Interchange Capital Partners, LLC

CIK

1845998

Location

PITTSBURGH, PA

Portfolio Value

Small $532,396,867

Diversification

Diversified

Filing Date

Global Rank

#3,678 / 8,794 ▲ 1001 · as of Jun 2026

Top Industry

Semiconductors 13.2%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

364 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.0%

+5.4 pts

Top 5

32.0%

+4.3 pts

Top 10

42.4%

+3.9 pts

HHI

334

Diversified+100

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.2%	$203,395,518	49
Technology	24.4%	$129,819,036	81
Financial Services	8.5%	$45,435,304	41
Industrials	6.0%	$32,169,287	57
Communication Services	5.8%	$30,801,817	14
Consumer Cyclical	5.6%	$29,915,713	32
Healthcare	5.5%	$29,071,371	34
Consumer Defensive	2.1%	$11,212,226	15
Energy	1.8%	$9,352,478	12
Utilities	0.9%	$4,705,623	9
Real Estate	0.7%	$3,477,132	11
Basic Materials	0.6%	$3,041,362	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+252,388	705,844	$37,661,711
JA	Janus Henderson AA-A CLO ETF	+207,405	223,046	$11,261,592
BAI	iShares A.I. Innovation and Tech Active ETF	+92,560	141,742	$7,327,306
CGCB	Capital Group Core Bond ETF	+53,529	73,758	$2,026,132
ACSG	American Century Small Cap Growth Insights ETF	+48,089	51,464	$4,731,271
NU	Nu Holdings Ltd.	+32,380	46,241	$617,779
NVDA	Nvidia Corp	+31,687	70,178	$14,041,916
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+28,075	35,637	$1,898,204
BTC	Grayscale Bitcoin Mini Trust ETF	+23,036	36,907	$957,736
VB	Vanguard Morningstar Small-Cap ETF	+21,221	90,460	$16,908,631
NOW	ServiceNow, Inc.	+13,859	15,600	$1,548,768
WIT	Wipro Ltd	+13,722	25,284	$56,889
GOOGL	Alphabet Inc.	+12,848	52,296	$18,603,389
JDVI	John Hancock Disciplined Value International Select ETF	+10,804	37,997	$2,848,255
NFLX	Netflix Inc	+9,749	12,634	$902,067
AMZN	Amazon Com Inc	+9,060	35,135	$8,374,075
JNJ	Johnson & Johnson	+8,520	13,368	$3,395,070
FAAA	Fidelity AAA CLO ETF	+8,116	48,060	$2,186,249
—		+7,805	11,610	$318,230
MSFT	Microsoft Corp	+7,682	32,455	$12,106,364
AVGO	Broadcom Inc.	+7,448	15,861	$5,991,492
WMT	Walmart Inc.	+6,857	15,067	$1,706,488
BAC	Bank Of America Corp /De/	+6,324	22,552	$1,285,012
MRK	Merck & Co., Inc.	+5,432	16,005	$2,056,642
AAPL	Apple Inc.	+5,297	77,799	$22,511,918
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDCX	Medicus Pharma Ltd.	−75,000	1,586,871	$707,744
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−28,528	746,560	$74,598,517
ETHE	Grayscale Ethereum Staking ETF	−20,441	33,955	$433,265
BKF	iShares MSCI BIC ETF	−17,701	25,719	$2,623,747
INTC	Intel Corp	−13,526	19,718	$2,753,224
RXRX	Recursion Pharmaceuticals, Inc.	−10,625	13,439	$49,321
GBTC	Grayscale Bitcoin Trust ETF	−10,563	29,930	$1,362,413
IAU	Ishares Gold Trust	−9,308	34,162	$2,579,572
STT	State Street Corp	−8,956	5,741	$540,682
FNDA	Schwab Fundamental U.S. Small Company ETF	−8,008	8,720	$241,544
AAAD	PGIM AAA CLO Aggregate Duration ETF	−6,697	37,181	$1,842,318
ABI	VictoryShares Pioneer Asset-Based Income ETF	−6,113	6,768	$433,152
FBCG	Fidelity Blue Chip Growth ETF	−5,282	2,541	$725,658
SLV	iShares Silver Trust	−5,180	5,410	$289,272
HOOD	Robinhood Markets, Inc.	−4,389	7,069	$708,879
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−4,140	14,294	$1,366,792
RBLX	Roblox Corp	−4,098	3,779	$205,502
ROKU	Roku, Inc	−3,619	3,781	$522,307
PFE	Pfizer Inc	−3,139	13,459	$324,092
VEU	Vanguard FTSE All-World Ex-US ETF	−2,734	29,363	$1,908,752
VIGI	Vanguard International Dividend Appreciation ETF	−2,587	28,653	$2,813,724
HD	Home Depot, Inc.	−2,557	5,133	$1,810,306
CRSP	CRISPR Therapeutics AG	−2,269	4,498	$245,320
TEM	Tempus AI, Inc.	−2,197	3,908	$226,390
EQT	EQT Corp	−2,121	20,495	$1,089,719
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	1,052	$2,391,963
GLDM	World Gold Trust	16,801	$1,334,335
VXUS	Vanguard Total International Stock ETF	13,250	$1,132,742
CLS	Celestica Inc	2,407	$878,073
BCLO	iShares BBB-B CLO Active ETF	15,235	$758,703
WDC	Western Digital Corp	1,159	$740,276
CRDO	Credo Technology Group Holding Ltd	2,526	$686,945
FIX	Comfort Systems USA Inc	342	$677,826
GLW	Corning Inc /Ny	2,570	$656,455
CCJ	Cameco Corp	6,422	$654,144
SNOW	Snowflake Inc.	2,568	$653,556
JBL	Jabil Inc	1,671	$644,137
MPWR	Monolithic Power Systems, Inc.	440	$608,238
MRVL	Marvell Technology, Inc.	1,953	$581,779
TTMI	Ttm Technologies Inc	2,981	$557,506
ALAB	Astera Labs, Inc.	1,137	$549,193
TWLO	Twilio Inc	2,597	$535,839
TPR	Tapestry, Inc.	3,655	$535,018
IBKR	Interactive Brokers Group, Inc.	5,987	$521,108
EMR	Emerson Electric Co	3,599	$515,196
ADI	Analog Devices Inc	1,288	$511,554
CVS	CVS HEALTH Corp	4,886	$505,456
CMI	Cummins Inc	687	$489,975
MTCH	Match Group, Inc.	12,559	$477,869
SIVR	abrdn Silver ETF Trust	8,474	$476,408
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
—		9,420	$455,174
BTI	British American Tobacco p.l.c.	5,971	$349,124
PYPL	PayPal Holdings, Inc.	9,370	$321,946
PHM	Pultegroup Inc/Mi/	2,474	$290,967
J	Jacobs Solutions Inc.	2,160	$274,924
—		3,236	$265,287
MDT	Medtronic plc	2,796	$242,273
LDOS	Leidos Holdings, Inc.	1,518	$236,079
SNY	Sanofi	4,732	$227,987
ROL	Rollins Inc	4,046	$216,096
HON	Honeywell International Inc	948	$214,276
PCOR	Procore Technologies, Inc.	3,555	$202,635
LULU	lululemon athletica inc.	1,218	$186,475
OTIS	Otis Worldwide Corp	2,405	$185,377
TTD	Trade Desk, Inc.	7,263	$164,797
CMG	Chipotle Mexican Grill Inc	5,108	$163,507
BSX	Boston Scientific Corp	2,319	$145,517
SMCI	Super Micro Computer, Inc.	6,289	$143,200
NTLA	Intellia Therapeutics, Inc.	11,073	$141,955
ACHR	Archer Aviation Inc.	17,566	$90,816
PACB	Pacific Biosciences Of California, Inc.	21,400	$28,248
ETHA	iShares Ethereum Trust ETF	20,739	$0
ANEW	ProShares MSCI Transformational Changes ETF	14,203	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

364 tracked positions · $532,396,867 total · filing declares 430 positions · $531,683,654 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 364 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	746,560	-28,528	$74,598,517	—	14.01%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	705,844	+252,388	$37,661,711	+56.4%	7.07%
AAPL	Apple Inc. Technology	Added	77,799	+5,297	$22,511,918	+22.3%	4.23%
GOOGL	Alphabet Inc. Communication Services	Added	52,296	+12,848	$18,603,389	+69.0%	3.49%
VB	Vanguard Morningstar Small-Cap ETF	Added	90,460	+21,221	$16,908,631	+16.9%	3.18%
NVDA	Nvidia Corp Technology	Added	70,178	+31,687	$14,041,916	+110.8%	2.64%
MSFT	Microsoft Corp Technology	Added	32,455	+7,682	$12,106,364	+32.0%	2.27%
JA	Janus Henderson AA-A CLO ETF	Added	223,046	+207,405	$11,261,592	+1329.4%	2.12%
ASST	Strive, Inc. Financial Services	Added	882,086	+1,515	$9,623,558	+9.1%	1.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,135	+9,060	$8,374,075	+55.3%	1.57%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	141,742	+92,560	$7,327,306	+156.1%	1.38%
MU	Micron Technology Inc Technology	Added	6,023	+1,442	$6,952,288	+349.2%	1.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,525	+2,093	$6,109,215	+32.2%	1.15%
AVGO	Broadcom Inc. Technology	Added	15,861	+7,448	$5,991,492	+130.1%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,438	+2,716	$5,707,980	+31.8%	1.07%
META	Meta Platforms, Inc. Communication Services	Added	9,952	+2,498	$5,605,862	+31.4%	1.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,449	+2,961	$4,990,128	+97.2%	0.94%
ACSG	American Century Small Cap Growth Insights ETF	Added	51,464	+48,089	$4,731,271	+1552.4%	0.89%
AMAT	Applied Materials Inc /De Technology	Added	6,259	+684	$4,525,257	+137.5%	0.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,859	-151	$4,375,325	+11.9%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	16,195	+1,176	$4,075,309	+24.8%	0.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,086	+597	$4,041,682	+12.7%	0.76%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,807	+775	$3,668,413	+133.0%	0.69%
JNJ	Johnson & Johnson Healthcare	Added	13,368	+8,520	$3,395,070	+186.5%	0.64%
UNH	Unitedhealth Group Inc Healthcare	Added	8,088	+3,795	$3,361,615	+189.4%	0.63%
LRCX	Lam Research Corp Technology	Added	7,295	+1,780	$3,161,142	+168.3%	0.59%
MS	Morgan Stanley Financial Services	Added	14,583	+1,932	$3,048,430	+46.4%	0.57%
VEA	Vanguard FTSE Developed Markets ETF	Added	42,025	+2,179	$2,994,281	+17.3%	0.56%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	24,606	-1,353	$2,877,807	+11.6%	0.54%
JDVI	John Hancock Disciplined Value International Select ETF	Added	37,997	+10,804	$2,848,255	+56.1%	0.53%
V	Visa Inc. Financial Services	Added	8,230	+1,603	$2,823,630	+41.0%	0.53%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	28,653	-2,587	$2,813,724	−4.4%	0.53%
MPC	Marathon Petroleum Corp Energy	Reduced	10,773	-254	$2,754,332	+2.3%	0.52%
INTC	Intel Corp Technology	Reduced	19,718	-13,526	$2,753,224	+203.2%	0.52%
LLY	ELI LILLY & Co Healthcare	Added	2,290	+1,020	$2,746,694	+135.1%	0.52%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,638	-745	$2,694,260	+176.7%	0.51%
BKF	iShares MSCI BIC ETF	Reduced	25,719	-17,701	$2,623,747	−40.7%	0.49%
ASML	Asml Holding NV Technology	Added	1,305	+483	$2,596,219	+139.1%	0.49%
IAU	Ishares Gold Trust	Reduced	34,162	-9,308	$2,579,572	−32.7%	0.48%
RTX	RTX Corp Industrials	Added	12,816	+712	$2,431,579	+4.1%	0.46%
SNDK	Sandisk Corp Technology	NEW	1,052	NEW	$2,391,963	NEW	0.45%
MA	Mastercard Inc Financial Services	Added	4,439	+1,248	$2,279,870	+43.0%	0.43%
ANET	Arista Networks, Inc. Technology	Added	12,942	+2,327	$2,198,586	+68.7%	0.41%
FAAA	Fidelity AAA CLO ETF	Added	48,060	+8,116	$2,186,249	+20.0%	0.41%
MRK	Merck & Co., Inc. Healthcare	Added	16,005	+5,432	$2,056,642	+61.7%	0.39%
GEV	GE Vernova Inc. Industrials	Added	1,737	+978	$2,040,731	+208.0%	0.38%
CGCB	Capital Group Core Bond ETF	Added	73,758	+53,529	$2,026,132	+268.9%	0.38%
AXP	American Express Co Financial Services	Added	5,662	+144	$1,915,171	+14.7%	0.36%
STX	Seagate Technology Holdings plc Technology	Added	1,978	+1,341	$1,908,770	+664.9%	0.36%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	29,363	-2,734	$1,908,752	−0.6%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.