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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 6 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MTUM ISHARES TR 3,617.0 $1.2M 0.23% +28.0 +0.8% $342.83 -12.3%
102 ABT ABBOTT LABORATORIES Healthcare 13,455.0 $1.2M 0.23% -2K -13.2% $90.74 +28.6%
103 VUG VANGUARD INDEX FDS 14,027.0 $1.2M 0.23% +12K +457.7% $86.14 +0.9%
104 PNC PNC FINL SVCS GROUP INC Financial Services 4,907.0 $1.2M 0.23% +457.0 +10.3% $246.21 -1.0%
105 SHOP SHOPIFY INC Technology 10,357.0 $1.2M 0.22% -2K -14.7% $114.17 +31.2%
106 VV VANGUARD INDEX FDS 3,422.0 $1.2M 0.22% +34.0 +1.0% $343.88 +2.3%
107 EFG ISHARES TR 9,425.0 $1.2M 0.22% -2K -18.0% $124.41 +0.5%
108 GS GOLDMAN SACHS GROUP INC Financial Services 1,145.0 $1.2M 0.22% +510.0 +80.3% $1010.92 +2.5%
109 CVX CHEVRON CORPORATION Energy 6,848.0 $1.1M 0.21% +754.0 +12.4% $165.74 +22.5%
110 VXUS VANGUARD STAR FDS 13,250.0 $1.1M 0.21% NEW $85.49 +2.0%
111 IJH ISHARES TR 14,397.0 $1.1M 0.21% -169.0 -1.2% $77.11 -1.2%
112 PWR QUANTA SVCS INC Industrials 1,525.0 $1.1M 0.21% +1K +221.7% $720.06 -14.3%
113 EQT EQT CORP Energy 20,495.0 $1.1M 0.20% -2K -9.4% $53.17 +1.2%
114 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,859.0 $1.1M 0.20% $370.56 -2.8%
115 KLAC KLA CORP Technology 3,482.0 $1.0M 0.20% +3K +818.7% $300.12 -39.5%
116 EME EMCOR GROUP INC Industrials 1,246.0 $1.0M 0.19% +710.0 +132.5% $829.95 -7.8%
117 SCZ ISHARES TR 12,388.0 $1.0M 0.19% -3K -20.6% $82.26 +5.1%
118 PLTR PALANTIR TECHNOLOGIES INC Technology 8,639.0 $1.0M 0.19% -858.0 -9.0% $116.67 +50.8%
119 THRO BLACKROCK ETF TRUST 22,732.0 $980K 0.18% NEW $43.11 +0.7%
120 AXON AXON ENTERPRISE INC Industrials 1,714.0 $960K 0.18% +254.0 +17.4% $560.28 +6.7%
Page 6 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%