Interchange Capital Partners
Latest statistics and disclosures from Interchange Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IQLT, JMST, MSFT, ASST, and represent 18.29% of Interchange Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: ASST (+$8.8M), QUAL, EMXC, EFG, IYW, HD, HELO, XLF, GBTC, HEFA.
- Started 13 new stock positions in SPSM, XYZ, SMCI, BITO, HEFA, FDIS, EXI, HELO, OTIS, AVDE. ASST, SNY, TTD.
- Reduced shares in these 10 stocks: JMST (-$27M), JAAA (-$17M), Semler Scientific (-$17M), NFLX, VEA, MSFT, NVDA, AAPL, LLY, JPST.
- Sold out of its positions in ARKG, SIVR, AYI, A, ABNB, ALSN, ALL, AIG, COR, ADI.
- Interchange Capital Partners was a net seller of stock by $-168M.
- Interchange Capital Partners has $319M in assets under management (AUM), dropping by -40.91%.
- Central Index Key (CIK): 0001845998
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Portfolio Holdings for Interchange Capital Partners
Interchange Capital Partners holds 279 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $17M | -14% | 73k | 237.19 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 3.7 | $12M | -9% | 298k | 39.68 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.5 | $11M | -70% | 219k | 50.87 |
|
| Microsoft Corporation (MSFT) | 2.9 | $9.3M | -25% | 25k | 374.06 |
|
| Strive Cl A Com (ASST) | 2.8 | $8.8M | NEW | 881k | 10.02 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.6 | $8.3M | 48k | 172.74 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $6.7M | -8% | 85k | 78.28 |
|
| Medicus Pharma (MDCX) | 1.9 | $6.2M | +4% | 1.7M | 3.72 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.9 | $6.1M | -27% | 120k | 50.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $6.1M | -7% | 11k | 566.75 |
|
| Amazon (AMZN) | 1.6 | $5.0M | -22% | 26k | 192.56 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $4.9M | -38% | 39k | 126.15 |
|
| Ishares Core Msci Emkt (IEMG) | 1.4 | $4.3M | -30% | 80k | 54.24 |
|
| Meta Platforms Cl A (META) | 1.3 | $4.3M | -18% | 7.5k | 575.66 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $4.1M | +43% | 24k | 171.13 |
|
| Ishares Tr Msci Usa Value (VLUE) | 1.3 | $4.1M | 38k | 106.65 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.9M | -20% | 22k | 178.56 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.8M | -12% | 15k | 259.32 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $3.6M | -5% | 6.0k | 601.95 |
|
| Tesla Motors (TSLA) | 1.1 | $3.4M | -12% | 12k | 273.52 |
|
| Abbvie (ABBV) | 1.0 | $3.2M | -7% | 15k | 209.81 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $2.9M | -15% | 52k | 57.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $2.9M | +15% | 31k | 93.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.9M | -11% | 18k | 166.40 |
|
| Home Depot (HD) | 0.9 | $2.8M | +33% | 7.7k | 365.53 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.8 | $2.6M | +22% | 41k | 64.01 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $2.6M | -30% | 44k | 58.84 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.8 | $2.4M | -9% | 49k | 49.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.3M | -18% | 4.5k | 523.32 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.7 | $2.3M | 31k | 73.60 |
|
|
| Visa Com Cl A (V) | 0.7 | $2.3M | -12% | 6.6k | 344.94 |
|
| UnitedHealth (UNH) | 0.7 | $2.2M | -37% | 4.3k | 522.50 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $2.2M | -36% | 12k | 191.71 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $2.2M | -6% | 44k | 49.73 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $2.1M | -64% | 40k | 51.69 |
|
| Abbott Laboratories (ABT) | 0.6 | $2.0M | -13% | 16k | 131.56 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.6 | $1.9M | +14% | 36k | 53.21 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.6 | $1.9M | 34k | 56.11 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.9M | -11% | 31k | 59.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.9M | 6.7k | 275.48 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.6 | $1.8M | +131% | 34k | 55.09 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.6 | $1.8M | -14% | 40k | 45.65 |
|
| Pepsi (PEP) | 0.6 | $1.8M | +4% | 12k | 149.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.7M | -15% | 3.2k | 542.39 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.7M | -14% | 7.5k | 224.79 |
|
| Broadcom (AVGO) | 0.5 | $1.7M | -34% | 8.4k | 197.54 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.6M | -8% | 12k | 135.80 |
|
| Applied Materials (AMAT) | 0.5 | $1.6M | -12% | 5.6k | 294.15 |
|
| Marathon Petroleum Corp (MPC) | 0.5 | $1.6M | -6% | 11k | 146.46 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.6M | 2.00 | 798441.50 |
|
|
| Starbucks Corporation (SBUX) | 0.5 | $1.6M | +3% | 16k | 97.82 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.5 | $1.6M | -24% | 27k | 57.30 |
|
| Morgan Stanley Com New (MS) | 0.5 | $1.5M | -13% | 13k | 118.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.5M | -5% | 14k | 104.57 |
|
| American Express Company (AXP) | 0.5 | $1.5M | -6% | 5.5k | 269.81 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $1.5M | +5% | 18k | 79.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $1.5M | -10% | 4.0k | 359.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.4M | +4% | 5.5k | 258.61 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.4M | +127% | 9.8k | 140.44 |
|
| Hca Holdings (HCA) | 0.4 | $1.4M | -19% | 3.8k | 355.74 |
|
| Fair Isaac Corporation (FICO) | 0.4 | $1.3M | -12% | 711.00 | 1844.16 |
|
| salesforce (CRM) | 0.4 | $1.3M | -4% | 5.0k | 258.96 |
|
| Nextera Energy (NEE) | 0.4 | $1.3M | +6% | 18k | 71.37 |
|
| EQT Corporation (EQT) | 0.4 | $1.2M | -49% | 23k | 53.48 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $1.2M | +6% | 15k | 80.38 |
|
| Yum! Brands (YUM) | 0.4 | $1.2M | -7% | 7.5k | 157.36 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.2M | -2% | 12k | 96.22 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $1.2M | +300% | 12k | 100.53 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.1M | +4% | 25k | 45.30 |
|
| Netflix (NFLX) | 0.3 | $1.1M | -80% | 2.9k | 377.94 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.1M | -9% | 7.7k | 140.65 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | -70% | 1.3k | 848.57 |
|
| Chevron Corporation (CVX) | 0.3 | $1.0M | -60% | 6.1k | 171.54 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.0M | +2% | 2.9k | 361.09 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.0M | -20% | 1.1k | 952.91 |
|
| Merck & Co (MRK) | 0.3 | $993k | -20% | 11k | 93.89 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $991k | +12% | 16k | 63.53 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $989k | +17% | 6.8k | 145.99 |
|
| International Business Machines (IBM) | 0.3 | $982k | -29% | 4.0k | 248.15 |
|
| Philip Morris International (PM) | 0.3 | $971k | -14% | 6.1k | 159.19 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $933k | +4% | 2.5k | 370.82 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $905k | -11% | 11k | 85.25 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $902k | -68% | 17k | 52.78 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $871k | 3.4k | 257.03 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $866k | +16% | 9.7k | 89.29 |
|
| Johnson & Johnson (JNJ) | 0.3 | $861k | -22% | 4.8k | 177.64 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $850k | -3% | 15k | 58.35 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.3 | $834k | +16% | 54k | 15.33 |
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.3 | $826k | -53% | 10k | 82.20 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $819k | +10% | 2.8k | 294.80 |
|
| PNC Financial Services (PNC) | 0.2 | $796k | -9% | 4.5k | 178.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $789k | -10% | 2.1k | 373.59 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $788k | -95% | 16k | 50.37 |
|
| Wal-Mart Stores (WMT) | 0.2 | $788k | -40% | 8.2k | 95.92 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $786k | +3% | 4.9k | 161.27 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $779k | 8.4k | 92.29 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $779k | 22k | 35.89 |
|
|
| Intel Corporation (INTC) | 0.2 | $763k | +63% | 33k | 22.95 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $749k | -2% | 5.5k | 135.66 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $744k | -36% | 8.0k | 93.44 |
|
| Palo Alto Networks (PANW) | 0.2 | $744k | -24% | 4.4k | 169.37 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $741k | -35% | 822.00 | 901.46 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $734k | -24% | 3.6k | 204.55 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $732k | +260% | 15k | 49.81 |
|
| Servicenow (NOW) | 0.2 | $731k | -67% | 1.7k | 419.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $729k | +84% | 1.4k | 513.99 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $725k | -67% | 5.3k | 136.73 |
|
| Axon Enterprise (AXON) | 0.2 | $718k | -10% | 1.5k | 491.62 |
|
| Vanguard Wellington Us Minimum (VFMV) | 0.2 | $704k | 5.6k | 126.74 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $688k | +4% | 8.4k | 81.73 |
|
| Bank of America Corporation (BAC) | 0.2 | $684k | -25% | 16k | 42.17 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $679k | 2.8k | 238.62 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $677k | -60% | 2.5k | 270.83 |
|
| Travelers Companies (TRV) | 0.2 | $653k | -8% | 2.5k | 265.64 |
|
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.2 | $642k | -16% | 14k | 47.21 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.2 | $630k | +30% | 13k | 48.93 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $616k | -21% | 1.3k | 487.22 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $592k | +11% | 1.2k | 497.48 |
|
| Fortinet (FTNT) | 0.2 | $591k | +16% | 6.3k | 93.47 |
|
| Intercontinental Exchange (ICE) | 0.2 | $589k | -21% | 3.4k | 172.30 |
|
| Cisco Systems (CSCO) | 0.2 | $589k | -67% | 9.3k | 63.28 |
|
| Builders FirstSource (BLDR) | 0.2 | $588k | -8% | 4.7k | 124.70 |
|
| Rockwell Automation (ROK) | 0.2 | $584k | -7% | 2.2k | 264.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $584k | +99% | 2.9k | 199.49 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $584k | NEW | 9.8k | 59.68 |
|
| Micron Technology (MU) | 0.2 | $582k | +8% | 4.6k | 127.00 |
|
| Procter & Gamble Company (PG) | 0.2 | $579k | -42% | 3.5k | 166.24 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $578k | +62% | 4.5k | 128.84 |
|
| Advanced Micro Devices (AMD) | 0.2 | $578k | -12% | 5.4k | 107.35 |
|
| S&p Global (SPGI) | 0.2 | $573k | +6% | 1.1k | 501.79 |
|
| Wells Fargo & Company (WFC) | 0.2 | $569k | -25% | 7.8k | 73.12 |
|
| Walt Disney Company (DIS) | 0.2 | $562k | -11% | 5.7k | 98.58 |
|
| Progressive Corporation (PGR) | 0.2 | $559k | -18% | 2.0k | 280.14 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $553k | -22% | 4.2k | 131.66 |
|
| McKesson Corporation (MCK) | 0.2 | $553k | -25% | 794.00 | 696.11 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $549k | -73% | 20k | 27.15 |
|
| Metropcs Communications (TMUS) | 0.2 | $546k | -15% | 2.2k | 251.00 |
|
| Ge Aerospace Com New (GE) | 0.2 | $546k | -37% | 2.5k | 219.08 |
|
| Coca-Cola Company (KO) | 0.2 | $531k | -66% | 7.4k | 72.13 |
|
| Paypal Holdings (PYPL) | 0.2 | $526k | +69% | 9.4k | 56.16 |
|
| Roku Com Cl A (ROKU) | 0.2 | $522k | +8% | 7.4k | 70.60 |
|
| Amgen (AMGN) | 0.2 | $517k | -27% | 1.6k | 316.02 |
|
| Williams Companies (WMB) | 0.2 | $511k | -13% | 8.0k | 63.93 |
|
| MercadoLibre (MELI) | 0.2 | $509k | +11% | 270.00 | 1884.19 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $496k | -26% | 5.5k | 89.98 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $491k | +42% | 12k | 42.86 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.2 | $490k | -12% | 5.4k | 91.19 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $489k | -43% | 14k | 35.26 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $477k | -2% | 3.5k | 134.29 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $474k | +11% | 863.00 | 549.13 |
|
| McDonald's Corporation (MCD) | 0.1 | $471k | -35% | 1.5k | 311.89 |
|
| Qualcomm (QCOM) | 0.1 | $465k | -39% | 3.1k | 152.15 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $464k | -20% | 3.8k | 122.42 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $462k | NEW | 13k | 36.29 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $462k | +3% | 7.3k | 63.00 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $461k | +18% | 3.8k | 121.12 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $459k | +80% | 7.9k | 58.26 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $457k | -11% | 2.4k | 189.64 |
|
| Hartford Financial Services (HIG) | 0.1 | $448k | +5% | 3.6k | 125.58 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $443k | +48% | 919.00 | 481.57 |
|
| Caterpillar (CAT) | 0.1 | $441k | -48% | 1.2k | 364.82 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $438k | +53% | 9.5k | 46.08 |
|
| Intuit (INTU) | 0.1 | $433k | -27% | 720.00 | 601.42 |
|
| Everpure Cl A (PSTG) | 0.1 | $433k | +10% | 9.7k | 44.55 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $427k | -9% | 2.5k | 172.30 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $424k | -24% | 3.4k | 124.05 |
|
| Blackrock (BLK) | 0.1 | $424k | -17% | 447.00 | 948.56 |
|
| Goldman Sachs (GS) | 0.1 | $421k | -31% | 635.00 | 662.60 |
|
| Pfizer (PFE) | 0.1 | $421k | -11% | 17k | 25.34 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $408k | -55% | 2.7k | 152.27 |
|
| Chubb (CB) | 0.1 | $407k | -56% | 1.3k | 301.99 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $403k | -12% | 299.00 | 1347.08 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $400k | +12% | 1.8k | 224.91 |
|
| Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) | 0.1 | $397k | -79% | 7.6k | 52.55 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.1 | $395k | NEW | 2.7k | 145.39 |
|
| General Motors Company (GM) | 0.1 | $393k | -25% | 7.8k | 50.31 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $384k | NEW | 9.4k | 40.76 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $381k | -6% | 2.0k | 193.94 |
|
| Gilead Sciences (GILD) | 0.1 | $380k | -26% | 3.1k | 124.52 |
|
| Constellation Energy (CEG) | 0.1 | $380k | -25% | 1.6k | 239.52 |
|
| Ge Vernova (GEV) | 0.1 | $378k | -26% | 759.00 | 498.23 |
|
| Danaher Corporation (DHR) | 0.1 | $371k | +9% | 1.8k | 204.98 |
|
| Vistra Energy (VST) | 0.1 | $358k | -9% | 2.8k | 128.20 |
|
| Altria (MO) | 0.1 | $352k | -34% | 5.8k | 60.33 |
|
| Norfolk Southern (NSC) | 0.1 | $347k | -20% | 1.5k | 236.85 |
|
| Eaton Corp SHS (ETN) | 0.1 | $344k | -40% | 1.1k | 309.26 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $336k | -44% | 980.00 | 342.56 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $336k | +100% | 17k | 20.06 |
|
| Cadence Design Systems (CDNS) | 0.1 | $330k | -36% | 1.3k | 254.33 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $325k | +12% | 2.7k | 119.47 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $324k | +17% | 11k | 30.61 |
|
| Linde SHS (LIN) | 0.1 | $322k | -10% | 686.00 | 469.86 |
|
| Booking Holdings (BKNG) | 0.1 | $322k | -26% | 71.00 | 4537.79 |
|
| Carrier Global Corporation (CARR) | 0.1 | $321k | 5.1k | 63.40 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $317k | NEW | 7.3k | 43.61 |
|
| Howmet Aerospace (HWM) | 0.1 | $316k | -42% | 1.7k | 186.15 |
|
| Boeing Company (BA) | 0.1 | $309k | -15% | 1.6k | 196.65 |
|
| Dell Technologies CL C (DELL) | 0.1 | $308k | +6% | 3.3k | 94.51 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $305k | +7% | 563.00 | 541.70 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $304k | 5.9k | 51.79 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $304k | -39% | 3.3k | 91.27 |
|
| Emcor (EME) | 0.1 | $304k | -53% | 536.00 | 567.04 |
|
| At&t (T) | 0.1 | $303k | -29% | 11k | 28.60 |
|
| Tempus Ai Cl A (TEM) | 0.1 | $295k | -3% | 6.1k | 48.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $288k | 592.00 | 487.21 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $287k | +62% | 21k | 13.82 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $286k | NEW | 3.4k | 84.84 |
|
| TJX Companies (TJX) | 0.1 | $283k | -29% | 2.1k | 133.53 |
|
| Uber Technologies (UBER) | 0.1 | $281k | -56% | 3.9k | 72.71 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $281k | 5.5k | 51.07 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $280k | -9% | 379.00 | 739.76 |
|
| Pulte (PHM) | 0.1 | $273k | -41% | 2.5k | 110.42 |
|
| Union Pacific Corporation (UNP) | 0.1 | $271k | -47% | 1.1k | 236.99 |
|
| AvalonBay Communities (AVB) | 0.1 | $270k | -5% | 1.6k | 163.97 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $269k | +15% | 3.4k | 78.57 |
|
| Xylem (XYL) | 0.1 | $268k | -24% | 2.2k | 119.46 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $267k | +18% | 596.00 | 448.05 |
|
| Dominion Resources (D) | 0.1 | $266k | -14% | 4.7k | 56.07 |
|
| Ameriprise Financial (AMP) | 0.1 | $265k | -40% | 555.00 | 478.07 |
|
| Sentinelone Cl A (S) | 0.1 | $264k | +4% | 21k | 12.88 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $264k | -30% | 3.2k | 81.67 |
|
| Curtiss-Wright (CW) | 0.1 | $262k | -38% | 669.00 | 391.24 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $262k | NEW | 4.7k | 55.31 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $262k | +46% | 6.0k | 43.80 |
|
| Jacobs Engineering Group (J) | 0.1 | $261k | +28% | 2.2k | 120.87 |
|
| Monster Beverage Corp (MNST) | 0.1 | $261k | -35% | 4.1k | 62.85 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $260k | NEW | 14k | 18.32 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $260k | +5% | 1.3k | 192.63 |
|
| MetLife (MET) | 0.1 | $259k | -34% | 3.2k | 80.18 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $257k | -64% | 5.1k | 50.21 |
|
| General Dynamics Corporation (GD) | 0.1 | $256k | -54% | 868.00 | 295.12 |
|
| Deere & Company (DE) | 0.1 | $256k | -34% | 516.00 | 495.82 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $255k | -32% | 2.9k | 87.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $255k | -35% | 817.00 | 312.35 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $253k | 3.6k | 70.20 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $249k | NEW | 2.9k | 84.51 |
|
| Medtronic SHS (MDT) | 0.1 | $249k | -62% | 2.8k | 88.92 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $246k | -63% | 3.1k | 78.84 |
|
| Paccar (PCAR) | 0.1 | $245k | +11% | 2.5k | 97.37 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $245k | NEW | 2.4k | 101.73 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $243k | +14% | 4.0k | 60.66 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $242k | +25% | 5.1k | 47.58 |
|
| Verizon Communications (VZ) | 0.1 | $238k | -24% | 5.1k | 46.34 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $234k | -49% | 2.0k | 117.35 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $230k | -9% | 5.7k | 40.20 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $230k | -5% | 6.8k | 34.03 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $230k | 2.3k | 97.94 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $228k | +2% | 2.4k | 96.45 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $222k | -22% | 3.0k | 74.08 |
|
| Rollins (ROL) | 0.1 | $219k | -15% | 4.0k | 54.03 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $218k | -25% | 637.00 | 342.80 |
|
| Super Micro Computer Com New (SMCI) | 0.1 | $215k | NEW | 6.3k | 34.21 |
|
| Quanta Services (PWR) | 0.1 | $215k | -20% | 474.00 | 453.85 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $215k | -57% | 2.3k | 92.59 |
|
| Enbridge (ENB) | 0.1 | $215k | -59% | 4.6k | 46.21 |
|
| Synchrony Financial (SYF) | 0.1 | $211k | -51% | 3.9k | 54.60 |
|
| Natera (NTRA) | 0.1 | $211k | +55% | 1.5k | 144.05 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $210k | -24% | 2.1k | 98.20 |
|
| Dupont De Nemours (DD) | 0.1 | $209k | -36% | 3.4k | 60.94 |
|
| Waste Management (WM) | 0.1 | $209k | -39% | 905.00 | 230.99 |
|
| W.W. Grainger (GWW) | 0.1 | $208k | -2% | 206.00 | 1008.86 |
|
| Simon Property (SPG) | 0.1 | $208k | -29% | 1.2k | 169.76 |
|
| O'reilly Automotive (ORLY) | 0.1 | $205k | -83% | 648.00 | 316.57 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $205k | -44% | 2.0k | 103.50 |
|
| Leidos Holdings (LDOS) | 0.1 | $205k | -37% | 1.5k | 134.97 |
|
| Procore Technologies (PCOR) | 0.1 | $205k | +9% | 3.6k | 57.57 |
|
| Teradyne (TER) | 0.1 | $204k | +14% | 2.5k | 82.60 |
|
| Lowe's Companies (LOW) | 0.1 | $204k | -48% | 873.00 | 233.84 |
|
| Lululemon Athletica (LULU) | 0.1 | $203k | -27% | 1.2k | 166.44 |
|
| Block Cl A (XYZ) | 0.1 | $203k | NEW | 3.7k | 55.15 |
|
| Honeywell International (HON) | 0.1 | $202k | -35% | 948.00 | 213.46 |
|
| Citigroup Com New (C) | 0.1 | $200k | -75% | 2.4k | 85.03 |
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $178k | -51% | 15k | 12.20 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $165k | -69% | 14k | 11.89 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $127k | +17% | 24k | 5.29 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $125k | 18k | 7.11 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $79k | 11k | 7.11 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $29k | -7% | 12k | 2.51 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $25k | +27% | 21k | 1.18 |
|
Past Filings by Interchange Capital Partners
SEC 13F filings are viewable for Interchange Capital Partners going back to 2020
- Interchange Capital Partners 2026 Q1 filed April 24, 2026
- Interchange Capital Partners 2025 Q4 filed Jan. 30, 2026
- 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