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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 21 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 HII HUNTINGTON INGALLS INDS INC Industrials 763.0 $214K 0.04% NEW $280.04 +5.2%
402 ES EVERSOURCE ENERGY Utilities 2,954.0 $213K 0.04% NEW $72.27 -1.4%
403 NTRA NATERA INC Healthcare 786.0 $213K 0.04% -679.0 -46.4% $271.10 +20.9%
404 AAOI APPLIED OPTOELECTRONICS INC Technology 1,421.0 $211K 0.04% NEW $148.16 -27.4%
405 UAUG INNOVATOR ETFS TRUST 5,000.0 $210K 0.04% NEW $42.08 +1.8%
406 WCC WESCO INTL INC Industrials 607.0 $210K 0.04% NEW $345.43 -2.4%
407 DT DYNATRACE INC Technology 4,766.0 $209K 0.04% NEW $43.91 +11.7%
408 NVST ENVISTA HOLDINGS CORPORATION Healthcare 7,940.0 $209K 0.04% NEW $26.35 +3.8%
409 CAG CONAGRA BRANDS INC Consumer Defensive 15,528.0 $209K 0.04% NEW $13.46 +23.9%
410 RNG RINGCENTRAL INC Technology 5,342.0 $208K 0.04% NEW $38.98 +72.1%
411 URI UNITED RENTALS INC Industrials 182.0 $206K 0.04% NEW $1131.34 -4.2%
412 RBLX ROBLOX CORP Technology 3,779.0 $206K 0.04% -3K -45.8% $54.38 -28.7%
413 JHG JANUS HENDERSON GROUP PLC Financial Services 3,938.0 $205K 0.04% NEW $51.95 +0.0%
414 VSAT VIASAT INC Technology 2,277.0 $204K 0.04% NEW $89.81 -19.5%
415 TOTALENERGIES SE 2,588.0 $204K 0.04% NEW $78.88
416 OC OWENS CORNING NEW Industrials 1,273.0 $202K 0.04% NEW $158.96 -7.5%
417 CTAS CINTAS CORP Industrials 1,189.0 $202K 0.04% NEW $170.08 +21.9%
418 BALL BALL CORP Consumer Cyclical 3,230.0 $202K 0.04% NEW $62.40 +3.2%
419 IYG ISHARES TR 2,222.0 $201K 0.04% -1K -35.1% $90.50 +8.0%
420 F FORD MTR CO Consumer Cyclical 14,465.0 $201K 0.04% NEW $13.90 +0.2%
Page 21 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%