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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 21 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 A AGILENT TECHNOLOGIES INC Healthcare 1,503.0 $205K 0.04% NEW $136.07 -0.0%
402 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 2,676.0 $203K 0.04% NEW $75.91 -37.8%
403 CGNX COGNEX CORP Technology 5,642.0 $203K 0.04% NEW $35.98 +85.0%
404 GATX GATX CORP Industrials 1,195.0 $203K 0.04% NEW $169.60 +7.5%
405 IWS ISHARES TR 1,426.0 $201K 0.04% NEW $141.05 +17.1%
406 SCHF SCHWAB STRATEGIC TR 8,353.0 $201K 0.04% NEW $24.04 +14.0%
407 DT DYNATRACE INC Technology 4,630.0 $201K 0.04% NEW $43.34 +0.1%
408 MIDD MIDDLEBY CORP Industrials 1,348.0 $200K 0.04% NEW $148.67 +16.6%
409 F FORD MTR CO Consumer Cyclical 14,610.0 $192K 0.04% NEW $13.12 +7.7%
410 NVCR NOVOCURE LTD Healthcare 11,851.0 $153K 0.03% NEW $12.93 +19.3%
411 SAN BANCO SANTANDER SA Financial Services 13,047.0 $153K 0.03% NEW $11.73 +14.2%
412 GTM ZOOMINFO TECHNOLOGIES INC Technology 13,237.0 $135K 0.03% NEW $10.17 -71.6%
413 ACHR ARCHER AVIATION INC Industrials 17,613.0 $132K 0.03% NEW $7.52 -35.2%
414 FLO FLOWERS FOODS INC Consumer Defensive 11,664.0 $127K 0.02% NEW $10.88 -26.7%
415 HUN HUNTSMAN CORP Basic Materials 12,006.0 $120K 0.02% NEW $10.00 +14.1%
416 MFG MIZUHO FINANCIAL GROUP INC Financial Services 14,080.0 $103K 0.02% NEW $7.32 +32.6%
417 GRAB GRAB HOLDINGS LIMITED Technology 20,441.0 $102K 0.02% NEW $4.99 -28.9%
418 NTLA INTELLIA THERAPEUTICS INC Healthcare 10,996.0 $99K 0.02% NEW $8.99 +85.5%
419 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20,464.0 $84K 0.02% NEW $4.09 -13.9%
420 BORR DRILLING LTD 13,090.0 $53K 0.01% NEW $4.03
Page 21 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%