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IP
Indivisible Partners Portfolio holdings
AUM
$1.77B
This Fund
S&P 500
This Quarter
Est. Return
+26.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$639M
(+57%)
Cap. Flow
+$373M
Cap. Flow
% of AUM
21.08%
Top 10 Holdings %
Top 10 Hldgs %
38.31%
Holding
663
New
181
Increased
351
Reduced
90
Closed
25
Avg Time Held Equity + Options
1.3
quarters
Top 10 Avg Time Held Equity + Options
1.2
quarters
Top 20 Avg Time Held Equity + Options
1.7
quarters
Avg Time Held Equity only
1.3
quarters
Top 10 Avg Time Held Equity only
1.2
quarters
Top 20 Avg Time Held Equity only
1.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$34.2M |
| 2 |
Energy Transfer Partners
ET
|
+$30.7M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$11.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.2M |
| 5 |
Plains GP Holdings
PAGP
|
+$9.29M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Parker-Hannifin
PH
|
+$8.52M |
| 2 |
Wheaton Precious Metals
WPM
|
+$7.23M |
| 3 |
Cencora
COR
|
+$6.14M |
| 4 |
Monolithic Power Systems
MPWR
|
+$4.79M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$4.32M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 35.38% |
| 2 | Technology | 34.06% |
| 3 | Energy | 5.15% |
| 4 | Financials | 5% |
| 5 | Industrials | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
601
HSBC
HSBC
$318B
| $215K | 0.01% |
+2,264
| New | +$207K |
2026 Q2
0 quarters
|
|
602
Franklin Bitcoin ETF
EZBC
$487M
| $215K | 0.01% |
6,348
+376
| +6% | +$15.6K |
2025 Q4
2 quarters
|
|
603
Stryker
SYK
$106B
| $213K | 0.01% |
+677
| New | +$213K |
2026 Q2
0 quarters
|
|
604
W.R. Berkley
WRB
$26.7B
| $213K | 0.01% |
+3,016
| New | +$202K |
2026 Q2
0 quarters
|
|
605
iShares National Muni Bond ETF
MUB
$47.4B
| $212K | 0.01% |
1,970
-335
| -15% | -$35.8K |
2025 Q4
2 quarters
|
|
606
BlackRock MuniAssets Fund
MUA
$626M
| $212K | 0.01% |
19,252
+32
| +0.2% | +$342 |
2025 Q4
2 quarters
|
|
607
abrdn Global Dynamic Dividend Fund
AGD
$295M
| $212K | 0.01% |
17,485
+173
| +1% | +$2.1K |
2025 Q4
2 quarters
|
|
608
Verisk Analytics
VRSK
$23.1B
| $209K | 0.01% |
+1,166
| New | +$205K |
2026 Q2
0 quarters
|
|
609
First Trust Cloud Computing ETF
SKYY
$3.55B
| $208K | 0.01% |
+1,546
| New | +$196K |
2026 Q2
0 quarters
|
|
610
Hypatia Women CEO ETF
WCEO
$12.1M
| $207K | 0.01% |
+5,408
| New | +$195K |
2026 Q2
0 quarters
|
|
611
Intuit
INTU
$80.9B
| $207K | 0.01% |
+792
| New | +$276K |
2026 Q2
0 quarters
|
|
612
Applied Industrial Technologies
AIT
$12.3B
| $206K | 0.01% |
610
-182
| -23% | -$55.8K |
2026 Q1
1 quarter
|
|
613
PIMCO High Income Fund
PHK
$779M
| $205K | 0.01% |
43,933
-39,034
| -47% | -$180K |
2025 Q4
2 quarters
|
|
614
AllianceBernstein Global High Income Fund
AWF
$828M
| $202K | 0.01% |
19,611
-14,942
| -43% | -$153K |
2025 Q4
2 quarters
|
|
615
Freedom 100 Emerging Markets ETF
FRDM
$3.5B
| $201K | 0.01% |
+2,763
| New | +$185K |
2026 Q2
0 quarters
|
|
616
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.31B
| $200K | 0.01% |
15,651
+64
| +0.4% | +$806 |
2025 Q4
2 quarters
|
|
617
Sixth Street Specialty
TSLX
$1.65B
| $198K | 0.01% |
11,535
-1,667
| -13% | -$29.7K |
2026 Q1
1 quarter
|
|
618
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.96B
| $195K | 0.01% |
+10,477
| New | +$195K |
2026 Q2
0 quarters
|
|
619
BlackRock MuniHoldings Fund
MHD
$1.78B
| $194K | 0.01% |
16,290
+2,111
| +15% | +$24.7K |
2025 Q4
2 quarters
|
|
620
Nuveen California Quality Municipal Income Fund
NAC
$1.59B
| $173K | 0.01% |
14,271
+1,025
| +8% | +$12.2K |
2025 Q4
2 quarters
|
|
621
Marqeta
MQ
$1.89B
| $169K | 0.01% |
10,401
+237
| +2% | +$3.85K |
2025 Q4
2 quarters
|
|
622
AGNC Investment
AGNC
$10.3B
| $166K | 0.01% |
+15,186
| New | +$160K |
2026 Q2
0 quarters
|
|
623
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$63M
| $159K | 0.01% |
11,238
| – | – |
2025 Q4
2 quarters
|
|
624
Banco Santander
SAN
$195B
| $154K | 0.01% |
+11,128
| New | +$138K |
2026 Q2
0 quarters
|
|
625
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$498M
| $154K | 0.01% |
25,000
| – | – |
2025 Q4
2 quarters
|
|
Similar funds
ORI
CC
PPC
DP
FRA
FDP
CPCM
NIP
Indivisible Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Indivisible Partners held 663 positions worth $1.77B, up 57% from $1.13B the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Indivisible Partners deployed $373M of net new capital in Q2 2026, opening 181 new positions and adding to 351 existing holdings. Its largest new stake was Plains GP Holdings: 387,025 shares worth $9.39M.
By sector, the portfolio is most concentrated in Miscellaneous at 35% of assets, down from 36% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was Parker-Hannifin, an estimated $8.52M trimmed.
- Indivisible Partners's largest Q2 2026 buy was Plains GP Holdings: 387,025 shares worth $9.39M.
- Indivisible Partners added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $34.2M increase.
- Indivisible Partners's biggest Q2 2026 reduction was Parker-Hannifin, cutting an estimated $8.52M.
- Indivisible Partners fully exited Wheaton Precious Metals in Q2 2026, selling an estimated $7.23M.
- Indivisible Partners's ten largest holdings make up 38% of its $1.77B portfolio in Q2 2026.
- Indivisible Partners opened 181 new positions and closed 25 in Q2 2026.
- Indivisible Partners's portfolio value rose 57% quarter-over-quarter to $1.77B.
Based on Indivisible Partners's 13F filing for Q2 2026, filed 4 Aug 2026.