Portfolio (Quarterly)
Guide ↗
Interchange Capital Partners, LLC
· CIK 0001845998| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | EPM | EVOLUTION PETE CORP | Energy | 14,010.0 | $50K | 0.01% | NEW | — | $3.54 | +7.1% |
| 422 | WIT | WIPRO LTD | Technology | 12,476.0 | $35K | 0.01% | NEW | — | $2.84 | -20.1% |
| 423 | PACB | PACIFIC BIOSCIENCES CALIF IN | Healthcare | 16,813.0 | $31K | 0.01% | NEW | — | $1.87 | -11.8% |
| 424 | NNOX | NANO X IMAGING LTD | Healthcare | 10,000.0 | $28K | 0.01% | NEW | — | $2.80 | -61.1% |
① 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%