Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Interchange Capital Partners, LLC (CIK 1845998) reported $316.6M across 250 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($17.2M, 5.43%), IQLT ($11.8M, 3.74%), JMST ($11.1M, 3.52%), MSFT ($9.3M, 2.93%), ($8.8M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $17.2M | 5.43% | 72,502 | Trimmed |
| 2 | IQLT | ISHARES TR | $11.8M | 3.74% | 298,137 | Trimmed |
| 3 | JMST | J P MORGAN EXCHANGE TRADED F | $11.1M | 3.52% | 218,999 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $9.3M | 2.93% | 24,773 | Trimmed |
| 5 | STRIVE INC | $8.8M | 2.79% | 880,571 | New | |
| 6 | VTV | VANGUARD INDEX FDS | $8.3M | 2.61% | 47,884 | Added |
| 7 | IEFA | ISHARES TR | $6.7M | 2.11% | 85,352 | Trimmed |
| 8 | MDCX | MEDICUS PHARMA LTD | $6.2M | 1.95% | 1.7M | Added |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $6.1M | 1.92% | 119,932 | Trimmed |
| 10 | IVV | ISHARES TR | $6.1M | 1.91% | 10,683 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.0M | 1.57% | 26,075 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $4.8M | 1.52% | 38,491 | Trimmed |
| 13 | IEMG | ISHARES INC | $4.3M | 1.37% | 79,720 | Trimmed |
| 14 | META | META PLATFORMS INC | $4.3M | 1.36% | 7,454 | Trimmed |
| 15 | QUAL | ISHARES TR | $4.1M | 1.30% | 24,091 | Added |
| 16 | VLUE | ISHARES TR | $4.1M | 1.29% | 38,389 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $3.9M | 1.23% | 21,808 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.21% | 14,722 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.14% | 6,010 | Trimmed |
| 20 | TSLA | TESLA INC | $3.4M | 1.07% | 12,432 | Trimmed |
| 21 | ABBV | ABBVIE INC | $3.2M | 1.00% | 15,019 | Trimmed |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.93% | 51,487 | Trimmed |
| 23 | IVW | ISHARES TR | $2.9M | 0.93% | 31,424 | Added |
| 24 | HD | HOME DEPOT INC | $2.8M | 0.89% | 7,690 | Added |
| 25 | GOOG | ALPHABET INC | $2.8M | 0.87% | 17,640 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31