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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 19 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XLU SELECT SECTOR SPDR TR 5,309.0 $241K 0.04% +2K +70.3% $45.34 -4.7%
362 ASX ASE TECHNOLOGY HLDG CO LTD Technology 5,319.0 $240K 0.04% NEW $45.12 -19.7%
363 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,344.0 $240K 0.04% +1K +1793.0% $178.24 +19.7%
364 ON ON SEMICONDUCTOR CORP Technology 2,526.0 $239K 0.04% NEW $94.54 -23.9%
365 HUBS HUBSPOT INC Technology 1,308.0 $239K 0.04% NEW $182.51 +33.8%
366 NDSN NORDSON CORP Industrials 788.0 $238K 0.04% NEW $301.84 +10.6%
367 AMLP ALPS ETF TR 4,578.0 $237K 0.04% NEW $51.85 +5.9%
368 LMT LOCKHEED MARTIN CORP Industrials 459.0 $234K 0.04% -137.0 -23.0% $509.46 +10.7%
369 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,227.0 $232K 0.04% NEW $54.90 -18.1%
370 LEG LEGGETT & PLATT INC Consumer Cyclical 19,791.0 $232K 0.04% NEW $11.71 -19.9%
371 NEBIUS GROUP N.V. 836.0 $231K 0.04% NEW $276.17
372 VFH VANGUARD WORLD FD 1,752.0 $231K 0.04% -964.0 -35.5% $131.60 +8.1%
373 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,825.0 $230K 0.04% NEW $47.74 -12.1%
374 ROST ROSS STORES INC Consumer Cyclical 1,076.0 $229K 0.04% NEW $212.92 +13.4%
375 MET METLIFE INC Financial Services 2,703.0 $229K 0.04% -529.0 -16.4% $84.60 +13.7%
376 PAUG INNOVATOR ETFS TRUST 5,000.0 $228K 0.04% NEW $45.64 +2.0%
377 FDX FEDEX CORP Industrials 728.0 $228K 0.04% NEW $313.01 +6.7%
378 NET CLOUDFLARE INC Technology 929.0 $228K 0.04% NEW $245.28 +14.3%
379 BE BLOOM ENERGY CORP Industrials 752.0 $228K 0.04% NEW $302.70 -32.6%
380 EXC EXELON CORP Utilities 4,879.0 $227K 0.04% NEW $46.62 -4.9%
Page 19 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%