Interchange Capital Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $417 Million distributed in 280 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Semler Scientific, Inc. with a value of $49.8M, Jp Morgan Ultra Short Mun Inco with a value of $35.4M, Janus Detroit Str Tr Janus Hen with a value of $16.8M, Apple Inc. with a value of $16.4M, and Ishares Msci Intl Quality Fact with a value of $13.6M.

Examining the 13F form we can see an increase of $308M in the current position value, from $109M to 417M.

Below you can find more details about Interchange Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $417 Million
ETFs: $198 Million
Technology: $66.6 Million
Healthcare: $65.7 Million
Financial Services: $24.2 Million
Consumer Cyclical: $18.9 Million
Communication Services: $17.4 Million
Industrials: $11.1 Million
Consumer Defensive: $5.93 Million
Other: $8.72 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 280
  • Current Value $417 Million
  • Prior Value $109 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 273 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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