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

Page 3 of 14

Sort by:

47804J206

Shares:29.8K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$331.0M)

Mastercard Inc

MA|57636Q104

Shares:3.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$331.0M)

RTX Corp

RTX|75513E101

Shares:12.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$331.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$331.0M)

STARBUCKS CORP

SBUX|855244109

Shares:16.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$331.0M)

464287804

IJR|464287804

Shares:14.3K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$331.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:5.5K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$331.0M)

FAIR ISAAC CORP

FICO|303250104

Shares:801

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$331.0M)

97717X669

Shares:18.4K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$331.0M)

MORGAN STANLEY

MS|617446448

Shares:12.6K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$331.0M)

922908629

VO|922908629

Shares:5.5K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$331.0M)

Broadcom Inc.

AVGO|11135F101

Shares:8.4K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$331.0M)

464287721

Shares:9.9K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$331.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:3.9K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$331.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:17.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$331.0M)

SHOPIFY INC.

SHOP|82509L107

Shares:13.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$331.0M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:3.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$331.0M)

EQT Corp

EQT|26884L109

Shares:22.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$331.0M)

78464A409

SPYG|78464A409

Shares:14.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$331.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$331.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47804J206)✕	29.8K	QoQ +1.05% (-311) YoY +15.67% (+4.0K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$331.0M)	QoQ -3.05% (-$53.9K) YoY +15.40% (+$228.0K)
Mastercard Inc(MAcusip57636Q104)	3.0K	QoQ +2.70% (+80) YoY +163.82% (+1.9K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$331.0M)	QoQ +6.94% (+$107.9K) YoY +198.67% (+$1.1M)
RTX Corp(RTXcusip75513E101)	12.2K	QoQ +7.96% (+903) YoY +404.19% (+9.8K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$331.0M)	QoQ +23.56% (+$309.4K) YoY +587.34% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$331.0M)	QoQ +17.25% (+$235.0K) YoY NEW(+$1.6M)
STARBUCKS CORP(SBUXcusip855244109)	16.0K	QoQ +1.65% (+260) YoY +94.28% (+7.7K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$331.0M)	QoQ +9.05% (+$130.0K) YoY +107.74% (+$811.8K)
(IJRcusip464287804)	14.3K	QoQ +2.05% (-289) YoY +13.87% (+1.7K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$331.0M)	QoQ -7.37% (-$119.3K) YoY +5.64% (+$80.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	5.5K	QoQ +0.54% (-30) YoY +280.17% (+4.1K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$331.0M)	QoQ -8.86% (-$145.1K) YoY +343.43% (+$1.2M)
FAIR ISAAC CORP(FICOcusip303250104)	801	QoQ +12.02% (+86) YoY NEW(+801)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$331.0M)	QoQ +3.76% (+$53.7K) YoY NEW(+$1.5M)
(cusip97717X669)✕	18.4K	QoQ -0.72% (-135) YoY -26.57% (-6.7K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$331.0M)	QoQ -2.03% (-$30.7K) YoY -22.50% (-$427.5K)
MORGAN STANLEY(MScusip617446448)	12.6K	QoQ +0.14% (-18) YoY +421.78% (+10.2K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$331.0M)	QoQ -7.06% (-$111.6K) YoY +545.87% (+$1.2M)
(VOcusip922908629)	5.5K	QoQ -0.18% (-10) YoY +51.49% (+1.9K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$331.0M)	QoQ -2.26% (-$32.9K) YoY +56.50% (+$514.2K)
Broadcom Inc.(AVGOcusip11135F101)	8.4K	QoQ +11.33% (-850) YoY +3713.69% (+8.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$331.0M)	QoQ -19.62% (-$341.5K) YoY +381.78% (+$1.1M)
(cusip464287721)✕	9.9K	QoQ +2.34% (-227) YoY +30.19% (+2.3K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$331.0M)	QoQ -9.89% (-$152.7K) YoY +27.20% (+$297.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	3.9K	QoQ +9.57% (+342) YoY NEW(+3.9K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$331.0M)	QoQ +12.91% (+$157.8K) YoY NEW(+$1.4M)
NEXTERA ENERGY INC(NEEcusip65339F101)	17.8K	QoQ +2.98% (+516) YoY NEW(+17.8K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$331.0M)	QoQ +1.83% (+$22.7K) YoY NEW(+$1.3M)
SHOPIFY INC.(SHOPcusip82509L107)	13.2K	QoQ -4.55% (-628) YoY +134.66% (+7.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$331.0M)	QoQ -14.29% (-$209.6K) YoY +190.02% (+$823.7K)
HCA Healthcare, Inc.(HCAcusip40412C101)	3.6K	QoQ -1.51% (-55) YoY +369.86% (+2.8K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$331.0M)	QoQ +13.37% (-$145.5K) YoY +386.45% (+$980.2K)
EQT Corp(EQTcusip26884L109)	22.6K	QoQ -11.67% (-3.0K) YoY NEW(+22.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$331.0M)	QoQ +2.35% (-$27.8K) YoY NEW(+$1.2M)
(SPYGcusip78464A409)	14.9K	QoQ -2.59% (-398) YoY -32.42% (-7.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$331.0M)	QoQ -10.93% (-$147.5K) YoY -24.71% (-$394.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.8K	QoQ +27.07% (+1.0K) YoY NEW(+4.8K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$331.0M)	QoQ +43.73% (+$365.1K) YoY NEW(+$1.2M)