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Interchange Capital Partners, LLC

Portfolio Manager
Interchange Capital Partners, LLC
Performance
-1.73% (2026 Q1)
AUM (13F)
$316.63M
# of Holdings
279
Performance Rank
Allocation (Top 20)
40.18%

Interchange Capital Partners, LLC Holdings Map

Top 50 Interchange Capital Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.43%72.5K$17.2M
-14.44%(-12.23K)
2025-Q1: 80.4K shares2025-Q2: 79.9K shares2025-Q3: 82.8K shares2025-Q4: 84.7K shares2026-Q1: 72.5K shares
$206.13(+44.99%)
2026-03-31
IQLT
ISHARES TR
3.74%298.1K$11.8M
-9.37%(-30.82K)
2025-Q1: 299.5K shares2025-Q2: 314.5K shares2025-Q3: 313.1K shares2025-Q4: 329.0K shares2026-Q1: 298.1K shares
$33.26(+48.47%)
2026-03-31
JMST
J P MORGAN EXCHANGE TRADED F
3.52%219.0K$11.1M
-70.96%(-535.00K)
2025-Q1: 243.5K shares2025-Q2: 694.4K shares2025-Q3: 752.4K shares2025-Q4: 754.0K shares2026-Q1: 219.0K shares
$50.85(+0.06%)
2026-03-31
MSFT
MICROSOFT CORP
2.93%24.8K$9.3M
-25.78%(-8.60K)
2025-Q1: 26.2K shares2025-Q2: 26.4K shares2025-Q3: 32.5K shares2025-Q4: 33.4K shares2026-Q1: 24.8K shares
$405.84(-0.16%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.61%47.9K$8.3M
+1.01%(+481)
2025-Q1: 48.2K shares2025-Q2: 47.6K shares2025-Q3: 47.3K shares2025-Q4: 47.4K shares2026-Q1: 47.9K shares
$139.44(+49.43%)
2026-03-31
IEFA
ISHARES TR
2.11%85.4K$6.7M
-8.68%(-8.11K)
2025-Q1: 103.6K shares2025-Q2: 97.2K shares2025-Q3: 97.2K shares2025-Q4: 93.5K shares2026-Q1: 85.4K shares
$69.44(+39.90%)
2026-03-31
MDCX
MEDICUS PHARMA LTD
1.95%1.66M$6.2M
+4.73%(+75.00K)
2025-Q1: 1.66M shares2025-Q2: 1.59M shares2025-Q3: 1.59M shares2025-Q4: 1.59M shares2026-Q1: 1.66M shares
$2.49(-87.16%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
1.92%119.9K$6.1M
-27.13%(-44.65K)
2025-Q1: 119.9K shares2025-Q2: 157.6K shares2025-Q3: 154.3K shares2025-Q4: 164.6K shares2026-Q1: 119.9K shares
$50.50(+0.04%)
2026-03-31
IVV
ISHARES TR
1.91%10.7K$6.1M
-7.73%(-895)
2025-Q1: 14.2K shares2025-Q2: 10.0K shares2025-Q3: 11.5K shares2025-Q4: 11.6K shares2026-Q1: 10.7K shares
$478.75(+55.77%)
2026-03-31
AMZN
AMAZON COM INC
1.57%25.9K$5.0M
-23.29%(-7.86K)
2025-Q1: 24.7K shares2025-Q2: 24.5K shares2025-Q3: 31.7K shares2025-Q4: 33.7K shares2026-Q1: 25.9K shares
$171.87(+57.17%)
2026-03-31

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