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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 20 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,037.0 $227K 0.04% NEW $74.81 +2.1%
382 IXC ISHARES TR 4,623.0 $227K 0.04% NEW $49.13 +17.9%
383 TEM TEMPUS AI INC Healthcare 3,908.0 $226K 0.04% -2K -36.0% $57.93 +14.2%
384 CSX CSX CORP Industrials 4,744.0 $226K 0.04% NEW $47.54 +8.2%
385 SANM SANMINA CORP Technology 888.0 $225K 0.04% NEW $253.08 -26.7%
386 DLTR DOLLAR TREE INC Consumer Defensive 1,852.0 $224K 0.04% NEW $120.95 +13.1%
387 COIN COINBASE GLOBAL INC Financial Services 1,526.0 $223K 0.04% -953.0 -38.4% $146.19 +22.8%
388 IWS ISHARES TR 1,362.0 $222K 0.04% NEW $163.15 +5.3%
389 LHX L3HARRIS TECHNOLOGIES INC Industrials 763.0 $222K 0.04% NEW $291.05 -9.7%
390 IWB ISHARES TR 540.0 $221K 0.04% NEW $409.50 +2.2%
391 VONV VANGUARD SCOTTSDALE FDS 2,105.0 $221K 0.04% NEW $104.79 +8.1%
392 VGK VANGUARD INTL EQUITY INDEX F 2,491.0 $221K 0.04% -1K -30.8% $88.52 +4.6%
393 LOW LOWES COS INC Consumer Cyclical 996.0 $220K 0.04% +123.0 +14.1% $220.53 -1.6%
394 IWD ISHARES TR 906.0 $220K 0.04% NEW $242.43 +6.6%
395 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 2,150.0 $219K 0.04% NEW $101.88 +12.2%
396 ZM ZOOM COMMUNICATIONS INC Technology 2,516.0 $217K 0.04% NEW $86.31 +21.5%
397 SO SOUTHERN CO Utilities 2,268.0 $217K 0.04% NEW $95.73 -5.9%
398 BHP BHP BILLITON LIMITED Basic Materials 2,586.0 $215K 0.04% NEW $83.31 +16.6%
399 ZION ZIONS BANCORPORATION NATL AS Financial Services 3,094.0 $214K 0.04% NEW $69.19 -1.9%
400 STM STMICROELECTRONICS N V Technology 2,858.0 $214K 0.04% NEW $74.89 -34.1%
Page 20 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%