account_balance

Investment manager · 13F filer · SEC CIK 1845998

Interchange Capital Partners, LLC

Reported value$598Mas of Sep 30, 2026
Positions449 50 new, 31 sold out
Top 10 weight28.3%JMST alone is 4%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JMST J P Morgan Exchange Traded F 4.5% Added +47%
AAPL Apple Inc. 4.3% HeldASST Strive, Inc. 4.3% HeldMSFT Microsoft Corp 2.8% HeldNVDA NVIDIA Corp 2.7% Held
JAAA Janus Detroit STR Tr 2.6% Added +43%
IQLT iShares Tr 2.3% Trimmed −8%
GOOGL Alphabet Inc. 1.8% Held
VTV Vanguard Index FDS 1.6% Held
AMZN Amazon.com Inc 1.5% Held
JPST J P Morgan Exchange Traded F 1.4% Trimmed −16%
IVV iShares Tr 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • SPCX $3.4M
  • AVUV $1.62M
  • ACWX $885K
  • IAUM $820K
arrow_upwardAdded
  • COIN +404%
  • PULS +231%
  • CGMU +208%
  • EVIM +195%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist