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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 5 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 4,001.0 $1.5M 0.28% +2K +60.5% $373.82 -8.6%
82 NEE NEXTERA ENERGY INC Utilities 17,029.0 $1.5M 0.28% -631.0 -3.6% $87.77 -4.2%
83 BAI BLACKROCK ETF TRUST 28,111.0 $1.5M 0.28% NEW $52.72 -18.3%
84 EMXC ISHARES INC 14,089.0 $1.4M 0.27% -19K -58.0% $102.30 -5.8%
85 DELL DELL TECHNOLOGIES INC Technology 3,338.0 $1.4M 0.27% +382.0 +12.9% $431.46 +0.4%
86 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,502.0 $1.4M 0.26% +419.0 +38.7% $935.77 +3.8%
87 CSCO CISCO SYS INC Technology 11,946.0 $1.4M 0.26% +3K +28.4% $117.45 -6.1%
88 VWO VANGUARD INTL EQUITY INDEX F 23,372.0 $1.4M 0.26% -1K -4.6% $59.69 +0.5%
89 IWF ISHARES TR 11,147.0 $1.4M 0.26% +8K +289.5% $124.17 -2.5%
90 SPYG SPDR SERIES TRUST 11,570.0 $1.4M 0.26% -3K -22.5% $119.00 +0.3%
91 IDEV ISHARES TR 15,370.0 $1.4M 0.26% NEW $89.01 +4.6%
92 DGRW WISDOMTREE TR 14,294.0 $1.4M 0.26% -4K -22.5% $95.62 +3.8%
93 XOM EXXON MOBIL CORP Energy 9,967.0 $1.4M 0.26% +5K +88.0% $136.72 +20.0%
94 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 29,930.0 $1.4M 0.26% -11K -26.1% $45.52 +33.9%
95 GLDM WORLD GOLD TR Financial Services 16,801.0 $1.3M 0.25% NEW $79.42 +15.9%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 4,730.0 $1.3M 0.25% +772.0 +19.5% $281.21 -17.8%
97 ROK ROCKWELL AUTOMATION INC Industrials 2,602.0 $1.3M 0.24% +394.0 +17.8% $495.04 -13.2%
98 BAC BANK OF AMER CORP Financial Services 22,552.0 $1.3M 0.24% +6K +39.0% $56.98 +9.4%
99 HWM HOWMET AEROSPACE INC Industrials 4,745.0 $1.3M 0.24% +3K +179.4% $268.88 -2.1%
100 YUM YUM BRANDS INC Consumer Cyclical 7,955.0 $1.3M 0.24% +491.0 +6.6% $159.86 -1.6%
Page 5 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%