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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 3 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HELO J P MORGAN EXCHANGE TRADED F 41,051.0 $2.8M 0.52% +31K +319.9% $67.58 +2.5%
42 MPC MARATHON PETE CORP Energy 10,773.0 $2.8M 0.52% -254.0 -2.3% $255.68 +41.8%
43 INTC INTEL CORP Technology 19,718.0 $2.8M 0.52% +1K +7.5% $139.63 -37.5%
44 LLY ELI LILLY & CO Healthcare 2,290.0 $2.7M 0.52% +1K +80.3% $1199.08 +4.1%
45 AMD ADVANCED MICRO DEVICES INC Technology 4,638.0 $2.7M 0.51% -145.0 -3.0% $579.53 -21.2%
46 ASML ASML HLDG NV Technology 1,305.0 $2.6M 0.49% +483.0 +58.8% $1988.72 -12.5%
47 IAU ISHARES GOLD TR Financial Services 34,162.0 $2.6M 0.48% -9K -21.4% $75.51 +15.8%
48 BERKSHIRE HATHAWAY INC DEL 5,084.0 $2.5M 0.48% +597.0 +13.3% $500.39
49 RTX RTX CORPORATION Industrials 12,816.0 $2.4M 0.46% +712.0 +5.9% $189.75 +10.3%
50 SNDK SANDISK CORP Technology 1,052.0 $2.4M 0.45% NEW $2273.73 -34.3%
51 VTI VANGUARD INDEX FDS 6,402.0 $2.4M 0.45% -347.0 -5.1% $370.05 +1.9%
52 BBJP J P MORGAN EXCHANGE TRADED F 31,435.0 $2.4M 0.45% -2K -7.0% $75.31 +1.7%
53 MA MASTERCARD INCORPORATED Financial Services 4,439.0 $2.3M 0.43% +1K +39.1% $513.65 +16.8%
54 ANET ARISTA NETWORKS INC Technology 12,942.0 $2.2M 0.41% +2K +21.9% $169.79 +10.8%
55 FBND FIDELITY MERRIMACK STR TR 48,060.0 $2.2M 0.41% +8K +20.3% $45.49 -1.1%
56 IJR ISHARES TR 14,403.0 $2.1M 0.40% +83.0 +0.6% $148.31 -1.0%
57 MRK MERCK & CO INC Healthcare 16,005.0 $2.1M 0.39% +5K +51.4% $128.50 +17.3%
58 GEV GE VERNOVA INC Utilities 1,737.0 $2.0M 0.38% +978.0 +128.8% $1174.93 -19.8%
59 CGMU CAPITAL GRP FIXED INCM ETF T 73,758.0 $2.0M 0.38% +54K +264.6% $27.47 -1.4%
60 EZU ISHARES INC 28,165.0 $2.0M 0.37% -8K -22.3% $69.50 +2.7%
Page 3 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%