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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 17 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DAL DELTA AIR LINES INC DEL Industrials 3,970.0 $276K 0.05% NEW $69.40 +33.4%
322 ITB ISHARES TR 2,848.0 $274K 0.05% NEW $96.28 +8.9%
323 IYG ISHARES TR 2,964.0 $274K 0.05% NEW $92.28 -2.2%
324 TOL TOLL BROTHERS INC Consumer Cyclical 2,022.0 $273K 0.05% NEW $135.22 +21.4%
325 QRVO QORVO INC Technology 3,231.0 $273K 0.05% NEW $84.51 +11.1%
326 CRL CHARLES RIV LABS INTL INC Healthcare 1,368.0 $273K 0.05% NEW $199.48 +8.2%
327 USB US BANCORP DEL Financial Services 5,104.0 $272K 0.05% NEW $53.36 +14.2%
328 HUBS HUBSPOT INC Technology 678.0 $272K 0.05% NEW $401.30 -53.8%
329 CARR CARRIER GLOBAL CORPORATION Industrials 5,149.0 $272K 0.05% NEW $52.84 +39.3%
330 XLC SELECT SECTOR SPDR TR 2,308.0 $272K 0.05% NEW $117.72 -9.9%
331 TEL TE CONNECTIVITY PLC Technology 1,174.0 $267K 0.05% NEW $227.51 -13.1%
332 FOXA FOX CORP Communication Services 3,629.0 $265K 0.05% NEW $73.05 -31.4%
333 EGP EASTGROUP PPTYS INC Real Estate 1,476.0 $263K 0.05% NEW $178.09 +16.4%
334 LECO LINCOLN ELEC HLDGS INC Industrials 1,094.0 $262K 0.05% NEW $239.58 +11.3%
335 CBRE CBRE GROUP INC Real Estate 1,630.0 $262K 0.05% NEW $160.79 -14.5%
336 ALL ALLSTATE CORP Financial Services 1,253.0 $261K 0.05% NEW $208.04 +15.2%
337 MCHI ISHARES TR 4,312.0 $259K 0.05% NEW $60.07 -16.0%
338 TSN TYSON FOODS INC Consumer Defensive 4,414.0 $259K 0.05% NEW $58.62 -0.1%
339 FR FIRST INDL RLTY TR INC Real Estate 4,496.0 $257K 0.05% NEW $57.27 +11.0%
340 VEU VANGUARD INTL EQUITY INDEX F 3,500.0 $257K 0.05% NEW $73.56 +12.4%
Page 17 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%