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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $539M AUM 424 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 424 New
Page 6 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHSL CORP NEW Consumer Defensive 1,358.0 $1.2M 0.22% NEW $862.16 +10.5%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 7,154.0 $1.1M 0.21% NEW $160.42 +12.7%
103 C CITIGROUP INC Financial Services 9,754.0 $1.1M 0.21% NEW $116.71 +21.5%
104 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 46,604.0 $1.1M 0.21% NEW $24.37 -47.8%
105 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,896.0 $1.1M 0.20% NEW $283.27 -7.2%
106 SCZ ISHARES TR 13,910.0 $1.1M 0.20% NEW $77.53 +6.0%
107 VV VANGUARD INDEX FDS 3,425.0 $1.1M 0.20% NEW $314.84 +6.9%
108 PANW PALO ALTO NETWORKS INC Technology 5,833.0 $1.1M 0.20% NEW $184.20 +65.1%
109 FTEC FIDELITY COVINGTON TRUST 4,732.0 $1.1M 0.20% NEW $224.67 +21.3%
110 EMXC ISHARES INC 14,476.0 $1.1M 0.20% NEW $72.68 +37.7%
111 PNC PNC FINL SVCS GROUP INC Financial Services 4,925.0 $1.0M 0.19% NEW $208.75 +17.4%
112 IJH ISHARES TR 15,067.0 $994K 0.18% NEW $66.00 +15.4%
113 WFC WELLS FARGO CO NEW Financial Services 10,495.0 $978K 0.18% NEW $93.19 -10.0%
114 CB CHUBB LIMITED Financial Services 3,078.0 $961K 0.18% NEW $312.12 +9.4%
115 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 24,438.0 $946K 0.18% NEW $38.73 -31.9%
116 ROK ROCKWELL AUTOMATION INC Industrials 2,386.0 $928K 0.17% NEW $389.03 +22.6%
117 AXON AXON ENTERPRISE INC Industrials 1,630.0 $926K 0.17% NEW $567.93 -18.2%
118 ISRG INTUITIVE SURGICAL INC Healthcare 1,616.0 $915K 0.17% NEW $566.36 -28.6%
119 HOOD ROBINHOOD MKTS INC Financial Services 8,035.0 $909K 0.17% NEW $113.10 -12.7%
120 XLV SELECT SECTOR SPDR TR 5,742.0 $889K 0.17% NEW $154.78 +3.6%
Page 6 of 22  ·  424 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 33.4%
Financial Services 17.8%
Consumer Cyclical 11.2%
Healthcare 9.9%
Communication Services 8.9%
Industrials 8.1%
Consumer Defensive 3.6%
Energy 3.3%
Utilities 1.8%
Real Estate 1.4%