Interchange Capital Partners, LLC Portfolio Holdings
Interchange Capital Partners, LLC
- $346 Million
- Q1 2025
Interchange Capital Partners, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $346 Million distributed in 299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Semler Scientific, Inc. with a value of $46.5M, Apple Inc. with a value of $17.9M, Jp Morgan Ultra Short Mun Inco with a value of $12.4M, Ishares Msci Intl Quality Fact with a value of $11.9M, and Microsoft Corp with a value of $9.85M.
Examining the 13F form we can see an increase of $80.4M in the current position value, from $266M to 346M.
Below you can find more details about Interchange Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$346 Million
ETFs: $149 Million
Healthcare: $63.4 Million
Technology: $55.9 Million
Financial Services: $22 Million
Consumer Cyclical: $18 Million
Communication Services: $14.6 Million
Industrials: $8.57 Million
Consumer Defensive: $6.36 Million
Other: $7.95 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 299
- Current Value $346 Million
- Prior Value $266 Million
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 35 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 76 stocks