IP
Indivisible Partners's 13F Portfolio ($1.8B, Q2 2026)
Indivisible PartnersCIK: 0002098400
Diversified strategyMomentum followerSector-focused
Total reported value
$1.8B
Reporting period: 2026-06-30 · Number of holdings: 638
Indivisible Partners disclosed 638 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.8B and a quarterly turnover rate of 53.3%.
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Personality snowflake
- Concentration
- 21.14
- Portfolio Stability
- 53.32
- Momentum
- 100
- Sector conviction
- 96.92
- Diversification
- 100
- Sizing Uniformity
- 42.75
Indivisible Partners's disclosed holdings carry a Herfindahl concentration index of 0.053 — mathematically equivalent to about 19 equally-sized positions, well below its 638 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.72), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 62% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AGG
+1060.4% $34.2M
Add ET
+6172.1% $30.3M
Add STX
-3.7% $24.2M
Trim PH
-92.1% -$8.3M
Add VTI
+930.6% $12.2M
Sold out WPM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 638 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments Inc | Stock-Tech | 21.75% | -0.42% | +0.08% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.12% | -0.43% | +19.33% | |
| 3 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.36% | +0.80% | -3.72% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.11% | +1.82% | +1060.42% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.55% | +7.17% | |
| 6 | ET | Energy Transfer LP | Stock-Energy | 1.74% | +1.70% | +6172.07% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | -0.01% | +22.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.31% | +75.69% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 1.25% | -0.10% | +37.58% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.08% | +45.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.07% | +35.47% | |
| 12 | DSTL | Distillate US Fundamental St | ETF-Other | 1.01% | -0.51% | +0.54% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | -0.10% | +8.87% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.06% | +46.53% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 0.89% | -0.11% | -0.59% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.85% | -0.26% | -0.21% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.05% | +46.93% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.81% | -0.26% | +1.98% | |
| 19 | RY | Royal Bank Of Canada | Stock-Financials | 0.80% | +0.18% | +59.62% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | -0.54% | -5.41% | |
| 21 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.77% | -0.30% | -3.09% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.65% | +930.58% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.07% | +14.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.09% | +29.21% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.58% | -0.34% | -10.84% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | +0.06% | +47.41% | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 0.55% | -0.21% | -0.03% | |
| 28 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.54% | -0.27% | -2.16% | |
| 29 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.53% | +0.53% | NEW | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.52% | -0.20% | +7.34% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.03% | +35.92% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.04% | +29.25% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.08% | +22.73% | |
| 34 | VTR | Ventas Inc | Stock-Real Estate | 0.49% | -0.23% | -1.71% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 0.49% | +0.40% | +556.50% | |
| 36 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.49% | -0.20% | +0.84% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.39% | +7.10% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.36% | +460.26% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | — | +700.92% | |
| 40 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 0.46% | +0.46% | NEW | |
| 41 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 0.46% | -0.20% | +0.76% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.45% | -0.02% | +5.99% | |
| 43 | NBIS | Nebius Group N.V. | Stock-Other | 0.44% | +0.40% | +513.40% | |
| 44 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.43% | +0.43% | NEW | |
| 45 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.43% | -0.18% | +3.35% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.42% | -1.32% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.16% | +100.47% | |
| 48 | WAB | Wabtec CORP | Stock-Industrials | 0.37% | -0.14% | +5.77% | |
| 49 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.37% | -0.17% | +8.21% | |
| 50 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.36% | +0.28% | +518.44% |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
-2%
Performance Last 4 Quarters
+14%
- Stdev
- +28%
- Beta
- +1.45
- Alpha
- -6.1%
- Max Drawdown
- -2.2%
- Annualized Perf
- +30.1%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.21
- Stutzer
- +0.36
- Treynor
- +0.2
- Sterling
- —
- Calmar
- +13.88
- Information Ratio
- +0.44
- Tracking Error
- +11.3%
- Stdev Down
- +9.2%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.45
- Sharpe
- +1.06
- Stdev Sectors
- +14.5%
- Skewness
- +0.94
- Kurtosis
- -0.25
- Upside Potential
- +5.02
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Indivisible Partners's most significant position changes for 2026-06-30: New buy: Plains Gp Holdings Lp-cl A (PAGP); New buy: Xplr Infrastructure LP (XIFR); New buy: Alexandria Real Estate Equit (ARE); Sold out: Wheaton Precious Metals CORP (WPM); New buy: Jabil Inc (JBL).
Showing top 200 changes by size (of 664 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.8% | +1060.42% | Add |
| 2 | ET | Energy Transfer LP | +1.7% | +6172.07% | Add |
| 3 | STX | Seagate Technology Holdings plc | +0.8% | -3.72% | Trim |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +930.58% | Add |
| 5 | PAGP | Plains Gp Holdings Lp-cl A | +0.5% | NEW | New buy |
| 6 | XIFR | Xplr Infrastructure LP | +0.5% | NEW | New buy |
| 7 | ARE | Alexandria Real Estate Equit | +0.4% | NEW | New buy |
| 8 | CMI | Cummins Inc | +0.4% | +556.50% | Add |
| 9 | NBIS | Nebius Group N.V. | +0.4% | +513.40% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.4% | +460.26% | Add |
| 11 | JBL | Jabil Inc | +0.3% | NEW | New buy |
| 12 | LMBS | First Trust Low Duration Opp | +0.3% | NEW | New buy |
| 13 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | NEW | New buy |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | +0.3% | NEW | New buy |
| 15 | VOO | Vanguard S&p 500 ETF | +0.3% | +75.69% | Add |
| 16 | TJX | Tjx Companies Inc | +0.3% | +1011.68% | Add |
| 17 | RYN | Rayonier Inc | +0.3% | NEW | New buy |
| 18 | ONEQ | Fidelity Nasdaq Comp Indx | +0.3% | +518.44% | Add |
| 19 | VTIP | Vanguard Short-term Tips | +0.3% | NEW | New buy |
| 20 | MPLX | Mplx LP | +0.3% | NEW | New buy |
| 21 | PAA | Plains All Amer Pipeline LP | +0.3% | NEW | New buy |
| 22 | EPD | Enterprise Products Partners | +0.3% | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +807.58% | Add |
| 24 | NEM | Newmont CORP | +0.2% | NEW | New buy |
| 25 | RY | Royal Bank Of Canada | +0.2% | +59.62% | Add |
| 26 | OKE | Oneok Inc | +0.2% | +1290.31% | Add |
| 27 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | +0.2% | +100.47% | Add |
| 29 | TFLO | Ishares Treasury Floating Ra | +0.2% | +328.29% | Add |
| 30 | GS | Goldman Sachs Group Inc | +0.2% | +1064.00% | Add |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 32 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | +0.1% | +31.36% | Add |
| 34 | KRP | Kimbell Royalty Partners LP | +0.1% | NEW | New buy |
| 35 | IWV | Ishares Russell 3000 ETF | +0.1% | NEW | New buy |
| 36 | MU | Micron Technology Inc | +0.1% | +2.68% | Add |
| 37 | B | Barrick Mining CORP | +0.1% | NEW | New buy |
| 38 | RRC | Range Resources CORP | +0.1% | NEW | New buy |
| 39 | ESGU | Ishares Esg Aware Msci USA | +0.1% | NEW | New buy |
| 40 | TILT | Flexshares Morningstar US Ma | +0.1% | NEW | New buy |
| 41 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | New buy |
| 42 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 43 | TSLA | Tesla Inc | +0.1% | +120.06% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | +57.67% | Add |
| 45 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +226.91% | Add |
| 46 | NVDA | Nvidia CORP | +0.1% | +45.22% | Add |
| 47 | COLD | Americold Realty Trust Inc | +0.1% | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | +0.1% | +35.47% | Add |
| 49 | CAT | Caterpillar Inc | +0.1% | +14.50% | Add |
| 50 | LRCX | Lam Research CORP | +0.1% | +39.06% | Add |
1–50 of 200
Filing History
FAQ
What is Indivisible Partners and what type of investor is it?
Indivisible Partners is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.8B, spread across 638 disclosed positions.
What are Indivisible Partners's largest equity positions?
Based on the latest 13F filing, Indivisible Partners's top holdings by market value are:
1. Texas Instruments Inc (TXN) — $384.9M (21.8%)
2. Avantis U.s. Equity ETF (AVUS) — $55.1M (3.1%)
3. Seagate Technology Holdings plc (STX) — $41.8M (2.4%)
4. Ishares Core U.s. Aggregate (AGG) — $37.4M (2.1%)
5. Apple Inc (AAPL) — $34.7M (2.0%)
What changes did Indivisible Partners make in its most recent portfolio filing?
In the latest reported quarter, Indivisible Partners made 200 notable position adjustments: 55 new positions were initiated, 113 existing holdings were added to, 23 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Plains Gp Holdings Lp-cl A (PAGP); New buy: Xplr Infrastructure LP (XIFR); New buy: Alexandria Real Estate Equit (ARE); Sold out: Wheaton Precious Metals CORP (WPM); New buy: Jabil Inc (JBL)
What sectors does Indivisible Partners focus on?
Indivisible Partners is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 54.6%
• Energy: 8.0%
• Industrials: 6.8%
• Financials: 6.7%
• Consumer Discretionary: 6.2%
• Health Care: 4.5%
Investment Profile
Indivisible Partners returned an annualized 30.1% over the trailing 6 months — underperforming the S&P 500 by 6.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.45 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 54.6% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 53 over the past 2 quarters — a shift toward more active trading.
It has added to its TXN position over the past two quarters (+$202.9M, now $384.9M), while trimming NDAQ over the same stretch (-$6.0M, still holding $427.2K).
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Developer Access
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