Interchange Capital Partners
Latest statistics and disclosures from Interchange Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JMST, SMLR, AAPL, JAAA, MSFT, and represent 26.21% of Interchange Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA, MSFT, JMST, JAAA, AMZN, GOOGL, META, AVGO, IVV, TSLA.
- Started 92 new stock positions in CGNX, DECK, BMNR, SOFI, TNL, GTM, ARKG, LECO, OKTA, ADI.
- Reduced shares in these 10 stocks: HELO, IYW, EFG, HD, EFV, QUAL, SMLR, PULS, , NTRA.
- Sold out of its positions in CMG, HUBS, HELO, LULU, NTRA, OTIS, XBI.
- Interchange Capital Partners was a net buyer of stock by $61M.
- Interchange Capital Partners has $510M in assets under management (AUM), dropping by 17.84%.
- Central Index Key (CIK): 0001845998
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Portfolio Holdings for Interchange Capital Partners
Interchange Capital Partners holds 365 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 7.5 | $38M | +8% | 752k | 51.04 |
|
| Semler Scientific (SMLR) | 7.5 | $38M | 1.3M | 30.00 |
|
|
| Apple (AAPL) | 4.1 | $21M | +3% | 83k | 254.62 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.8 | $19M | +15% | 382k | 50.78 |
|
| Microsoft Corporation (MSFT) | 3.3 | $17M | +22% | 33k | 517.92 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 2.7 | $14M | 313k | 44.19 |
|
|
| NVIDIA Corporation (NVDA) | 2.1 | $11M | +47% | 56k | 186.58 |
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| Vanguard Index Fds Value Etf (VTV) | 1.7 | $8.8M | 47k | 186.48 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $8.5M | 97k | 87.31 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.5 | $7.8M | -2% | 154k | 50.70 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $7.7M | +14% | 12k | 669.42 |
|
| Ishares Core Msci Emkt (IEMG) | 1.4 | $7.4M | +3% | 112k | 65.92 |
|
| Amazon (AMZN) | 1.4 | $7.0M | +29% | 32k | 219.61 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $6.7M | 111k | 59.92 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $6.3M | +31% | 26k | 242.97 |
|
| Meta Platforms Cl A (META) | 1.2 | $6.3M | +25% | 8.5k | 734.21 |
|
| Tesla Motors (TSLA) | 1.2 | $6.2M | +18% | 14k | 444.72 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.2M | +14% | 16k | 315.43 |
|
| Ishares Tr Msci Usa Value (VLUE) | 1.0 | $4.9M | 39k | 125.05 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $4.7M | -4% | 64k | 72.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.6M | +16% | 19k | 243.56 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $4.4M | -11% | 22k | 194.50 |
|
| Broadcom (AVGO) | 0.8 | $4.0M | +37% | 12k | 329.92 |
|
| Abbvie (ABBV) | 0.7 | $3.7M | +8% | 16k | 231.53 |
|
| Medicus Pharma (MDCX) | 0.7 | $3.7M | 1.6M | 2.31 |
|
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $3.6M | 63k | 57.10 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $3.3M | -4% | 27k | 120.77 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $3.3M | +13% | 56k | 59.22 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $3.2M | +17% | 15k | 206.52 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $3.2M | 35k | 89.76 |
|
|
| UnitedHealth (UNH) | 0.5 | $2.7M | +20% | 7.9k | 346.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.7M | +21% | 5.4k | 502.74 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $2.7M | 32k | 84.68 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $2.7M | -20% | 39k | 67.87 |
|
| Visa Com Cl A (V) | 0.5 | $2.5M | +13% | 7.3k | 341.66 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $2.5M | 54k | 46.12 |
|
|
| Home Depot (HD) | 0.5 | $2.4M | -21% | 6.0k | 405.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.4M | +13% | 3.6k | 666.23 |
|
| Oracle Corporation (ORCL) | 0.5 | $2.4M | +13% | 8.4k | 280.64 |
|
| Morgan Stanley Com New (MS) | 0.5 | $2.3M | +15% | 15k | 158.89 |
|
| Marathon Petroleum Corp (MPC) | 0.5 | $2.3M | +3% | 12k | 192.49 |
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| Abbott Laboratories (ABT) | 0.4 | $2.3M | +8% | 17k | 133.94 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.4 | $2.2M | 34k | 66.32 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.2M | +17% | 6.8k | 328.18 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.4 | $2.2M | 35k | 64.69 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $2.2M | +7% | 13k | 167.35 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $2.1M | +66% | 6.4k | 333.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.1M | +21% | 3.7k | 568.73 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $2.1M | +14% | 7.4k | 279.25 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.1M | +5% | 4.2k | 490.38 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.4 | $2.0M | -10% | 33k | 61.94 |
|
| American Express Company (AXP) | 0.4 | $1.9M | +3% | 5.8k | 332.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.9M | 13k | 148.20 |
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| Netflix (NFLX) | 0.4 | $1.9M | +41% | 1.6k | 1198.93 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $1.9M | 41k | 46.24 |
|
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| Hca Holdings (HCA) | 0.4 | $1.9M | +15% | 4.4k | 426.22 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $1.9M | +8% | 13k | 145.71 |
|
| Applovin Corp Com Cl A (APP) | 0.4 | $1.8M | +2% | 2.6k | 718.54 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.4 | $1.8M | 53k | 34.27 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.8M | +2% | 15k | 118.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.7M | 4.7k | 355.47 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.6M | +15% | 9.0k | 182.42 |
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| Pepsi (PEP) | 0.3 | $1.6M | +14% | 11k | 140.44 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.6M | -2% | 18k | 88.96 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.6M | 5.4k | 293.73 |
|
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| International Business Machines (IBM) | 0.3 | $1.5M | +11% | 5.5k | 282.16 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | +57% | 2.0k | 763.04 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | 2.00 | 754200.00 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $1.5M | -3% | 14k | 104.52 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.4M | -22% | 28k | 49.83 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $1.4M | -9% | 9.5k | 143.18 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.3M | 16k | 84.60 |
|
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| Wal-Mart Stores (WMT) | 0.3 | $1.3M | +61% | 13k | 103.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | 2.8k | 468.41 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.3M | +93% | 6.2k | 209.18 |
|
| Applied Materials (AMAT) | 0.3 | $1.3M | +12% | 6.2k | 204.72 |
|
| Nextera Energy (NEE) | 0.2 | $1.3M | -9% | 17k | 75.49 |
|
| EQT Corporation (EQT) | 0.2 | $1.3M | +2% | 23k | 54.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3M | 23k | 54.18 |
|
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $1.2M | +2% | 33k | 37.87 |
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| Fair Isaac Corporation (FICO) | 0.2 | $1.2M | 804.00 | 1496.53 |
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| Philip Morris International (PM) | 0.2 | $1.2M | +25% | 7.4k | 162.21 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +33% | 3.9k | 300.84 |
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| Yum! Brands (YUM) | 0.2 | $1.2M | 7.7k | 152.00 |
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| salesforce (CRM) | 0.2 | $1.2M | +6% | 4.9k | 237.28 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $1.2M | +98% | 34k | 34.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | 2.4k | 479.62 |
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| Chevron Corporation (CVX) | 0.2 | $1.2M | +32% | 7.4k | 155.29 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | +37% | 6.2k | 185.42 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.1M | +4% | 14k | 76.72 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.1M | +30% | 5.3k | 203.62 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | +14% | 1.2k | 925.13 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $1.1M | 4.9k | 222.17 |
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| Axon Enterprise (AXON) | 0.2 | $1.1M | +16% | 1.5k | 717.64 |
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| Bank of America Corporation (BAC) | 0.2 | $1.1M | +26% | 21k | 51.55 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.1M | +19% | 1.1k | 968.03 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.1M | 3.4k | 307.87 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.0M | +16% | 6.5k | 161.79 |
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| Servicenow (NOW) | 0.2 | $996k | +25% | 1.1k | 920.28 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $995k | -2% | 15k | 67.51 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $983k | +3% | 15k | 65.26 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $965k | +116% | 5.4k | 178.73 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $958k | +38% | 7.2k | 133.90 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $936k | -44% | 4.8k | 195.86 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $931k | +17% | 18k | 50.63 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $922k | +156% | 12k | 76.45 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $917k | -4% | 6.6k | 139.15 |
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| Merck & Co (MRK) | 0.2 | $913k | +13% | 11k | 83.93 |
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| Uber Technologies (UBER) | 0.2 | $890k | +43% | 9.1k | 97.97 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $889k | -8% | 2.6k | 337.49 |
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| Cadence Design Systems (CDNS) | 0.2 | $874k | +20% | 2.5k | 351.26 |
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| PNC Financial Services (PNC) | 0.2 | $873k | +5% | 4.3k | 200.93 |
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| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.2 | $862k | -9% | 23k | 38.02 |
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| Rockwell Automation (ROK) | 0.2 | $856k | 2.4k | 349.50 |
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| Wells Fargo & Company (WFC) | 0.2 | $855k | +20% | 10k | 83.82 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $851k | 8.5k | 99.94 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $830k | +73% | 7.4k | 112.76 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $827k | +31% | 2.3k | 353.27 |
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| Micron Technology (MU) | 0.2 | $821k | +21% | 4.9k | 167.31 |
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| Cisco Systems (CSCO) | 0.2 | $816k | +38% | 12k | 68.41 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $807k | 5.8k | 140.04 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $798k | 3.1k | 256.53 |
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| Procter & Gamble Company (PG) | 0.2 | $782k | +52% | 5.1k | 153.65 |
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| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.1 | $760k | 16k | 47.61 |
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| Caterpillar (CAT) | 0.1 | $759k | +20% | 1.6k | 477.08 |
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| Travelers Companies (TRV) | 0.1 | $757k | +9% | 2.7k | 279.22 |
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| McKesson Corporation (MCK) | 0.1 | $756k | +11% | 977.00 | 773.76 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $754k | 8.1k | 93.38 |
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| S&p Global (SPGI) | 0.1 | $748k | +31% | 1.5k | 486.91 |
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| Marriott Intl Cl A (MAR) | 0.1 | $742k | -2% | 2.8k | 260.49 |
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| Intercontinental Exchange (ICE) | 0.1 | $731k | +11% | 4.3k | 168.56 |
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| Vanguard Wellington Us Minimum (VFMV) | 0.1 | $730k | 5.6k | 131.31 |
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| Walt Disney Company (DIS) | 0.1 | $729k | +12% | 6.4k | 114.50 |
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| Intuit (INTU) | 0.1 | $711k | +47% | 1.0k | 683.16 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $709k | 13k | 53.87 |
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| Pure Storage Cl A (PSTG) | 0.1 | $708k | 8.4k | 83.81 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $702k | +15% | 4.7k | 150.87 |
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| Qualcomm (QCOM) | 0.1 | $693k | +39% | 4.2k | 166.35 |
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| Coca-Cola Company (KO) | 0.1 | $673k | +33% | 10k | 66.33 |
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| Doordash Cl A (DASH) | 0.1 | $672k | +19% | 2.5k | 271.99 |
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| Constellation Energy (CEG) | 0.1 | $670k | +21% | 2.0k | 329.11 |
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| Intel Corporation (INTC) | 0.1 | $669k | +5% | 20k | 33.55 |
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| Builders FirstSource (BLDR) | 0.1 | $654k | 5.4k | 121.25 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $652k | +76% | 41k | 16.01 |
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| Roku Com Cl A (ROKU) | 0.1 | $647k | -3% | 6.5k | 100.13 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $644k | -15% | 4.6k | 138.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.1 | $641k | 11k | 56.10 |
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| Progressive Corporation (PGR) | 0.1 | $640k | +16% | 2.6k | 246.88 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $639k | +25% | 1.4k | 447.23 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $639k | 7.1k | 89.33 |
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| Altria (MO) | 0.1 | $636k | +22% | 9.6k | 66.06 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $635k | -2% | 20k | 31.53 |
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| Goldman Sachs (GS) | 0.1 | $632k | +47% | 793.00 | 796.35 |
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| Metropcs Communications (TMUS) | 0.1 | $629k | +36% | 2.6k | 239.33 |
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| General Motors Company (GM) | 0.1 | $626k | +15% | 10k | 60.97 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $623k | 836.00 | 745.74 |
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| Vistra Energy (VST) | 0.1 | $609k | +12% | 3.1k | 195.89 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $608k | 4.4k | 137.74 |
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| Norfolk Southern (NSC) | 0.1 | $598k | +30% | 2.0k | 300.41 |
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| Blackrock (BLK) | 0.1 | $589k | +31% | 505.00 | 1165.37 |
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| McDonald's Corporation (MCD) | 0.1 | $583k | +62% | 1.9k | 303.89 |
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| Ge Vernova (GEV) | 0.1 | $572k | +40% | 930.00 | 614.91 |
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| Amgen (AMGN) | 0.1 | $566k | +36% | 2.0k | 282.18 |
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| Fortinet (FTNT) | 0.1 | $559k | +16% | 6.7k | 84.08 |
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| Medtronic SHS (MDT) | 0.1 | $559k | +79% | 5.9k | 95.29 |
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| MercadoLibre (MELI) | 0.1 | $557k | +6% | 238.00 | 2339.02 |
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| General Dynamics Corporation (GD) | 0.1 | $554k | +113% | 1.6k | 341.10 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $553k | 6.2k | 88.62 |
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| Eaton Corp SHS (ETN) | 0.1 | $549k | +40% | 1.5k | 374.62 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $541k | 7.1k | 76.01 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $540k | +24% | 2.9k | 183.80 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $533k | -58% | 4.7k | 113.87 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $524k | +9% | 1.1k | 486.37 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $520k | +15% | 4.1k | 128.24 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $519k | +29% | 1.6k | 323.64 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $516k | +2% | 3.6k | 142.10 |
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| Tempus Ai Cl A (TEM) | 0.1 | $516k | +15% | 6.4k | 80.71 |
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| Pfizer (PFE) | 0.1 | $515k | +43% | 20k | 25.48 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $512k | +20% | 4.7k | 108.95 |
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| Chubb (CB) | 0.1 | $512k | +15% | 1.8k | 282.25 |
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| Curtiss-Wright (CW) | 0.1 | $512k | +76% | 943.00 | 542.94 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $512k | +23% | 733.00 | 698.00 |
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| Synchrony Financial (SYF) | 0.1 | $505k | +29% | 7.1k | 70.88 |
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| Capital One Financial (COF) | 0.1 | $502k | NEW | 2.4k | 212.54 |
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| Paypal Holdings (PYPL) | 0.1 | $502k | +15% | 7.5k | 67.06 |
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| Amphenol Corp Cl A (APH) | 0.1 | $499k | +46% | 4.0k | 123.75 |
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| Tapestry (TPR) | 0.1 | $499k | NEW | 4.4k | 113.24 |
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| Datadog Cl A Com (DDOG) | 0.1 | $487k | +54% | 3.4k | 142.40 |
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| Dell Technologies CL C (DELL) | 0.1 | $484k | +21% | 3.4k | 141.77 |
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| Leidos Holdings (LDOS) | 0.1 | $484k | +68% | 2.6k | 188.98 |
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| Sherwin-Williams Company (SHW) | 0.1 | $484k | +70% | 1.4k | 346.61 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $477k | +31% | 3.9k | 123.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $471k | 769.00 | 612.46 |
|
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| Pulte (PHM) | 0.1 | $470k | +79% | 3.6k | 132.06 |
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| Williams Companies (WMB) | 0.1 | $468k | +24% | 7.4k | 63.43 |
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| Kla Corp Com New (KLAC) | 0.1 | $466k | +25% | 432.00 | 1078.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $461k | 2.1k | 215.71 |
|
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $454k | +4% | 7.0k | 64.81 |
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| Boeing Company (BA) | 0.1 | $447k | +17% | 2.1k | 215.83 |
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| Hartford Financial Services (HIG) | 0.1 | $444k | +8% | 3.3k | 133.39 |
|
| Howmet Aerospace (HWM) | 0.1 | $441k | +93% | 2.2k | 196.23 |
|
| Linde SHS (LIN) | 0.1 | $441k | +38% | 928.00 | 475.00 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $437k | +19% | 331.00 | 1318.74 |
|
| Ameriprise Financial (AMP) | 0.1 | $435k | +9% | 883.00 | 492.89 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $435k | -2% | 5.5k | 78.37 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $432k | -24% | 14k | 31.51 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $426k | +69% | 4.4k | 97.63 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $426k | 1.2k | 365.48 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $425k | NEW | 5.6k | 75.40 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $419k | 4.8k | 87.21 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $417k | 1.6k | 254.28 |
|
|
| Citigroup Com New (C) | 0.1 | $414k | NEW | 4.1k | 101.04 |
|
| MetLife (MET) | 0.1 | $411k | +3% | 5.0k | 82.48 |
|
| United Rentals (URI) | 0.1 | $405k | +13% | 424.00 | 955.53 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.1 | $400k | 2.3k | 172.76 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $393k | +2% | 3.2k | 122.45 |
|
| Xylem (XYL) | 0.1 | $391k | +19% | 2.6k | 147.50 |
|
| AutoNation (AN) | 0.1 | $388k | NEW | 1.8k | 218.77 |
|
| Emcor (EME) | 0.1 | $385k | NEW | 593.00 | 649.55 |
|
| Lowe's Companies (LOW) | 0.1 | $385k | NEW | 1.5k | 251.97 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $383k | -4% | 9.0k | 42.37 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $381k | +75% | 4.0k | 95.48 |
|
| Union Pacific Corporation (UNP) | 0.1 | $378k | +36% | 1.6k | 236.41 |
|
| Danaher Corporation (DHR) | 0.1 | $376k | +11% | 1.9k | 198.83 |
|
| TJX Companies (TJX) | 0.1 | $369k | +52% | 2.5k | 144.67 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $365k | 4.2k | 86.30 |
|
|
| At&t (T) | 0.1 | $365k | +60% | 13k | 28.24 |
|
| Dominion Resources (D) | 0.1 | $363k | +16% | 5.9k | 61.17 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $359k | NEW | 3.0k | 121.42 |
|
| Monster Beverage Corp (MNST) | 0.1 | $356k | NEW | 5.3k | 67.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $355k | 592.00 | 600.37 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $355k | 1.5k | 241.96 |
|
|
| Sentinelone Cl A (S) | 0.1 | $355k | 20k | 17.61 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $353k | +39% | 1.4k | 249.06 |
|
| AvalonBay Communities (AVB) | 0.1 | $353k | 1.8k | 193.17 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $352k | NEW | 644.00 | 546.76 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $351k | NEW | 13k | 27.77 |
|
| Expedia Group Com New (EXPE) | 0.1 | $348k | NEW | 1.6k | 213.79 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $348k | -7% | 8.9k | 39.18 |
|
| Jabil Circuit (JBL) | 0.1 | $348k | NEW | 1.6k | 217.21 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $347k | -4% | 1.3k | 271.02 |
|
| Booking Holdings (BKNG) | 0.1 | $347k | NEW | 64.00 | 5418.48 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $346k | -3% | 3.0k | 115.01 |
|
| Gilead Sciences (GILD) | 0.1 | $345k | NEW | 3.1k | 111.00 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $340k | 2.6k | 131.24 |
|
|
| Kilroy Realty Corporation (KRC) | 0.1 | $338k | NEW | 8.0k | 42.25 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $336k | 5.8k | 57.53 |
|
|
| Simon Property (SPG) | 0.1 | $331k | NEW | 1.8k | 187.70 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $327k | 1.6k | 209.32 |
|
|
| Garmin SHS (GRMN) | 0.1 | $320k | NEW | 1.3k | 246.22 |
|
| Teradyne (TER) | 0.1 | $319k | +2% | 2.3k | 137.64 |
|
| eBay (EBAY) | 0.1 | $318k | NEW | 3.5k | 90.95 |
|
| Carrier Global Corporation (CARR) | 0.1 | $317k | 5.3k | 59.70 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $315k | +11% | 4.8k | 65.85 |
|
| Autodesk (ADSK) | 0.1 | $312k | NEW | 984.00 | 317.51 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $311k | -5% | 2.9k | 107.26 |
|
| Shift4 Pmts Cl A (FOUR) | 0.1 | $309k | NEW | 4.0k | 77.40 |
|
| Verizon Communications (VZ) | 0.1 | $308k | +27% | 7.0k | 43.96 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $307k | -25% | 784.00 | 391.64 |
|
| Cummins (CMI) | 0.1 | $307k | NEW | 727.00 | 421.82 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $304k | 5.5k | 55.33 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $304k | -20% | 6.5k | 46.71 |
|
| Nike CL B (NKE) | 0.1 | $303k | +42% | 4.3k | 69.73 |
|
| Honeywell International (HON) | 0.1 | $301k | +41% | 1.4k | 210.82 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $294k | +22% | 590.00 | 498.70 |
|
| Sea Sponsord Ads (SE) | 0.1 | $294k | +18% | 1.6k | 178.75 |
|
| Cirrus Logic (CRUS) | 0.1 | $293k | NEW | 2.3k | 125.29 |
|
| Kraft Heinz (KHC) | 0.1 | $292k | NEW | 11k | 26.04 |
|
| O'reilly Automotive (ORLY) | 0.1 | $287k | NEW | 2.7k | 107.83 |
|
| Toro Company (TTC) | 0.1 | $286k | NEW | 3.8k | 76.20 |
|
| American Intl Group Com New (AIG) | 0.1 | $285k | +25% | 3.6k | 78.80 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $284k | -3% | 3.2k | 89.67 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $284k | 3.6k | 79.79 |
|
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $283k | +130% | 24k | 11.69 |
|
| Paylocity Holding Corporation (PCTY) | 0.1 | $281k | NEW | 1.8k | 159.27 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $281k | 2.4k | 118.37 |
|
|
| Zoom Communications Cl A (ZM) | 0.1 | $279k | NEW | 3.4k | 82.50 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $279k | -3% | 14k | 19.68 |
|
| Illumina (ILMN) | 0.1 | $277k | NEW | 2.9k | 94.97 |
|
| Hershey Company (HSY) | 0.1 | $276k | NEW | 1.5k | 187.05 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $276k | -4% | 2.1k | 134.03 |
|
| Super Micro Computer Com New (SMCI) | 0.1 | $271k | -3% | 5.7k | 47.94 |
|
| Marvell Technology (MRVL) | 0.1 | $270k | +3% | 3.2k | 84.07 |
|
| Deere & Company (DE) | 0.1 | $270k | +29% | 590.00 | 457.64 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $268k | +25% | 5.5k | 49.01 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $267k | NEW | 6.0k | 44.48 |
|
| Block Cl A (XYZ) | 0.1 | $267k | NEW | 3.7k | 72.27 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $266k | NEW | 2.0k | 134.62 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $264k | +32% | 3.3k | 79.94 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $263k | +19% | 347.00 | 758.34 |
|
| Cognex Corporation (CGNX) | 0.1 | $263k | NEW | 5.8k | 45.30 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $261k | NEW | 2.9k | 91.37 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $259k | NEW | 2.6k | 101.37 |
|
| Skyworks Solutions (SWKS) | 0.1 | $259k | NEW | 3.4k | 76.98 |
|
| Rollins (ROL) | 0.1 | $259k | +8% | 4.4k | 58.74 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $257k | +12% | 2.3k | 109.63 |
|
| State Street Corporation (STT) | 0.1 | $256k | NEW | 2.2k | 116.00 |
|
| Tetra Tech (TTEK) | 0.1 | $256k | NEW | 7.7k | 33.38 |
|
| ConocoPhillips (COP) | 0.1 | $255k | NEW | 2.7k | 95.17 |
|
| Stryker Corporation (SYK) | 0.0 | $254k | NEW | 687.00 | 369.67 |
|
| Jacobs Engineering Group (J) | 0.0 | $253k | 1.7k | 149.86 |
|
|
| Procore Technologies (PCOR) | 0.0 | $251k | -4% | 3.4k | 72.92 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $250k | 3.5k | 71.37 |
|
|
| Dynatrace Com New (DT) | 0.0 | $249k | NEW | 5.1k | 48.45 |
|
| Masco Corporation (MAS) | 0.0 | $249k | NEW | 3.5k | 70.38 |
|
| Analog Devices (ADI) | 0.0 | $249k | NEW | 1.0k | 245.81 |
|
| Okta Cl A (OKTA) | 0.0 | $247k | NEW | 2.7k | 91.70 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $247k | NEW | 3.2k | 76.70 |
|
| Paccar (PCAR) | 0.0 | $242k | +6% | 2.5k | 98.32 |
|
| Enbridge (ENB) | 0.0 | $241k | NEW | 4.8k | 50.47 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $240k | NEW | 766.00 | 313.56 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $239k | NEW | 1.1k | 219.53 |
|
| Travel Leisure Ord (TNL) | 0.0 | $239k | NEW | 4.0k | 59.49 |
|
| Armstrong World Industries (AWI) | 0.0 | $239k | NEW | 1.2k | 196.01 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $238k | NEW | 2.7k | 86.45 |
|
| CF Industries Holdings (CF) | 0.0 | $237k | NEW | 2.6k | 89.69 |
|
| Valero Energy Corporation (VLO) | 0.0 | $236k | NEW | 1.4k | 170.19 |
|
| Emerson Electric (EMR) | 0.0 | $236k | NEW | 1.8k | 131.18 |
|
| ResMed (RMD) | 0.0 | $232k | NEW | 849.00 | 273.73 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $228k | -3% | 4.8k | 47.52 |
|
| Generac Holdings (GNRC) | 0.0 | $223k | NEW | 1.3k | 167.40 |
|
| Dupont De Nemours (DD) | 0.0 | $222k | NEW | 2.9k | 77.89 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $220k | NEW | 1.2k | 190.50 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $217k | NEW | 729.00 | 297.91 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $216k | +16% | 5.5k | 39.22 |
|
| Southern Company (SO) | 0.0 | $215k | NEW | 2.3k | 94.78 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $214k | NEW | 1.1k | 187.73 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $214k | NEW | 4.4k | 48.72 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $212k | 5.0k | 42.47 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $212k | NEW | 1.1k | 201.53 |
|
| Sofi Technologies (SOFI) | 0.0 | $211k | NEW | 8.0k | 26.42 |
|
| Owens Corning (OC) | 0.0 | $209k | NEW | 1.5k | 141.46 |
|
| DaVita (DVA) | 0.0 | $209k | NEW | 1.6k | 132.87 |
|
| Zoetis Cl A (ZTS) | 0.0 | $209k | NEW | 1.4k | 146.32 |
|
| General Mills (GIS) | 0.0 | $208k | NEW | 4.1k | 50.43 |
|
| Illinois Tool Works (ITW) | 0.0 | $207k | NEW | 795.00 | 260.76 |
|
| Mohawk Industries (MHK) | 0.0 | $207k | NEW | 1.6k | 128.92 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $206k | NEW | 4.0k | 51.93 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $206k | NEW | 769.00 | 267.21 |
|
| Twilio Cl A (TWLO) | 0.0 | $205k | NEW | 2.0k | 100.09 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $204k | NEW | 1.2k | 170.78 |
|
| Humana (HUM) | 0.0 | $204k | NEW | 784.00 | 260.17 |
|
| International Paper Company (IP) | 0.0 | $204k | NEW | 4.4k | 46.40 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $203k | NEW | 862.00 | 235.76 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $203k | NEW | 420.00 | 483.15 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $203k | 4.4k | 45.67 |
|
|
| Waste Management (WM) | 0.0 | $203k | NEW | 918.00 | 220.83 |
|
| Corning Incorporated (GLW) | 0.0 | $202k | NEW | 2.5k | 82.03 |
|
| Fidelity National Information Services (FIS) | 0.0 | $202k | -9% | 3.1k | 65.94 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $202k | +9% | 12k | 17.27 |
|
| F5 Networks (FFIV) | 0.0 | $202k | NEW | 624.00 | 323.19 |
|
| Exelon Corporation (EXC) | 0.0 | $200k | NEW | 4.5k | 45.01 |
|
| Ford Motor Company (F) | 0.0 | $170k | NEW | 14k | 11.96 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $158k | -6% | 16k | 9.58 |
|
| American Airls (AAL) | 0.0 | $120k | NEW | 11k | 11.24 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $114k | NEW | 11k | 10.91 |
|
| Banco Santander Adr (SAN) | 0.0 | $114k | NEW | 11k | 10.48 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $111k | +32% | 19k | 6.02 |
|
| Adt (ADT) | 0.0 | $96k | NEW | 11k | 8.71 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $93k | -4% | 19k | 4.88 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $76k | NEW | 11k | 6.70 |
|
| Newell Rubbermaid (NWL) | 0.0 | $74k | NEW | 14k | 5.24 |
|
| Borr Drilling SHS (BORR) | 0.0 | $36k | NEW | 14k | 2.69 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $27k | NEW | 10k | 2.63 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $23k | -2% | 18k | 1.28 |
|
Past Filings by Interchange Capital Partners
SEC 13F filings are viewable for Interchange Capital Partners going back to 2020
- Interchange Capital Partners 2025 Q3 filed Nov. 12, 2025
- Interchange Capital Partners 2025 Q2 restated filed July 31, 2025
- Interchange Capital Partners 2025 Q2 filed July 28, 2025
- Interchange Capital Partners 2025 Q1 filed April 30, 2025
- Interchange Capital Partners 2024 Q4 filed Feb. 11, 2025
- Interchange Capital Partners 2024 Q3 filed Oct. 28, 2024
- Interchange Capital Partners 2024 Q2 filed July 31, 2024
- Interchange Capital Partners 2024 Q1 filed May 8, 2024
- Interchange Capital Partners 2023 Q4 filed Jan. 9, 2024
- Interchange Capital Partners 2023 Q3 filed Nov. 13, 2023
- Interchange Capital Partners 2023 Q2 filed Aug. 8, 2023
- Interchange Capital Partners 2023 Q1 filed May 15, 2023
- Interchange Capital Partners 2022 Q4 filed Feb. 14, 2023
- Interchange Capital Partners 2022 Q3 filed Nov. 7, 2022
- Interchange Capital Partners 2022 Q2 filed Aug. 5, 2022
- Interchange Capital Partners 2022 Q1 filed May 13, 2022