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
430 檔
13.7%
During the Q2 2026 filing period, Interchange Capital Partners, LLC (CIK: 0001845998) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $598.1M across 430 reported positions.
In Q2 2026, Interchange Capital Partners, LLC displayed an active expansion posture, initiating 80 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.23% | +0.11% | +7.31% | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.45% | +1.01% | +64.34% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 2.76% | -0.50% | -0.78% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.03% | +82.32% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | +0.51% | +31.01% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.12% | +0.52% | +1326.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | -0.29% | +42.61% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.86% | -0.48% | +62.84% | |
| 9 | ASST | Strive Inc-a | Stock-Other | 1.81% | +2.53% | +0.17% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.79% | -0.22% | -8.94% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.11% | +34.75% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.15% | +1.86% | |
| 13 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.48% | -0.17% | +2.62% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | -0.25% | +20.16% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.38% | -0.24% | +11.20% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.31% | -0.30% | +31.48% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.16% | -16.07% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | -0.26% | +16.84% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.13% | +88.53% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.11% | +18.45% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.19% | +33.51% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | -0.17% | +39.54% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | -0.32% | +12.27% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.07% | -2.51% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.05% | +7.83% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.69% | +0.13% | +19.22% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | -0.06% | -21.37% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.36% | +175.74% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | -0.15% | +88.40% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | -0.02% | +10.84% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.07% | +21.82% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.59% | -0.06% | -5.47% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.59% | -0.17% | +32.28% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.57% | -0.10% | +15.27% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.56% | -0.07% | -43.23% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | -0.06% | +5.47% | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.54% | +0.72% | +853.07% | |
| 38 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.54% | -0.08% | +39.73% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.04% | +24.19% | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | -0.05% | -8.28% | |
| 41 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.52% | +0.22% | +319.87% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.52% | +0.19% | -2.30% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.52% | -0.11% | -40.69% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | -0.08% | +80.31% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | -0.05% | -13.84% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.49% | -0.09% | +58.76% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.08% | -21.41% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.12% | +13.31% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.05% | +5.88% | |
| 50 | SNDK | Sandisk CORP | Stock-Tech | 0.45% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.9% | +1326.03% | Add |
| 2 | MU | Micron Technology Inc | +1.1% | +31.48% | Add |
| 3 | NVDA | Nvidia CORP | +1.1% | +82.32% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.9% | +42.61% | Add |
| 5 | AVGO | Broadcom Inc | +0.6% | +88.53% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +20.16% | Add |
| 7 | AVDE | Avantis International Equity | +0.5% | +853.07% | Add |
| 8 | SNDK | Sandisk CORP | +0.5% | NEW | New buy |
| 9 | LRCX | Lam Research CORP | +0.4% | +32.28% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +39.54% | Add |
| 11 | JNJ | Johnson & Johnson | +0.4% | +175.74% | Add |
| 12 | INTC | Intel CORP | +0.4% | -40.69% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.4% | -13.84% | Trim |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.4% | NEW | New buy |
| 15 | HELO | Jpmorgan Hedged Equity ETF | +0.3% | +319.87% | Add |
| 16 | AMAT | Applied Materials Inc | +0.3% | +12.27% | Add |
| 17 | STX | Seagate Technology Holdings plc | +0.3% | +210.52% | Add |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | +0.3% | NEW | New buy |
| 19 | ASML | ASML Holding N.V. | +0.3% | +58.76% | Add |
| 20 | GEV | GE Vernova Inc | +0.3% | +128.85% | Add |
| 21 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | NEW | New buy |
| 22 | GLDM | Spdr Gold Minishares Trust | +0.3% | NEW | New buy |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +19.22% | Add |
| 24 | EVIM | Eaton Vance Int Muni Income | +0.2% | +371.26% | Add |
| 25 | CGMU | Cap Group Municipal Income | +0.2% | +264.62% | Add |
| 26 | VRT | Vertiv Holdings Co-a | +0.2% | +48.70% | Add |
| 27 | VXUS | Vanguard Total Intl Stock | +0.2% | NEW | New buy |
| 28 | VLUE | Ishares Msci USA Value Facto | +0.2% | +2.62% | Add |
| 29 | LLY | Eli Lilly & Co | +0.2% | +80.31% | Add |
| 30 | DELL | Dell Technologies -c | +0.2% | +2.52% | Add |
| 31 | THRO | Ishares U.s. Thematic Rotati | +0.2% | NEW | New buy |
| 32 | CLS | Celestica Inc | +0.2% | NEW | New buy |
| 33 | CAT | Caterpillar Inc | +0.2% | +20.45% | Add |
| 34 | HWM | Howmet Aerospace Inc | +0.1% | +179.45% | Add |
| 35 | PWR | Quanta Services Inc | +0.1% | +221.73% | Add |
| 36 | HIMU | Ishares High Yild Muni A ETF | +0.1% | NEW | New buy |
| 37 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 38 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 39 | FIX | Comfort Systems USA Inc | +0.1% | NEW | New buy |
| 40 | ANET | Arista Networks Inc | +0.1% | +21.92% | Add |
| 41 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 42 | CCJ | Cameco CORP | +0.1% | NEW | New buy |
| 43 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 44 | JBL | Jabil Inc | +0.1% | NEW | New buy |
| 45 | PANW | Palo Alto Networks Inc | +0.1% | +21.06% | Add |
| 46 | GE | General Electric | +0.1% | +60.55% | Add |
| 47 | KLAC | Kla CORP | +0.1% | +818.73% | Add |
| 48 | MPWR | Monolithic Power Systems Inc | +0.1% | NEW | New buy |
| 49 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | NEW | New buy |
| 50 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Interchange Capital Partners, LLC reported a total U.S. public equity portfolio value of $598.1M across 430 disclosed positions in Q2 2026.
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 AAPL, JMST, IQLT) accounted for 13.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
SNDK
市值: $2.4M
Top Position Liquidated / Trimmed
HEFA
前期市值: $462.3K
During Q2 2026, Interchange Capital Partners, LLC's top holdings by market value included AAPL (4.2%)、JMST (3.5%)、IQLT (2.8%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q2 2026, Interchange Capital Partners, LLC made 200 total portfolio adjustments, initiating 80 new buys, adding to 91 positions, trimming 25 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.
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.