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Latest Indie Asset Partners, LLC Stock Portfolio

$87.76Million | No. of Holdings #83

Indie Asset Partners, LLC Performance

2026 Q1-0.59%
YTD-0.59%
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 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Indie Asset Partners, LLC reported an equity portfolio of $87.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Indie Asset Partners, LLC are LLY, AAPL, VEU. The fund has invested 9.7% of it's portfolio in ELI LILLY & CO and 7.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BLACKSTONE INC (BX), VANGUARD WORLD FD (VAW) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in UNITED STS OIL FD LP (USO), EXXON MOBIL CORP (XOM) and DUKE ENERGY CORP NEW (DUK). Indie Asset Partners, LLC opened new stock positions in MARATHON PETE CORP (MPC), MASTERCARD INCORPORATED (MA) and LOCKHEED MARTIN CORP (LMT). The fund showed a lot of confidence in some stocks as they added substantially to DNP SELECT INCOME FD INC, VISA INC (V) and ISHARES TR (IJR).
Indie Asset Partners, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026
$87.76Million
  as of May 08, 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 -0.59% in the last quarter. In trailing 12 months, it's portfolio return was 13.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marathon pete corp258,831
mastercard incorporated258,824
lockheed martin corp244,778
altria group inc225,143
proshares tr ii122,304
New stocks bought by Indie Asset Partners, LLC

Additions

Ticker% Inc.
dnp select income fd inc74.7
visa inc63.07
ishares tr35.00
fifth third bancorp34.00
ishares tr28.45
apple inc28.35
blackrock etf trust26.67
schwab strategic tr25.48
Additions to existing portfolio by Indie Asset Partners, LLC

Reductions

Ticker% Reduced
united sts oil fd lp-90.52
exxon mobil corp-74.95
duke energy corp new-70.9
ishares tr-22.34
eli lilly & co-19.61
american tower corp-16.61
atlas energy solutions inc-14.47
texas pacific land corporati-12.12
Indie Asset Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blackstone inc-219,958
home depot inc-203,707
vanguard world fd-205,028
Indie Asset Partners, LLC got rid off the above stocks

Sector Distribution

Indie Asset Partners, LLC has about 62.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Energy
  • Communication Services
Sector%
Others62.7
Technology14.5
Healthcare9.7
Financial Services3.3
Consumer Cyclical3.1
Energy2.2
Communication Services1.6

Market Cap. Distribution

Indie Asset Partners, LLC has about 37% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED62.7
MEGA-CAP33.6
LARGE-CAP3.4

Stocks belong to which Index?

About 37.2% of the stocks held by Indie Asset Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others62.8
S&P 50037.2
Top 5 Winners (%)%
TPL
texas pacific land corporati
61.3 %
AZYO
elutia inc
51.6 %
USO
united sts oil fd lp
46.0 %
SII
sprott inc
45.9 %
VAW
vanguard world fd
36.9 %
Top 5 Winners ($)$
USO
united sts oil fd lp
1.0 M
VAW
vanguard world fd
0.7 M
CVX
chevron corporation
0.3 M
XOM
exxon mobil corp
0.3 M
FNDA
schwab strategic tr
0.2 M
Top 5 Losers (%)%
MSFT
microsoft corp
-22.9 %
IBM
international business machs
-17.8 %
TSLA
tesla inc
-17.3 %
LLY
eli lilly & co
-13.0 %
META
meta platforms inc
-12.5 %
Top 5 Losers ($)$
LLY
eli lilly & co
-1.6 M
MSFT
microsoft corp
-0.9 M
AAPL
apple inc
-0.4 M
FNDA
schwab strategic tr
-0.2 M
NVDA
nvidia corporation
-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 83 stocks in it's portfolio. About 49% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. USO was the most profitable stock for Indie Asset Partners, LLC last quarter.

$87.76MTotal Value
86.00Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of Indie Asset Partners, LLC, last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Indie Asset Partners, LLC's holding in Ishares Tr over time
3.3%13,221
$2.89M
3.3%
increased 7.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Indie Asset Partners, LLC's holding in Ishares Tr over time
0.55%6,451
$479.6K
0.55%
increased 28.45 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Indie Asset Partners, LLC's holding in Alps Etf Tr over time
1.08%17,950
$944.9K
1.08%
increased 2.87 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Indie Asset Partners, LLC's holding in Vaneck Etf Trust over time
1.55%14,834
$1.36M
1.55%
unchanged 0 percentunchanged
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
0.3%3,649
$264.2K
0.3%
unchanged 0 percentunchanged
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Indie Asset Partners, LLC's holding in Blackrock Etf Trust over time
1.4%21,109
$1.23M
1.4%
increased 26.67 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
0.37%7,175
$320.8K
0.37%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Indie Asset Partners, LLC's holding in Spdr Series Trust over time
2.33%21,598
$2.04M
2.33%
decreased 2.21 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Indie Asset Partners, LLC's holding in Spdr Series Trust over time
1.31%11,901
$1.15M
1.31%
decreased 3.05 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Indie Asset Partners, LLC's holding in Spdr Series Trust over time
0.75%13,584
$656.4K
0.75%
increased 0.01 percentadded
BOIL
Proshares Tr Ii

Proshares Tr Ii

BOIL
Indie Asset Partners, LLC's holding in Proshares Tr Ii over time
0.14%14,700
$122.3K
0.14%
new position
CEF
Sprott Asset Management Lp

Sprott Asset Management Lp

CEF
Indie Asset Partners, LLC's holding in Sprott Asset Management Lp over time
0.55%10,068
$480.4K
0.55%
decreased 4.73 percentreduced
CGUS
Capital Group Core Equity Et

Capital Group Core Equity Et

CGUS
Indie Asset Partners, LLC's holding in Capital Group Core Equity Et over time
0.29%6,689
$257.0K
0.29%
unchanged 0 percentunchanged