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Latest Indie Asset Partners, LLC Stock Portfolio

$104Million | No. of Holdings #86

Indie Asset Partners, LLC Performance

2026 Q2+7.31%
YTD+6.68%
2025+13.97%

About Indie Asset Partners, LLC and 13F Hedge Fund Stock Holdings

Indie Asset Partners, LLC is a hedge fund based in Carmel, IN. On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Indie Asset Partners, LLC reported an equity portfolio of $104.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Indie Asset Partners, LLC are LLY, AAPL, VEU. The fund has invested 11.1% of it's portfolio in ELI LILLY & CO and 7.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off UNITED STS OIL FD LP (USO), BERKLEY W R CORP (WRB) and AMERICAN TOWER CORP (AMT) stocks. They significantly reduced their stock positions in SHELL PLC (SHEL), MCDONALDS CORP (MCD) and ISHARES TR (IJR). Indie Asset Partners, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), BERKSHIRE HATHAWAY INC DEL and NORTHROP GRUMMAN CORP (NOC).
Indie Asset Partners, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$104Million
  as of Aug 07, 2026

Indie Asset Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Indie Asset Partners, LLC made a return of 7.31% in the last quarter. In trailing 12 months, it's portfolio return was 19.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr1,752,510
taiwan semiconductor manufac308,460
invesco qqq tr295,012
caterpillar inc287,523
vanguard world fd260,076
ishares tr213,566
bgsf inc114,200
New stocks bought by Indie Asset Partners, LLC

Additions

Ticker% Inc.
vanguard index fds556
berkshire hathaway inc del262
northrop grumman corp37.6
blackrock etf trust28.96
vanguard index fds24.07
lockheed martin corp21.73
alphabet inc20.47
altria group inc18.99
Additions to existing portfolio by Indie Asset Partners, LLC

Reductions

Ticker% Reduced
shell plc-35.67
mcdonalds corp-24.49
ishares tr-22.18
texas pacific land corporati-20.69
j p morgan exchange traded f-17.79
keycorp-10.00
chevron corporation-9.67
atlas energy solutions inc-7.92
Indie Asset Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
proshares tr ii-122,304
berkley w r corp-216,934
united sts oil fd lp-368,643
american tower corp-202,782
Indie Asset Partners, LLC got rid off the above stocks

Sector Distribution

Indie Asset Partners, LLC has about 63.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Industrials
Sector%
Others63.4
Technology13.9
Healthcare11.1
Financial Services2.9
Consumer Cyclical2.9
Communication Services1.6
Energy1.5
Industrials1.3

Market Cap. Distribution

Indie Asset Partners, LLC has about 36.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED63.4
MEGA-CAP33.5
LARGE-CAP2.8

Stocks belong to which Index?

About 36.4% of the stocks held by Indie Asset Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others63.6
S&P 50036.4
Top 5 Winners (%)%
CSD
invesco exchange traded fd t
78.6 %
ge vernova inc
34.6 %
GE
ge aerospace
31.6 %
LLY
eli lilly & co
29.6 %
atlas energy solutions inc
25.6 %
Top 5 Winners ($)$
LLY
eli lilly & co
2.6 M
CSD
invesco exchange traded fd t
1.2 M
AAPL
apple inc
1.0 M
VEU
vanguard intl equity index f
0.8 M
NVDA
nvidia corporation
0.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.1 %
NOC
northrop grumman corp
-22.6 %
SII
sprott inc
-21.4 %
XOM
exxon mobil corp
-19.4 %
CVX
chevron corporation
-18.9 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.1 M
VAW
vanguard world fd
-0.3 M
AFK
vaneck etf trust
-0.2 M
CVX
chevron corporation
-0.2 M
GLD
spdr gold tr
-0.2 M

Indie Asset Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Indie Asset Partners, LLC

Indie Asset Partners, LLC has 86 stocks in it's portfolio. About 48.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Indie Asset Partners, LLC last quarter.

$104.43MTotal Value
90.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Indie Asset Partners, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Indie Asset Partners, LLC's holding in Ishares Tr over time
3.22%13,853
$3.36M
3.22%
increased 4.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Indie Asset Partners, LLC's holding in Ishares Tr over time
0.47%6,423
$491.7K
0.47%
decreased 0.43 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Indie Asset Partners, LLC's holding in Alps Etf Tr over time
0.99%19,950
$1.03M
0.99%
increased 11.14 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Indie Asset Partners, LLC's holding in Vaneck Etf Trust over time
1.03%14,238
$1.07M
1.03%
decreased 4.02 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Indie Asset Partners, LLC's holding in J P Morgan Exchange Traded F over time
0.22%3,000
$233.3K
0.22%
decreased 17.79 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Indie Asset Partners, LLC's holding in Blackrock Etf Trust over time
1.77%27,223
$1.85M
1.77%
increased 28.96 percentadded
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Indie Asset Partners, LLC's holding in First Tr Exchange-Traded Fd over time
0.31%7,175
$328.4K
0.31%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Indie Asset Partners, LLC's holding in Spdr Series Trust over time
2.36%22,563
$2.46M
2.36%
increased 4.47 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Indie Asset Partners, LLC's holding in Spdr Series Trust over time
1.42%12,486
$1.49M
1.42%
increased 4.92 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Indie Asset Partners, LLC's holding in Spdr Series Trust over time
0.75%13,528
$780.2K
0.75%
decreased 0.41 percentreduced
BOIL
Proshares Tr Ii

Proshares Tr Ii

BOIL
Indie Asset Partners, LLC's holding in Proshares Tr Ii over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CEF
Sprott Asset Management Lp

Sprott Asset Management Lp

CEF
Indie Asset Partners, LLC's holding in Sprott Asset Management Lp over time
0.39%10,068
$405.0K
0.39%
unchanged 0 percentunchanged