW $56.81 +6.7%
293 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,035.0 $312K 0.06% NEW $44.34 +8.4%
294 ARKK ARK ETF TR 4,052.0 $312K 0.06% NEW $76.92 +1.4%
295 MRVL MARVELL TECHNOLOGY INC Technology 3,664.0 $311K 0.06% NEW $84.98 +213.9%
296 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,176.0 $311K 0.06% NEW $97.90 +22.4%
297 G GENPACT LIMITED Technology 6,585.0 $308K 0.06% NEW $46.78 -39.0%
298 SPOT SPOTIFY TECHNOLOGY S A Communication Services 522.0 $303K 0.06% NEW $579.60 -20.6%
299 DGX QUEST DIAGNOSTICS INC Healthcare 1,742.0 $302K 0.06% NEW $173.48 +21.0%
300 AN AUTONATION INC Consumer Cyclical 1,456.0 $301K 0.06% NEW $206.48 -7.2%
Page 15 of 22  ·  424 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 33.4%
Financial Services 17.8%
Consumer Cyclical 11.2%
Healthcare 9.9%
Communication Services 8.9%
Industrials 8.1%
Consumer Defensive 3.6%
Energy 3.3%
Utilities 1.8%
Real Estate 1.4%