Interchange Capital Partners, LLC

CIK

1845998

Location

PITTSBURGH, PA

Portfolio Value

Small $197,108,381

Diversification

Diversified

Filing Date

Global Rank

#4,233 / 8,605 ▼ 734 · as of Mar 2026

Top Industry

Consumer Electronics 10.0%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.4%

SPY

+76.5%

Annualised alpha

-2.8%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

194 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

+1.7 pts

Top 5

25.1%

+2.7 pts

Top 10

36.5%

+5.0 pts

HHI

218

Diversified+55

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$64,486,194	43
Financial Services	16.3%	$32,190,500	27
Consumer Cyclical	10.0%	$19,652,767	18
Healthcare	9.5%	$18,662,208	27
Communication Services	8.0%	$15,696,553	13
Industrials	7.0%	$13,876,503	30
Unclassified	6.5%	$12,839,277	9
Consumer Defensive	3.7%	$7,376,849	10
Energy	3.6%	$7,124,994	6
Utilities	1.6%	$3,243,346	5
Basic Materials	0.7%	$1,462,517	4
Real Estate	0.3%	$496,673	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDCX	Medicus Pharma Ltd.	+75,000	1,661,871	$762,798
INTC	Intel Corp	+12,856	33,244	$1,467,057
ETHA	iShares Ethereum Trust ETF	+7,972	20,739	$328,298
ETHE	Grayscale Ethereum Staking ETF	+7,792	54,396	$928,539
GBTC	Grayscale Bitcoin Trust ETF	+7,311	40,493	$2,136,410
PACB	Pacific Biosciences Of California, Inc.	+4,587	21,400	$28,248
PYPL	PayPal Holdings, Inc.	+3,840	9,370	$423,805
RXRX	Recursion Pharmaceuticals, Inc.	+3,600	24,064	$73,876
RBLX	Roblox Corp	+3,503	7,877	$445,523
HOOD	Robinhood Markets, Inc.	+3,423	11,458	$794,039
HD	Home Depot, Inc.	+1,925	7,690	$2,529,164
BTI	British American Tobacco p.l.c.	+1,889	5,971	$349,124
SLV	iShares Silver Trust	+1,552	10,590	$721,602
PLTR	Palantir Technologies Inc.	+1,403	9,697	$1,418,477
NEE	Nextera Energy Inc	+1,042	17,660	$1,640,260
P	Everpure, Inc.	+939	9,718	$573,750
FTNT	Fortinet, Inc.	+899	6,321	$516,552
S	SentinelOne, Inc.	+875	20,523	$264,336
ROKU	Roku, Inc	+567	7,400	$700,188
SBUX	Starbucks Corp	+532	16,320	$1,462,108
PEP	Pepsico Inc	+526	12,157	$1,887,860
NTRA	Natera, Inc.	+525	1,465	$292,985
J	Jacobs Solutions Inc.	+477	2,160	$274,924
MU	Micron Technology Inc	+343	4,581	$1,547,645
TER	Teradyne, Inc	+321	2,472	$732,849
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−31,548	13,861	$199,182
NVDA	Nvidia Corp	−24,572	38,491	$6,712,830
EQT	EQT Corp	−22,324	22,616	$1,439,282
IAU	Ishares Gold Trust	−19,200	43,470	$3,832,315
CSCO	Cisco Systems, Inc.	−19,142	9,306	$722,052
TXG	10x Genomics, Inc.	−15,272	14,575	$309,427
KO	Coca Cola Co	−14,298	7,356	$559,423
AAPL	Apple Inc.	−12,233	72,502	$18,400,282
NFLX	Netflix Inc	−11,853	2,885	$277,392
ARKB	Ark 21Shares Bitcoin ETF	−11,751	10,044	$225,889
XOM	Exxon Mobil Corp	−11,090	5,302	$899,537
BTC	Grayscale Bitcoin Mini Trust ETF	−10,567	13,871	$415,991
CMG	Chipotle Mexican Grill Inc	−9,384	5,108	$163,507
CVX	Chevron Corp	−9,150	6,094	$1,260,848
MSFT	Microsoft Corp	−8,603	24,773	$9,170,221
AMZN	Amazon Com Inc	−7,655	26,075	$5,430,640
C	Citigroup Inc	−7,398	2,356	$267,193
ENB	Enbridge Inc	−6,830	4,646	$251,534
WMT	Walmart Inc.	−5,648	8,210	$1,020,338
GOOGL	Alphabet Inc.	−5,510	21,808	$6,271,108
BAC	Bank Of America Corp /De/	−5,441	16,228	$791,115
UBER	Uber Technologies, Inc	−5,043	3,867	$278,153
MDT	Medtronic plc	−4,641	2,796	$242,273
T	At&T Inc.	−4,367	10,603	$307,380
AVGO	Broadcom Inc.	−4,343	8,413	$2,603,907
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ASST	Strive, Inc.	880,571	$8,823,321
SNY	Sanofi	4,732	$227,987
XYZ	Block, Inc.	3,672	$220,980
OTIS	Otis Worldwide Corp	2,405	$185,377
TTD	Trade Desk, Inc.	7,263	$164,797
SMCI	Super Micro Computer, Inc.	6,289	$143,200
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	4,703	$1,863,845
GLDM	World Gold Trust	14,485	$1,236,584
EXPE	Expedia Group, Inc.	3,896	$1,103,775
EPAM	EPAM Systems, Inc.	4,072	$834,271
CRUS	Cirrus Logic, Inc.	6,392	$757,452
EMR	Emerson Electric Co	5,162	$685,100
EPR	Epr Properties	13,612	$679,238
TPR	Tapestry, Inc.	5,253	$671,175
CLH	Clean Harbors Inc	2,672	$626,530
ESS	Essex Property Trust, Inc.	2,320	$607,097
COF	Capital One Financial Corp	2,212	$536,100
CTSH	Cognizant Technology Solutions Corp	6,318	$524,394
CVS	CVS HEALTH Corp	6,234	$494,730
URI	United Rentals, Inc.	608	$492,066
ABNB	Airbnb, Inc.	3,511	$476,512
CLS	Celestica Inc	1,592	$470,611
EXC	Exelon Corp	10,582	$461,269
SIVR	abrdn Silver ETF Trust	6,647	$449,603
ES	Eversource Energy	6,542	$440,472
DASH	DoorDash, Inc.	1,925	$435,974
CF	CF Industries Holdings, Inc.	5,610	$433,877
EFX	Equifax Inc	1,996	$433,092
KRC	Kilroy Realty Corp	11,464	$428,409
CME	Cme Group Inc.	1,552	$423,820
ADSK	Autodesk, Inc.	1,407	$416,486
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 positions · $197,108,381 total · as of Mar 31, 2026

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

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	72,502	-12,233	$18,400,282	−20.1%	9.34%
MSFT	Microsoft Corp Technology	Reduced	24,773	-8,603	$9,170,221	−43.2%	4.65%
ASST	Strive, Inc. Financial Services	NEW	880,571	NEW	$8,823,321	NEW	4.48%
NVDA	Nvidia Corp Technology	Reduced	38,491	-24,572	$6,712,830	−42.9%	3.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,808	-5,510	$6,271,108	−26.7%	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,075	-7,655	$5,430,640	−30.2%	2.76%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	12,432	-1,856	$4,621,596	−28.1%	2.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,722	-2,123	$4,330,623	−20.2%	2.20%
META	Meta Platforms, Inc. Communication Services	Reduced	7,454	-1,680	$4,264,657	−29.3%	2.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,010	-334	$3,908,543	−9.7%	1.98%
IAU	Ishares Gold Trust	Reduced	43,470	-19,200	$3,832,315	−24.7%	1.94%
ABBV	AbbVie Inc. Healthcare	Reduced	15,019	-1,287	$3,266,482	−12.3%	1.66%
MPC	Marathon Petroleum Corp Energy	Reduced	11,027	-822	$2,692,572	+39.7%	1.37%
AVGO	Broadcom Inc. Technology	Reduced	8,413	-4,343	$2,603,907	−41.0%	1.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	7,488	-1,241	$2,530,569	−4.6%	1.28%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,690	+1,925	$2,529,164	+27.5%	1.28%
RTX	RTX Corp Industrials	Reduced	12,104	-1,121	$2,334,861	−3.7%	1.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,487	-1,005	$2,150,170	−22.1%	1.09%
GBTC	Grayscale Bitcoin Trust ETF	Added	40,493	+7,311	$2,136,410	−5.8%	1.08%
MS	Morgan Stanley Financial Services	Reduced	12,651	-2,015	$2,081,975	−20.0%	1.06%
V	Visa Inc. Financial Services	Reduced	6,627	-931	$2,002,944	−24.4%	1.02%
AMAT	Applied Materials Inc /De Technology	Reduced	5,575	-776	$1,905,479	+16.7%	0.97%
PEP	Pepsico Inc Consumer Defensive	Added	12,157	+526	$1,887,860	+13.1%	0.96%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	3,833	-900	$1,813,928	−17.9%	0.92%
AXP	American Express Co Financial Services	Reduced	5,518	-386	$1,669,084	−23.6%	0.85%
NEE	Nextera Energy Inc Utilities	Added	17,660	+1,042	$1,640,260	+22.9%	0.83%
MA	Mastercard Inc Financial Services	Reduced	3,191	-602	$1,594,415	−26.4%	0.81%
ABT	Abbott Laboratories Healthcare	Reduced	15,509	-2,403	$1,592,309	−29.0%	0.81%
MU	Micron Technology Inc Technology	Added	4,581	+343	$1,547,645	+28.0%	0.79%
INTC	Intel Corp Technology	Added	33,244	+12,856	$1,467,057	+95.0%	0.74%
SBUX	Starbucks Corp Consumer Cyclical	Added	16,320	+532	$1,462,108	+10.0%	0.74%
SHOP	Shopify Inc. Technology	Reduced	12,139	-298	$1,439,928	−28.1%	0.73%
EQT	EQT Corp Energy	Reduced	22,616	-22,324	$1,439,282	−40.2%	0.73%
PLTR	Palantir Technologies Inc. Technology	Added	9,697	+1,403	$1,418,477	−3.8%	0.72%
ANET	Arista Networks, Inc. Technology	Reduced	10,615	-1,379	$1,303,309	−17.1%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,573	-2,666	$1,271,826	−8.7%	0.65%
CVX	Chevron Corp Energy	Reduced	6,094	-9,150	$1,260,848	−45.7%	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	4,848	-1,376	$1,185,045	−8.0%	0.60%
LRCX	Lam Research Corp Technology	Reduced	5,515	-1,974	$1,178,334	−8.1%	0.60%
LLY	ELI LILLY & Co Healthcare	Reduced	1,270	-3,028	$1,168,107	−74.7%	0.59%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,293	-2,599	$1,161,642	−48.9%	0.59%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	7,464	-607	$1,160,502	−5.0%	0.59%
ORCL	Oracle Corp Technology	Reduced	7,671	-794	$1,128,480	−31.6%	0.57%
APP	AppLovin Corp Communication Services	Added	2,778	+253	$1,105,644	−35.0%	0.56%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,383	-745	$1,095,063	−16.6%	0.56%
ASML	Asml Holding NV Technology	Reduced	822	-453	$1,085,722	−20.4%	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,083	-275	$1,079,133	−7.8%	0.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,210	-5,648	$1,020,338	−33.9%	0.52%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	6,098	-1,056	$1,008,243	−12.1%	0.51%
IBM	International Business Machines Corp Technology	Reduced	3,958	-1,668	$959,379	−42.4%	0.49%