Interchange Capital Partners, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Interchange Capital Partners, LLC maintained a portfolio of 461 distinct positions. They heavily accumulated shares in J P MORGAN EXCHANGE , increasing their position by 0.2%. Conversely, Interchange Capital Partners, LLC completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
461
Quarter
2025 Q4
Top Holding
JMST (7.1%)
Top 10 Concentration
30.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 461
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
JMST
J P MORGAN EXCH...
ETF 7.12% 7.53% #1
Prev: #1
4.9 1,644 0.2%
P
S
754,000 $38,408,767 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.27% 4.13% #2 1
Prev: #3
3.7 1,979 2.4%
P
S
84,735 $23,035,497 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 3.35% 3.80% #3 1
Prev: #4
1.4 -24,527 -6.4%
P
S
357,533 $18,084,041 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMLR
SEMLER SCIENTIF...
Healthcare 3.12% 7.46% #4 2
Prev: #2
1.3 -168,003 -13.3%
P
S
1,099,922 $16,817,807 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.99% 3.29% #5
Prev: #5
3.2 922 2.8%
P
S
33,376 $16,142,521 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQLT
ISHARES TR
Bond/Debt 2.77% 2.71% #6
Prev: #6
3.1 15,827 5.1%
P
S
328,956 $14,950,999 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.18% 2.06% #7
Prev: #7
2.9 6,638 11.8%
P
S
63,063 $11,761,336 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.68% 1.73% #8
Prev: #8
2.7 81 0.2%
P
S
47,403 $9,053,531 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.59% 1.24% #9 6
Prev: #15
2.6 1,277 4.9%
P
S
27,318 $8,550,636 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.55% 1.66% #10 1
Prev: #9
0.6 -3,728 -3.8%
P
S
93,461 $8,360,989 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 1.54% 1.53% #11 1
Prev: #10
2.6 10,256 6.6%
P
S
164,580 $8,325,410 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.47% 1.51% #12 1
Prev: #11
2.6 89 0.8%
P
S
11,578 $7,928,875 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.44% 1.36% #13
Prev: #13
2.6 2,041 6.4%
P
S
33,730 $7,785,382 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 1.43% 1.44% #14 2
Prev: #12
2.6 3,331 3.0%
P
S
114,945 $7,726,562 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.30% 1.31% #15 1
Prev: #14
2.5 1,051 0.9%
P
S
112,201 $7,009,191 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 1.19% 1.21% #16 1
Prev: #17
2.5 421 3.0%
P
S
14,288 $6,425,601 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.17% 0.90% #17 4
Prev: #21
2.5 1,160 6.1%
P
S
20,028 $6,285,077 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.12% 1.23% #18 2
Prev: #16
2.5 596 7.0%
P
S
9,134 $6,029,351 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.01% 1.01% #19 1
Prev: #18
2.4 431 2.6%
P
S
16,845 $5,428,061 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLUE
ISHARES TR
ETF 0.99% 0.95% #20 1
Prev: #19
2.4 232 0.6%
P
S
39,086 $5,344,258 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 0.94% 0.92% #21 1
Prev: #20
0.4 -1,479 -2.3%
P
S
62,670 $5,086,951 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.86% 0.30% #22 45
Prev: #67
2.6 2,314 116.6%
P
S
4,298 $4,620,794 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.82% 0.78% #23
Prev: #23
2.3 701 5.8%
P
S
12,756 $4,414,871 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.80% 0.47% #24 14
Prev: #38
2.6 2,777 77.9%
P
S
6,344 $4,326,528 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 0.71% 0.62% #25 4
Prev: #29
2.3 2,851 18.6%
P
S
18,179 $3,854,370 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EXI
ISHARES TR
ETF 0.00% 0.08%
Sold All 😨
(Was: #215)
0.3 -2,317 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.06%
Sold All 😨
(Was: #250)
0.3 -1,301 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOUR
SHIFT4 PMTS INC
Technology 0.00% 0.06%
Sold All 😨
(Was: #257)
0.3 -3,987 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
NIKE INC
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #263)
0.3 -4,348 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #268)
0.3 -11,224 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTC
TORO CO
Industrials 0.00% 0.06%
Sold All 😨
(Was: #270)
0.3 -3,752 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BITO
PROSHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #278)
0.3 -14,157 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.05%
Sold All 😨
(Was: #282)
0.3 -5,658 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.05%
Sold All 😨
(Was: #285)
0.3 -5,468 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XYZ
BLOCK INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #287)
0.3 -3,690 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SWKS
SKYWORKS SOLUTI...
Technology 0.00% 0.05%
Sold All 😨
(Was: #294)
0.3 -3,368 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COP
CONOCOPHILLIPS
Energy 0.00% 0.05%
Sold All 😨
(Was: #299)
0.3 -2,684 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAS
MASCO CORP
Industrials 0.00% 0.05%
Sold All 😨
(Was: #305)
0.3 -3,538 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKTA
OKTA INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #307)
0.3 -2,691 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RMD
RESMED INC
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #319)
0.3 -849 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GNRC
GENERAC HLDGS I...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #321)
0.3 -1,333 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEEV
VEEVA SYS INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #324)
0.3 -729 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SO
SOUTHERN CO
Utilities 0.00% 0.04%
Sold All 😨
(Was: #326)
0.3 -2,263 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOX
VANGUARD WORLD ...
ETF 0.00% 0.04%
Sold All 😨
(Was: #327)
0.3 -1,140 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKR
BAKER HUGHES CO...
Energy 0.00% 0.04%
Sold All 😨
(Was: #328)
0.3 -4,387 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #331)
0.3 -7,970 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OC
OWENS CORNING N...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #332)
0.3 -1,477 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #334)
0.3 -1,426 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #335)
0.3 -4,125 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MHK
MOHAWK INDS INC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #337)
0.3 -1,606 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMNRD
BITMINE IMMERSI...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #338)
0.3 -3,973 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #341)
0.3 -1,197 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HUM
HUMANA INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #342)
0.3 -784 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IP
INTERNATIONAL P...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #343)
0.3 -4,391 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CYBR
CYBERARK SOFTWA...
Technology 0.00% 0.04%
Sold All 😨
(Was: #345)
0.3 -420 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JMBS
JANUS DETROIT S...
ETF 0.00% 0.04%
Sold All 😨
(Was: #346)
0.3 -4,439 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GLW
CORNING INC
Technology 0.00% 0.04%
Sold All 😨
(Was: #348)
0.3 -2,465 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIS
FIDELITY NATL I...
Technology 0.00% 0.04%
Sold All 😨
(Was: #349)
0.3 -3,063 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.04%
Sold All 😨
(Was: #351)
0.3 -624 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAL
AMERICAN AIRLS ...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #355)
0.3 -10,631 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADT
ADT INC DEL
Industrials 0.00% 0.02%
Sold All 😨
(Was: #359)
0.3 -11,018 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NWL
NEWELL BRANDS I...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #362)
0.3 -14,050 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 461 holdings

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