Institutions / Interchange Capital Partners, LLC
Interchange Capital Partners, LLC
CIK 1845998 · Institution · as of Dec 31, 2025
Portfolio value
$539.07M
Positions
424
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 424 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $38.41M | 7.1% |
| Apple Inc. | $23.04M | 4.3% |
| Janus Detroit Str Tr | $18.08M | 3.4% |
| Semler Scientific, Inc. | $16.82M | 3.1% |
| Microsoft Corp | $16.14M | 3.0% |
| iShares Tr | $14.95M | 2.8% |
| NVIDIA Corp | $11.76M | 2.2% |
| Vanguard Index Fds | $9.05M | 1.7% |
| Alphabet Inc. | $8.55M | 1.6% |
| iShares Tr | $8.36M | 1.6% |
| J P Morgan Exchange Traded F | $8.33M | 1.5% |
| iShares Tr | $7.93M | 1.5% |
| Amazon.com Inc | $7.79M | 1.4% |
| iShares Inc | $7.73M | 1.4% |
| Vanguard Tax-Managed Fds | $7.01M | 1.3% |
| Tesla Inc | $6.43M | 1.2% |
| Alphabet Inc. | $6.29M | 1.2% |
| Meta Platforms Inc | $6.03M | 1.1% |
| JPMORGAN CHASE & CO | $5.43M | 1.0% |
| iShares Tr | $5.34M | 1.0% |
| iShares Gold Tr | $5.09M | 0.9% |
| ELI LILLY & Co | $4.62M | 0.9% |
| Broadcom Inc. | $4.41M | 0.8% |
| SPDR S&P 500 ETF Tr | $4.33M | 0.8% |
| iShares Tr | $3.85M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.