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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 9 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUK DUKE ENERGY CORP NEW Utilities 3,419.0 $424K 0.13% -1K -24.4% $124.05 +3.5%
162 BLK BLACKROCK INC Financial Services 447.0 $424K 0.13% -92.0 -17.1% $948.56 +1.7%
163 INTC INTEL CORP Technology 18,344.0 $421K 0.13% -2K -10.0% $22.95 +459.2%
164 GS GOLDMAN SACHS GROUP INC Financial Services 635.0 $421K 0.13% -298.0 -31.9% $662.60 +53.9%
165 ITA ISHARES TR 2,676.0 $407K 0.13% -3K -55.7% $152.27 +55.5%
166 CB CHUBB LTD SWITZ Financial Services 1,348.0 $407K 0.13% -2K -56.2% $301.99 +13.1%
167 RBLX ROBLOX CORP Technology 6,977.0 $407K 0.13% +3K +59.5% $58.26 -18.4%
168 PSTG EVERPURE INC Technology 9,118.0 $406K 0.13% +339.0 +3.9% $44.55 +67.5%
169 TDG TRANSDIGM GROUP INC Industrials 299.0 $403K 0.13% -43.0 -12.6% $1347.08 -1.7%
170 VB VANGUARD INDEX FDS 1,777.0 $400K 0.13% +198.0 +12.5% $224.92 +33.2%
171 EVIM MORGAN STANLEY ETF TRUST 7,562.0 $397K 0.12% -29K -79.1% $52.55 +1.6%
172 EXI ISHARES TR 2,714.0 $395K 0.12% NEW $145.39 +35.2%
173 GM GENERAL MTRS CO Consumer Cyclical 7,811.0 $393K 0.12% -3K -25.6% $50.31 +55.2%
174 SPSM SPDR SERIES TRUST 9,420.0 $384K 0.12% NEW $40.76 +40.6%
175 VIG VANGUARD SPECIALIZED FUNDS 1,963.0 $381K 0.12% -140.0 -6.7% $193.94 +20.9%
176 GILD GILEAD SCIENCES INC Healthcare 3,054.0 $380K 0.12% -1K -26.6% $124.52 +2.7%
177 GEV GE VERNOVA INC Utilities 759.0 $378K 0.12% -275.0 -26.6% $498.23 +109.8%
178 DHR DANAHER CORP DEL Healthcare 1,810.0 $371K 0.12% +159.0 +9.6% $204.98 -4.5%
179 VST VISTRA CORP Utilities 2,789.0 $358K 0.11% -300.0 -9.7% $128.20 +27.5%
180 CEG CONSTELLATION ENERGY CORP Utilities 1,487.0 $356K 0.11% -655.0 -30.6% $239.52 +10.2%
Page 9 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%