Top 50 Interchange Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.43% | 72.5K | $17.2M | -14.44%(-12.23K) | $206.13(+44.99%) | 2026-03-31 | |
| IQLT | ISHARES TR | 3.74% | 298.1K | $11.8M | -9.37%(-30.82K) | $33.26(+48.47%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 3.52% | 219.0K | $11.1M | -70.96%(-535.00K) | $50.85(+0.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.93% | 24.8K | $9.3M | -25.78%(-8.60K) | $405.84(-0.16%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.61% | 47.9K | $8.3M | +1.01%(+481) | $139.44(+49.43%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.11% | 85.4K | $6.7M | -8.68%(-8.11K) | $69.44(+39.90%) | 2026-03-31 | |
| MDCX | MEDICUS PHARMA LTD | 1.95% | 1.66M | $6.2M | +4.73%(+75.00K) | $2.49(-87.16%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.92% | 119.9K | $6.1M | -27.13%(-44.65K) | $50.50(+0.04%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.91% | 10.7K | $6.1M | -7.73%(-895) | $478.75(+55.77%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.57% | 25.9K | $5.0M | -23.29%(-7.86K) | $171.87(+57.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.72% | +21.53% |
| Top 20 Holdings Unweighted | +12.68% | +43.06% |
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