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Interchange Capital Partners, LLC - Portfolio Stock Holdings

Interchange Capital Partners, LLC disclosed 457 stock positions in a recent SEC 13F filing. $528,660,529 of stock holdings were filed, with the largest holdings including AAPL, JMST, and IQLT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $743,604,446 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

457

Est. Stock Holding Value:

$528,660,529

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Interchange Capital Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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