Interchange Capital Partners, LLC holds a diversified book of 430 stocks worth $531.7M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Ishares Msci International Q. Their largest long position is Apple Inc at 4% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845998/holdings"
Use Arkolith to show Interchange Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 8.5 points over this window.
Growth of $10,000 cloning Interchange Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Interchange Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $629.4B |
| LPL Financial LLC | 80 / 80 | $97.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $96.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.7B |
| IFP Advisors, Inc | 80 / 80 | $1.5B |
| FMR LLC | 79 / 80 | $871.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $607.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $445.6B |
Ranked by how many of Interchange Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $22.5M | 77.8K | 4.2% | ▲+7.3% Added · +5K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $18.4M | 359.9K | 3.5% | ▲+64% Added · +141K sh | |
| 3 | Ishares TR MSCI INTL QUALTY | $14.7M | 295.8K | 2.8% | ▼−0.8% Reduced · −2K sh | |
| 4 | Nvidia Corporation COM | $14.0M | 70.2K | 2.6% | ▲+84% Added · +32K sh | |
| 5 | Microsoft Corp COM | $12.1M | 32.5K | 2.3% | ▲+31% Added · +8K sh | |
| 6 | Janus Detroit STR TR HENDRSON AAA CL | $11.3M | 223.0K | 2.1% | ▲14× Added · +207K sh | |
| 7 | Alphabet Inc CAP STK CL A | $11.1M | 31.1K | 2.1% | ▲+43% Added · +9K sh | |
| 8 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $9.9M | 195.3K | 1.9% | ▲+63% Added · +75K sh | |
| 9 | Strive Inc CL A COM | $9.6M | 882.1K | 1.8% | ▲+0.2% Added · +2K sh | |
| 10 | Vanguard Index FDS VALUE ETF | $9.5M | 43.6K | 1.8% | ▼−8.9% Reduced · −4K sh | |
| 11 | Amazon Com Inc COM | $8.4M | 35.1K | 1.6% | ▲+36% Added · +9K sh | |
| 12 | Ishares TR CORE S&P500 ETF | $8.1M | 10.9K | 1.5% | ▲+1.9% Added · +199 sh | |
| 13 | Ishares TR MSCI USA VALUE | $7.9M | 39.4K | 1.5% | ▲+2.6% Added · +1K sh | |
| 14 | Alphabet Inc CAP STK CL C | $7.5M | 21.2K | 1.4% | ▲+29% Added · +5K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $7.3M | 88.6K | 1.4% | ▲+11% Added · +9K sh | |
| 16 | Micron Technology Inc COM | $7.0M | 6.0K | 1.3% | ▲+31% Added · +1K sh | |
| 17 | Ishares TR CORE MSCI EAFE | $6.9M | 71.6K | 1.3% | ▼−16% Reduced · −14K sh | |
| 18 | Tesla Inc COM | $6.1M | 14.5K | 1.1% | ▲+17% Added · +2K sh | |
| 19 | Broadcom Inc COM | $6.0M | 15.9K | 1.1% | ▲+89% Added · +7K sh | |
| 20 | JPMorgan Chase & Co COM | $5.7M | 17.4K | 1.1% | ▲+18% Added · +3K sh | |
| 21 | Meta Platforms Inc CL A | $5.6M | 10.0K | 1.1% | ▲+34% Added · +2K sh | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.0M | 10.4K | 0.9% | ▲+40% Added · +3K sh | |
| 23 | Applied Matls Inc COM | $4.5M | 6.3K | 0.9% | ▲+12% Added · +684 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $4.4M | 5.9K | 0.8% | ▼−2.5% Reduced · −151 sh | |
| 25 | Abbvie Inc COM | $4.1M | 16.2K | 0.8% | ▲+7.8% Added · +1K sh | |
| 26 | Crowdstrike Hldgs Inc CL A | $3.7M | 4.8K | 0.7% | ▲+19% Added · +775 sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $3.4M | 24.7K | 0.6% | ▼−21% Reduced · −7K sh | |
| 28 | Johnson & Johnson COM | $3.4M | 13.4K | 0.6% | ▲+176% Added · +9K sh | |
| 29 | Unitedhealth Group Inc COM | $3.4M | 8.1K | 0.6% | ▲+88% Added · +4K sh | |
| 30 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.2M | 57.1K | 0.6% | ▲+11% Added · +6K sh | |
| 31 | Ishares TR S&P 500 VAL ETF | $3.2M | 14.0K | 0.6% | ▲+22% Added · +3K sh | |
| 32 | BlackRock ETF Trust ISHARES US EQUIT | $3.2M | 46.5K | 0.6% | ▼−5.5% Reduced · −3K sh | |
| 33 | Lam Research Corp COM NEW | $3.2M | 7.3K | 0.6% | ▲+32% Added · +2K sh | |
| 34 | Morgan Stanley COM NEW | $3.0M | 14.6K | 0.6% | ▲+15% Added · +2K sh | |
| 35 | Ishares TR MSCI USA QLT FCT | $3.0M | 13.7K | 0.6% | ▼−43% Reduced · −10K sh | |
| 36 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.0M | 42.0K | 0.6% | ▲+5.5% Added · +2K sh | |
| 37 | American Centy ETF TR INTL EQT ETF | $2.9M | 32.2K | 0.5% | ▲+853% Added · +29K sh | |
| 38 | John Hancock Exchange Traded MULTIFACTOR MI | $2.8M | 38.0K | 0.5% | ▲+40% Added · +11K sh | |
| 39 | Visa Inc COM CL A | $2.8M | 8.2K | 0.5% | ▲+24% Added · +2K sh | |
| 40 | Vanguard Whitehall FDS INTL HIGH ETF | $2.8M | 28.7K | 0.5% | ▼−8.3% Reduced · −3K sh | |
| 41 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.8M | 41.1K | 0.5% | ▲+320% Added · +31K sh | |
| 42 | Marathon Pete Corp COM | $2.8M | 10.8K | 0.5% | ▼−2.3% Reduced · −254 sh | |
| 43 | Intel Corp COM | $2.8M | 19.7K | 0.5% | ▲+7.5% Added · +1K sh | |
| 44 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.5% | ▲+80% Added · +1K sh | |
| 45 | Advanced Micro Devices Inc COM | $2.7M | 4.6K | 0.5% | ▼−3.0% Reduced · −145 sh | |
| 46 | ASML Hldg NV N Y REGISTRY SHS | $2.6M | 1.3K | 0.5% | ▲+59% Added · +483 sh | |
| 47 | Ishares Gold TR ISHARES NEW | $2.6M | 34.2K | 0.5% | ▼−21% Reduced · −9K sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $2.5M | 5.1K | 0.5% | ▲+13% Added · +597 sh | |
| 49 | RTX Corporation COM | $2.4M | 12.8K | 0.5% | ▲+5.9% Added · +712 sh | |
| 50 | Sandisk Corp COM | $2.4M | 1.1K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 430 | $531.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 309 | $316.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 424 | $539.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 365 | $510.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 280 | $432.9M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 299 | $357.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 266 | $277.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.