Interchange Capital Partners, LLC
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$316.6M
Holdings
278
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 5.3% (135.0k → 127.8k shares)
5.4%
02
$IQLT
ISHARES TR
Q4 2025: Exited (was 313.1k shares)
3.7%
03
$JMST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 752.4k shares)
3.5%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 5.8% (162.2k → 152.9k shares)
2.9%
05
$ASST
STRIVE INC
Held since at least Q1 2024
2.8%
06
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 47.3k shares)
2.6%
07
$IEFA
ISHARES TR
Q4 2025: Exited (was 97.2k shares)
2.1%
08
$MDCX
MEDICUS PHARMA LTD
Q4 2025: Exited (was 1.59M shares)
2.0%
09
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 154.3k shares)
1.9%
10
$IVV
ISHARES TR
Q4 2025: Exited (was 11.5k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:53 UTC.