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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 5,515.0 $496K 0.16% -2K -26.4% $89.98 +321.3%
142 HOOD ROBINHOOD MKTS INC Financial Services 11,458.0 $491K 0.15% +3K +42.6% $42.86 +130.3%
143 IXJ ISHARES TR 5,372.0 $490K 0.15% -748.0 -12.2% $91.19 +8.4%
144 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 13,871.0 $489K 0.15% -11K -43.2% $35.26 -25.2%
145 DVY ISHARES TR 3,548.0 $476K 0.15% -101.0 -2.8% $134.29 +17.8%
146 VGT VANGUARD WORLD FD 863.0 $474K 0.15% +87.0 +11.2% $549.13 -79.3%
147 MCD MCDONALDS CORP Consumer Cyclical 1,510.0 $471K 0.15% -839.0 -35.7% $311.89 -13.5%
148 QCOM QUALCOMM INC Technology 3,056.0 $465K 0.15% -2K -39.8% $152.15 +24.5%
149 VRT VERTIV HOLDINGS CO Industrials 3,793.0 $464K 0.15% -965.0 -20.3% $122.42 +148.3%
150 IWM ISHARES TR 2,327.0 $464K 0.15% +860.0 +58.6% $199.49 +49.4%
151 HEFA ISHARES TR 12,739.0 $462K 0.15% NEW $36.29 +27.9%
152 CIBR FIRST TR EXCHANGE-TRADED FD 7,333.0 $462K 0.15% +229.0 +3.2% $63.00 +35.5%
153 HDV ISHARES TR 3,805.0 $461K 0.15% +599.0 +18.7% $121.12 -77.0%
154 TXN TEXAS INSTRS INC Technology 2,407.0 $456K 0.14% -319.0 -11.7% $189.64 +50.5%
155 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,568.0 $448K 0.14% +196.0 +5.8% $125.58 +6.6%
156 VRTX VERTEX PHARMACEUTICALS INC Healthcare 919.0 $443K 0.14% +299.0 +48.2% $481.57 +2.0%
157 CAT CATERPILLAR INC Industrials 1,208.0 $441K 0.14% -1K -48.5% $364.82 +173.4%
158 IUSB ISHARES TR 9,509.0 $438K 0.14% +3K +53.5% $46.08 +0.5%
159 INTU INTUIT Technology 720.0 $433K 0.14% -278.0 -27.9% $601.42 -55.5%
160 COIN COINBASE GLOBAL INC Financial Services 2,479.0 $427K 0.14% -257.0 -9.4% $172.30 -13.5%
Page 8 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%