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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VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.1K

Value:$527.5K

% of Portfolio:0.2% ($527.5K/$331.0M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:3.0K

Value:$524.4K

% of Portfolio:0.2% ($524.4K/$331.0M)

Fortinet, Inc.

FTNT|34959E109

Shares:5.4K

Value:$516.8K

% of Portfolio:0.2% ($516.8K/$331.0M)

464287325

Shares:5.6K

Value:$513.5K

% of Portfolio:0.2% ($513.5K/$331.0M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:12.1K

Value:$503.8K

% of Portfolio:0.2% ($503.8K/$331.0M)

464288760

Shares:3.3K

Value:$502.8K

% of Portfolio:0.2% ($502.8K/$331.0M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.9K

Value:$497.7K

% of Portfolio:0.2% ($497.7K/$331.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.2K

Value:$496.5K

% of Portfolio:0.1% ($496.5K/$331.0M)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$481.7K

% of Portfolio:0.1% ($481.7K/$331.0M)

464287168

DVY|464287168

Shares:3.5K

Value:$476.5K

% of Portfolio:0.1% ($476.5K/$331.0M)

46434V803

HEFA|46434V803

Shares:12.9K

Value:$466.9K

% of Portfolio:0.1% ($466.9K/$331.0M)

33734X846

Shares:7.3K

Value:$462.0K

% of Portfolio:0.1% ($462.0K/$331.0M)

92204A702

VGT|92204A702

Shares:851

Value:$461.0K

% of Portfolio:0.1% ($461.0K/$331.0M)

46429B663

Shares:3.8K

Value:$460.9K

% of Portfolio:0.1% ($460.9K/$331.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.0K

Value:$460.1K

% of Portfolio:0.1% ($460.1K/$331.0M)

INTUIT INC.

INTU|461202103

Shares:743

Value:$456.2K

% of Portfolio:0.1% ($456.2K/$331.0M)

389930207

Shares:12.4K

Value:$454.0K

% of Portfolio:0.1% ($454.0K/$331.0M)

CATERPILLAR INC

CAT|149123101

Shares:1.4K

Value:$446.5K

% of Portfolio:0.1% ($446.5K/$331.0M)

464287523

Shares:2.3K

Value:$441.2K

% of Portfolio:0.1% ($441.2K/$331.0M)

46434V613

Shares:9.5K

Value:$438.2K

% of Portfolio:0.1% ($438.2K/$331.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.1K	QoQ +5.01% (+52) YoY +33.99% (+276)	All Managers (Combined)	$527.5K	0.2% ($527.5K/$331.0M)	QoQ +26.07% (+$109.1K) YoY +46.73% (+$168.0K)
Coinbase Global, Inc.(COINcusip19260Q107)	3.0K	QoQ +5.39% (-156) YoY -9.69% (-327)	All Managers (Combined)	$524.4K	0.2% ($524.4K/$331.0M)	QoQ -26.89% (-$192.9K) YoY -38.31% (-$325.8K)
Fortinet, Inc.(FTNTcusip34959E109)	5.4K	QoQ +21.05% (+934) YoY NEW(+5.4K)	All Managers (Combined)	$516.8K	0.2% ($516.8K/$331.0M)	QoQ +12.41% (+$57.1K) YoY NEW(+$516.8K)
(cusip464287325)✕	5.6K	QoQ +0.10% (+6) YoY -5.39% (-321)	All Managers (Combined)	$513.5K	0.2% ($513.5K/$331.0M)	QoQ +6.14% (+$29.7K) YoY -9.99% (-$57.0K)
Robinhood Markets, Inc.(HOODcusip770700102)	12.1K	QoQ -21.12% (-3.2K) YoY -43.86% (-9.5K)	All Managers (Combined)	$503.8K	0.2% ($503.8K/$331.0M)	QoQ -11.90% (-$68.1K) YoY +15.86% (-$69.0K)
(cusip464288760)✕	3.3K	QoQ +22.04% (+596) YoY -28.80% (-1.3K)	All Managers (Combined)	$502.8K	0.2% ($502.8K/$331.0M)	QoQ +27.99% (+$110.0K) YoY -18.51% (-$114.2K)
T-Mobile US, Inc.(TMUScusip872590104)	1.9K	QoQ -8.57% (-175) YoY -2.66% (-51)	All Managers (Combined)	$497.7K	0.2% ($497.7K/$331.0M)	QoQ +11.21% (-$50.2K) YoY +57.50% (-$181.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.2K	QoQ -4.72% (-207) YoY +104.05% (+2.1K)	All Managers (Combined)	$496.5K	0.1% ($496.5K/$331.0M)	QoQ +7.04% (-$32.7K) YoY +108.77% (+$258.7K)
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$481.7K	0.1% ($481.7K/$331.0M)	QoQ +20.43% (+$81.7K) YoY NEW(+$481.7K)
(DVYcusip464287168)	3.5K	QoQ -1.25% (-45) YoY +2.27% (+79)	All Managers (Combined)	$476.5K	0.1% ($476.5K/$331.0M)	QoQ +1.00% (-$4.7K) YoY +11.50% (+$49.2K)
(HEFAcusip46434V803)	12.9K	QoQ NEW(+12.9K) YoY -19.58% (-3.1K)	All Managers (Combined)	$466.9K	0.1% ($466.9K/$331.0M)	QoQ NEW(+$466.9K) YoY -25.11% (-$156.6K)
(cusip33734X846)✕	7.3K	QoQ -1.03% (-77) YoY +46.80% (+2.3K)	All Managers (Combined)	$462.0K	0.1% ($462.0K/$331.0M)	QoQ -1.74% (-$8.2K) YoY +68.81% (+$188.3K)
(VGTcusip92204A702)	851	QoQ +3.52% (-29) YoY +66.86% (+341)	All Managers (Combined)	$461.0K	0.1% ($461.0K/$331.0M)	QoQ -9.69% (-$49.5K) YoY +72.73% (+$194.1K)
(cusip46429B663)✕	3.8K	QoQ 0.00% (+0) YoY +18.38% (+591)	All Managers (Combined)	$460.9K	0.1% ($460.9K/$331.0M)	QoQ +7.89% (+$33.7K) YoY +30.10% (+$106.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.0K	QoQ +0.80% (+24) YoY +77.85% (+1.3K)	All Managers (Combined)	$460.1K	0.1% ($460.1K/$331.0M)	QoQ +0.81% (+$3.7K) YoY +61.25% (+$174.8K)
INTUIT INC.(INTUcusip461202103)	743	QoQ +3.19% (+23) YoY -22.36% (-214)	All Managers (Combined)	$456.2K	0.1% ($456.2K/$331.0M)	QoQ +0.40% (+$1.9K) YoY -29.51% (-$191.0K)
(cusip389930207)✕	12.4K	QoQ +16.67% (+1.8K) YoY NEW(+12.4K)	All Managers (Combined)	$454.0K	0.1% ($454.0K/$331.0M)	QoQ +1.68% (+$7.5K) YoY NEW(+$454.0K)
CATERPILLAR INC(CATcusip149123101)	1.4K	QoQ +19.08% (+217) YoY +112.55% (+717)	All Managers (Combined)	$446.5K	0.1% ($446.5K/$331.0M)	QoQ +8.22% (+$33.9K) YoY +87.82% (+$208.8K)
(cusip464287523)✕	2.3K	QoQ +24.89% (+461) YoY +137.71% (+1.3K)	All Managers (Combined)	$441.2K	0.1% ($441.2K/$331.0M)	QoQ +10.55% (+$42.1K) YoY +96.47% (+$216.7K)
(cusip46434V613)✕	9.5K	QoQ -0.37% (-36) YoY -10.93% (-1.2K)	All Managers (Combined)	$438.2K	0.1% ($438.2K/$331.0M)	QoQ +1.56% (-$6.7K) YoY -13.90% (-$70.7K)