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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Alphabet Inc.

GOOGL|02079K305

Shares:19.5K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$331.0M)

464287309

IVW|464287309

Shares:30.7K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$331.0M)

HOME DEPOT, INC.

HD|437076102

Shares:7.7K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$331.0M)

389637109

Shares:37.5K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$331.0M)

09290C103

Shares:47.7K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$331.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.4K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$331.0M)

921946794

VYMI|921946794

Shares:31.2K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$331.0M)

VISA INC.

V|92826C839

Shares:6.4K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$331.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.2K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$331.0M)

69344A107

Shares:42.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$331.0M)

25434V807

Shares:53.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$331.0M)

464287408

IVE|464287408

Shares:11.0K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$331.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:15.3K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$331.0M)

464286608

Shares:36.3K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$331.0M)

46434G764

EMXC|46434G764

Shares:34.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$331.0M)

46641Q217

Shares:33.8K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$331.0M)

922908769

VTI|922908769

Shares:6.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$331.0M)

316188309

Shares:39.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$331.0M)

464288877

Shares:30.4K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$331.0M)

Marathon Petroleum Corp

MPC|56585A102

Shares:12.0K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$331.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	19.5K	QoQ +3.79% (-713) YoY +48.96% (+6.4K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$331.0M)	QoQ -15.05% (-$535.0K) YoY +52.81% (+$1.0M)
(IVWcusip464287309)	30.7K	QoQ +1.65% (-500) YoY +60.20% (+11.5K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$331.0M)	QoQ -7.05% (-$215.9K) YoY +58.46% (+$1.0M)
HOME DEPOT, INC.(HDcusip437076102)	7.7K	QoQ +0.19% (-15) YoY +423.36% (+6.2K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$331.0M)	QoQ -5.57% (-$165.9K) YoY +401.73% (+$2.2M)
(cusip389637109)✕	37.5K	QoQ -2.29% (-881) YoY +159.34% (+23.0K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$331.0M)	QoQ -13.97% (-$396.9K) YoY +167.79% (+$1.5M)
(cusip09290C103)✕	47.7K	QoQ +2.30% (-1.1K) YoY +7.89% (+3.5K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$331.0M)	QoQ -2.66% (-$63.8K) YoY +11.81% (+$245.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.4K	QoQ -1.60% (-72) YoY +192.39% (+2.9K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$331.0M)	QoQ +1.94% (-$44.2K) YoY +206.70% (+$1.6M)
(VYMIcusip921946794)	31.2K	QoQ +1.28% (+397) YoY -6.15% (-2.0K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$331.0M)	QoQ +9.63% (+$202.1K) YoY +0.28% (-$6.5K)
VISA INC.(Vcusip92826C839)	6.4K	QoQ +2.57% (+160) YoY +65.57% (+2.5K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$331.0M)	QoQ +13.92% (+$273.4K) YoY +105.98% (+$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.2K	QoQ +3.72% (+149) YoY +700.00% (+3.6K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$331.0M)	QoQ +21.86% (+$396.8K) YoY +913.18% (+$2.0M)
(cusip69344A107)✕	42.9K	QoQ -6.53% (-3.0K) YoY NEW(+42.9K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$331.0M)	QoQ -6.19% (-$140.8K) YoY NEW(+$2.1M)
(cusip25434V807)✕	53.6K	QoQ NEW(+53.6K) YoY NEW(+53.6K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$331.0M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(IVEcusip464287408)	11.0K	QoQ +44.01% (+3.4K) YoY +60.23% (+4.1K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$331.0M)	QoQ +43.78% (+$638.1K) YoY +62.66% (+$807.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	15.3K	QoQ +2.79% (+416) YoY +706.33% (+13.4K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$331.0M)	QoQ +20.55% (+$345.6K) YoY +844.04% (+$1.8M)
(cusip464286608)✕	36.3K	QoQ -14.81% (-6.3K) YoY -10.23% (-4.1K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$331.0M)	QoQ -3.92% (-$78.9K) YoY -6.23% (-$128.2K)
(EMXCcusip46434G764)	34.5K	QoQ -21.17% (-9.3K) YoY +32.65% (+8.5K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$331.0M)	QoQ -21.68% (-$526.3K) YoY +16.58% (+$270.4K)
(cusip46641Q217)✕	33.8K	QoQ +0.26% (+88) YoY -19.01% (-7.9K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$331.0M)	QoQ +2.28% (+$42.3K) YoY -22.50% (-$550.6K)
(VTIcusip922908769)	6.7K	QoQ -0.13% (-9) YoY +753.33% (+5.9K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$331.0M)	QoQ -5.29% (-$102.2K) YoY +802.41% (+$1.6M)
(cusip316188309)✕	39.9K	QoQ -6.90% (-3.0K) YoY +17.62% (+6.0K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$331.0M)	QoQ +2.73% (-$48.6K) YoY +17.99% (+$278.1K)
(cusip464288877)✕	30.4K	QoQ -24.47% (-9.8K) YoY +25.33% (+6.1K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$331.0M)	QoQ -15.15% (-$319.8K) YoY +43.10% (+$539.1K)
Marathon Petroleum Corp(MPCcusip56585A102)	12.0K	QoQ +5.40% (+616) YoY +153.59% (+7.3K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$331.0M)	QoQ +9.81% (+$156.5K) YoY +83.18% (+$795.2K)