Interchange Capital Partners, LLC — 13F Holdings & Portfolio

CIK 1845998 · latest 13F-HR filed 2026-07-20

Interchange Capital Partners, LLC manages $531.7M in 13F-reported U.S. long-equity assets across 430 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (4.23%), JMST (3.45%), IQLT (2.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 180 new positions, exited 29, added to 181, and trimmed 52.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
301 GRANT STREET
SUITE 3550
PITTSBURGH, PA 15219
Phone
(412) 307-4230
Filing Manager
Interchange Capital Partners, LLC
PITTSBURGH, PA
Signatory
Kendra Kasznel Reilly
CCO
Loading holdings…
AUM

$531.7M

Long-equity book

Holdings

430

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+180 / −29 / ↑181 / ↓52

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JANUS DETROIT STR TR$10.5M +1329.4%
  • NVIDIA CORPORATION$9.2M +191.5%
  • ALPHABET INC$7.2M +185.4%
  • J P MORGAN EXCHANGE TRADED F$7.2M +64.8%
  • MICRON TECHNOLOGY INC$6.4M +1095.0%
Show all 181

Top Trims

  • MEDICUS PHARMA LTD-$5.5M -88.4%
  • GRAYSCALE BITCOIN TRUST ETF-$1.2M -47.4%
  • ISHARES TR-$1.1M -27.2%
  • HOME DEPOT INC-$1.0M -35.6%
  • ABBOTT LABORATORIES-$819.4K -40.2%
Show all 52

New Positions

  • SANDISK CORP$2.4M
  • AMERICAN CENTY ETF TR$1.9M
  • BLACKROCK ETF TRUST$1.5M
  • ISHARES TR$1.4M
  • WORLD GOLD TR$1.3M
Show all 180

Exited Positions

  • ISHARES TR$462.3K
  • ISHARES TR$394.6K
  • SPDR SERIES TRUST$384.0K
  • PAYPAL HLDGS INC$340.9K
  • ISHARES ETHEREUM TR$286.6K
Show all 29
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $22.5M 4.23% 77,799 SH
2 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $18.4M 3.45% 359,911 SH
3 ISHARES TR IQLT 46434V456 $14.7M 2.76% 295,800 SH
4 NVIDIA CORPORATION NVDA 67066G104 $14.0M 2.64% 70,178 SH
5 MICROSOFT CORP MSFT 594918104 $12.1M 2.28% 32,455 SH
6 JANUS DETROIT STR TR JAAA 47103U845 $11.3M 2.12% 223,046 SH
7 ALPHABET INC GOOGL 02079K305 $11.1M 2.09% 31,100 SH
8 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $9.9M 1.86% 195,303 SH
9 STRIVE INC ASST 862945300 $9.6M 1.81% 882,086 SH
10 VANGUARD INDEX FDS VTV 922908744 $9.5M 1.79% 43,605 SH
11 AMAZON COM INC AMZN 023135106 $8.4M 1.58% 35,135 SH
12 ISHARES TR IVV 464287200 $8.1M 1.53% 10,882 SH
13 ISHARES TR VLUE 46432F388 $7.9M 1.48% 39,396 SH
14 ALPHABET INC GOOG 02079K107 $7.5M 1.41% 21,196 SH
15 ISHARES INC IEMG 46434G103 $7.3M 1.38% 88,649 SH
16 MICRON TECHNOLOGY INC MU 595112103 $7.0M 1.31% 6,023 SH
17 ISHARES TR IEFA 46432F842 $6.9M 1.30% 71,634 SH
18 TESLA INC TSLA 88160R101 $6.1M 1.15% 14,525 SH
19 BROADCOM INC AVGO 11135F101 $6.0M 1.13% 15,861 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $5.7M 1.07% 17,438 SH
21 META PLATFORMS INC META 30303M102 $5.6M 1.05% 9,952 SH
22 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.0M 0.94% 10,449 SH
23 APPLIED MATLS INC AMAT 038222105 $4.5M 0.85% 6,259 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.4M 0.82% 5,859 SH
25 ABBVIE INC ABBV 00287Y109 $4.1M 0.77% 16,195 SH
26 CROWDSTRIKE HLDGS INC CRWD 22788C105 $3.7M 0.69% 4,807 SH
27 ISHARES TR IVW 464287309 $3.4M 0.64% 24,710 SH
28 JOHNSON & JOHNSON JNJ 478160104 $3.4M 0.64% 13,368 SH
29 UNITEDHEALTH GROUP INC UNH 91324P102 $3.4M 0.63% 8,088 SH
30 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $3.2M 0.61% 57,069 SH
31 ISHARES TR IVE 464287408 $3.2M 0.60% 14,041 SH
32 BLACKROCK ETF TRUST DYNF 09290C103 $3.2M 0.59% 46,490 SH
33 LAM RESEARCH CORP LRCX 512807306 $3.2M 0.59% 7,295 SH
34 MORGAN STANLEY MS 617446448 $3.0M 0.57% 14,583 SH
35 ISHARES TR QUAL 46432F339 $3.0M 0.56% 13,677 SH
36 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.0M 0.56% 42,025 SH
37 AMERICAN CENTY ETF TR AVDE 025072703 $2.9M 0.54% 32,166 SH
38 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $2.8M 0.54% 37,997 SH
39 VISA INC V 92826C839 $2.8M 0.53% 8,230 SH
40 VANGUARD WHITEHALL FDS VYMI 921946794 $2.8M 0.53% 28,653 SH
41 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $2.8M 0.52% 41,051 SH
42 MARATHON PETE CORP MPC 56585A102 $2.8M 0.52% 10,773 SH
43 INTEL CORP INTC 458140100 $2.8M 0.52% 19,718 SH
44 ELI LILLY & CO LLY 532457108 $2.7M 0.52% 2,290 SH
45 ADVANCED MICRO DEVICES INC AMD 007903107 $2.7M 0.51% 4,638 SH
46 ASML HLDG NV ASML N07059210 $2.6M 0.49% 1,305 SH
47 ISHARES GOLD TR IAU 464285204 $2.6M 0.49% 34,162 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.5M 0.48% 5,084 SH
49 RTX CORPORATION RTX 75513E101 $2.4M 0.46% 12,816 SH
50 SANDISK CORP SNDK 80004C200 $2.4M 0.45% 1,052 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $531.7M 430 0001845998-26-000004
2026-03-31 2026-04-24 $316.6M 309 0001845998-26-000003
2025-12-31 2026-01-30 $539.1M 424 0001845998-26-000001