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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 5 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 2,515.0 $933K 0.29% +102.0 +4.2% $370.82 -77.7%
82 ANET ARISTA NETWORKS INC Technology 10,615.0 $905K 0.29% -1K -11.5% $85.25 +84.9%
83 DFIV DIMENSIONAL ETF TRUST 17,095.0 $902K 0.28% -37K -68.2% $52.78 +2.1%
84 VV VANGUARD INDEX FDS 3,388.0 $871K 0.28% -37.0 -1.1% $257.03 +30.9%
85 JNJ JOHNSON & JOHNSON Healthcare 4,848.0 $861K 0.27% -1K -22.1% $177.64 +43.4%
86 IJH ISHARES TR 14,566.0 $850K 0.27% -501.0 -3.3% $58.35 +30.5%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 9,497.0 $848K 0.27% +1K +14.5% $89.29 +26.5%
88 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 54,396.0 $834K 0.26% +8K +16.7% $15.33 -17.0%
89 ARKB ARK 21SHARES BITCOIN ETF Financial Services 10,044.0 $826K 0.26% -12K -53.9% $82.20 -75.9%
90 APP APPLOVIN CORP Technology 2,778.0 $819K 0.26% +253.0 +10.0% $294.80 +61.8%
91 PNC PNC FINL SVCS GROUP INC Financial Services 4,450.0 $796K 0.25% -475.0 -9.6% $178.80 +37.0%
92 ADBE ADOBE INC Technology 2,112.0 $789K 0.25% -254.0 -10.7% $373.59 -45.7%
93 JAAA JANUS DETROIT STR TR 15,641.0 $788K 0.25% -342K -95.6% $50.37 +0.6%
94 WMT WALMART INC Consumer Defensive 8,210.0 $788K 0.25% -6K -40.8% $95.92 +20.6%
95 FTEC FIDELITY COVINGTON TRUST 4,876.0 $786K 0.25% +144.0 +3.0% $161.27 +69.0%
96 IUSV ISHARES TR 8,445.0 $779K 0.25% -111.0 -1.3% $92.29 +19.0%
97 SDY SPDR SERIES TRUST 5,522.0 $749K 0.24% -131.0 -2.3% $135.66 +12.9%
98 PANW PALO ALTO NETWORKS INC Technology 4,392.0 $744K 0.23% -1K -24.7% $169.37 +79.6%
99 ASML ASML HLDG NV Technology 822.0 $741K 0.23% -453.0 -35.5% $901.46 +99.1%
100 CMCSA COMCAST CORP NEW Communication Services 20,506.0 $736K 0.23% -1K -6.1% $35.89 -35.4%
Page 5 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%