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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 15 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GWW WW GRAINGER INC Industrials 238.0 $324K 0.06% +32.0 +15.5% $1361.74 -2.9%
282 PFE PFIZER INC Healthcare 13,459.0 $324K 0.06% +461.0 +3.5% $24.08 +16.2%
283 SOFI SOFI TECHNOLOGIES INC Financial Services 17,912.0 $321K 0.06% NEW $17.93 +1.7%
284 PH PARKER-HANNIFIN CORP Industrials 328.0 $321K 0.06% NEW $978.38 +3.7%
285 HDV ISHARES TR 11,610.0 $318K 0.06% +8K +205.1% $27.41 +9.2%
286 MIDD MIDDLEBY CORP Industrials 1,849.0 $318K 0.06% NEW $172.01 -33.0%
287 CIEN CIENA CORP Technology 646.0 $317K 0.06% NEW $490.56 -24.2%
288 BBY BEST BUY INC Consumer Cyclical 4,138.0 $314K 0.06% NEW $75.88 +15.3%
289 ARW ARROW ELECTRS INC Technology 1,470.0 $314K 0.06% NEW $213.41 -5.4%
290 KEYS KEYSIGHT TECHNOLOGIES INC Technology 891.0 $312K 0.06% NEW $350.07 -11.3%
291 CRUS CIRRUS LOGIC INC Technology 2,088.0 $310K 0.06% NEW $148.53 -24.8%
292 JEPQ J P MORGAN EXCHANGE TRADED F 4,984.0 $306K 0.06% -894.0 -15.2% $61.47 -3.3%
293 AZN ASTRAZENECA PLC Healthcare 1,617.0 $304K 0.06% NEW $187.76 -11.2%
294 SPGI S&P GLOBAL INC Financial Services 740.0 $303K 0.06% -402.0 -35.2% $409.39 +6.4%
295 MAN MANPOWERGROUP INC WIS Industrials 8,942.0 $302K 0.06% NEW $33.77 +81.8%
296 CF CF INDUSTRIES HOLD Basic Materials 2,785.0 $301K 0.06% NEW $108.25 +19.4%
297 NTRS NORTHERN TR CORP Financial Services 1,733.0 $301K 0.06% NEW $173.88 +7.3%
298 ARKK ARK ETF TR 3,713.0 $300K 0.06% -1K -27.0% $80.82 +3.8%
299 T AT&T INC Communication Services 14,465.0 $299K 0.06% +4K +36.4% $20.70 +24.1%
300 DXCM DEXCOM INC Healthcare 4,436.0 $299K 0.06% NEW $67.35 +35.2%
Page 15 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%