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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 18 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ED CONSOLIDATED EDISON INC Utilities 2,317.0 $256K 0.05% NEW $110.63 -2.6%
342 AMP AMERIPRISE FINL INC Financial Services 560.0 $256K 0.05% +5.0 +0.9% $457.02 +22.8%
343 YETI YETI HLDGS INC Consumer Cyclical 5,151.0 $255K 0.05% NEW $49.56 -13.1%
344 VRTX VERTEX PHARMACEUTICALS INC Healthcare 511.0 $254K 0.05% -408.0 -44.4% $496.73 +10.2%
345 DHR DANAHER CORP DEL Healthcare 1,330.0 $253K 0.05% -480.0 -26.5% $190.49 +12.9%
346 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,247.0 $253K 0.05% NEW $112.74 +16.5%
347 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,287.0 $251K 0.05% NEW $76.43 -4.3%
348 GLPI GAMING & LEISURE P Real Estate 5,628.0 $251K 0.05% NEW $44.53 -1.3%
349 FR FIRST INDL RLTY TR INC Real Estate 4,063.0 $249K 0.05% NEW $61.31 +3.5%
350 IDXX IDEXX LABS INC Healthcare 472.0 $248K 0.05% NEW $526.44 +6.3%
351 FIVE FIVE BELOW INC Consumer Cyclical 1,380.0 $248K 0.05% NEW $179.79 +46.1%
352 VLO VALERO ENERGY CORP Energy 950.0 $247K 0.05% NEW $260.38 +32.9%
353 TGT TARGET CORP Consumer Defensive 1,893.0 $247K 0.05% NEW $130.61 +30.1%
354 CRSP CRISPR THERAPEUTICS AG Healthcare 4,498.0 $245K 0.05% -2K -33.5% $54.54 +4.7%
355 AIG AMERICAN INTL GROUP INC Financial Services 3,269.0 $243K 0.05% NEW $74.48 +3.9%
356 PCTY PAYLOCITY HLDG CORP Technology 2,327.0 $243K 0.05% NEW $104.53 +45.8%
357 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 627.0 $242K 0.05% NEW $386.73 +4.1%
358 ARKG ARK ETF TR 5,750.0 $242K 0.04% NEW $42.06 +14.1%
359 IUSB ISHARES TR 5,236.0 $242K 0.04% -4K -44.9% $46.15 -1.4%
360 SCHF SCHWAB STRATEGIC TR 8,720.0 $242K 0.04% -8K -47.9% $27.70 +2.2%
Page 18 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%