Interchange Capital Partners, LLC Portfolio Holdings
Interchange Capital Partners, LLC
- $522 Million
- Q4 2025
Interchange Capital Partners, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $522 Million distributed in 424 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 $25.2M, Apple Inc. with a value of $22.7M, Janus Detroit Str Tr Janus Hen with a value of $18.1M, and Microsoft Corp with a value of $16.9M.
Examining the 13F form we can see an increase of $33M in the current position value, from $489M to 522M.
Below you can find more details about Interchange Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$522 Million
ETFs: $216 Million
Technology: $104 Million
Healthcare: $54.8 Million
Financial Services: $34.1 Million
Consumer Cyclical: $32.5 Million
Communication Services: $25.3 Million
Industrials: $23.4 Million
Energy: $10.8 Million
Other: $21.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 424
- Current Value $522 Million
- Prior Value $489 Million
- Filing
- Period Q4 2025
- Filing Date January 30, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 96 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks