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Portfolio (Quarterly) Guide ↗

Indivisible Partners

· CIK 0002098400
13F Portfolio $1.8B AUM 638 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 183 New 338 Added 81 Reduced 27 Exited
Page 10 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CANADIAN PACIFIC KANSAS CITY 10,785.0 $935K 0.05% +232.0 +2.2% $86.65
182 TRV TRAVELERS COMPANIES INC Financial Services 2,825.0 $933K 0.05% +471.0 +20.0% $330.14 +11.5%
183 HFXI NEW YORK LIFE INVESTMENTS ET 23,582.0 $898K 0.05% +2K +9.6% $38.09 +0.8%
184 CINF CINCINNATI FINL CORP Financial Services 4,807.0 $890K 0.05% +191.0 +4.1% $185.15 -7.3%
185 AXP AMERICAN EXPRESS CO Financial Services 2,584.0 $874K 0.05% +349.0 +15.6% $338.27 -0.3%
186 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,719.0 $862K 0.05% +404.0 +30.7% $501.29 +25.1%
187 ACWX ISHARES TR 11,290.0 $859K 0.05% +3K +31.0% $76.11 +2.7%
188 SCHA SCHWAB STRATEGIC TR 23,668.0 $855K 0.05% +279.0 +1.2% $36.13 -4.4%
189 SE SEA LTD Consumer Cyclical 8,747.0 $838K 0.05% +156.0 +1.8% $95.83 +27.8%
190 IVE ISHARES TR 3,672.0 $834K 0.05% +135.0 +3.8% $227.06 +4.6%
191 CVS CVS HEALTH CORP Healthcare 7,985.0 $826K 0.05% +151.0 +1.9% $103.45 -10.2%
192 FDS FACTSET RESH SYS INC Financial Services 3,535.0 $813K 0.05% +441.0 +14.2% $230.07 +30.4%
193 NOW SERVICENOW INC Technology 8,092.0 $803K 0.04% +938.0 +13.1% $99.28 +28.1%
194 DIEM FRANKLIN TEMPLETON ETF TR 18,445.0 $801K 0.04% +3K +21.1% $43.40 -1.1%
195 LVHI LEGG MASON ETF INVT 19,691.0 $799K 0.04% +6K +46.1% $40.58 +6.5%
196 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,052.0 $794K 0.04% +214.0 +11.6% $386.71 +3.2%
197 ISRG INTUITIVE SURGICAL INC Healthcare 1,989.0 $791K 0.04% +401.0 +25.2% $397.68 -6.8%
198 SHEL SHELL PLC Energy 10,174.0 $789K 0.04% +1K +16.6% $77.54 +19.3%
199 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 21,431.0 $780K 0.04% +829.0 +4.0% $36.41 +6.2%
200 VBK VANGUARD INDEX FDS 2,074.0 $758K 0.04% +258.0 +14.2% $365.72 -2.9%
Page 10 of 17  ·  338 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.0%
Financial Services 11.9%
Energy 7.4%
Industrials 6.8%
Consumer Cyclical 6.0%
Healthcare 4.8%
Communication Services 3.4%
Real Estate 3.3%
Consumer Defensive 2.4%
Basic Materials 1.1%