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CIK: 0001845998
Total reported value
$531.7M
$531.7M
280 檔
24.8%
According to the latest 13F quarterly dataset, Interchange Capital Partners, LLC managed an equity portfolio of $531.7M at the end of Q2 2025, spanning 280 distinct U.S. exchange-listed positions.
In Q2 2025, Interchange Capital Partners, LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
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% | -0.07% | +185.14% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.88% | +1.87% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.78% | -1.20% | -0.68% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 3.14% | -0.98% | +5.02% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.65% | +0.63% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.94% | -0.82% | -1.34% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.88% | -0.81% | -6.14% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.85% | -0.06% | +31.44% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | +0.01% | +19.79% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.46% | -0.09% | +1.08% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.38% | -29.34% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +1.12% | +4.25% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.01% | -1.82% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.31% | +0.76% | |
| 16 | MDCX | Medicus Pharma LTD | Stock-Other | 1.10% | -1.81% | -4.51% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.07% | -0.74% | +6.08% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.01% | +0.19% | +0.67% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 0.97% | -0.32% | -3.73% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.14% | +2.51% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.08% | -2.71% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | -0.32% | +0.59% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.86% | +1.69% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | -0.29% | -6.30% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.72% | -0.24% | +61.77% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.70% | -0.56% | -4.81% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.54% | -7.68% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.55% | +0.37% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.23% | +0.45% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | -0.17% | +2.43% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.59% | -0.20% | +1.63% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.10% | +18.38% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.61% | +5.06% | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.53% | -0.11% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.19% | +0.47% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.26% | +7.39% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.50% | -0.24% | +0.44% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.41% | +3.02% | |
| 39 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.49% | +0.05% | +16.13% | |
| 40 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.49% | -0.15% | +1.06% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.08% | +49.54% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.23% | +1.81% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.32% | -2.12% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.44% | +0.01% | -3.94% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.43% | -0.17% | +2.25% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.42% | -0.11% | +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% | -0.34% | -16.46% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.14% | -12.97% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.41% | -0.06% | -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 | NFLX | Netflix Inc | +0.1% | +3.45% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +59.97% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.18% | Trim |
| 23 | ANET | Arista Networks Inc | 0% | +4.99% | Add |
| 24 | HELO | Jpmorgan Hedged Equity ETF | 0% | +35.07% | Add |
| 25 | ETHE | Grayscale Ethereum Staking E | 0% | +0.36% | Add |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -4.81% | Trim |
| 27 | JHMM | John Hancock Multi Fact Mid | 0% | +16.13% | Add |
| 28 | JPM | Jpmorgan Chase & Co | — | +2.51% | Add |
| 29 | IVE | Ishares S&p 500 Value ETF | — | +18.38% | Add |
| 30 | MS | Morgan Stanley | — | +1.41% | Add |
| 31 | AXP | American Express Co | — | +2.00% | Add |
| 32 | TSLA | Tesla Inc | 0% | -2.71% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +1.69% | Add |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +2.43% | Add |
| 35 | AMZN | Amazon.com Inc | -0.1% | -1.82% | Trim |
| 36 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +6.08% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | -0.1% | EXIT | Sold out |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.08% | Add |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | EXIT | Sold out |
| 40 | BKNG | Booking Holdings Inc | -0.1% | EXIT | Sold out |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | EXIT | Sold out |
| 42 | PEP | Pepsico Inc | -0.2% | -18.46% | Trim |
| 43 | IQLT | Ishares Msci International Q | -0.2% | +5.02% | Add |
| 44 | PULS | Pgim Ultra Short Bond ETF | -0.2% | -16.46% | Trim |
| 45 | ABBV | Abbvie Inc | -0.2% | +0.45% | Add |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | -56.27% | Trim |
| 47 | MDCX | Medicus Pharma LTD | -0.6% | -4.51% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.8% | -29.34% | Trim |
| 49 | AAPL | Apple Inc | -1.2% | -0.68% | Trim |
| 50 | SMLR | Semler Scientific Inc | -1.5% | — | Unchanged |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $531.7M 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 24.8% 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 49 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 4 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.
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