13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001845998
Total reported value
$598.1M
$598.1M
280 檔
22.1%
According to the latest 13F quarterly dataset, Interchange Capital Partners, LLC managed an equity portfolio of $598.1M at the end of Q2 2025, spanning 280 distinct U.S. exchange-listed positions.
Interchange Capital Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 22 new positions while fully exiting 10 holdings and trimming 76 positions.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMLR | Semler Scientific Inc | Stock-Other | 11.50% | — | — | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-Other | 8.17% | +1.01% | +185.14% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.88% | +0.52% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.11% | -0.68% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 3.14% | -0.50% | +5.02% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | +0.51% | +0.63% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.94% | -0.22% | -1.34% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.88% | -0.16% | -6.14% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.85% | -0.48% | +31.44% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | -0.24% | +19.79% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.46% | -0.06% | +1.08% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.15% | -29.34% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.03% | +4.25% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | -0.11% | -1.82% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | +0.19% | +0.76% | |
| 16 | MDCX | Medicus Pharma LTD | Stock-Other | 1.10% | -0.08% | -4.51% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.07% | -0.07% | +6.08% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.01% | -0.17% | +0.67% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 0.97% | -0.08% | -3.73% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.11% | +2.51% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.26% | -2.71% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | -0.02% | +0.59% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.29% | +1.69% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | -0.06% | -6.30% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.72% | -0.03% | +61.77% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.70% | +0.06% | -4.81% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.25% | -7.68% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.10% | +0.37% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.05% | +0.45% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | -0.06% | +2.43% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.59% | -0.05% | +1.63% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.07% | +18.38% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.13% | +5.06% | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.53% | -0.01% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.04% | +0.47% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.12% | +7.39% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.50% | -0.06% | +0.44% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | +0.01% | +3.02% | |
| 39 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.49% | -0.08% | +16.13% | |
| 40 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.49% | -0.04% | +1.06% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.15% | +49.54% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.13% | +1.81% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.07% | -2.12% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.44% | +0.19% | -3.94% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.43% | -0.06% | +2.25% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.42% | -0.07% | +2.00% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.41% | -0.10% | +1.41% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.41% | +0.67% | -16.46% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.05% | -12.97% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.41% | -0.05% | -1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | +4.7% | +185.14% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +3.9% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.3% | +4.25% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | +0.63% | Add |
| 5 | THRO | Ishares U.s. Thematic Rotati | +0.3% | NEW | New buy |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +61.77% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +5.06% | Add |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.2% | +31.44% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +19.79% | Add |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | NEW | New buy |
| 11 | ORCL | Oracle CORP | +0.1% | +3.03% | Add |
| 12 | HOOD | Robinhood Markets Inc - A | +0.1% | -13.42% | Trim |
| 13 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.81% | Add |
| 15 | OEF | Ishares S&p 100 ETF | +0.1% | +53.58% | Add |
| 16 | COIN | Coinbase Global Inc -class A | +0.1% | -5.68% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +0.76% | Add |
| 18 | AXON | Axon Enterprise Inc | +0.1% | +2.63% | Add |
| 19 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 20 | VXF | Vanguard Extended Market ETF | +0.1% | NEW | New buy |
| 21 | DDOG | Datadog Inc - Class A | +0.1% | NEW | New buy |
| 22 | NFLX | Netflix Inc | +0.1% | +3.45% | Add |
| 23 | ASML | ASML Holding N.V. | +0.1% | +59.97% | Add |
| 24 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 25 | CW | Curtiss-wright CORP | +0.1% | NEW | New buy |
| 26 | ETH | Grayscale Ethereum Staking M | +0.1% | NEW | New buy |
| 27 | HWM | Howmet Aerospace Inc | +0.1% | NEW | New buy |
| 28 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 29 | SE | Sea Ltd-adr | +0.1% | NEW | New buy |
| 30 | GD | General Dynamics CORP | +0.1% | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 32 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 33 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 34 | FCX | Freeport-mcmoran Inc | +0.1% | NEW | New buy |
| 35 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 36 | PAUG | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 37 | JMBS | Janus Henderson Mortg Backed | +0.1% | NEW | New buy |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.18% | Trim |
| 39 | ANET | Arista Networks Inc | 0% | +4.99% | Add |
| 40 | BTC | Grayscale Bitcoin Mini ETF | 0% | +26.20% | Add |
| 41 | ROK | Rockwell Automation Inc | 0% | +15.93% | Add |
| 42 | CEG | Constellation Energy | 0% | +4.03% | Add |
| 43 | VRT | Vertiv Holdings Co-a | 0% | -3.57% | Trim |
| 44 | NVS | Novartis Ag-sponsored Adr | 0% | +77.92% | Add |
| 45 | XLP | Ss Consumer Staples Sel Sect | 0% | +76.55% | Add |
| 46 | HELO | Jpmorgan Hedged Equity ETF | 0% | +35.07% | Add |
| 47 | ETHE | Grayscale Ethereum Staking E | 0% | +0.36% | Add |
| 48 | VST | Vistra CORP | 0% | — | Unchanged |
| 49 | UBER | Uber Technologies Inc | 0% | +9.71% | Add |
| 50 | MELI | Mercadolibre Inc | 0% | +12.00% | Add |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $598.1M across 280 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SMLR, JMST, JAAA) accounted for 22.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
JAAA
市值: $16.8M
Top Position Liquidated / Trimmed
HEFA
前期市值: $466.9K
During Q2 2025, Interchange Capital Partners, LLC's top holdings by market value included SMLR (11.5%)、JMST (8.2%)、JAAA (3.9%). The largest single position, SMLR, represented 11.5% of total portfolio value.
In Q2 2025, Interchange Capital Partners, LLC made 192 total portfolio adjustments, initiating 22 new buys, adding to 84 positions, trimming 76 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.