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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $317M AUM 309 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 71 Added 189 Reduced 158 Exited
Page 1 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 72,502.0 $17.2M 5.43% -12K -14.4% $237.19 +19.6%
2 ISHARES TR 298,137.0 $11.8M 3.74% -31K -9.4% $39.68
3 JMST J P MORGAN EXCHANGE TRADED F 218,999.0 $11.1M 3.52% -535K -71.0% $50.87 +0.2%
4 MSFT MICROSOFT CORP Technology 24,773.0 $9.3M 2.93% -9K -25.8% $374.05 -0.3%
5 IEFA ISHARES TR 85,352.0 $6.7M 2.11% -8K -8.7% $78.28 +22.0%
6 J P MORGAN EXCHANGE TRADED F 119,932.0 $6.1M 1.92% -45K -27.1% $50.63
7 IVV ISHARES TR 10,683.0 $6.1M 1.91% -895.0 -7.7% $566.75 +29.3%
8 AMZN AMAZON COM INC Consumer Cyclical 25,875.0 $5.0M 1.57% -8K -23.3% $192.56 +20.8%
9 NVDA NVIDIA CORPORATION Technology 38,191.0 $4.8M 1.52% -25K -39.4% $126.15 +52.6%
10 IEMG ISHARES INC 79,720.0 $4.3M 1.37% -35K -30.6% $54.24 +49.8%
11 META META PLATFORMS INC Communication Services 7,454.0 $4.3M 1.35% -2K -18.4% $575.66 -4.4%
12 VLUE ISHARES TR 38,389.0 $4.1M 1.29% -697.0 -1.8% $106.65 +87.6%
13 GOOGL ALPHABET INC Communication Services 21,808.0 $3.9M 1.23% -6K -20.2% $178.56 +88.9%
14 JPM JPMORGAN CHASE & CO Financial Services 14,722.0 $3.8M 1.21% -2K -12.6% $259.32 +26.9%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,010.0 $3.6M 1.14% -334.0 -5.3% $601.95 +21.3%
16 TSLA TESLA INC Consumer Cyclical 12,432.0 $3.4M 1.07% -2K -13.0% $273.52 +38.8%
17 ABBV ABBVIE INC Healthcare 15,019.0 $3.2M 0.99% -1K -7.9% $209.81 +19.9%
18 JEPI J P MORGAN EXCHANGE TRADED F 51,487.0 $2.9M 0.93% -10K -15.7% $57.15 -1.7%
19 GOOG ALPHABET INC Communication Services 16,440.0 $2.7M 0.86% -4K -17.9% $166.40 +101.1%
20 IAU ISHARES GOLD TR Financial Services 43,470.0 $2.6M 0.81% -19K -30.6% $58.84 +30.1%
Page 1 of 10  ·  189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 17.8%
Communication Services 13.7%
Consumer Cyclical 10.4%
Healthcare 10.0%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 3.0%
Utilities 1.7%
Basic Materials 0.6%