Institutional Manager · CIK 0001845998
Interchange Capital Partners, LLC
Pittsburgh, PA · File #028-20793
Latest AUM
$539.1M
Positions
424
Top-10 Concentration
51.4%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025424 pos · $539.1M
- 13F HOLDINGS REPORTQ/E Sep 2025365 pos · $510.1M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2025280 pos · $432.9M
- 13F HOLDINGS REPORTQ/E Jun 2025283 pos · $452.2M
- 13F HOLDINGS REPORTQ/E Mar 2025299 pos · $357.0M
- 13F HOLDINGS REPORTQ/E Dec 2024266 pos · $277.3M
- 13F HOLDINGS REPORTQ/E Sep 2024283 pos · $284.5M
- 13F HOLDINGS REPORTQ/E Jun 2024284 pos · $274.2M
- 13F HOLDINGS REPORTQ/E Mar 2024167 pos · $148.3M
- 13F HOLDINGS REPORTQ/E Dec 2023149 pos · $125.8M
- 13F HOLDINGS REPORTQ/E Sep 2023148 pos · $131.0M
- 13F HOLDINGS REPORTQ/E Jun 2023222 pos · $184.4M
- 13F HOLDINGS REPORTQ/E Mar 2023126 pos · $98.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 754,000 | $38.4M | 11.94% |
| 2 | APPLE INC | AAPL | 84,735 | $23.0M | 7.16% |
| 3 | JANUS DETROIT STR TR | 47103U845 | 357,533 | $18.1M | 5.62% |
| 4 | SEMLER SCIENTIFIC INC | 81684M104 | 1,099,922 | $16.8M | 5.23% |
| 5 | MICROSOFT CORP | MSFT | 33,376 | $16.1M | 5.02% |
| 6 | ISHARES TR | 46434V456 | 328,956 | $15.0M | 4.65% |
| 7 | NVIDIA CORPORATION | NVDA | 63,063 | $11.8M | 3.66% |
| 8 | VANGUARD INDEX FDS | 922908744 | 47,403 | $9.1M | 2.82% |
| 9 | ALPHABET INC | GOOG | 27,318 | $8.6M | 2.66% |
| 10 | ISHARES TR | 46432F842 | 93,461 | $8.4M | 2.60% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 164,580 | $8.3M | 2.59% |
| 12 | ISHARES TR | 464287200 | 11,578 | $7.9M | 2.47% |
| 13 | AMAZON COM INC | AMZN | 33,730 | $7.8M | 2.42% |
| 14 | ISHARES INC | 46434G103 | 114,945 | $7.7M | 2.40% |
| 15 | VANGUARD TAX-MANAGED FDS | 921943858 | 112,201 | $7.0M | 2.18% |
| 16 | TESLA INC | TSLA | 14,288 | $6.4M | 2.00% |
| 17 | ALPHABET INC | GOOG | 20,028 | $6.3M | 1.95% |
| 18 | META PLATFORMS INC | META | 9,134 | $6.0M | 1.88% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 16,845 | $5.4M | 1.69% |
| 20 | ISHARES TR | 46432F388 | 39,086 | $5.3M | 1.66% |