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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 3 of 32  ·  638 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DSMC ETF SER SOLUTIONS 201,233.0 $8.1M 0.46% +2K +0.8% $40.36 +9.2%
42 MTUM ISHARES TR 23,375.0 $8.0M 0.45% +1K +6.0% $342.83 -12.3%
43 NEBIUS GROUP N.V. 28,345.0 $7.8M 0.44% +24K +513.4% $276.17
44 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 144,584.0 $7.6M 0.43% NEW $52.85 +2.3%
45 FIRST TR EXCHANGE-TRADED FD 329,479.0 $7.6M 0.43% +11K +3.4% $23.09
46 PLTR PALANTIR TECHNOLOGIES INC Technology 64,526.0 $7.5M 0.42% -860.0 -1.3% $116.67 +50.8%
47 GOOG ALPHABET INC 20,931.0 $7.4M 0.42% +10K +100.5% $353.32
48 WAB WABTEC Industrials 24,370.0 $6.6M 0.37% +1K +5.8% $269.60 +10.4%
49 ROST ROSS STORES INC Consumer Cyclical 30,684.0 $6.5M 0.37% +2K +8.2% $212.85 +13.5%
50 ONEQ FIDELITY COMWLTH TR 62,543.0 $6.5M 0.36% +52K +518.4% $103.22 -0.8%
51 META META PLATFORMS INC Communication Services 11,445.0 $6.4M 0.36% +5K +75.0% $563.31 -0.8%
52 JNJ JOHNSON & JOHNSON Healthcare 25,301.0 $6.4M 0.36% +4K +16.7% $253.97 +7.5%
53 SPHQ INVESCO EXCHANGE TRADED FD T 69,889.0 $6.3M 0.36% +18K +34.9% $90.10 -4.7%
54 TJX TJX COS INC NEW Consumer Cyclical 41,021.0 $6.2M 0.35% +37K +1011.7% $151.50 -7.1%
55 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,752.0 $6.2M 0.35% +1K +6.7% $370.58 -2.8%
56 CWB SPDR SERIES TRUST 56,752.0 $6.1M 0.35% +13K +28.7% $107.82 -4.8%
57 JBL JABIL INC Technology 15,772.0 $6.1M 0.34% NEW $385.48 -20.9%
58 BAC BANK OF AMER CORP Financial Services 104,998.0 $6.0M 0.34% +11K +11.3% $56.98 +9.4%
59 LMBS FIRST TR EXCHANGE-TRADED FD 118,154.0 $5.9M 0.33% NEW $49.78 -0.5%
60 RH RH Consumer Cyclical 35,607.0 $5.9M 0.33% +3K +9.9% $164.73 -13.0%
Page 3 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%