Interchange Capital Partners, LLC Portfolio Holdings
Interchange Capital Partners, LLC
- $489 Million
- Q3 2025
Interchange Capital Partners, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $489 Million distributed in 365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Ultra Short Mun Inco with a value of $38.4M, Semler Scientific, Inc. with a value of $36.9M, Apple Inc. with a value of $21.1M, Janus Detroit Str Tr Janus Hen with a value of $19.4M, and Microsoft Corp with a value of $16.8M.
Examining the 13F form we can see an increase of $72.8M in the current position value, from $417M to 489M.
Below you can find more details about Interchange Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$489 Million
ETFs: $213 Million
Technology: $93 Million
Healthcare: $60.1 Million
Financial Services: $31.5 Million
Consumer Cyclical: $28.6 Million
Communication Services: $24.4 Million
Industrials: $17.4 Million
Consumer Defensive: $8.76 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 365
- Current Value $489 Million
- Prior Value $417 Million
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 92 stocks
- Additional Purchases 183 stocks
- Sold out of 0 stocks
- Reduced holdings in 72 stocks