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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 16 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NVST ENVISTA HOLDINGS CORPORATION Healthcare 13,806.0 $300K 0.06% NEW $21.71 +24.2%
302 IT GARTNER INC Technology 1,180.0 $298K 0.06% NEW $252.17 -46.5%
303 VGK VANGUARD INTL EQUITY INDEX F 3,559.0 $298K 0.06% NEW $83.60 +4.2%
304 S SENTINELONE INC Technology 19,648.0 $295K 0.06% NEW $15.00 +6.1%
305 FIX COMFORT SYS USA INC Industrials 312.0 $291K 0.05% NEW $933.38 +98.7%
306 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,809.0 $291K 0.05% NEW $103.67 +0.9%
307 TRU TRANSUNION Industrials 3,395.0 $291K 0.05% NEW $85.75 -18.0%
308 IUSB ISHARES TR 6,196.0 $288K 0.05% NEW $46.54 -0.5%
309 ETHA ISHARES ETHEREUM TR Financial Services 12,767.0 $286K 0.05% NEW $22.43 -47.0%
310 ROL ROLLINS INC Consumer Cyclical 4,770.0 $286K 0.05% NEW $60.02 -27.9%
311 HON HONEYWELL INTL INC Industrials 1,461.0 $285K 0.05% NEW $195.11 +19.0%
312 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,230.0 $282K 0.05% NEW $126.58 +23.3%
313 DOCU DOCUSIGN INC Technology 4,125.0 $282K 0.05% NEW $68.40 -33.9%
314 PH PARKER-HANNIFIN CORP Industrials 320.0 $281K 0.05% NEW $879.20 +10.2%
315 CE CELANESE CORP DEL Basic Materials 6,650.0 $281K 0.05% NEW $42.27 +16.9%
316 VRTX VERTEX PHARMACEUTICALS INC Healthcare 620.0 $281K 0.05% NEW $453.36 +8.4%
317 IAK ISHARES TR 2,060.0 $281K 0.05% NEW $136.18 +3.9%
318 JCI JOHNSON CTLS INTL PLC Industrials 2,342.0 $280K 0.05% NEW $119.76 +15.6%
319 SYK STRYKER CORPORATION Healthcare 789.0 $277K 0.05% NEW $351.47 -5.3%
320 VZ VERIZON COMMUNICATIONS INC Communication Services 6,765.0 $276K 0.05% NEW $40.74 +14.2%
Page 16 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%