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CIK: 0001845998
Total reported value
$531.7M
$531.7M
424 檔
21.2%
According to the latest 13F quarterly dataset, Interchange Capital Partners, LLC managed an equity portfolio of $531.7M at the end of Q4 2025, spanning 424 distinct U.S. exchange-listed positions.
In Q4 2025, Interchange Capital Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 424 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | ETF-Other | 7.12% | -0.07% | +0.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.27% | -1.20% | +2.39% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.35% | +1.87% | -6.42% | |
| 4 | SMLR | Semler Scientific Inc | Stock-Other | 3.12% | — | -13.25% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.65% | +2.84% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 2.77% | -0.98% | +5.05% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +1.12% | +11.76% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | -0.82% | +0.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.86% | +4.90% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.55% | -0.81% | -3.84% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.54% | -0.06% | +6.65% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.38% | +0.77% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.01% | +6.44% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.43% | +0.01% | +2.98% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.09% | +0.95% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | +0.08% | +3.04% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.54% | +6.15% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.31% | +6.98% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.14% | +2.63% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.99% | +0.19% | +0.60% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 0.94% | -0.32% | -2.31% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.18% | +116.63% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.61% | +5.82% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.32% | +77.85% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.10% | +18.60% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | -0.23% | +1.41% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | -0.32% | -2.94% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.29% | -0.65% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.62% | -0.74% | -25.10% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | -0.17% | -1.85% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.51% | -0.20% | -2.29% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.26% | +1.35% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.11% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.41% | +17.21% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.19% | +3.61% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.48% | +0.10% | -0.20% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.24% | -9.22% | |
| 38 | MDCX | Medicus Pharma LTD | Stock-Other | 0.45% | -1.81% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.06% | +2.10% | |
| 40 | EQT | Eqt CORP | Stock-Energy | 0.45% | -0.18% | +94.28% | |
| 41 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.44% | +0.05% | +3.90% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.12% | +105.00% | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.43% | -0.34% | +67.81% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.14% | -0.07% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | -0.08% | -13.14% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.42% | -0.56% | -5.77% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.41% | +4.61% | |
| 48 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.41% | -0.13% | +8.06% | |
| 49 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.41% | -0.15% | -1.09% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.07% | +138.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | +116.63% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.90% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +77.85% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +6.15% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.3% | +138.62% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +122.66% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +105.00% | Add |
| 8 | EQT | Eqt CORP | +0.2% | +94.28% | Add |
| 9 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +67.81% | Add |
| 10 | KO | Coca-cola Co/the | +0.2% | +113.47% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +2.39% | Add |
| 12 | EXPE | Expedia Group Inc | +0.1% | +139.31% | Add |
| 13 | C | Citigroup Inc | +0.1% | +138.37% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +11.76% | Add |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | +18.60% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +47.39% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +6.44% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.21% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +21.69% | Add |
| 20 | CRUS | Cirrus Logic Inc | +0.1% | +173.05% | Add |
| 21 | EMR | Emerson Electric Co | +0.1% | +187.42% | Add |
| 22 | CB | Chubb Limited | +0.1% | +69.59% | Add |
| 23 | IQLT | Ishares Msci International Q | +0.1% | +5.05% | Add |
| 24 | VLUE | Ishares Msci USA Value Facto | 0% | +0.60% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +5.82% | Add |
| 26 | JPST | Jpmorgan Ultra-short Income | 0% | +6.65% | Add |
| 27 | XLF | Ss Financial Select Sector | -0.1% | -69.02% | Trim |
| 28 | HOOD | Robinhood Markets Inc - A | -0.1% | -15.32% | Trim |
| 29 | NFLX | Netflix Inc | -0.1% | +838.73% | Add |
| 30 | HD | Home Depot Inc | -0.1% | -4.08% | Trim |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | -13.14% | Trim |
| 32 | ORCL | Oracle CORP | -0.2% | +0.80% | Add |
| 33 | ETHE | Grayscale Ethereum Staking E | -0.2% | -12.64% | Trim |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -5.77% | Trim |
| 35 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -25.10% | Trim |
| 36 | MDCX | Medicus Pharma LTD | -0.3% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | -0.3% | +2.84% | Add |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | -0.5% | -6.42% | Trim |
| 39 | SMLR | Semler Scientific Inc | -4.3% | -13.25% | Trim |
| 40 | CGMU | Cap Group Municipal Income | — | NEW | New buy |
| 41 | EVIM | Eaton Vance Int Muni Income | — | NEW | New buy |
| 42 | EPAM | Epam Systems Inc | — | NEW | New buy |
| 43 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 44 | EPR | Epr Properties | — | NEW | New buy |
| 45 | CLH | Clean Harbors Inc | — | NEW | New buy |
| 46 | ESS | Essex Property Trust Inc | — | NEW | New buy |
| 47 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 48 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 49 | CLS | Celestica Inc | — | NEW | New buy |
| 50 | ES | Eversource Energy | — | NEW | New buy |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $531.7M across 424 disclosed positions in Q4 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, AAPL, JAAA) accounted for 21.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGMU
市值: $2.1M
Top Position Liquidated / Trimmed
SMLR
前期市值: $38.0M
During Q4 2025, Interchange Capital Partners, LLC's top holdings by market value included JMST (7.1%)、AAPL (4.3%)、JAAA (3.4%). The largest single position, JMST, represented 7.1% of total portfolio value.
In Q4 2025, Interchange Capital Partners, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 29 positions, trimming 9 holdings, and fully liquidating 0 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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