StockDriftsStockDriftsTop 50 Interchange Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | 4.46% | 527.7K | $26.7M | +46.62%(+167.79K) | $50.86(+0.15%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.34% | 77.9K | $26.0M | +0.16%(+121) | $210.50(+64.90%) | 2026-09-30 | |
| ASST | STRIVE INC | 4.34% | 882.1K | $25.9M | +0.00%(+0) | $12.39(+119.08%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.79% | 32.5K | $16.7M | +0.04%(+13) | $396.43(+34.03%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.67% | 69.8K | $16.0M | -0.56%(-394) | $149.41(+45.87%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 2.64% | 320.0K | $15.8M | +43.47%(+96.96K) | $50.50(+0.25%) | 2026-09-30 | |
| IQLT | ISHARES TR | 2.26% | 273.5K | $13.5M | -7.55%(-22.33K) | $33.26(+51.35%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.8% | 31.2K | $10.8M | +0.29%(+89) | $205.12(+56.29%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 1.57% | 43.5K | $9.4M | -0.25%(-109) | $157.56(+44.00%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.47% | 35.4K | $8.8M | +0.61%(+216) | $184.82(+36.94%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.36% | +70.03% | +10.32% | +63.41% |
| Top 20 Holdings Unweighted | +23.00% | +86.09% | +11.10% | +69.27% |
Interchange Capital Partners LLC reports $598.10M in US-listed equity holdings across 449 positions in its most recent 13F filing. Its largest disclosed positions are JMST (4.5%), AAPL (4.3%) and ASST (4.3%). The top 20 holdings account for 40.38% of reported assets. Its disclosed equity book has returned +70.03% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Interchange Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845998). View Interchange Capital Partners LLC’s 13F filings on SEC