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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 8 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VFMV VANGUARD WELLINGTON FD 5,556.0 $774K 0.15% $139.36 +4.9%
142 WFC WELLS FARGO & CO Financial Services 9,334.0 $771K 0.14% +2K +24.7% $82.64 +2.5%
143 AMGN AMGEN INC Healthcare 2,111.0 $765K 0.14% +475.0 +29.0% $362.16 +22.6%
144 CW CURTISS WRIGHT CORP Industrials 1,006.0 $762K 0.14% +337.0 +50.4% $757.76 -18.8%
145 BLACKROCK ETF TRUST II 15,235.0 $759K 0.14% NEW $49.80
146 J P MORGAN EXCHANGE TRADED F 16,091.0 $759K 0.14% +2K +18.3% $47.15
147 QCOM QUALCOMM INC Technology 4,058.0 $750K 0.14% +1K +32.8% $184.76 -14.2%
148 WDC WESTERN DIGITAL CORP Technology 1,159.0 $740K 0.14% NEW $638.72 -31.8%
149 VGT VANGUARD WORLD FD 6,170.0 $737K 0.14% +5K +615.0% $119.50 -2.6%
150 TXG 10X GENOMICS INC Healthcare 19,184.0 $736K 0.14% +5K +31.6% $38.34 +66.4%
151 ETN EATON CORP PLC Industrials 1,724.0 $735K 0.14% +613.0 +55.2% $426.25 -4.1%
152 OEF ISHARES TR 1,990.0 $728K 0.14% -510.0 -20.4% $365.87 +3.0%
153 FTEC FIDELITY COVINGTON TRUST 2,541.0 $726K 0.14% -2K -47.9% $285.58 -2.7%
154 MEDICUS PHARMA LTD 1,586,871.0 $718K 0.14% -75K -4.5% $0.45
155 C CITIGROUP INC Financial Services 5,110.0 $715K 0.14% +3K +116.9% $139.95 -5.9%
156 ITA ISHARES TR 2,949.0 $715K 0.13% +273.0 +10.2% $242.38 -3.7%
157 APH AMPHENOL CORP Technology 4,037.0 $712K 0.13% +1K +35.0% $176.32 -11.8%
158 PSTG EVERPURE INC 9,028.0 $711K 0.13% -90.0 -1.0% $78.79
159 HOOD ROBINHOOD MKTS INC Financial Services 7,069.0 $709K 0.13% -4K -38.3% $100.28 +3.3%
160 DDOG DATADOG INC Technology 2,709.0 $705K 0.13% +727.0 +36.7% $260.27 -13.3%
Page 8 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%