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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 4 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FICO FAIR ISAAC CORP Technology 711.0 $1.3M 0.41% -101.0 -12.4% $1844.16 -35.9%
62 NEE NEXTERA ENERGY INC Utilities 17,660.0 $1.3M 0.40% +1K +6.3% $71.37 +24.1%
63 CRM SALESFORCE INC Technology 4,759.0 $1.2M 0.39% -416.0 -8.0% $258.96 -38.8%
64 EQT EQT CORP Energy 22,616.0 $1.2M 0.38% -22K -49.7% $53.48 -1.5%
65 SPYG SPDR SERIES TRUST 14,936.0 $1.2M 0.38% +922.0 +6.6% $80.38 +42.6%
66 YUM YUM BRANDS INC Consumer Cyclical 7,464.0 $1.2M 0.37% -607.0 -7.5% $157.36 -0.6%
67 SHOP SHOPIFY INC Technology 12,139.0 $1.2M 0.37% -298.0 -2.4% $96.22 +21.5%
68 EFG ISHARES TR 11,500.0 $1.2M 0.36% +9K +300.0% $100.53 +21.1%
69 VWO VANGUARD INTL EQUITY INDEX F 24,497.0 $1.1M 0.35% +1K +4.6% $45.30 +29.3%
70 NFLX NETFLIX INC. Communication Services 2,885.0 $1.1M 0.34% -12K -80.4% $377.94 -80.5%
71 ORCL ORACLE CORP Technology 7,671.0 $1.1M 0.34% -794.0 -9.4% $140.65 +5.7%
72 LLY ELI LILLY & CO Healthcare 1,270.0 $1.1M 0.34% -3K -70.5% $848.57 +42.4%
73 CVX CHEVRON CORPORATION Energy 6,094.0 $1.0M 0.33% -9K -60.0% $171.54 -0.3%
74 IWF ISHARES TR 2,862.0 $1.0M 0.33% +68.0 +2.4% $361.09 -67.0%
75 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,083.0 $1.0M 0.33% -275.0 -20.2% $952.91 -0.0%
76 MRK MERCK & CO INC Healthcare 10,573.0 $993K 0.31% -3K -20.1% $93.89 +36.7%
77 SCZ ISHARES TR 15,604.0 $991K 0.31% +2K +12.2% $63.53 +29.3%
78 XLV SELECT SECTOR SPDR TR 6,772.0 $989K 0.31% +1K +17.9% $145.99 +9.8%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 3,958.0 $982K 0.31% -2K -29.6% $248.15 +9.5%
80 PM PHILIP MORRIS INTL INC Consumer Defensive 6,098.0 $971K 0.31% -1K -14.8% $159.19 +13.6%
Page 4 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%