Latest Indie Asset Partners, LLC Stock Portfolio

Indie Asset Partners, LLC Performance:

2025 Q3: 4.18%YTD: 4.97%2024: 19.7%

Performance for 2025 Q3 is 4.18%, and YTD is 4.97%, and 2024 is 19.7%.

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

Indie Asset Partners, LLC is a hedge fund based in CARMEL, IN. On 05-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $726.1 Millions. In it's latest 13F Holdings report, Indie Asset Partners, LLC reported an equity portfolio of $75.1 Millions as of 30 Sep, 2025.

The top stock holdings of Indie Asset Partners, LLC are LLY, VEU, AAPL. The fund has invested 9.4% of it's portfolio in ELI LILLY & CO and 7.6% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off NEXTERA ENERGY INC (NEE) and AT&T INC (T) stocks. They significantly reduced their stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), SPDR GOLD TR (GLD) and COSTCO WHSL CORP NEW (COST). Indie Asset Partners, LLC opened new stock positions in PGIM ETF TR (PAB), COMCAST CORP NEW (CMCSA) and DUKE ENERGY CORP NEW (DUK). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), EXXON MOBIL CORP (XOM) and ISHARES TR (AAXJ).

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

Our best estimate is that Indie Asset Partners, LLC made a return of 4.18% in the last quarter. In trailing 12 months, it's portfolio return was 0.59%.

New Buys

Ticker	$ Bought
pgim etf tr	2,824,930
comcast corp new	523,925
duke energy corp new	472,611
first tr exchange-traded fd	297,404
alphabet inc	269,677
vanguard index fds	261,832
vanguard index fds	253,677
barrick mng corp	245,709

New stocks bought by Indie Asset Partners, LLC

Additions

Ticker	% Inc.
eli lilly & co	623
exxon mobil corp	296
ishares tr	211
blackrock etf trust	140
chevron corp new	125
ishares tr	85.1
dnp select income fd inc	66.67
fidelity merrimack str tr	50.73

Additions to existing portfolio by Indie Asset Partners, LLC

Reductions

Ticker	% Reduced
texas pacific land corporati	-12.82
spdr gold tr	-11.71
costco whsl corp new	-8.9
microsoft corp	-8.77
spdr series trust	-7.72
vanguard world fd	-6.81
meta platforms inc	-6.79
ishares tr	-6.1

Indie Asset Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-203,602
nextera energy inc	-275,806

Indie Asset Partners, LLC got rid off the above stocks

Sector Distribution

Indie Asset Partners, LLC has about 59.4% of it's holdings in Others sector.

Sector	%
Others	59.4
Technology	16.8
Healthcare	9.4
Consumer Cyclical	3.3
Energy	3.1
Financial Services	3
Communication Services	1.8
Industrials	1.1

Market Cap. Distribution

Indie Asset Partners, LLC has about 40.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.4
MEGA-CAP	34.9
LARGE-CAP	5.4

Stocks belong to which Index?

About 40.5% of the stocks held by Indie Asset Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.5
S&P 500	40.5

Top 5 Winners (%)		%
AREC	american res corp	225.9 %
TSLA	tesla inc	39.9 %
GOOG	alphabet inc	37.9 %
AAPL	apple inc	24.1 %
NOC	northrop grumman corp	21.9 %

Top 5 Winners ($)		$
AAPL	apple inc	1.0 M
NVDA	nvidia corporation	0.5 M
MSFT	microsoft corp	0.2 M
TSLA	tesla inc	0.2 M
GLD	spdr gold tr	0.1 M

Top 5 Losers (%)		%
AMT	american tower corp new	-13.0 %
COST	costco whsl corp new	-6.5 %
KO	coca cola co	-6.3 %
V	visa inc	-3.9 %
META	meta platforms inc	-0.5 %

Top 5 Losers ($)		$
AMT	american tower corp new	0.0 M
COST	costco whsl corp new	0.0 M
LLY	eli lilly & co	0.0 M
V	visa inc	0.0 M
KO	coca cola co	0.0 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 78 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. AMT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Indie Asset Partners, LLC last quarter.

Last Reported on: 06 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.93	20,456	5,208,670	reduced	-1.78

AAXJ	ishares tr	3.41	12,230	2,559,250	added	211

ACES	alps etf tr	1.15	18,450	865,859	reduced	-0.4

AFK	vaneck etf trust	1.51	14,844	1,134,080	unchanged	0.00

AMT	american tower corp new	0.35	1,365	262,517	unchanged	0.00

AMZN	amazon com inc	1.49	5,105	1,120,900	reduced	-4.74

AREC	american res corp	0.09	25,000	67,500	unchanged	0.00

AVGO	broadcom inc	0.31	700	230,937	new

BBAX	j p morgan exchange traded f	0.34	3,649	254,007	unchanged	0.00

BECO	blackrock etf trust	0.70	8,859	524,453	added	140

BGLD	first tr exchange-traded fd	0.40	7,175	297,404	new

BIL	spdr series trust	2.80	23,702	2,101,150	reduced	-7.72

BIL	spdr series trust	1.80	14,317	1,350,240	reduced	-3.13

BIL	spdr series trust	0.85	13,805	639,440	reduced	-0.23

BSM	black stone minerals l p	0.27	15,500	203,670	unchanged	0.00

CEF	sprott asset management lp	0.52	10,568	387,740	unchanged	0.00

CGUS	capital group core equity et	0.35	6,689	264,483	unchanged	0.00

CMCSA	comcast corp new	0.70	16,675	523,925	new

COST	costco whsl corp new	0.38	307	284,168	reduced	-8.9

CSD	invesco exchange traded fd t	1.99	27,722	1,497,820	reduced	-3.11