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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $317M AUM 309 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 71 Added 189 Reduced 158 Exited
Page 3 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMXC ISHARES INC 33,580.0 $1.8M 0.58% +19K +132.0% $55.09 +81.6%
42 FBND FIDELITY MERRIMACK STR TR 39,944.0 $1.8M 0.58% -7K -14.8% $45.65 +0.4%
43 MA MASTERCARD INCORPORATED Financial Services 3,191.0 $1.7M 0.55% -602.0 -15.9% $542.39 -8.0%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,488.0 $1.7M 0.53% -1K -14.2% $224.79 +92.3%
45 AVGO BROADCOM INC Technology 8,413.0 $1.7M 0.53% -4K -34.0% $197.54 +84.8%
46 RTX RTX CORPORATION Industrials 12,104.0 $1.6M 0.52% -1K -8.5% $135.80 +38.4%
47 PEP PEPSICO INC Consumer Defensive 10,957.0 $1.6M 0.52% -674.0 -5.8% $149.95 -5.7%
48 AMAT APPLIED MATLS INC Technology 5,575.0 $1.6M 0.52% -776.0 -12.2% $294.15 +113.1%
49 MPC MARATHON PETE CORP Energy 11,027.0 $1.6M 0.51% -822.0 -6.9% $146.46 +73.5%
50 BERKSHIRE HATHAWAY INC DEL 2.0 $1.6M 0.50% $798441.50
51 SBUX STARBUCKS CORP Consumer Cyclical 16,320.0 $1.6M 0.50% +532.0 +3.4% $97.82 +6.9%
52 JHMM JOHN HANCOCK EXCHANGE TRADED 27,193.0 $1.6M 0.49% -9K -24.3% $57.30 +29.5%
53 MS MORGAN STANLEY Financial Services 12,651.0 $1.5M 0.47% -2K -13.7% $118.46 +79.0%
54 IJR ISHARES TR 14,320.0 $1.5M 0.47% -781.0 -5.2% $104.57 +41.0%
55 AXP AMERICAN EXPRESS CO Financial Services 5,518.0 $1.5M 0.47% -386.0 -6.5% $269.81 +26.1%
56 DGRW WISDOMTREE TR 18,434.0 $1.5M 0.47% +938.0 +5.4% $79.86 +18.5%
57 CRWD CROWDSTRIKE HLDGS INC Technology 4,032.0 $1.5M 0.46% -450.0 -10.0% $359.69 +94.9%
58 VO VANGUARD INDEX FDS 5,507.0 $1.4M 0.45% +237.0 +4.5% $258.61 -69.1%
59 IYW ISHARES TR 9,840.0 $1.4M 0.44% +6K +127.7% $140.44 +70.6%
60 HCA HCA HEALTHCARE INC Healthcare 3,833.0 $1.4M 0.43% -900.0 -19.0% $355.74 +10.1%
Page 3 of 16  ·  309 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 32.5%
Financial Services 17.8%
Communication Services 13.7%
Consumer Cyclical 10.4%
Healthcare 10.0%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 3.0%
Utilities 1.7%
Basic Materials 0.6%