Interchange Capital Partners, LLC Portfolio Holdings
Interchange Capital Partners, LLC
- $109 Million
- Q2 2025
Interchange Capital Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Million distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Semler Scientific, Inc. with a value of $49.7M, Apple Inc. with a value of $8.7M, Vanguard Ftse Developed Market with a value of $4.1M, Microsoft Corp with a value of $4.08M, and Ishares Tr with a value of $2.8M.
Examining the 13F form we can see an decrease of $237M in the current position value, from $346M to 109M.
Below you can find more details about Interchange Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$109 Million
Healthcare: $51.2 Million
ETFs: $23.4 Million
Technology: $20.9 Million
Financial Services: $5.25 Million
Industrials: $2.2 Million
Communication Services: $2.14 Million
Consumer Cyclical: $2 Million
Consumer Defensive: $598,000
Other: $1.26 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 283
- Current Value $109 Million
- Prior Value $346 Million
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 28 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 254 stocks