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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 2 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 24,201.0 $9.1M 0.52% +6K +35.9% $377.75 -5.0%
22 JPM JPMORGAN CHASE & CO Financial Services 27,539.0 $9.0M 0.51% +6K +29.2% $327.33 +8.9%
23 VIG VANGUARD SPECIALIZED FUNDS 37,176.0 $8.8M 0.50% +7K +22.7% $236.62 +3.4%
24 CMI CUMMINS INC Industrials 12,224.0 $8.7M 0.49% +10K +556.5% $713.22 -19.9%
25 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 25,982.0 $8.6M 0.48% +217.0 +0.8% $330.46 -0.1%
26 XOM EXXON MOBIL CORP Energy 61,388.0 $8.4M 0.47% +4K +7.1% $136.72 +20.0%
27 IVV ISHARES TR 11,138.0 $8.3M 0.47% +9K +460.3% $748.91 +2.4%
28 VUG VANGUARD INDEX FDS 96,151.0 $8.3M 0.47% +84K +700.9% $86.14 +0.9%
29 DSMC ETF SER SOLUTIONS 201,233.0 $8.1M 0.46% +2K +0.8% $40.36 +9.2%
30 MTUM ISHARES TR 23,375.0 $8.0M 0.45% +1K +6.0% $342.83 -12.3%
31 NEBIUS GROUP N.V. 28,345.0 $7.8M 0.44% +24K +513.4% $276.17
32 FIRST TR EXCHANGE-TRADED FD 329,479.0 $7.6M 0.43% +11K +3.4% $23.09
33 GOOG ALPHABET INC 20,931.0 $7.4M 0.42% +10K +100.5% $353.32
34 WAB WABTEC Industrials 24,370.0 $6.6M 0.37% +1K +5.8% $269.60 +10.4%
35 ROST ROSS STORES INC Consumer Cyclical 30,684.0 $6.5M 0.37% +2K +8.2% $212.85 +13.5%
36 ONEQ FIDELITY COMWLTH TR 62,543.0 $6.5M 0.36% +52K +518.4% $103.22 -0.8%
37 META META PLATFORMS INC Communication Services 11,445.0 $6.4M 0.36% +5K +75.0% $563.31 -0.8%
38 JNJ JOHNSON & JOHNSON Healthcare 25,301.0 $6.4M 0.36% +4K +16.7% $253.97 +7.5%
39 SPHQ INVESCO EXCHANGE TRADED FD T 69,889.0 $6.3M 0.36% +18K +34.9% $90.10 -4.7%
40 TJX TJX COS INC NEW Consumer Cyclical 41,021.0 $6.2M 0.35% +37K +1011.7% $151.50 -7.1%
Page 2 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%