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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 7 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 36,907.0 $958K 0.18% +23K +166.1% $25.95 +34.3%
122 TXN TEXAS INSTRS INC Technology 3,183.0 $949K 0.18% +776.0 +32.2% $298.17 -13.2%
123 DFIV DIMENSIONAL ETF TRUST 17,152.0 $927K 0.17% $54.02 +7.8%
124 NFLX NETFLIX INC. Communication Services 12,634.0 $912K 0.17% +10K +337.9% $72.23 +10.8%
125 JCI JOHNSON CONTROLS INTERNATION Industrials 6,216.0 $908K 0.17% +4K +165.1% $146.13 -2.1%
126 KO COCA COLA CO Consumer Defensive 10,975.0 $892K 0.17% +4K +49.2% $81.28 +13.2%
127 WMB WILLIAMS COS INC Energy 11,835.0 $881K 0.17% +4K +48.2% $74.40 -4.6%
128 CLS CELESTICA INC Technology 2,407.0 $878K 0.17% NEW $364.65 -19.2%
129 FORTINET INC 5,750.0 $877K 0.17% -571.0 -9.0% $152.47
130 TRV TRAVELERS COMPANIES INC Financial Services 2,629.0 $868K 0.16% +170.0 +6.9% $330.12 +12.2%
131 FICO FAIR ISAAC CORP Technology 720.0 $860K 0.16% +9.0 +1.3% $1194.78 -2.4%
132 MELI MERCADOLIBRE INC Consumer Cyclical 498.0 $846K 0.16% +228.0 +84.4% $1698.11 +14.7%
133 MCK MCKESSON CORP Healthcare 1,115.0 $842K 0.16% +321.0 +40.4% $755.07 +15.7%
134 EFA ISHARES TR 8,082.0 $840K 0.16% -330.0 -3.9% $103.89 +4.0%
135 IUSV ISHARES TR 7,622.0 $840K 0.16% -823.0 -9.8% $110.15 +4.5%
136 GM GENERAL MTRS CO Consumer Cyclical 10,886.0 $839K 0.16% +3K +39.4% $77.07 +12.9%
137 IYW ISHARES TR 3,284.0 $828K 0.16% -7K -66.6% $252.23 -3.2%
138 CEG CONSTELLATION ENERGY CORP Utilities 3,246.0 $806K 0.15% +2K +118.3% $248.39 +10.1%
139 BA BOEING CO Industrials 3,635.0 $787K 0.15% +2K +131.5% $216.47 -2.8%
140 TER TERADYNE INC Technology 1,610.0 $779K 0.15% -862.0 -34.9% $483.84 -24.6%
Page 7 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%