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%

Performance for 2026 Q1 is -0.59%, and YTD is -0.59%, and 2025 is 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.

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.

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

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 corp	258,831
mastercard incorporated	258,824
lockheed martin corp	244,778
altria group inc	225,143
proshares tr ii	122,304

New stocks bought by Indie Asset Partners, LLC

Additions

Ticker	% Inc.
dnp select income fd inc	74.7
visa inc	63.07
ishares tr	35.00
fifth third bancorp	34.00
ishares tr	28.45
apple inc	28.35
blackrock etf trust	26.67
schwab strategic tr	25.48

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	%
Others	62.7
Technology	14.5
Healthcare	9.7
Financial Services	3.3
Consumer Cyclical	3.1
Energy	2.2
Communication Services	1.6

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	%
UNALLOCATED	62.7
MEGA-CAP	33.6
LARGE-CAP	3.4

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	%
Others	62.8
S&P 500	37.2

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.

Last Reported on: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.94	27,452	6,967,010	added	28.35

AAXJ	ishares tr	3.30	13,221	2,892,090	added	7.18

AAXJ	ishares tr	0.55	6,451	479,632	added	28.45

ACES	alps etf tr	1.08	17,950	944,888	added	2.87

AFK	vaneck etf trust	1.55	14,834	1,361,320	unchanged	0.00

AMT	american tower corp	0.23	1,175	202,782	reduced	-16.61

AMZN	amazon com inc	1.63	6,864	1,429,560	added	3.61

AVGO	broadcom inc	0.29	817	252,870	added	9.08

AZYO	elutia inc	0.01	12,612	13,243	unchanged	0.00

BBAX	j p morgan exchange traded f	0.30	3,649	264,224	unchanged	0.00

BECO	blackrock etf trust	1.40	21,109	1,228,120	added	26.67

BGLD	first tr exchange-traded fd	0.37	7,175	320,794	unchanged	0.00

BIL	spdr series trust	2.33	21,598	2,042,750	reduced	-2.21

BIL	spdr series trust	1.31	11,901	1,149,880	reduced	-3.05

BIL	spdr series trust	0.75	13,584	656,375	added	0.01

BOIL	proshares tr ii	0.14	14,700	122,304	new

BSM	black stone minerals l p	0.27	15,500	234,360	unchanged	0.00

BX	blackstone inc	0.00	0.00	0.00	sold off	-100

CEF	sprott asset management lp	0.55	10,068	480,445	reduced	-4.73

CGUS	capital group core equity et	0.29	6,689	256,991	unchanged	0.00