Interchange Capital Partners, LLC Portfolio Holdings
Interchange Capital Partners, LLC
- $417 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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