Fund Holdings — Interchange Capital Partners, LLC

Total Portfolio Value
$316.41M
Total Bought
$30.96M
Total Sold
$238.45M
Net Transaction
-$207.49M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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STRIVE INC(ASST)0880,571+880,57108,8232.79%+8,823
MEDICUS PHARMA LTD(MDCX)1,586,8711,661,871+75,0002,4286,1821.95%+3,754
ISHARES TR2,87511,500+8,6253271,1560.37%+829
HOME DEPOT INC(HD)5,7657,690+1,9251,9832,8110.89%+828
ISHARES INC
MSCI EMRG CHN
14,47633,580+19,1041,0521,8500.58%+798
ISHARES TR
MSCI USA QLT FCT
16,77024,091+7,3213,3304,1231.30%+793
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
09,777+9,77705830.18%+583
ISHARES TR4,3219,840+5,5198631,3820.44%+519
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,07614,697+10,6212237320.23%+509
ISHARES TR
HDG MSCI EAFE
012,739+12,73904620.15%+462
ISHARES TR02,714+2,71403950.12%+395
SPDR SERIES TRUST
ST STR SP600 SML
09,420+9,42003840.12%+384
GRAYSCALE BITCOIN TRUST ETF(GBTC)33,18240,493+7,3112,2682,5920.82%+324
AMERICAN CENTY ETF TR03,375+3,37502860.09%+286
STARBUCKS CORP(SBUX)15,78816,320+5321,3301,5960.50%+267
SANOFI SA(SNY)04,732+4,73202620.08%+262
PROSHARES TR
BITCOIN ETF
014,203+14,20302600.08%+260
FIDELITY COVINGTON TRUST02,947+2,94702490.08%+249
VANGUARD INDEX FDS7691,419+6504827290.23%+247
OTIS WORLDWIDE CORP(OTIS)02,405+2,40502450.08%+245
THE TRADE DESK INC(TTD)05,463+5,46302380.08%+238
SUPER MICRO COMPUTER INC(SMCI)06,289+6,28902150.07%+215
BLOCK INC(XYZ)03,672+3,67202020.06%+202
ARK 21SHARES BITCOIN ETF(ARKB)21,79510,044-11,7516338260.26%+193
VANGUARD WORLD FD2,7664,487+1,7213905780.18%+188
VERTEX PHARMACEUTICALS INC(VRTX)620919+2992814430.14%+161
FORTINET INC(FTNT)5,4226,321+8994315910.19%+160
ISHARES TR
CORE UNIVRSL USD
6,1969,509+3,3132884380.14%+150
SCHWAB STRATEGIC TR8,35316,728+8,3752013360.11%+135
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12,5387,362-5,1765616880.22%+127
ISHARES TR1,4672,327+8603614640.15%+103
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,7426,772+1,0308899890.31%+100
BERKSHIRE HATHAWAY INC DEL2201,5101,5970.50%+87
COMCAST CORP NEW(CCZ)21,83420,506-1,3286537360.23%+83
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
9,87012,881+3,0115596300.20%+71
ISHARES TR
CORE HIGH DV ETF
3,2063,805+5993904610.15%+71
BUILDERS FIRSTSOURCE INC(BLDR)5,1254,713-4125275880.19%+60
ROBLOX CORP(RBLX)4,3746,977+2,6033544070.13%+52
CARRIER GLOBAL CORPORATION(CARR)5,1495,066-832723210.10%+49
RECURSION PHARMACEUTICALS IN(RXRX)20,46423,464+3,000841240.04%+40
JACOBS SOLUTIONS INC(J)1,6832,160+4772232610.08%+38
BRITISH AMERN TOB PLC(BTI)4,0825,971+1,8892312620.08%+30
LOCKHEED MARTIN CORP(LMT)503596+932432670.08%+24
T-MOBILE US INC(TMUS)2,5772,176-4015235460.17%+23
MERCADOLIBRE INC(MELI)243270+274905090.16%+19
PAYPAL HLDGS INC(PYPL)5,5306,070+5403233410.11%+18
S&P GLOBAL INC(SPGI)1,0721,142+705605730.18%+13
APPLIED MATLS INC6,3515,575-7761,6321,6400.52%+8
SPOTIFY TECHNOLOGY S A(SPOT)522563+413033050.10%+2
VANGUARD WORLD FD
FINANCIALS ETF
2,4222,716+2943233240.10%+1
ISHARES ETHEREUM TR(ETHA)12,76720,739+7,9722862870.09%0
PROGRESSIVE CORP(PGR)2,4541,995-4595595590.18%0
NATERA INC(NTRA)9401,465+5252152110.07%-4
ISHARES TR2,9643,422+4582742690.08%-5
LINDE PLC(LIN)769686-833283220.10%-6
WW GRAINGER INC(GWW)212206-62142080.07%-6
PACIFIC BIOSCIENCES CALIF IN(PACB)16,81321,400+4,58731250.01%-6
WIPRO LTD(WIT)12,47611,562-91435290.01%-6
DANAHER CORP DEL(DHR)1,6511,810+1593783710.12%-7
VANGUARD INDEX FDS1,5791,777+1984074000.13%-8
DUPONT DE NEMOURS INC(DD)5,4123,431-1,9812182090.07%-8
ARCHER AVIATION INC(ACHR)17,61317,266-3471321230.04%-10
VANGUARD INTL EQUITY INDEX F3,5004,000+5002572430.08%-15
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
851637-2142352180.07%-16
HARTFORD INSURANCE GROUP INC(HIG)3,3723,568+1964654480.14%-17
TEXAS INSTRS INC(TXN)2,7262,407-3194734560.14%-17
INTELLIA THERAPEUTICS INC(NTLA)10,99611,073+7799790.02%-20
VANGUARD WELLINGTON FD5,5565,55607247040.22%-20
PEPSICO INC(PEP)11,63110,957-6741,6691,6430.52%-26
NANO X IMAGING LTD
ORD SHS
10,0000-10,000280—-28
THERMO FISHER SCIENTIFIC INC(TMO)1,0701,189+1196205920.19%-29
SENTINELONE INC(S)19,64820,523+8752952640.08%-30
SPDR SERIES TRUST
ST STR P500VAL
5,5015,50103132810.09%-32
PACCAR INC(PCAR)2,2622,216-462482160.07%-32
PROCORE TECHNOLOGIES INC(PCOR)3,2543,555+3012372050.06%-32
UNITEDHEALTH GROUP INC(UNH)6,8924,293-2,5992,2762,2430.71%-33
QUANTA SVCS INC597474-1232522150.07%-37
SPDR SERIES TRUST
ST STR SP DIV
5,6535,522-1317877490.24%-38
VERIZON COMMUNICATIONS INC(VZ)6,7655,133-1,6322762380.08%-38
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
5,8925,878-143423040.10%-38
ISHARES TR3,6493,548-1015154760.15%-39
ADOBE INC(ADBE)2,3662,112-2548287890.25%-39
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,3082,363+552722280.07%-44
AVALONBAY CMNTYS INC1,7321,644-883142700.09%-44
VANGUARD INTL EQUITY INDEX F3,5593,600+412982530.08%-45
WILLIAMS COS INC(WMB)9,2477,986-1,2615565110.16%-45
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
7,1047,333+2295084620.15%-46
YUM BRANDS INC(YUM)8,0717,464-6071,2211,1750.37%-46
EVOLUTION PETE CORP(EPM)14,0100-14,010500—-50
JOHNSON CONTROLS INTERNATION
SHS
2,3422,345+32802300.07%-51
TRANSDIGM GROUP INC(TDG)342299-434554030.13%-52
BORR DRILLING LTD(BORR)13,0900-13,090530—-53
DOMINION ENERGY INC(D)5,5734,739-8343272660.08%-61
FAIR ISAAC CORP(FICO)812711-1011,3731,3110.41%-62
ISHARES TR2,8482,137-7112742100.07%-64
ROLLINS INC(ROL)4,7704,046-7242862190.07%-68
AT&T INC(T)14,97010,603-4,3673723030.10%-69
ARK ETF TR
INNOVATION ETF
4,0525,084+1,0323122420.08%-70
NEXTERA ENERGY INC(NEE)16,61817,660+1,0421,3341,2600.40%-74
INVESCO QQQ TR59259203642880.09%-75
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Interchange Capital Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail