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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 | |
|---|---|---|---|---|---|---|---|
626
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
| $126K | 0.01% |
13,164
| – | – |
2025 Q4
2 quarters
|
|
627
PIMCO New York Municipal Income Fund II
PNI
$145M
| $122K | 0.01% |
17,250
| – | – |
2026 Q1
1 quarter
|
|
628
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.96B
| $117K | 0.01% |
+11,051
| New | +$114K |
2026 Q2
0 quarters
|
|
629
Denison Mines
DNN
$2.2B
| $104K | 0.01% |
34,050
+19,200
| +129% | +$66.9K |
2025 Q4
2 quarters
|
|
630
Portillo's
PTLO
$292M
| $95.7K | 0.01% |
+20,197
| New | +$97.8K |
2026 Q2
0 quarters
|
|
|
IGR
631
CBRE Global Real Estate Income Fund
IGR
$572M
| $91.8K | 0.01% |
6,641
-2,274
| -26% | -$31.7K |
2025 Q4
2 quarters
|
|
|
SVC
632
Service Properties Trust
SVC
$926M
| $49.2K | ﹤0.01% |
5,818
-54,889
| -90% | -$432K |
2025 Q4
2 quarters
|
|
633
X4 Pharmaceuticals
XFOR
$289M
| $46.9K | ﹤0.01% |
10,000
| – | – |
2025 Q4
2 quarters
|
|
634
Wipro
WIT
$16.8B
| $41.4K | ﹤0.01% |
+18,417
| New | +$39.2K |
2026 Q2
0 quarters
|
|
635
Plug Power
PLUG
$2.35B
| $30K | ﹤0.01% |
11,073
| – | – |
2025 Q4
2 quarters
|
|
636
Ribbon Communications
RBBN
$304M
| $24K | ﹤0.01% |
10,257
| – | – |
2025 Q4
2 quarters
|
|
637
Eightco Holdings
ORBS
$361M
| $7.37K | ﹤0.01% |
+10,600
| New | +$9.54K |
2026 Q2
0 quarters
|
|
638
Avantis International Small Cap Value ETF
AVDV
$20.1B
| – | – |
-22,509
| Closed | -$2.25M | – |
|
639
VanEck BDC Income ETF
BIZD
$1.44B
| – | – |
-97,694
| Closed | -$1.25M | – |
|
640
Crawford & Co Class B
CRD.B
$572M
| – | – |
-24,251
| Closed | -$246K | – |
|
641
Curtiss-Wright
CW
$18.9B
| – | – |
-430
| Closed | -$293K | – |
|
642
Cemex
CX
$13.8B
| – | – |
-10,346
| Closed | -$118K | – |
|
|
CXE
643
DELISTED
MFS High Income Municipal Trust
CXE
| – | – |
-10,500
| Closed | -$39K | – |
|
644
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.94B
| – | – |
-36,418
| Closed | -$914K | – |
|
645
Evercore
EVR
$10.5B
| – | – |
-801
| Closed | -$239K | – |
|
646
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$231M
| – | – |
-5,263
| Closed | -$240K | – |
|
647
Simplify Hedged Equity ETF
HEQT
$325M
| – | – |
-9,727
| Closed | -$306K | – |
|
648
iShares Gold Trust Micro
IAUM
$6.64B
| – | – |
-7,112
| Closed | -$332K | – |
|
649
JPMorgan Ultra-Short Income ETF
JPST
$42.2B
| – | – |
-4,805
| Closed | -$243K | – |
|
|
650
Monolithic Power Systems
MPWR
$68.1B
| – | – |
-4,378
| Closed | -$4.79M | – |
|
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FRA
FDP
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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.