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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Vertiv Holdings Co

VRT|92537N108

Shares:4.2K

Value:$301.0K

% of Portfolio:0.1% ($301.0K/$331.0M)

464288752

Shares:3.1K

Value:$298.3K

% of Portfolio:0.1% ($298.3K/$331.0M)

464288786

Shares:2.2K

Value:$296.8K

% of Portfolio:0.1% ($296.8K/$331.0M)

Accenture plc

ACN|G1151C101

Shares:928

Value:$289.8K

% of Portfolio:0.1% ($289.8K/$331.0M)

KLA CORP

KLAC|482480100

Shares:417

Value:$283.2K

% of Portfolio:0.1% ($283.2K/$331.0M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:806

Value:$281.4K

% of Portfolio:0.1% ($281.4K/$331.0M)

78464A508

SPYV|78464A508

Shares:5.5K

Value:$280.9K

% of Portfolio:0.1% ($280.9K/$331.0M)

464287515

Shares:3.1K

Value:$280.1K

% of Portfolio:0.1% ($280.1K/$331.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:592

Value:$277.6K

% of Portfolio:0.1% ($277.6K/$331.0M)

Eaton Corp plc

ETN|G29183103

Shares:1.0K

Value:$276.9K

% of Portfolio:0.1% ($276.9K/$331.0M)

DOMINION ENERGY, INC

D|25746U109

Shares:4.9K

Value:$274.6K

% of Portfolio:0.1% ($274.6K/$331.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:496

Value:$270.9K

% of Portfolio:0.1% ($270.9K/$331.0M)

464287770

Shares:3.4K

Value:$268.9K

% of Portfolio:0.1% ($268.9K/$331.0M)

81369Y308

Shares:3.2K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$331.0M)

316092204

Shares:3.1K

Value:$264.1K

% of Portfolio:0.1% ($264.1K/$331.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$263.7K

% of Portfolio:0.1% ($263.7K/$331.0M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$263.5K

% of Portfolio:0.1% ($263.5K/$331.0M)

Xylem Inc.

XYL|98419M100

Shares:2.2K

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$331.0M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:2.2K

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$331.0M)

74347G440

Shares:14.2K

Value:$260.2K

% of Portfolio:0.1% ($260.2K/$331.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Vertiv Holdings Co(VRTcusip92537N108)	4.2K	QoQ +35.84% (-1.1K) YoY NEW(+4.2K)	All Managers (Combined)	$301.0K	0.1% ($301.0K/$331.0M)	QoQ -22.55% (-$87.6K) YoY NEW(+$301.0K)
(cusip464288752)✕	3.1K	QoQ +47.75% (+991) YoY +76.10% (+1.3K)	All Managers (Combined)	$298.3K	0.1% ($298.3K/$331.0M)	QoQ +39.06% (+$83.8K) YoY +44.53% (+$91.9K)
(cusip464288786)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$296.8K	0.1% ($296.8K/$331.0M)	QoQ NEW(+$296.8K) YoY NEW(+$296.8K)
Accenture plc(ACNcusipG1151C101)	928	QoQ +10.21% (-86) YoY NEW(+928)	All Managers (Combined)	$289.8K	0.1% ($289.8K/$331.0M)	QoQ -2.24% (-$6.7K) YoY NEW(+$289.8K)
KLA CORP(KLACcusip482480100)	417	QoQ +14.56% (+53) YoY +5.83% (+23)	All Managers (Combined)	$283.2K	0.1% ($283.2K/$331.0M)	QoQ +23.66% (+$54.2K) YoY +1.33% (+$3.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	806	QoQ -6.16% (-53) YoY NEW(+806)	All Managers (Combined)	$281.4K	0.1% ($281.4K/$331.0M)	QoQ -3.64% (-$10.6K) YoY NEW(+$281.4K)
(SPYVcusip78464A508)	5.5K	QoQ 0.00% (-0) YoY +1.81% (+98)	All Managers (Combined)	$280.9K	0.1% ($280.9K/$331.0M)	QoQ -0.13% (-$385) YoY +3.78% (+$10.2K)
(cusip464287515)✕	3.1K	QoQ +50.81% (+1.1K) YoY +32.50% (+768)	All Managers (Combined)	$280.1K	0.1% ($280.1K/$331.0M)	QoQ +34.73% (+$72.2K) YoY +38.98% (+$78.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	592	QoQ +1.02% (-6) YoY +23.07% (+111)	All Managers (Combined)	$277.6K	0.1% ($277.6K/$331.0M)	QoQ -7.27% (-$21.8K) YoY +29.71% (+$63.6K)
Eaton Corp plc(ETNcusipG29183103)	1.0K	QoQ +36.09% (+270) YoY NEW(+1.0K)	All Managers (Combined)	$276.9K	0.1% ($276.9K/$331.0M)	QoQ +11.52% (+$28.6K) YoY NEW(+$276.9K)
DOMINION ENERGY, INC(Dcusip25746U109)	4.9K	QoQ +0.32% (+16) YoY NEW(+4.9K)	All Managers (Combined)	$274.6K	0.1% ($274.6K/$331.0M)	QoQ +4.44% (+$11.7K) YoY NEW(+$274.6K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	496	QoQ -5.70% (-30) YoY NEW(+496)	All Managers (Combined)	$270.9K	0.1% ($270.9K/$331.0M)	QoQ -9.99% (-$30.1K) YoY NEW(+$270.9K)
(cusip464287770)✕	3.4K	QoQ -1.75% (-61) YoY -37.77% (-2.1K)	All Managers (Combined)	$268.9K	0.1% ($268.9K/$331.0M)	QoQ -0.81% (-$2.2K) YoY -25.46% (-$91.9K)
(cusip81369Y308)✕	3.2K	QoQ +0.40% (+13) YoY -49.88% (-3.2K)	All Managers (Combined)	$264.3K	0.1% ($264.3K/$331.0M)	QoQ +4.31% (+$10.9K) YoY -45.82% (-$223.5K)
(cusip316092204)✕	3.1K	QoQ -0.06% (-2) YoY NEW(+3.1K)	All Managers (Combined)	$264.1K	0.1% ($264.1K/$331.0M)	QoQ -13.34% (-$40.7K) YoY NEW(+$264.1K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ +3.71% (+40) YoY NEW(+1.1K)	All Managers (Combined)	$263.7K	0.1% ($263.7K/$331.0M)	QoQ +7.94% (+$19.4K) YoY NEW(+$263.7K)
BOEING CO(BAcusip097023105)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$263.5K	0.1% ($263.5K/$331.0M)	QoQ NEW(+$263.5K) YoY NEW(+$263.5K)
Xylem Inc.(XYLcusip98419M100)	2.2K	QoQ +0.04% (+1) YoY NEW(+2.2K)	All Managers (Combined)	$261.1K	0.1% ($261.1K/$331.0M)	QoQ +3.01% (+$7.6K) YoY NEW(+$261.1K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	2.2K	QoQ +0.27% (-6) YoY NEW(+2.2K)	All Managers (Combined)	$261.1K	0.1% ($261.1K/$331.0M)	QoQ -9.30% (-$26.8K) YoY NEW(+$261.1K)
(cusip74347G440)✕	14.2K	QoQ +4.28% (-584) YoY NEW(+14.2K)	All Managers (Combined)	$260.2K	0.1% ($260.2K/$331.0M)	QoQ -16.12% (-$50.0K) YoY NEW(+$260.2K)