Interchange Capital Partners

PITTSBURGH, PAfiles as Interchange Capital Partners, LLC

$532m in 430 US stocks at the end of 30 June 2026. The top 10 are 25.0% of the money. It changed about 26.7% of the portfolio this quarter.

Value

$532m

Stocks

430

Top 10 share

25.0%

Turnover

26.7%

What changed this quarter

New

Bought for the first time this quarter.

SandiskSNDK
0.4% of the fund
American Centy ETF TRAVEM
0.4% of the fund
Blackrock ETF TrustBAI
0.3% of the fund
Ishares TRIDEV
0.3% of the fund
World Gold TRGLDM
0.3% of the fund
Vanguard Star FDSVXUS
0.2% of the fund
Blackrock ETF TrustTHRO
0.2% of the fund
CelesticaCLS
0.2% of the fund
Blackrock ETF Trust IIHIMU
0.1% of the fund
Western DigitalWDC
0.1% of the fund
Credo Technology Group HoldingCRDO
0.1% of the fund
Comfort Systems USAFIX
0.1% of the fund
CorningGLW
0.1% of the fund
CamecoCCJ
0.1% of the fund
SnowflakeSNOW
0.1% of the fund
JabilJBL
0.1% of the fund
Monolithic Power SystemsMPWR
0.1% of the fund
Blackrock ETF TrustBLCR
0.1% of the fund
Marvell TechnologyMRVL
0.1% of the fund
Blackrock ETF TrustCORO
0.1% of the fund
TTM TechnologiesTTMI
0.1% of the fund
Astera LabsALAB
0.1% of the fund
Blackrock ETF TrustIDEF
0.1% of the fund
TwilioTWLO
0.1% of the fund
TapestryTPR
0.1% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
4.2% of the fund
+7%
J P Morgan Exchange Traded FJMST
3.5% of the fund
+64%
NvidiaNVDA
2.6% of the fund
+84%
MicrosoftMSFT
2.3% of the fund
+31%
Janus Detroit STR TRJAAA
2.1% of the fund
+1326%
AlphabetGOOGL
2.1% of the fund
+43%
J P Morgan Exchange Traded FJPST
1.9% of the fund
+63%
Amazon.comAMZN
1.6% of the fund
+36%
Ishares TRVLUE
1.5% of the fund
+3%
AlphabetGOOG
1.4% of the fund
+29%
IsharesIEMG
1.4% of the fund
+11%
Micron TechnologyMU
1.3% of the fund
+31%
TeslaTSLA
1.1% of the fund
+17%
BroadcomAVGO
1.1% of the fund
+89%
JPMorgan ChaseJPM
1.1% of the fund
+18%
Meta PlatformsMETA
1.1% of the fund
+34%
Taiwan Semiconductor ManufacturingTSM
0.9% of the fund
+40%
Applied MaterialsAMAT
0.9% of the fund
+12%
AbbVieABBV
0.8% of the fund
+8%
CrowdStrike HoldingsCRWD
0.7% of the fund
+19%
Johnson & JohnsonJNJ
0.6% of the fund
+176%
UnitedHealth GroupUNH
0.6% of the fund
+88%
J P Morgan Exchange Traded FJEPI
0.6% of the fund
+11%
Ishares TRIVE
0.6% of the fund
+22%
Lam ResearchLRCX
0.6% of the fund
+32%

Cut

Sold some of their stake.

Vanguard Index FDSVTV
1.8% of the fund
-9%
Ishares TRIEFA
1.3% of the fund
-16%
State STR Spdr S&P 500 ETF TSPY
0.8% of the fund
-3%
Ishares TRIVW
0.6% of the fund
-21%
Blackrock ETF TrustDYNF
0.6% of the fund
-5%
Ishares TRQUAL
0.6% of the fund
-43%
Vanguard Whitehall FDSVYMI
0.5% of the fund
-8%
Marathon PetroleumMPC
0.5% of the fund
-2%
Advanced Micro DevicesAMD
0.5% of the fund
-3%
Ishares Gold TRIAU
0.5% of the fund
-21%
Vanguard Index FDSVTI
0.4% of the fund
-5%
J P Morgan Exchange Traded FBBJP
0.4% of the fund
-7%
IsharesEZU
0.4% of the fund
-22%
Ishares TREFV
0.4% of the fund
-22%
Pgim ETF TRPULS
0.3% of the fund
-15%
Home DepotHD
0.3% of the fund
-33%
Vanguard Index FDSVO
0.3% of the fund
-6%
NextEra EnergyNEE
0.3% of the fund
-4%
IsharesEMXC
0.3% of the fund
-58%
Vanguard Intl Equity Index FVWO
0.3% of the fund
-5%
Ishares TRIWF
0.3% of the fund
-3%
Spdr Series TrustSPYG
0.3% of the fund
-23%
Wisdomtree TRDGRW
0.3% of the fund
-22%
Grayscale Bitcoin Trust ETFGBTC
0.3% of the fund
-26%
Abbott LaboratoriesABT
0.2% of the fund
-13%

Sold out

Sold their entire stake.

Ishares TRHEFA
-100%
Ishares TREXI
-100%
Spdr Series TrustSPSM
-100%
PayPal HoldingsPYPL
-100%
Ishares Ethereum TRETHA
-100%
PultegroupPHM
-100%
Select Sector Spdr TRXLP
-100%
Sanofi SASNY
-100%
British American Tobacco p.l.c.BTI
-100%
Jacobs SolutionsJ
-100%
Proshares TRBITO
-100%
Fidelity Covington TrustFDIS
-100%
MedtronicMDT
-100%
Otis WorldwideOTIS
-100%
Trade DeskTTD
-100%
Select Sector Spdr TRXLC
-100%
Chipotle Mexican GrillCMG
-100%
RollinsROL
-100%
Super Micro ComputerSMCI
-100%
Boston ScientificBSX
-100%
Ishares TRITB
-100%
DuPont de NemoursDD
-100%
Leidos HoldingsLDOS
-100%
Procore TechnologiesPCOR
-100%
lululemon athleticaLULU
-100%

Holdings

AppleAAPL
Share
4.2%
Value
$23m
Shares
77,799
+7%
J P Morgan Exchange Traded FJMST
Share
3.5%
Value
$18m
Shares
359,911
+64%
Ishares TRIQLT
Share
2.8%
Value
$15m
Shares
295,800
Held
NvidiaNVDA
Share
2.6%
Value
$14m
Shares
70,178
+84%
MicrosoftMSFT
Share
2.3%
Value
$12m
Shares
32,455
+31%
Janus Detroit STR TRJAAA
Share
2.1%
Value
$11m
Shares
223,046
+1326%
AlphabetGOOGL
Share
2.1%
Value
$11m
Shares
31,100
+43%
J P Morgan Exchange Traded FJPST
Share
1.9%
Value
$10m
Shares
195,303
+63%
StriveASST
Share
1.8%
Value
$10m
Shares
882,086
Held
Vanguard Index FDSVTV
Share
1.8%
Value
$10m
Shares
43,605
-9%
Amazon.comAMZN
Share
1.6%
Value
$8m
Shares
35,135
+36%
Ishares TRIVV
Share
1.5%
Value
$8m
Shares
10,882
Held
Ishares TRVLUE
Share
1.5%
Value
$8m
Shares
39,396
+3%
AlphabetGOOG
Share
1.4%
Value
$7m
Shares
21,196
+29%
IsharesIEMG
Share
1.4%
Value
$7m
Shares
88,649
+11%
Micron TechnologyMU
Share
1.3%
Value
$7m
Shares
6,023
+31%
Ishares TRIEFA
Share
1.3%
Value
$7m
Shares
71,634
-16%
TeslaTSLA
Share
1.1%
Value
$6m
Shares
14,525
+17%
BroadcomAVGO
Share
1.1%
Value
$6m
Shares
15,861
+89%
JPMorgan ChaseJPM
Share
1.1%
Value
$6m
Shares
17,438
+18%
Meta PlatformsMETA
Share
1.1%
Value
$6m
Shares
9,952
+34%
Taiwan Semiconductor ManufacturingTSM
Share
0.9%
Value
$5m
Shares
10,449
+40%
Applied MaterialsAMAT
Share
0.9%
Value
$5m
Shares
6,259
+12%
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$4m
Shares
5,859
-3%
AbbVieABBV
Share
0.8%
Value
$4m
Shares
16,195
+8%
CrowdStrike HoldingsCRWD
Share
0.7%
Value
$4m
Shares
4,807
+19%
Ishares TRIVW
Share
0.6%
Value
$3m
Shares
24,710
-21%
Johnson & JohnsonJNJ
Share
0.6%
Value
$3m
Shares
13,368
+176%
UnitedHealth GroupUNH
Share
0.6%
Value
$3m
Shares
8,088
+88%
J P Morgan Exchange Traded FJEPI
Share
0.6%
Value
$3m
Shares
57,069
+11%
Ishares TRIVE
Share
0.6%
Value
$3m
Shares
14,041
+22%
Blackrock ETF TrustDYNF
Share
0.6%
Value
$3m
Shares
46,490
-5%
Lam ResearchLRCX
Share
0.6%
Value
$3m
Shares
7,295
+32%
Morgan StanleyMS
Share
0.6%
Value
$3m
Shares
14,583
+15%
Ishares TRQUAL
Share
0.6%
Value
$3m
Shares
13,677
-43%
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$3m
Shares
42,025
+5%
American Centy ETF TRAVDE
Share
0.5%
Value
$3m
Shares
32,166
+853%
John Hancock Exchange TradedJHMM
Share
0.5%
Value
$3m
Shares
37,997
+40%
VisaV
Share
0.5%
Value
$3m
Shares
8,230
+24%
Vanguard Whitehall FDSVYMI
Share
0.5%
Value
$3m
Shares
28,653
-8%
J P Morgan Exchange Traded FHELO
Share
0.5%
Value
$3m
Shares
41,051
+320%
Marathon PetroleumMPC
Share
0.5%
Value
$3m
Shares
10,773
-2%
IntelINTC
Share
0.5%
Value
$3m
Shares
19,718
+7%
Eli LillyLLY
Share
0.5%
Value
$3m
Shares
2,290
+80%
Advanced Micro DevicesAMD
Share
0.5%
Value
$3m
Shares
4,638
-3%
ASML Holding NVASML
Share
0.5%
Value
$3m
Shares
1,305
+59%
Ishares Gold TRIAU
Share
0.5%
Value
$3m
Shares
34,162
-21%
Berkshire HathawayBRK-B
Share
0.5%
Value
$3m
Shares
5,084
+13%
RTXRTX
Share
0.5%
Value
$2m
Shares
12,816
+6%
SandiskSNDK
Share
0.4%
Value
$2m
Shares
1,052
New
Vanguard Index FDSVTI
Share
0.4%
Value
$2m
Shares
6,402
-5%
J P Morgan Exchange Traded FBBJP
Share
0.4%
Value
$2m
Shares
31,435
-7%
MastercardMA
Share
0.4%
Value
$2m
Shares
4,439
+39%
Arista NetworksANET
Share
0.4%
Value
$2m
Shares
12,942
+22%
Fidelity Merrimack STR TRFBND
Share
0.4%
Value
$2m
Shares
48,060
+20%
Ishares TRIJR
Share
0.4%
Value
$2m
Shares
14,403
Held
MerckMRK
Share
0.4%
Value
$2m
Shares
16,005
+51%
GE VernovaGEV
Share
0.4%
Value
$2m
Shares
1,737
+129%
Capital GRP Fixed Incm ETF TCGMU
Share
0.4%
Value
$2m
Shares
73,758
+265%
IsharesEZU
Share
0.4%
Value
$2m
Shares
28,165
-22%
American ExpressAXP
Share
0.4%
Value
$2m
Shares
5,662
+3%
Seagate Technology HoldingsSTX
Share
0.4%
Value
$2m
Shares
1,978
+211%
Morgan Stanley ETF TrustEVIM
Share
0.4%
Value
$2m
Shares
35,637
+371%
Vertiv HoldingsVRT
Share
0.4%
Value
$2m
Shares
5,640
+49%
Ishares TREFV
Share
0.4%
Value
$2m
Shares
24,420
-22%
American Centy ETF TRAVEM
Share
0.4%
Value
$2m
Shares
19,298
New
Philip Morris InternationalPM
Share
0.3%
Value
$2m
Shares
10,267
+68%
Pgim ETF TRPULS
Share
0.3%
Value
$2m
Shares
37,181
-15%
AppLovinAPP
Share
0.3%
Value
$2m
Shares
3,546
+28%
Palo Alto NetworksPANW
Share
0.3%
Value
$2m
Shares
5,317
+21%
Home DepotHD
Share
0.3%
Value
$2m
Shares
5,133
-33%
StarbucksSBUX
Share
0.3%
Value
$2m
Shares
16,723
+2%
WalmartWMT
Share
0.3%
Value
$2m
Shares
15,067
+84%
Vanguard Index FDSVO
Share
0.3%
Value
$2m
Shares
20,600
-6%
OracleORCL
Share
0.3%
Value
$2m
Shares
11,099
+45%
HCA HealthcareHCA
Share
0.3%
Value
$2m
Shares
4,102
+7%
PepsiCoPEP
Share
0.3%
Value
$2m
Shares
11,574
+6%
ServiceNowNOW
Share
0.3%
Value
$2m
Shares
15,600
+796%
CaterpillarCAT
Share
0.3%
Value
$2m
Shares
1,455
+20%
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$1m
Shares
2
Held
General ElectricGE
Share
0.3%
Value
$1m
Shares
4,001
+61%
NextEra EnergyNEE
Share
0.3%
Value
$1m
Shares
17,029
-4%
Blackrock ETF TrustBAI
Share
0.3%
Value
$1m
Shares
28,111
New
IsharesEMXC
Share
0.3%
Value
$1m
Shares
14,089
-58%
Dell TechnologiesDELL
Share
0.3%
Value
$1m
Shares
3,338
+13%
Costco WholesaleCOST
Share
0.3%
Value
$1m
Shares
1,502
+39%
Cisco SystemsCSCO
Share
0.3%
Value
$1m
Shares
11,946
+28%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$1m
Shares
23,372
-5%
Ishares TRIWF
Share
0.3%
Value
$1m
Shares
11,147
-3%
Spdr Series TrustSPYG
Share
0.3%
Value
$1m
Shares
11,570
-23%
Ishares TRIDEV
Share
0.3%
Value
$1m
Shares
15,370
New
Wisdomtree TRDGRW
Share
0.3%
Value
$1m
Shares
14,294
-22%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$1m
Shares
9,967
+88%
Grayscale Bitcoin Trust ETFGBTC
Share
0.3%
Value
$1m
Shares
29,930
-26%
World Gold TRGLDM
Share
0.3%
Value
$1m
Shares
16,801
New
International Business MachinesIBM
Share
0.3%
Value
$1m
Shares
4,730
+20%
Rockwell AutomationROK
Share
0.2%
Value
$1m
Shares
2,602
+18%
Bank of AmericaBAC
Share
0.2%
Value
$1m
Shares
22,552
+39%
Howmet AerospaceHWM
Share
0.2%
Value
$1m
Shares
4,745
+179%
YUM BrandsYUM
Share
0.2%
Value
$1m
Shares
7,955
+7%

Company	Share of fund	Value	Shares	Change
AppleAAPL	4.2%	$23m	77,799	+7%
J P Morgan Exchange Traded FJMST	3.5%	$18m	359,911	+64%
Ishares TRIQLT	2.8%	$15m	295,800	Held
NvidiaNVDA	2.6%	$14m	70,178	+84%
MicrosoftMSFT	2.3%	$12m	32,455	+31%
Janus Detroit STR TRJAAA	2.1%	$11m	223,046	+1326%
AlphabetGOOGL	2.1%	$11m	31,100	+43%
J P Morgan Exchange Traded FJPST	1.9%	$10m	195,303	+63%
StriveASST	1.8%	$10m	882,086	Held
Vanguard Index FDSVTV	1.8%	$10m	43,605	-9%
Amazon.comAMZN	1.6%	$8m	35,135	+36%
Ishares TRIVV	1.5%	$8m	10,882	Held
Ishares TRVLUE	1.5%	$8m	39,396	+3%
AlphabetGOOG	1.4%	$7m	21,196	+29%
IsharesIEMG	1.4%	$7m	88,649	+11%
Micron TechnologyMU	1.3%	$7m	6,023	+31%
Ishares TRIEFA	1.3%	$7m	71,634	-16%
TeslaTSLA	1.1%	$6m	14,525	+17%
BroadcomAVGO	1.1%	$6m	15,861	+89%
JPMorgan ChaseJPM	1.1%	$6m	17,438	+18%
Meta PlatformsMETA	1.1%	$6m	9,952	+34%
Taiwan Semiconductor ManufacturingTSM	0.9%	$5m	10,449	+40%
Applied MaterialsAMAT	0.9%	$5m	6,259	+12%
State STR Spdr S&P 500 ETF TSPY	0.8%	$4m	5,859	-3%
AbbVieABBV	0.8%	$4m	16,195	+8%
CrowdStrike HoldingsCRWD	0.7%	$4m	4,807	+19%
Ishares TRIVW	0.6%	$3m	24,710	-21%
Johnson & JohnsonJNJ	0.6%	$3m	13,368	+176%
UnitedHealth GroupUNH	0.6%	$3m	8,088	+88%
J P Morgan Exchange Traded FJEPI	0.6%	$3m	57,069	+11%
Ishares TRIVE	0.6%	$3m	14,041	+22%
Blackrock ETF TrustDYNF	0.6%	$3m	46,490	-5%
Lam ResearchLRCX	0.6%	$3m	7,295	+32%
Morgan StanleyMS	0.6%	$3m	14,583	+15%
Ishares TRQUAL	0.6%	$3m	13,677	-43%
Vanguard Tax-Managed FDSVEA	0.6%	$3m	42,025	+5%
American Centy ETF TRAVDE	0.5%	$3m	32,166	+853%
John Hancock Exchange TradedJHMM	0.5%	$3m	37,997	+40%
VisaV	0.5%	$3m	8,230	+24%
Vanguard Whitehall FDSVYMI	0.5%	$3m	28,653	-8%
J P Morgan Exchange Traded FHELO	0.5%	$3m	41,051	+320%
Marathon PetroleumMPC	0.5%	$3m	10,773	-2%
IntelINTC	0.5%	$3m	19,718	+7%
Eli LillyLLY	0.5%	$3m	2,290	+80%
Advanced Micro DevicesAMD	0.5%	$3m	4,638	-3%
ASML Holding NVASML	0.5%	$3m	1,305	+59%
Ishares Gold TRIAU	0.5%	$3m	34,162	-21%
Berkshire HathawayBRK-B	0.5%	$3m	5,084	+13%
RTXRTX	0.5%	$2m	12,816	+6%
SandiskSNDK	0.4%	$2m	1,052	New
Vanguard Index FDSVTI	0.4%	$2m	6,402	-5%
J P Morgan Exchange Traded FBBJP	0.4%	$2m	31,435	-7%
MastercardMA	0.4%	$2m	4,439	+39%
Arista NetworksANET	0.4%	$2m	12,942	+22%
Fidelity Merrimack STR TRFBND	0.4%	$2m	48,060	+20%
Ishares TRIJR	0.4%	$2m	14,403	Held
MerckMRK	0.4%	$2m	16,005	+51%
GE VernovaGEV	0.4%	$2m	1,737	+129%
Capital GRP Fixed Incm ETF TCGMU	0.4%	$2m	73,758	+265%
IsharesEZU	0.4%	$2m	28,165	-22%
American ExpressAXP	0.4%	$2m	5,662	+3%
Seagate Technology HoldingsSTX	0.4%	$2m	1,978	+211%
Morgan Stanley ETF TrustEVIM	0.4%	$2m	35,637	+371%
Vertiv HoldingsVRT	0.4%	$2m	5,640	+49%
Ishares TREFV	0.4%	$2m	24,420	-22%
American Centy ETF TRAVEM	0.4%	$2m	19,298	New
Philip Morris InternationalPM	0.3%	$2m	10,267	+68%
Pgim ETF TRPULS	0.3%	$2m	37,181	-15%
AppLovinAPP	0.3%	$2m	3,546	+28%
Palo Alto NetworksPANW	0.3%	$2m	5,317	+21%
Home DepotHD	0.3%	$2m	5,133	-33%
StarbucksSBUX	0.3%	$2m	16,723	+2%
WalmartWMT	0.3%	$2m	15,067	+84%
Vanguard Index FDSVO	0.3%	$2m	20,600	-6%
OracleORCL	0.3%	$2m	11,099	+45%
HCA HealthcareHCA	0.3%	$2m	4,102	+7%
PepsiCoPEP	0.3%	$2m	11,574	+6%
ServiceNowNOW	0.3%	$2m	15,600	+796%
CaterpillarCAT	0.3%	$2m	1,455	+20%
Berkshire Hathaway INC DELBRK-A	0.3%	$1m	2	Held
General ElectricGE	0.3%	$1m	4,001	+61%
NextEra EnergyNEE	0.3%	$1m	17,029	-4%
Blackrock ETF TrustBAI	0.3%	$1m	28,111	New
IsharesEMXC	0.3%	$1m	14,089	-58%
Dell TechnologiesDELL	0.3%	$1m	3,338	+13%
Costco WholesaleCOST	0.3%	$1m	1,502	+39%
Cisco SystemsCSCO	0.3%	$1m	11,946	+28%
Vanguard Intl Equity Index FVWO	0.3%	$1m	23,372	-5%
Ishares TRIWF	0.3%	$1m	11,147	-3%
Spdr Series TrustSPYG	0.3%	$1m	11,570	-23%
Ishares TRIDEV	0.3%	$1m	15,370	New
Wisdomtree TRDGRW	0.3%	$1m	14,294	-22%
ExxonMobil HoldingsXOM	0.3%	$1m	9,967	+88%
Grayscale Bitcoin Trust ETFGBTC	0.3%	$1m	29,930	-26%
World Gold TRGLDM	0.3%	$1m	16,801	New
International Business MachinesIBM	0.3%	$1m	4,730	+20%
Rockwell AutomationROK	0.2%	$1m	2,602	+18%
Bank of AmericaBAC	0.2%	$1m	22,552	+39%
Howmet AerospaceHWM	0.2%	$1m	4,745	+179%
YUM BrandsYUM	0.2%	$1m	7,955	+7%

Showing the largest 100 of 430.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.8% since 30 June 2025.

Where the money is

Technology23.9%

Financial services8.2%

Industrials6.7%

Media & telecom5.7%

Health care5.4%

Retail & consumer5.2%

Everyday goods2.2%

Energy1.6%

Utilities0.9%

Real estate0.7%

Materials0.7%

Other38.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.