Interchange Capital Partners

Interchange Capital Partners as of March 31, 2026

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