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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 16 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ILF ISHARES TR 8,803.0 $297K 0.06% NEW $33.75 +3.0%
302 COF CAPITAL ONE FINL CORP Financial Services 1,480.0 $297K 0.06% NEW $200.56 +7.8%
303 EWY ISHARES INC 1,464.0 $296K 0.06% NEW $201.90 -14.0%
304 BLOCK INC 3,887.0 $295K 0.06% +215.0 +5.9% $76.00
305 FFIV F5 INC Technology 710.0 $295K 0.06% NEW $415.96 -8.9%
306 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,542.0 $295K 0.06% NEW $45.11 +16.2%
307 ARKB ARK 21SHARES BITCOIN ETF Financial Services 15,142.0 $295K 0.06% +5K +50.8% $19.46 +34.2%
308 IXJ ISHARES TR 2,983.0 $293K 0.06% -2K -44.5% $98.38 +8.6%
309 VEU VANGUARD INTL EQUITY INDEX F 3,500.0 $293K 0.06% -500.0 -12.5% $83.75 +1.7%
310 ITW ILLINOIS TOOL WKS INC Industrials 1,083.0 $293K 0.06% NEW $270.47 +5.0%
311 SLV ISHARES SILVER TR Financial Services 5,410.0 $289K 0.05% -680.0 -11.2% $53.47 +16.3%
312 CLH CLEAN HARBORS INC Industrials 964.0 $288K 0.05% NEW $298.75 +5.0%
313 ENB ENBRIDGE INC Energy 5,311.0 $288K 0.05% +665.0 +14.3% $54.21 -7.6%
314 XYL XYLEM INC Industrials 2,431.0 $287K 0.05% +185.0 +8.2% $118.21 -3.4%
315 WM WASTE MGMT INC DEL Industrials 1,275.0 $284K 0.05% +370.0 +40.9% $222.88 +1.6%
316 HSBC HSBC HLDGS PLC Financial Services 2,958.0 $281K 0.05% NEW $95.09 +9.5%
317 SNDR SCHNEIDER NATIONAL INC Industrials 7,653.0 $280K 0.05% NEW $36.53 -4.6%
318 CGNX COGNEX CORP Technology 3,810.0 $276K 0.05% NEW $72.42 -19.2%
319 LAMR LAMAR ADVERTISING CO Real Estate 1,759.0 $274K 0.05% NEW $155.98 -2.1%
320 VMI VALMONT INDS INC Industrials 475.0 $274K 0.05% NEW $577.60 -16.6%
Page 16 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%