Interchange Capital Partners, LLC Purchases in Q3 2025

Interchange Capital Partners, LLC

  • $489 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
568
+ 4.16%
$72.04 - $77.35 $40.9K - $43.9K
14.2K $1.09M
WMB
Williams Companies, Inc.

Energy
1.47K
+ 24.95%
$56.52 - $64.01 $83.3K - $94.4K
7.38K $467K
TRV
Travelers Companies, Inc.

Financial Services
238
+ 9.63%
$250.62 - $279.43 $59.6K - $66.5K
2.71K $756K
ADT
Adt Inc.

Industrials
11K
New
$8.27 - $8.85 $91.1K - $97.5K
11K $95K
IBM
International Business Machines Corp

Technology
558
+ 11.34%
$234.77 - $292.47 $131K - $163K
5.48K $1.55M
NVS
Novartis Ag

Healthcare
533
+ 15.14%
$113.5 - $129.73 $60.5K - $69.1K
4.05K $519K
NKE
Nike, Inc.

Consumer Cyclical
1.3K
+ 42.6%
$69.24 - $79.24 $89.9K - $103K
4.35K $303K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
501
+ 3.44%
$62.09 - $66.51 $31.1K - $33.3K
15.1K $983K
MCHI
Ishares Msci China ETF

ETFs
475
+ 11.02%
$54.58 - $65.85 $25.9K - $31.3K
4.79K $315K
MFG
Mizuho Financial Group Inc

Financial Services
11.4K
New
$5.42 - $6.85 $61.6K - $77.8K
11.4K $76K
D
Dominion Energy, Inc

Utilities
829
+ 16.25%
$56.32 - $62.1 $46.7K - $51.5K
5.93K $362K
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 14.68%
$915.95 - $994.57 $137K - $149K
1.17K $1.08M
NWL
Newell Brands Inc.

Consumer Defensive
14.1K
New
$4.76 - $6.39 $66.9K - $89.8K
14.1K $73K
VST
Vistra Corp.

Utilities
337
+ 12.15%
$182.0 - $217.92 $61.3K - $73.4K
3.11K $609K
SE
Sea LTD

Consumer Cyclical
255
+ 18.37%
$146.23 - $196.5 $37.3K - $50.1K
1.64K $293K
LMT
Lockheed Martin Corp

Industrials
108
+ 22.41%
$410.74 - $499.21 $44.4K - $53.9K
590 $294K
VZ
Verizon Communications Inc

Communication Services
1.51K
+ 27.5%
$40.84 - $45.06 $61.8K - $68.2K
7.02K $308K
HON
Honeywell International Inc

Industrials
418
+ 41.39%
$207.7 - $240.4 $86.8K - $100K
1.43K $300K
PH
Parker Hannifin Corp

Industrials
56
+ 19.24%
$697.13 - $769.67 $39K - $43.1K
347 $263K
CB
Chubb LTD

Financial Services
249
+ 15.9%
$265.99 - $289.59 $66.2K - $72.1K
1.82K $512K
VRT
Vertiv Holdings CO

Industrials
631
+ 15.7%
N/A
4.65K $403K
SPOT
Spotify Technology S.A.

Communication Services
138
+ 23.19%
$620.01 - $738.53 $85.6K - $102K
733 $511K
ROK
Rockwell Automation, Inc

Industrials
32
+ 1.32%
$328.67 - $358.52 $10.5K - $11.5K
2.45K $855K
HIG
Hartford Financial Services Group, Inc.

Financial Services
249
+ 8.09%
$119.73 - $134.7 $29.8K - $33.5K
3.33K $443K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
36
+ 0.42%
$94.17 - $99.95 $3.39K - $3.6K
8.52K $851K
PGR
Progressive Corp

Financial Services
373
+ 16.81%
$238.61 - $264.3 $89K - $98.6K
2.59K $640K
YUM
Yum Brands Inc

Consumer Cyclical
117
+ 1.55%
$139.5 - $153.94 $16.3K - $18K
7.69K $1.17M
DVY
Ishares Tr

ETFs
89
+ 2.51%
$133.88 - $142.57 $11.9K - $12.7K
3.63K $516K
ACN
Accenture PLC

Technology
404
+ 39.84%
$232.56 - $304.78 $94K - $123K
1.42K $349K
GRAB
Grab Holdings LTD

Technology
4.58K
+ 32.92%
$4.77 - $6.45 $21.9K - $29.6K
18.5K $111K
DHR
Danaher Corp

Healthcare
193
+ 11.35%
$181.46 - $212.2 $35K - $41K
1.89K $375K
DE
Deere & CO

Industrials
136
+ 29.96%
$457.26 - $524.37 $62.2K - $71.3K
590 $269K
AIG
American International Group, Inc.

Financial Services
741
+ 25.79%
$76.34 - $85.87 $56.6K - $63.6K
3.61K $283K
JCI
Johnson Controls International PLC

Industrials
265
+ 12.76%
$103.24 - $111.73 $27.4K - $29.6K
2.34K $257K
CL
Colgate Palmolive CO

Consumer Defensive
814
+ 32.72%
$79.36 - $93.33 $64.6K - $76K
3.3K $263K
BORR
Borr Drilling LTD

Energy
13.5K
New
$1.86 - $3.17 $25.1K - $42.8K
13.5K $36K
CRWD
Crowd Strike Holdings, Inc.

Technology
221
+ 5.55%
$412.46 - $514.1 $91.2K - $114K
4.21K $2.06M
ROL
Rollins Inc

Consumer Cyclical
363
+ 8.97%
$55.05 - $58.74 $20K - $21.3K
4.41K $259K
MRVL
Marvell Technology, Inc.

Technology
108
+ 3.47%
$62.31 - $84.07 $6.73K - $9.08K
3.22K $270K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.06%
$193.58 - $213.07 $194 - $213
1.56K $326K
HDV
Ishares Core High Dividend ETF

ETFs
81
+ 2.59%
$118.16 - $123.66 $9.57K - $10K
3.21K $392K
WIT
Wipro LTD

Technology
10.2K
New
$2.63 - $3.11 $27K - $31.9K
10.2K $26K
DIS
Walt Disney CO

Communication Services
693
+ 12.22%
$112.25 - $124.0 $77.8K - $85.9K
6.37K $728K
PCAR
Paccar Inc

Industrials
150
+ 6.48%
$92.91 - $102.86 $13.9K - $15.4K
2.46K $242K
MET
Metlife Inc

Financial Services
154
+ 3.19%
$73.82 - $82.37 $11.4K - $12.7K
4.98K $410K
JEPI
J P Morgan Exchange Traded Fd

ETFs
112
+ 0.18%
$55.61 - $57.37 $6.23K - $6.43K
62.9K $3.59M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.02K
+ 15.72%
$65.64 - $78.22 $66.7K - $79.5K
7.48K $501K
ISRG
Intuitive Surgical Inc

Healthcare
291
+ 25.57%
$433.66 - $544.47 $126K - $158K
1.43K $639K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28
+ 0.48%
$53.81 - $57.52 $1.51K - $1.61K
5.84K $335K
Activity Summary
Buys All Purchases 275 New Holdings 92 Increased Positions 183 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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