Interchange-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "TEM",
  "PCOR",
  null,
  "MCHI",
  "SMCI",
  "MU",
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  null,
  "AXP",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  "DUK",
  "D",
  "ROKU",
  "RXRX",
  null,
  "ARKB",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "HUBS",
  "EMXC",
  null,
  "AMAT",
  "BKNG",
  "ICE",
  "META",
  null,
  "HEFA",
  "IVW",
  "IJH",
  "SMLR",
  null,
  "LRCX",
  null,
  null,
  "LIN",
  null,
  null,
  "MPC",
  "MA",
  null,
  "TXG",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "EQT",
  "FICO",
  null,
  "FIS",
  "GE",
  "HIG",
  "NVS",
  "NU",
  "PCAR",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "ORCL",
  null,
  "DASH",
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "PSTG",
  "AMGN",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "UBER",
  "VO",
  "MET",
  "VV",
  "RCL",
  "NTLA",
  "VWO",
  null,
  "ACHR",
  "VIG",
  "LYG",
  "SNY",
  "TSM",
  null,
  null,
  null,
  null,
  "VRTX",
  "VRT",
  "GM",
  "AXON",
  "AMD",
  "AVB",
  "SDY",
  "NTRA",
  "DECK",
  "FTNT",
  null,
  "AMZN",
  "IVE",
  "HCA",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WMB",
  null,
  "YUM",
  "XYL",
  null,
  "DVY",
  "SCHF",
  "NSC",
  null,
  null,
  "TER",
  "TTD",
  "OTIS",
  "ROL",
  "CRM",
  "RBLX",
  "S",
  "PACB",
  null,
  "SPOT",
  null,
  null,
  null,
  "MTUM",
  "IUSV",
  null,
  "MELI",
  "MCK",
  null,
  "SPYV",
  null,
  "SYF",
  null,
  "LULU",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  "BA",
  "BTI",
  "BLDR",
  "CDNS",
  "CARR",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CEG",
  "COST",
  "CRSP",
  "CRWD",
  "DHR",
  "DELL",
  "DE",
  "EFA",
  "J",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 269
Total Value: 331035418
Accession Number: 0001085146-25-002463
Form Type: 13F-HR
CIK: interchange-capital-partners
Manager Name: Interchange-Capital-Partners

Data Enrichment

80% identified

216 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

269 positions • $331.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Semler Scientific, Inc.

SMLR|81684M104

Shares:1.3M

Value:$46.5M

% of Portfolio:14.0% ($46.5M/$331.0M)

Apple Inc.

AAPL|037833100

Shares:80.4K

Value:$17.9M

% of Portfolio:5.4% ($17.9M/$331.0M)

46641Q654

Shares:243.5K

Value:$12.4M

% of Portfolio:3.7% ($12.4M/$331.0M)

46434V456

Shares:299.5K

Value:$11.9M

% of Portfolio:3.6% ($11.9M/$331.0M)

MICROSOFT CORP

MSFT|594918104

Shares:26.2K

Value:$9.8M

% of Portfolio:3.0% ($9.8M/$331.0M)

922908744

VTV|922908744

Shares:48.2K

Value:$8.3M

% of Portfolio:2.5% ($8.3M/$331.0M)

464287200

IVV|464287200

Shares:14.2K

Value:$8.0M

% of Portfolio:2.4% ($8.0M/$331.0M)

46432F842

IEFA|46432F842

Shares:103.6K

Value:$7.8M

% of Portfolio:2.4% ($7.8M/$331.0M)

58471K202

Shares:1.7M

Value:$6.2M

% of Portfolio:1.9% ($6.2M/$331.0M)

46641Q837

Shares:119.9K

Value:$6.1M

% of Portfolio:1.8% ($6.1M/$331.0M)

921943858

VEA|921943858

Shares:109.5K

Value:$5.6M

% of Portfolio:1.7% ($5.6M/$331.0M)

46434G103

IEMG|46434G103

Shares:90.1K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$331.0M)

464285204

Shares:69.6K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$331.0M)

46432F339

QUAL|46432F339

Shares:24.0K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$331.0M)

46432F388

Shares:38.4K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$331.0M)

Meta Platforms, Inc.

META|30303M102

Shares:6.7K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$331.0M)

46641Q332

Shares:62.4K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$331.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.9K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$331.0M)

Tesla, Inc.

TSLA|88160R101

Shares:12.0K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$331.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:14.7K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$331.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Semler Scientific, Inc.(SMLRcusip81684M104)	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$46.5M	14.0% ($46.5M/$331.0M)	QoQ NEW(+$46.5M) YoY NEW(+$46.5M)
Apple Inc.(AAPLcusip037833100)	80.4K	QoQ +98.88% (+40.0K) YoY +361.94% (+63.0K)	All Managers (Combined)	$17.9M	5.4% ($17.9M/$331.0M)	QoQ +76.57% (+$7.7M) YoY +521.19% (+$15.0M)
(cusip46641Q654)✕	243.5K	QoQ +47.90% (+78.9K) YoY +2625.35% (+234.6K)	All Managers (Combined)	$12.4M	3.7% ($12.4M/$331.0M)	QoQ +48.31% (+$4.0M) YoY +2571.98% (+$11.9M)
(cusip46434V456)✕	299.5K	QoQ +6.64% (+18.7K) YoY +7.74% (+21.5K)	All Managers (Combined)	$11.9M	3.6% ($11.9M/$331.0M)	QoQ +13.94% (+$1.5M) YoY +7.89% (+$869.6K)
MICROSOFT CORP(MSFTcusip594918104)	26.2K	QoQ +37.82% (+7.2K) YoY +240.25% (+18.5K)	All Managers (Combined)	$9.8M	3.0% ($9.8M/$331.0M)	QoQ +22.72% (+$1.8M) YoY +203.11% (+$6.6M)
(VTVcusip922908744)	48.2K	QoQ +0.03% (+19) YoY +1.86% (+883)	All Managers (Combined)	$8.3M	2.5% ($8.3M/$331.0M)	QoQ +2.06% (+$168.8K) YoY +6.37% (+$499.4K)
(IVVcusip464287200)	14.2K	QoQ +30.91% (+3.4K) YoY -4.86% (-727)	All Managers (Combined)	$8.0M	2.4% ($8.0M/$331.0M)	QoQ +24.96% (+$1.6M) YoY +5.27% (-$400.3K)
(IEFAcusip46432F842)	103.6K	QoQ +52.91% (+35.9K) YoY +64.21% (+40.5K)	All Managers (Combined)	$7.8M	2.4% ($7.8M/$331.0M)	QoQ +64.57% (+$3.1M) YoY +67.38% (+$3.2M)
(cusip58471K202)✕	1.7M	QoQ +14.04% (+204.7K) YoY NEW(+1.7M)	All Managers (Combined)	$6.2M	1.9% ($6.2M/$331.0M)	QoQ +70.38% (+$2.6M) YoY NEW(+$6.2M)
(cusip46641Q837)✕	119.9K	QoQ -4.74% (-6.0K) YoY +800.05% (+106.6K)	All Managers (Combined)	$6.1M	1.8% ($6.1M/$331.0M)	QoQ -4.24% (-$269.4K) YoY +784.87% (+$5.4M)
(VEAcusip921943858)	109.5K	QoQ +188.90% (+71.6K) YoY +209.81% (+74.1K)	All Managers (Combined)	$5.6M	1.7% ($5.6M/$331.0M)	QoQ +207.08% (+$3.8M) YoY +211.98% (+$3.8M)
(IEMGcusip46434G103)	90.1K	QoQ +27.58% (+19.5K) YoY +53.64% (+31.4K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$331.0M)	QoQ +31.84% (+$1.2M) YoY +59.73% (+$1.8M)
(cusip464285204)✕	69.6K	QoQ +61.67% (+26.6K) YoY +136.78% (+40.2K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$331.0M)	QoQ +92.28% (+$2.0M) YoY +231.89% (+$2.9M)
(QUALcusip46432F339)	24.0K	QoQ +17.69% (+3.6K) YoY +24.80% (+4.8K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$331.0M)	QoQ +12.93% (+$469.3K) YoY +26.08% (+$847.5K)
(cusip46432F388)✕	38.4K	QoQ +0.63% (+242) YoY -6.24% (-2.6K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$331.0M)	QoQ +1.62% (+$65.4K) YoY -7.68% (-$340.9K)
Meta Platforms, Inc.(METAcusip30303M102)	6.7K	QoQ +4.41% (+285) YoY +211.12% (+4.6K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$331.0M)	QoQ +2.85% (+$107.7K) YoY +264.46% (+$2.8M)
(cusip46641Q332)✕	62.4K	QoQ +0.84% (+524) YoY +10.53% (+6.0K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$331.0M)	QoQ +0.17% (+$6.2K) YoY +10.15% (+$328.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.9K	QoQ +22.58% (+2.6K) YoY +335.49% (+10.7K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$331.0M)	QoQ +25.55% (+$696.5K) YoY +423.38% (+$2.8M)
Tesla, Inc.(TSLAcusip88160R101)	12.0K	QoQ -1.58% (-194) YoY +147.22% (+7.2K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$331.0M)	QoQ -36.81% (-$1.8M) YoY +235.49% (+$2.2M)
AbbVie Inc.(ABBVcusip00287Y109)	14.7K	QoQ +0.34% (+51) YoY +931.48% (+13.3K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$331.0M)	QoQ +18.31% (+$477.1K) YoY +1081.02% (+$2.8M)