Institutional Fund
Interchange Capital Partners, LLC
Pittsburgh, PACIK 18459986 filings on record
Portfolio Value
$316.41M
Q1 2026
Holdings
279
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-41.3%
from $539.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.4%
- Ishares Tr3.7%
- J P Morgan Exchange Traded F3.5%
- Microsoft Corp2.9%
- Strive Inc2.8%
- Vanguard Index Fds2.6%
- Other79.0%
Portfolio Holdings
279 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 72.5K | $17.20M | 5.4% | −12.2K | Reduced |
| 2 | Ishares Tr | 298.1K | $11.83M | 3.7% | −30.8K | Reduced |
| 3 | J P Morgan Exchange Traded F | 219.0K | $11.14M | 3.5% | −535.0K | Reduced |
| 4 | Microsoft Corp | 24.8K | $9.27M | 2.9% | −8.6K | Reduced |
| 5 | Strive Inc | 880.6K | $8.82M | 2.8% | +880.6K | New |
| 6 | Vanguard Index Fds | 47.9K | $8.27M | 2.6% | +481 | Added |
| 7 | Ishares Tr | 85.4K | $6.68M | 2.1% | −8.1K | Reduced |
| 8 | Medicus Pharma Ltd | 1.66M | $6.18M | 2.0% | +75.0K | Added |
| 9 | J P Morgan Exchange Traded F | 119.9K | $6.07M | 1.9% | −44.6K | Reduced |
| 10 | Ishares Tr | 10.7K | $6.05M | 1.9% | −895 | Reduced |
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