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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 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VLO VALERO ENERGY CORP Energy 2,722.0 $709K 0.04% +627.0 +29.9% $260.48 +30.7%
302 MC MOELIS & CO Financial Services 10,823.0 $708K 0.04% +954.0 +9.7% $65.42 +4.0%
303 CEG CONSTELLATION ENERGY CORP Utilities 2,818.0 $700K 0.04% +1K +63.3% $248.37 +12.1%
304 NVS NOVARTIS AG Healthcare 4,463.0 $699K 0.04% +2K +62.0% $156.72 +2.1%
305 PDBC INVESCO ACTVELY MNGD ETC FD 43,457.0 $690K 0.04% +32K +273.8% $15.88 +14.4%
306 MHH MASTECH HLDGS INC Industrials 89,118.0 $689K 0.04% +5K +6.2% $7.73 -1.9%
307 MOAT VANECK ETF TRUST 6,602.0 $686K 0.04% $103.97 +9.7%
308 DIA STATE STR SPDR DOW JONES IND Financial Services 1,307.0 $683K 0.04% +372.0 +39.8% $522.40 +2.5%
309 YUM YUM BRANDS INC Consumer Cyclical 4,249.0 $679K 0.04% +798.0 +23.1% $159.87 -2.2%
310 QCOM QUALCOMM INC Technology 3,663.0 $677K 0.04% +1K +68.7% $184.81 -13.1%
311 ANIK ANIKA THERAPEUTICS INC Healthcare 46,254.0 $677K 0.04% -4K -7.0% $14.63 +46.3%
312 IDCC INTERDIGITAL INC Technology 2,382.0 $674K 0.04% +515.0 +27.6% $283.09 +22.1%
313 LEA LEAR CORP Consumer Cyclical 5,015.0 $672K 0.04% +329.0 +7.0% $134.07 -7.8%
314 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,646.0 $671K 0.04% +1K +11.4% $57.62 +17.9%
315 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 22,344.0 $671K 0.04% -3K -12.8% $30.03 +0.7%
316 EMB ISHARES TR 6,920.0 $667K 0.04% -18K -72.1% $96.44 -1.1%
317 UBER UBER TECHNOLOGIES INC Technology 9,235.0 $666K 0.04% +2K +23.4% $72.16 +11.3%
318 SNDK SANDISK CORP Technology 293.0 $666K 0.04% NEW $2273.73 -34.9%
319 BA BOEING CO Industrials 3,070.0 $665K 0.04% +915.0 +42.5% $216.47 -2.5%
320 AME AMETEK INC Industrials 2,711.0 $656K 0.04% +711.0 +35.5% $241.93 -0.1%
Page 16 of 32  ·  638 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%