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CIK: 0001845998
Total reported value
$531.7M
$531.7M
365 檔
25.2%
In Q3 2025, Interchange Capital Partners, LLC's U.S. equity holdings reached a combined market value of $531.7M, distributed across 365 disclosed stock positions.
In Q3 2025, Interchange Capital Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | ETF-Other | 7.53% | -0.07% | +8.34% | |
| 2 | SMLR | Semler Scientific Inc | Stock-Other | 7.46% | — | -1.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.13% | -1.20% | +3.60% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.80% | +1.87% | +15.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.65% | +22.94% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 2.71% | -0.98% | -0.44% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +1.12% | +47.14% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.82% | -0.53% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.66% | -0.81% | -0.05% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.53% | -0.06% | -2.11% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.38% | +14.44% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.44% | +0.01% | +3.45% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.01% | +29.49% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | -0.09% | +0.45% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.86% | +31.20% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.31% | +25.74% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | +0.08% | +18.58% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.14% | +14.79% | |
| 19 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.95% | +0.19% | +0.54% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.92% | -0.32% | -4.31% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.54% | +16.58% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.85% | -0.74% | -11.96% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.61% | +37.38% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.23% | +8.83% | |
| 25 | MDCX | Medicus Pharma LTD | Stock-Other | 0.72% | -1.81% | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.70% | -0.32% | +0.18% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.29% | -4.50% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.64% | -0.17% | +13.44% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.10% | +17.77% | |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.62% | -0.56% | -1.31% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | -0.08% | +20.03% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.26% | +21.53% | |
| 33 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.52% | -0.20% | -0.89% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.24% | -20.24% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.19% | +13.75% | |
| 36 | DFIV | Dimensional International Va | ETF-Other | 0.49% | -0.11% | +0.11% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.55% | -21.85% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.32% | +13.82% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.03% | +13.96% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.10% | +15.24% | |
| 41 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.45% | +0.01% | +3.50% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.41% | +8.77% | |
| 43 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.44% | -0.15% | -0.89% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.14% | +17.64% | |
| 45 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.44% | +0.05% | -0.18% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.06% | +7.79% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.42% | -0.07% | +66.01% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.12% | +21.48% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.41% | +14.53% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.40% | +0.23% | +5.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | +4.1% | +8.34% | Add |
| 2 | NVDA | Nvidia CORP | +1% | +47.14% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +22.94% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +31.20% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +37.38% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | +18.58% | Add |
| 7 | OEF | Ishares S&p 100 ETF | +0.2% | +66.01% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +16.58% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | +13.96% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +25.74% | Add |
| 11 | APP | Applovin Corp-class A | +0.1% | +2.49% | Trim |
| 12 | ETHE | Grayscale Ethereum Staking E | +0.1% | -1.51% | Trim |
| 13 | HOOD | Robinhood Markets Inc - A | +0.1% | -9.46% | Trim |
| 14 | ANET | Arista Networks Inc | +0.1% | +8.39% | Add |
| 15 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +93.75% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.53% | Add |
| 17 | ASML | ASML Holding N.V. | +0.1% | +19.50% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +41.70% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +15.23% | Trim |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +116.21% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.45% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +61.11% | Add |
| 23 | GE | General Electric | +0.1% | +33.38% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +14.79% | Add |
| 25 | MS | Morgan Stanley | +0.1% | +15.24% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +29.49% | Add |
| 27 | IVE | Ishares S&p 500 Value ETF | 0% | +17.77% | Add |
| 28 | EFV | Ishares Msci Eafe Value ETF | 0% | -20.24% | Add |
| 29 | HCA | Hca Healthcare Inc | 0% | +15.75% | Add |
| 30 | SHOP | Shopify Inc - Class A | 0% | +0.73% | Trim |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 0% | +5.55% | Add |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +13.44% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +13.82% | Add |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -1.31% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | +8.83% | Add |
| 36 | JPST | Jpmorgan Ultra-short Income | -0.2% | -2.11% | Add |
| 37 | VLUE | Ishares Msci USA Value Facto | -0.2% | +0.54% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.3% | +0.45% | Add |
| 39 | PULS | Pgim Ultra Short Bond ETF | -0.3% | -22.34% | Trim |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | -2.37% | Trim |
| 41 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | -0.05% | Trim |
| 42 | IQLT | Ishares Msci International Q | -0.6% | -0.44% | Add |
| 43 | AAPL | Apple Inc | -0.9% | +3.60% | Add |
| 44 | MDCX | Medicus Pharma LTD | -1% | — | Trim |
| 45 | SMLR | Semler Scientific Inc | -5.6% | -1.30% | Trim |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 47 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 48 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 49 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 50 | HELO | Jpmorgan Hedged Equity ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $531.7M across 365 disclosed positions in Q3 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 JMST, SMLR, AAPL) accounted for 25.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
JAAA
市值: $19.4M
Top Position Liquidated / Trimmed
HELO
前期市值: $747.0K
During Q3 2025, Interchange Capital Partners, LLC's top holdings by market value included JMST (7.5%)、SMLR (7.5%)、AAPL (4.1%). The largest single position, JMST, represented 7.5% of total portfolio value.
In Q3 2025, Interchange Capital Partners, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 1 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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