Interchange Capital Partners, LLC Top Holdings and 13F Report (2026) About Interchange Capital Partners, LLCInvestment ActivityInterchange Capital Partners, LLC has $316.63 million in total holdings as of March 31, 2026.Interchange Capital Partners, LLC owns shares of 279 different stocks, but just 105 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 60.68% of the portfolio was sold this quarter.This quarter, Interchange Capital Partners, LLC has purchased 424 new stocks and bought additional shares in 77 stocks.Interchange Capital Partners, LLC sold shares of 185 stocks and completely divested from 158 stocks this quarter.Largest Holdings Apple $17,196,936iShares MSCI Intl Quality Factor ETF $11,830,891JPMorgan Ultra-Short Municipal ETF $11,140,426Microsoft $9,266,464STRIVE INC $8,823,321 Largest New Holdings this Quarter 862945300 - STRIVE INC $8,823,321 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $583,491 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $462,298 Holding464288729 - iShares Global Industrials ETF $394,597 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $383,974 Holding Largest Purchases this Quarter STRIVE INC 880,571 shares (about $8.82M)iShares MSCI USA Quality Factor ETF 7,321 shares (about $1.25M)iShares MSCI Emerging Markets ex China ETF 19,104 shares (about $1.05M)iShares MSCI EAFE Growth ETF 8,625 shares (about $867.06K)iShares U.S. Technology ETF 5,519 shares (about $775.09K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 535,001 shares (about $27.22M)Janus Henderson AAA CLO ETF 341,892 shares (about $17.22M)Netflix 11,853 shares (about $4.48M)Vanguard FTSE Developed Markets ETF 72,355 shares (about $3.74M)Microsoft 8,603 shares (about $3.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInterchange Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$17,196,936$2,901,577 ▼-14.4%72,5025.4%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$11,830,891$1,222,982 ▼-9.4%298,1373.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$11,140,426$27,215,371 ▼-71.0%218,9993.5%ETFMSFTMicrosoft$9,266,464$3,217,995 ▼-25.8%24,7732.9%Computer and TechnologySTRIVE INC$8,823,321$8,823,321 ▲New Holding880,5712.8%CL A COMVTVVanguard Value ETF$8,271,456$83,088 ▲1.0%47,8842.6%ETFIEFAiShares Core MSCI EAFE ETF$6,681,692$634,805 ▼-8.7%85,3522.1%ETFMEDICUS PHARMA LTD$6,182,160$279,000 ▲4.7%1,661,8712.0%COMJPSTJPMorgan Ultra-Short Income ETF$6,072,178$2,260,536 ▼-27.1%119,9321.9%ETFIVViShares Core S&P 500 ETF$6,054,550$507,238 ▼-7.7%10,6831.9%ETFAMZNAmazon.com$4,984,740$1,463,401 ▼-22.7%26,0751.6%Retail/WholesaleNVDANVIDIA$4,819,344$3,076,587 ▼-39.0%38,4911.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$4,324,326$1,910,742 ▼-30.6%79,7201.4%ETFMETAMeta Platforms$4,290,998$967,115 ▼-18.4%7,4541.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$4,122,788$1,252,872 ▲43.7%24,0911.3%ETFVLUEiShares MSCI USA Value Factor ETF$4,094,158$74,335 ▼-1.8%38,3891.3%ETFGOOGLAlphabet$3,894,126$983,888 ▼-20.2%21,8081.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,817,775$550,546 ▼-12.6%14,7221.2%FinanceSPYSPDR S&P 500 ETF Trust$3,618,683$201,105 ▼-5.3%6,0101.1%FinanceTSLATesla$3,400,445$507,660 ▼-13.0%12,4321.1%Auto/Tires/TrucksABBVAbbVie$3,151,202$270,031 ▼-7.9%15,0191.0%MedicalJEPIJPMorgan Equity Premium Income ETF$2,942,599$548,262 ▼-15.7%51,4870.9%ETFIVWiShares S&P 500 Growth ETF$2,938,303$390,103 ▲15.3%31,4240.9%ETFHDHome Depot$2,810,963$703,655 ▲33.4%7,6900.9%Retail/WholesaleGOOGAlphabet$2,754,338$372,866 ▼-11.9%17,6400.9%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$2,591,858$467,959 ▲22.0%40,4930.8%SHS REP COM UTIAUiShares Gold Trust$2,557,704$1,129,697 ▼-30.6%43,4700.8%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$2,415,880$258,771 ▼-9.7%49,1820.8%ETFBRK.BBerkshire Hathaway$2,348,157$525,941 ▼-18.3%4,4870.7%FinanceVYMIVanguard International High Dividend Yield ETF$2,299,415$36,361 ▲1.6%31,2400.7%ETFVVisa$2,285,949$321,144 ▼-12.3%6,6270.7%Business ServicesUNHUnitedHealth Group$2,243,114$1,357,991 ▼-37.7%4,2930.7%MedicalIVEiShares S&P 500 Value ETF$2,209,646$1,275,445 ▼-36.6%11,5260.7%ETFPULSPGIM Ultra Short Bond ETF$2,181,841$139,330 ▼-6.0%43,8780.7%ETFVEAVanguard FTSE Developed Markets ETF$2,059,835$3,740,385 ▼-64.5%39,8460.7%ETFABTAbbott Laboratories$2,040,318$316,132 ▼-13.4%15,5090.6%MedicalEZUiShares MSCI Eurozone ETF$1,929,868$243,981 ▲14.5%36,2670.6%ETFBBJPJPMorgan BetaBuilders Japan ETF$1,895,551$17,618 ▲0.9%33,7830.6%ETFEFViShares MSCI EAFE Value ETF$1,864,186$253,655 ▼-12.0%31,3080.6%ETFVTIVanguard Total Stock Market ETF$1,859,233$16,804 ▼-0.9%6,7490.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,849,936$1,052,447 ▲132.0%33,5800.6%ManufacturingFBNDFidelity Total Bond ETF$1,823,444$316,263 ▼-14.8%39,9440.6%ETFMAMastercard$1,730,774$326,520 ▼-15.9%3,1910.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,683,206$278,961 ▼-14.2%7,4880.5%Computer and TechnologyAVGOBroadcom$1,661,911$857,920 ▼-34.0%8,4130.5%Computer and TechnologyRTXRTX$1,643,670$152,227 ▼-8.5%12,1040.5%AerospacePEPPepsiCo$1,643,030$71,089 ▲4.5%12,1570.5%Consumer StaplesAMATApplied Materials$1,639,902$228,263 ▼-12.2%5,5750.5%Computer and TechnologyMPCMarathon Petroleum$1,615,034$120,392 ▼-6.9%11,0270.5%EnergyBRK.ABerkshire Hathaway$1,596,8830.0%20.5%FinanceSBUXStarbucks$1,596,451$52,041 ▲3.4%16,3200.5%Retail/WholesaleJHMMJohn Hancock Multifactor Mid Cap ETF$1,558,136$499,076 ▼-24.3%27,1930.5%ETFMSMorgan Stanley$1,498,670$238,702 ▼-13.7%12,6510.5%FinanceIJRiShares Core S&P Small-Cap ETF$1,497,392$81,666 ▼-5.2%14,3200.5%ETFAXPAmerican Express$1,488,828$104,148 ▼-6.5%5,5180.5%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,472,139$74,909 ▲5.4%18,4340.5%ManufacturingCRWDCrowdStrike$1,450,278$161,861 ▼-10.0%4,0320.5%Computer and TechnologyVOVanguard Mid-Cap ETF$1,424,155$61,290 ▲4.5%5,5070.4%ETFIYWiShares U.S. Technology ETF$1,381,930$775,089 ▲127.7%9,8400.4%ManufacturingHCAHCA Healthcare$1,363,568$320,170 ▼-19.0%3,8330.4%MedicalFICOFair Isaac$1,311,198$186,260 ▼-12.4%7110.4%Computer and TechnologyNEENextEra Energy$1,260,472$74,372 ▲6.3%17,6600.4%UtilitiesCRMSalesforce$1,237,410$53,898 ▼-4.2%4,9590.4%Computer and TechnologyEQTEQT$1,209,481$1,193,865 ▼-49.7%22,6160.4%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$1,200,483$74,106 ▲6.6%14,9360.4%ETFYUMYum! Brands$1,174,535$95,518 ▼-7.5%7,4640.4%Retail/WholesaleSHOPIFY INC$1,168,012$28,673 ▼-2.4%12,1390.4%CL A SUB VTG SHSEFGiShares MSCI EAFE Growth ETF$1,156,078$867,059 ▲300.0%11,5000.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,109,631$48,422 ▲4.6%24,4970.4%ETFNFLXNetflix$1,090,354$4,479,711 ▼-80.4%2,8850.3%Consumer DiscretionaryORCLOracle$1,078,925$111,676 ▼-9.4%7,6710.3%Computer and TechnologyLLYEli Lilly and Company$1,077,688$2,569,480 ▼-70.5%1,2700.3%MedicalCVXChevron$1,045,355$1,569,576 ▼-60.0%6,0940.3%EnergyIWFiShares Russell 1000 Growth ETF$1,033,440$24,554 ▲2.4%2,8620.3%ETFCOSTCostco Wholesale$1,031,997$262,049 ▼-20.3%1,0830.3%Retail/WholesaleMRKMerck & Co., Inc.$992,721$250,316 ▼-20.1%10,5730.3%MedicalSCZiShares MSCI EAFE Small-Cap ETF$991,277$107,615 ▲12.2%15,6040.3%ETFXLVHealth Care Select Sector SPDR Fund$988,673$150,374 ▲17.9%6,7720.3%ETFIBMInternational Business Machines$982,165$413,909 ▼-29.6%3,9580.3%Computer and TechnologyPMPhilip Morris International$970,730$168,103 ▼-14.8%6,0980.3%Consumer StaplesVUGVanguard Growth ETF$932,623$37,824 ▲4.2%2,5150.3%ETFARISTA NETWORKS INC$904,896$117,555 ▼-11.5%10,6150.3%COM SHSDFIVDimensional International Value ETF$902,274$1,930,956 ▼-68.2%17,0950.3%ETFVVVanguard Large-Cap ETF$870,818$9,510 ▼-1.1%3,3880.3%ETFJNJJohnson & Johnson$861,221$244,439 ▼-22.1%4,8480.3%MedicalIJHiShares Core S&P Mid-Cap ETF$849,897$29,232 ▼-3.3%14,5660.3%ETFPALANTIR TECHNOLOGIES INC$849,549$122,916 ▲16.9%9,6970.3%CL AGRAYSCALE ETHEREUM STAKING E$833,764$119,433 ▲16.7%54,3960.3%SHSARK 21SHARES BITCOIN ETF$825,617$965,932 ▼-53.9%10,0440.3%SHS BEN INTAPPLOVIN CORP$818,964$74,585 ▲10.0%2,7780.3%COM CL APNCThe PNC Financial Services Group$795,680$84,932 ▼-9.6%4,4500.3%FinanceADBEAdobe$789,016$94,891 ▼-10.7%2,1120.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$787,857$17,221,533 ▼-95.6%15,6410.2%ETFWALMART INC$787,501$541,755 ▼-40.8%8,2100.2%COMFTECFidelity MSCI Information Technology Index ETF$786,353$23,223 ▲3.0%4,8760.2%ETFIUSViShares Core S&P U.S. Value ETF$779,378$10,244 ▼-1.3%8,4450.2%ManufacturingSDYSPDR S&P Dividend ETF$749,101$17,771 ▼-2.3%5,5220.2%ETFPANWPalo Alto Networks$743,857$244,057 ▼-24.7%4,3920.2%Computer and TechnologyASMLASML$740,998$408,360 ▼-35.5%8220.2%Computer and TechnologyCMCSAComcast$737,811$4,351 ▼-0.6%21,7060.2%Consumer DiscretionaryShowing largest 100 holdings. 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