1y return+10.4%S&P 500 +20.9%
3y return+44.5%S&P 500 +68.5%
5y return+31.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $148 against $200 in the S&P 500.2
Interchange Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $22.5M | 4.2% | +7.3% |
| JMSTJ P Morgan Exchange Traded F | $18.4M | 3.5% | +64.3% |
| IQLTIshares Tr | $14.7M | 2.8% | |
| NVDANvidia Corporation | $14.0M | 2.6% | +83.8% |
| MSFTMicrosoft Corp | $12.1M | 2.3% | +31.0% |
| JAAAJanus Detroit Str Tr | $11.3M | 2.1% | +1326.0% |
| GOOGLAlphabet Inc | $11.1M | 2.1% | +42.6% |
| JPSTJ P Morgan Exchange Traded F | $9.9M | 1.9% | +62.8% |
| ASSTStrive Inc | $9.6M | 1.8% | |
| VTVVanguard Index Fds | $9.5M | 1.8% | −8.9% |
| AMZNAmazon Com Inc | $8.4M | 1.6% | +35.8% |
| IVVIshares Tr | $8.1M | 1.5% | +1.9% |
| VLUEIshares Tr | $7.9M | 1.5% | +2.6% |
| GOOGAlphabet Inc | $7.5M | 1.4% | +28.9% |
| IEMGIshares Inc | $7.3M | 1.4% | +11.2% |
| MUMicron Technology Inc | $7.0M | 1.3% | +31.5% |
| IEFAIshares Tr | $6.9M | 1.3% | −16.1% |
| TSLATesla Inc | $6.1M | 1.1% | +16.8% |
| AVGOBroadcom Inc | $6.0M | 1.1% | +88.5% |
| JPMJpmorgan Chase & Co | $5.7M | 1.1% | +18.4% |
| METAMeta Platforms Inc | $5.6M | 1.1% | +33.5% |
| TSMTaiwan Semiconductor Manufac | $5.0M | 0.9% | +39.5% |
| AMATApplied Matls Inc | $4.5M | 0.9% | +12.3% |
| SPYState Str Spdr S&p 500 Etf T | $4.4M | 0.8% | −2.5% |
| ABBVAbbvie Inc | $4.1M | 0.8% | +7.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $14.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $3.2M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $6.0M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $7.5M |
| AMATApplied Matls Inc | June 30, 2024 | +206.4% | $4.5M |
| MSMorgan Stanley | December 31, 2020 | +205.0% | $3.0M |
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $5.0M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $5.6M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $5.7M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $11.1M |
Sold off last quarter
- HEFAIshares Tr was $462K
- EXIIshares Tr was $395K
- SPSMSpdr Series Trust was $384K
- PYPLPaypal Hldgs Inc was $341K
- Ishares Ethereum TrCUSIP 46438R105 was $287K
- PHMPulte Group Inc was $273K
- XLPSelect Sector Spdr Tr was $264K
- SNYSanofi Sa was $262K
- BTIBritish Amern Tob PLC was $262K
- JJacobs Solutions Inc was $261K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | −2.8% | +2.4% |
| September 30, 2025 | +3.7% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −16.8% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Interchange Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1845998&type=13F-HR&dateb=&owner=include&count=40CIK 1845998
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1845998/000184599826000004/Filed July 20, 2026 · accession 0001845998-26-000004