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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 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PAGP PLAINS GP HLDGS L P Energy 387,025.0 $9.4M 0.53% NEW $24.27 +12.4%
2 XPLR INFRASTRUCTURE LP 693,500.0 $8.2M 0.46% NEW $11.81
3 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 144,584.0 $7.6M 0.43% NEW $52.85 +2.3%
4 JBL JABIL INC Technology 15,772.0 $6.1M 0.34% NEW $385.48 -20.9%
5 LMBS FIRST TR EXCHANGE-TRADED FD 118,154.0 $5.9M 0.33% NEW $49.78 -0.5%
6 VEU VANGUARD INTL EQUITY INDEX F 68,334.0 $5.7M 0.32% NEW $83.75 +1.7%
7 STIP ISHARES TR 55,503.0 $5.7M 0.32% NEW $102.16 -1.2%
8 RYN RAYONIER INC Real Estate 241,255.0 $5.1M 0.29% NEW $21.28 -0.3%
9 VTIP VANGUARD MALVERN FDS 99,602.0 $5.0M 0.28% NEW $50.23 -0.9%
10 MPLX MPLX LP Energy 85,400.0 $4.8M 0.27% NEW $56.33 +3.8%
11 PAA PLAINS ALL AMERN PIPELINE L Energy 212,753.0 $4.7M 0.27% NEW $22.26 +12.1%
12 EPD ENTERPRISE PRODS PARTNERS L 128,249.0 $4.7M 0.27% NEW $36.76
13 NEM NEWMONT CORP Basic Materials 42,482.0 $4.0M 0.22% NEW $93.40 +41.2%
14 GDX VANECK ETF TRUST 39,025.0 $2.9M 0.17% NEW $75.45 +37.2%
15 JAAA JANUS DETROIT STR TR 46,947.0 $2.4M 0.13% NEW $50.49 +0.4%
16 ARM ARM HOLDINGS PLC Technology 6,597.0 $2.3M 0.13% NEW $354.57 -32.7%
17 KRP KIMBELL RTY PARTNERS LP Energy 147,800.0 $2.1M 0.12% NEW $14.53 +6.4%
18 IWV ISHARES TR 4,781.0 $2.0M 0.12% NEW $426.40 +2.0%
19 B BARRICK MNG CORP Basic Materials 52,918.0 $1.9M 0.11% NEW $36.73 +31.1%
20 RRC RANGE RES CORP Energy 51,450.0 $1.9M 0.11% NEW $37.19 +10.9%
Page 1 of 10  ·  183 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%