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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 16 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IOSP INNOSPEC INC Basic Materials 4,233.0 $345K 0.02% +365.0 +9.4% $81.39 +16.4%
302 ED CONSOLIDATED EDISON INC Utilities 3,103.0 $343K 0.02% +352.0 +12.8% $110.65 -2.7%
303 HOMB HOME BANCSHARES INC Financial Services 11,989.0 $342K 0.02% +143.0 +1.2% $28.55 +5.3%
304 GOVT ISHARES TR 14,993.0 $342K 0.02% +2K +12.3% $22.78 -1.3%
305 GNRC GENERAC HLDGS INC Industrials 1,166.0 $341K 0.02% +60.0 +5.4% $292.81 -30.5%
306 PYPL PAYPAL HLDGS INC Financial Services 7,877.0 $340K 0.02% +3K +50.9% $43.18 +42.8%
307 LH LABCORP HOLDINGS INC Healthcare 1,212.0 $339K 0.02% +158.0 +15.0% $280.00 +21.2%
308 FERG FERGUSON ENTERPRISES INC Industrials 1,429.0 $339K 0.02% +54.0 +3.9% $237.29 -0.4%
309 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,638.0 $338K 0.02% +474.0 +40.7% $206.06 +9.5%
310 PLD PROLOGIS INC. Real Estate 2,481.0 $336K 0.02% +638.0 +34.6% $135.48 +5.8%
311 LYG LLOYDS BANKING GROUP PLC Financial Services 57,308.0 $334K 0.02% +8K +17.0% $5.83 +3.6%
312 PWR QUANTA SVCS INC Industrials 461.0 $332K 0.02% +29.0 +6.7% $720.04 -14.3%
313 IRM IRON MTN INC DEL Real Estate 2,604.0 $329K 0.02% +479.0 +22.5% $126.31 -4.1%
314 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,237.0 $326K 0.02% +146.0 +13.4% $263.26 +38.0%
315 KVUE KENVUE INC Consumer Defensive 16,595.0 $317K 0.02% +6K +62.2% $19.11 +1.7%
316 SPMO INVESCO EXCH TRADED FD TR II 1,948.0 $315K 0.02% +29.0 +1.5% $161.51 -9.5%
317 BDX BECTON DICKINSON & CO Healthcare 2,068.0 $313K 0.02% +214.0 +11.5% $151.33 +26.0%
318 PFF ISHARES TR 10,192.0 $311K 0.02% +499.0 +5.2% $30.49 +0.1%
319 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,885.0 $308K 0.02% +90.0 +2.4% $79.21 +8.3%
320 ARES ARES MANAGEMENT CORPORATION Financial Services 2,526.0 $281K 0.02% +68.0 +2.8% $111.31 +25.8%
Page 16 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%