Interchange Capital Partners, LLC

CIK 0001845998 • 7 13F filings • Apr 30, 2025 – Jul 20, 2026

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Filer information

Filed by: Interchange Capital Partners, LLC, Senior Director-Relationship Management
Address: 301 GRANT STREET, SUITE 3550, PITTSBURGH, PA, 15219
Phone: 412-307-4204
AUM: $539.1M

AUM over time

$531.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $357.0M269 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$101K	0.0%	11,516 SH
ABBOTT LABS	COM	$2.0M	0.6%	15,280 SH
ABBVIE INC	COM	$3.1M	0.9%	14,709 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$290K	0.1%	928 SH
ADOBE INC	COM	$781K	0.2%	2,037 SH
ADVANCED MICRO DEVICES INC	COM	$595K	0.2%	6,387 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$353K	0.1%	4,122 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.8%	19,520 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.7%	17,530 SH
ALTRIA GROUP INC	COM	$433K	0.1%	7,219 SH
AMAZON COM INC	COM	$4.7M	1.3%	24,926 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.4%	5,543 SH
AMERICAN INTL GROUP INC	COM NEW	$247K	0.1%	2,842 SH
AMERIPRISE FINL INC	COM	$381K	0.1%	789 SH
AMGEN INC	COM	$482K	0.1%	1,546 SH
APPLE INC	COM	$17.9M	5.0%	80,430 SH
APPLIED MATLS INC	COM	$802K	0.2%	5,527 SH
APPLOVIN CORP	COM CL A	$779K	0.2%	2,939 SH
ARCHER AVIATION INC	COM CL A	$133K	0.0%	18,843 SH
ARISTA NETWORKS INC	COM SHS	$867K	0.2%	11,188 SH
ARK 21SHARES BITCOIN ETF	SHS BEN INT	$886K	0.2%	10,782 SH
ARK ETF TR	INNOVATION ETF	$242K	0.1%	5,084 SH
ASML HOLDING N V	N Y REGISTRY SHS	$382K	0.1%	577 SH
AT&T INC	COM	$201K	0.1%	7,097 SH
AVALONBAY CMNTYS INC	COM	$393K	0.1%	1,833 SH
AXON ENTERPRISE INC	COM	$660K	0.2%	1,254 SH
BANK AMERICA CORP	COM	$674K	0.2%	16,156 SH
BANK NEW YORK MELLON CORP	COM	$304K	0.1%	3,626 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.4%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	0.6%	4,152 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.3M	0.7%	47,747 SH
BLACKROCK INC	COM	$365K	0.1%	386 SH
BOEING CO	COM	$264K	0.1%	1,545 SH
BOOKING HOLDINGS INC	COM	$384K	0.1%	83 SH
BOSTON SCIENTIFIC CORP	COM	$232K	0.1%	2,297 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$250K	0.1%	6,034 SH
BROADCOM INC	COM	$1.4M	0.4%	8,352 SH
BUILDERS FIRSTSOURCE INC	COM	$691K	0.2%	5,532 SH
CADENCE DESIGN SYSTEM INC	COM	$529K	0.1%	2,079 SH
CARRIER GLOBAL CORPORATION	COM	$332K	0.1%	5,238 SH
CATERPILLAR INC	COM	$446K	0.1%	1,354 SH
CHEVRON CORP NEW	COM	$964K	0.3%	5,763 SH
CHIPOTLE MEXICAN GRILL INC	COM	$242K	0.1%	5,306 SH
CHUBB LIMITED	COM	$431K	0.1%	1,428 SH
CISCO SYS INC	COM	$545K	0.2%	8,832 SH
COCA COLA CO	COM	$533K	0.1%	7,437 SH
COINBASE GLOBAL INC	COM CL A	$524K	0.1%	3,045 SH
COLGATE PALMOLIVE CO	COM	$224K	0.1%	2,393 SH
COMCAST CORP NEW	CL A	$735K	0.2%	21,069 SH
CONSTELLATION ENERGY CORP	COM	$307K	0.1%	1,614 SH
COSTCO WHSL CORP NEW	COM	$957K	0.3%	1,012 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$252K	0.1%	7,419 SH
CROWDSTRIKE HLDGS INC	CL A	$1.4M	0.4%	3,914 SH
DANAHER CORPORATION	COM	$397K	0.1%	1,939 SH
DECKERS OUTDOOR CORP	COM	$209K	0.1%	1,868 SH
DEERE & CO	COM	$225K	0.1%	478 SH
DELL TECHNOLOGIES INC	CL C	$263K	0.1%	3,137 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.1M	0.6%	53,623 SH
DISNEY WALT CO	COM	$560K	0.2%	5,674 SH
DOMINION ENERGY INC	COM	$275K	0.1%	4,897 SH
DOORDASH INC	CL A	$343K	0.1%	1,879 SH
DUKE ENERGY CORP NEW	COM NEW	$338K	0.1%	2,771 SH
EATON CORP PLC	SHS	$277K	0.1%	1,018 SH
ELI LILLY & CO	COM	$1.0M	0.3%	1,260 SH
EQT CORP	COM	$1.2M	0.3%	22,600 SH
EXXON MOBIL CORP	COM	$497K	0.1%	4,175 SH
FAIR ISAAC CORP	COM	$1.5M	0.4%	801 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$264K	0.1%	3,125 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$834K	0.2%	5,174 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.8M	0.5%	39,944 SH
FIDELITY NATL INFORMATION SV	COM	$234K	0.1%	3,133 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$462K	0.1%	7,333 SH
FORTINET INC	COM	$517K	0.1%	5,369 SH
GE AEROSPACE	COM NEW	$537K	0.2%	2,682 SH
GENERAL MTRS CO	COM	$365K	0.1%	7,758 SH
GILEAD SCIENCES INC	COM	$212K	0.1%	1,888 SH
GOLDMAN SACHS GROUP INC	COM	$271K	0.1%	496 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$454K	0.1%	12,441 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.4M	0.7%	37,481 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$821K	0.2%	53,973 SH
HARTFORD INSURANCE GROUP INC	COM	$398K	0.1%	3,218 SH
HCA HEALTHCARE INC	COM	$1.2M	0.3%	3,571 SH
HOME DEPOT INC	COM	$2.8M	0.8%	7,662 SH
HONEYWELL INTL INC	COM	$208K	0.1%	980 SH
HUBSPOT INC	COM	$210K	0.1%	368 SH
INTEL CORP	COM	$524K	0.1%	33,623 SH
INTELLIA THERAPEUTICS INC	COM	$84K	0.0%	11,867 SH
INTERCONTINENTAL EXCHANGE IN	COM	$665K	0.2%	3,856 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.3%	4,825 SH
INTUIT	COM	$456K	0.1%	743 SH
INTUITIVE SURGICAL INC	COM NEW	$534K	0.1%	1,078 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$630K	0.2%	12,881 SH
INVESCO QQQ TR	UNIT SER 1	$278K	0.1%	592 SH
ISHARES ETHEREUM TR	SHS	$309K	0.1%	22,355 SH
ISHARES GOLD TR	ISHARES NEW	$4.1M	1.1%	69,633 SH
ISHARES INC	CORE MSCI EMKT	$4.9M	1.4%	90,067 SH
ISHARES INC	MSCI EMRG CHN	$1.9M	0.5%	34,505 SH
ISHARES INC	MSCI EURZONE ETF	$1.9M	0.5%	36,267 SH
ISHARES SILVER TR	ISHARES	$301K	0.1%	14,070 SH
ISHARES TR	CORE HIGH DV ETF	$461K	0.1%	3,805 SH
ISHARES TR	CORE MSCI EAFE	$7.8M	2.2%	103,601 SH
ISHARES TR	CORE S&P MCP ETF	$850K	0.2%	14,566 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.4%	14,320 SH
ISHARES TR	CORE S&P US VLU	$779K	0.2%	8,445 SH
ISHARES TR	CORE S&P500 ETF	$8.0M	2.2%	14,207 SH
ISHARES TR	CORE TOTAL USD	$438K	0.1%	9,509 SH
ISHARES TR	EAFE GRWTH ETF	$1.1M	0.3%	11,063 SH
ISHARES TR	EAFE SML CP ETF	$991K	0.3%	15,604 SH
ISHARES TR	EAFE VALUE ETF	$1.8M	0.5%	30,367 SH
ISHARES TR	EXPANDED TECH	$280K	0.1%	3,131 SH
ISHARES TR	GLOB HLTHCRE ETF	$513K	0.1%	5,631 SH
ISHARES TR	GLOB INDSTRL ETF	$413K	0.1%	2,844 SH
ISHARES TR	HDG MSCI EAFE	$467K	0.1%	12,866 SH
ISHARES TR	ISHARES SEMICDTR	$441K	0.1%	2,313 SH
ISHARES TR	MSCI CHINA ETF	$235K	0.1%	4,312 SH
ISHARES TR	MSCI EAFE ETF	$688K	0.2%	8,412 SH
ISHARES TR	MSCI INTL QUALTY	$11.9M	3.3%	299,477 SH
ISHARES TR	MSCI USA MMENTM	$686K	0.2%	3,392 SH
ISHARES TR	MSCI USA QLT FCT	$4.1M	1.1%	23,974 SH
ISHARES TR	MSCI USA VALUE	$4.1M	1.1%	38,389 SH
ISHARES TR	RUS 1000 ETF	$431K	0.1%	1,404 SH
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.3%	2,862 SH
ISHARES TR	RUSSELL 2000 ETF	$616K	0.2%	3,681 SH
ISHARES TR	S&P 100 ETF	$684K	0.2%	2,525 SH
ISHARES TR	S&P 500 GRWT ETF	$2.8M	0.8%	30,655 SH
ISHARES TR	S&P 500 VAL ETF	$2.1M	0.6%	10,994 SH
ISHARES TR	SELECT DIVID ETF	$476K	0.1%	3,548 SH
ISHARES TR	U.S. ENERGY ETF	$244K	0.1%	4,948 SH
ISHARES TR	U.S. FIN SVC ETF	$269K	0.1%	3,422 SH
ISHARES TR	U.S. INSRNCE ETF	$297K	0.1%	2,180 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.4%	9,900 SH
ISHARES TR	US AER DEF ETF	$503K	0.1%	3,299 SH
ISHARES TR	US HOME CONS ETF	$298K	0.1%	3,066 SH
J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$1.9M	0.5%	33,783 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.6M	1.0%	62,448 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$747K	0.2%	12,516 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$304K	0.1%	5,878 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$642K	0.2%	13,600 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.1M	1.7%	119,932 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$12.4M	3.5%	243,538 SH
JACOBS SOLUTIONS INC	COM	$261K	0.1%	2,160 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.7M	0.5%	29,809 SH
JOHNSON & JOHNSON	COM	$788K	0.2%	4,748 SH
JPMORGAN CHASE & CO.	COM	$3.4M	1.0%	13,949 SH
KLA CORP	COM NEW	$283K	0.1%	417 SH
LAM RESEARCH CORP	COM NEW	$379K	0.1%	5,210 SH
LEIDOS HOLDINGS INC	COM	$205K	0.1%	1,522 SH
LINDE PLC	SHS	$314K	0.1%	674 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$38K	0.0%	10,029 SH
LOCKHEED MARTIN CORP	COM	$339K	0.1%	759 SH
LOWES COS INC	COM	$206K	0.1%	881 SH
LULULEMON ATHLETICA INC	COM	$328K	0.1%	1,159 SH
MARATHON PETE CORP	COM	$1.8M	0.5%	12,018 SH
MARRIOTT INTL INC NEW	CL A	$695K	0.2%	2,916 SH
MASTERCARD INCORPORATED	CL A	$1.7M	0.5%	3,034 SH
MCDONALDS CORP	COM	$355K	0.1%	1,135 SH
MCKESSON CORP	COM	$591K	0.2%	879 SH
MEDICUS PHARMA LTD	COM	$6.2M	1.7%	1,661,871 SH
MEDTRONIC PLC	SHS	$246K	0.1%	2,739 SH
MERCADOLIBRE INC	COM	$391K	0.1%	200 SH
MERCK & CO INC	COM	$851K	0.2%	9,482 SH
META PLATFORMS INC	CL A	$3.9M	1.1%	6,739 SH
METLIFE INC	COM	$327K	0.1%	4,072 SH
MICRON TECHNOLOGY INC	COM	$347K	0.1%	3,992 SH
MICROSOFT CORP	COM	$9.8M	2.8%	26,234 SH
MORGAN STANLEY	COM NEW	$1.5M	0.4%	12,575 SH
NATERA INC	COM	$231K	0.1%	1,636 SH
NETFLIX INC	COM	$999K	0.3%	1,071 SH
NEXTERA ENERGY INC	COM	$1.3M	0.4%	17,824 SH
NORFOLK SOUTHN CORP	COM	$355K	0.1%	1,500 SH
NOVARTIS AG	SPONSORED ADR	$221K	0.1%	1,979 SH
NU HLDGS LTD	ORD SHS CL A	$192K	0.1%	19,326 SH
NVIDIA CORPORATION	COM	$4.0M	1.1%	36,786 SH
ORACLE CORP	COM	$1000K	0.3%	7,152 SH
OTIS WORLDWIDE CORP	COM	$235K	0.1%	2,280 SH
PACCAR INC	COM	$218K	0.1%	2,518 SH
PACIFIC BIOSCIENCES CALIF IN	COM	$28K	0.0%	23,563 SH
PALANTIR TECHNOLOGIES INC	CL A	$833K	0.2%	10,056 SH
PALO ALTO NETWORKS INC	COM	$684K	0.2%	4,011 SH
PAYPAL HLDGS INC	COM	$432K	0.1%	9,010 SH
PEPSICO INC	COM	$1.7M	0.5%	12,224 SH
PFIZER INC	COM	$359K	0.1%	17,431 SH
PGIM ETF TR	PGIM ULTRA SH BD	$2.1M	0.6%	42,878 SH
PHILIP MORRIS INTL INC	COM	$940K	0.3%	5,920 SH
PNC FINL SVCS GROUP INC	COM	$722K	0.2%	4,105 SH
PROCORE TECHNOLOGIES INC	COM	$239K	0.1%	3,622 SH
PROCTER AND GAMBLE CO	COM	$563K	0.2%	3,302 SH
PROGRESSIVE CORP	COM	$595K	0.2%	2,103 SH
PROSHARES TR	BITCOIN ETF	$260K	0.1%	14,203 SH
PULTE GROUP INC	COM	$214K	0.1%	2,080 SH
PURE STORAGE INC	CL A	$403K	0.1%	9,548 SH
QUALCOMM INC	COM	$460K	0.1%	2,995 SH
RECURSION PHARMACEUTICALS IN	CL A	$137K	0.0%	26,317 SH
ROBINHOOD MKTS INC	COM CL A	$504K	0.1%	12,105 SH
ROBLOX CORP	CL A	$436K	0.1%	8,369 SH
ROCKWELL AUTOMATION INC	COM	$538K	0.2%	2,084 SH
ROKU INC	COM CL A	$560K	0.2%	7,949 SH
ROLLINS INC	COM	$219K	0.1%	4,046 SH
ROYAL CARIBBEAN GROUP	COM	$237K	0.1%	1,156 SH
RTX CORPORATION	COM	$1.6M	0.5%	12,247 SH
S&P GLOBAL INC	COM	$575K	0.2%	1,132 SH
SALESFORCE INC	COM	$1.2M	0.3%	4,618 SH
SANOFI	SPONSORED ADR	$302K	0.1%	5,439 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$312K	0.1%	15,784 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$242K	0.1%	2,505 SH
SELECT SECTOR SPDR TR	ENERGY	$688K	0.2%	7,362 SH
SELECT SECTOR SPDR TR	FINANCIAL	$762K	0.2%	15,307 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$264K	0.1%	3,236 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$989K	0.3%	6,772 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$246K	0.1%	3,118 SH
SEMLER SCIENTIFIC INC	COM	$46.5M	13.0%	1,284,575 SH
SENTINELONE INC	CL A	$367K	0.1%	20,174 SH
SERVICENOW INC	COM	$681K	0.2%	855 SH
SHERWIN WILLIAMS CO	COM	$281K	0.1%	806 SH
SHOPIFY INC	CL A	$1.3M	0.4%	13,167 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.4%	5,303 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.5%	3,202 SH
SPDR SER TR	PORTFOLIO S&P600	$399K	0.1%	9,796 SH
SPDR SER TR	PRTFLO S&P500 GW	$1.2M	0.3%	14,936 SH
SPDR SER TR	PRTFLO S&P500 VL	$281K	0.1%	5,501 SH
SPDR SER TR	S&P BIOTECH	$217K	0.1%	2,672 SH
SPDR SER TR	S&P DIVID ETF	$786K	0.2%	5,792 SH
SPOTIFY TECHNOLOGY S A	SHS	$325K	0.1%	590 SH
STARBUCKS CORP	COM	$1.6M	0.4%	15,957 SH
SUPER MICRO COMPUTER INC	COM NEW	$215K	0.1%	6,274 SH
SYNCHRONY FINANCIAL	COM	$248K	0.1%	4,688 SH
T-MOBILE US INC	COM	$498K	0.1%	1,865 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.1M	0.3%	6,514 SH
TEMPUS AI INC	CL A	$323K	0.1%	6,692 SH
TERADYNE INC	COM	$232K	0.1%	2,808 SH
TESLA INC	COM	$3.1M	0.9%	12,020 SH
TEXAS INSTRS INC	COM	$423K	0.1%	2,351 SH
THE TRADE DESK INC	COM CL A	$238K	0.1%	5,790 SH
THERMO FISHER SCIENTIFIC INC	COM	$578K	0.2%	1,161 SH
TJX COS INC NEW	COM	$202K	0.1%	1,655 SH
TRANSDIGM GROUP INC	COM	$363K	0.1%	263 SH
TRAVELERS COMPANIES INC	COM	$653K	0.2%	2,469 SH
UBER TECHNOLOGIES INC	COM	$380K	0.1%	5,776 SH
UNION PAC CORP	COM	$264K	0.1%	1,116 SH
UNITED RENTALS INC	COM	$227K	0.1%	362 SH
UNITEDHEALTH GROUP INC	COM	$2.3M	0.6%	4,421 SH
VANGUARD INDEX FDS	GROWTH ETF	$933K	0.3%	2,515 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$871K	0.2%	3,388 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.4%	5,507 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$729K	0.2%	1,419 SH
VANGUARD INDEX FDS	SMALL CP ETF	$363K	0.1%	1,637 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.5%	6,656 SH
VANGUARD INDEX FDS	VALUE ETF	$8.3M	2.3%	48,221 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$243K	0.1%	4,000 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	0.3%	24,395 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$253K	0.1%	3,600 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$381K	0.1%	1,963 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.6M	1.6%	109,470 SH
VANGUARD WELLINGTON FD	US MINIMUM	$704K	0.2%	5,556 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.3M	0.6%	31,240 SH
VANGUARD WORLD FD	FINANCIALS ETF	$324K	0.1%	2,716 SH
VANGUARD WORLD FD	INF TECH ETF	$461K	0.1%	851 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$578K	0.2%	4,487 SH
VERIZON COMMUNICATIONS INC	COM	$241K	0.1%	5,308 SH
VERTEX PHARMACEUTICALS INC	COM	$527K	0.1%	1,088 SH
VERTIV HOLDINGS CO	COM CL A	$301K	0.1%	4,169 SH
VISA INC	COM CL A	$2.2M	0.6%	6,383 SH
VISTRA CORP	COM	$326K	0.1%	2,774 SH
WALMART INC	COM	$634K	0.2%	7,223 SH
WELLS FARGO CO NEW	COM	$579K	0.2%	8,352 SH
WILLIAMS COS INC	COM	$337K	0.1%	5,639 SH
WISDOMTREE TR	US QTLY DIV GRT	$1.5M	0.4%	18,434 SH
XYLEM INC	COM	$261K	0.1%	2,186 SH
YUM BRANDS INC	COM	$1.2M	0.3%	7,572 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001845998-26-000001	$539.1M	View
Nov 12, 2025	Q3 2025	13F-HR	0001845998-25-000004	$510.1M	View
Jul 20, 2026	Q2 2026