Latest Indie Asset Partners, LLC Stock Portfolio

Indie Asset Partners, LLC Performance:

2025 Q4: 5.04%YTD: 13.97%2024: 12.14%

Performance for 2025 Q4 is 5.04%, and YTD is 13.97%, and 2024 is 12.14%.

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

Indie Asset Partners, LLC is a hedge fund based in Carmel, IN. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Indie Asset Partners, LLC reported an equity portfolio of $89.7 Millions as of 31 Dec, 2025.

The top stock holdings of Indie Asset Partners, LLC are LLY, VEU, AAPL. The fund has invested 13.8% of it's portfolio in ELI LILLY & CO and 6.6% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off MARATHON PETE CORP (MPC), ALTRIA GROUP INC (MO) and LOCKHEED MARTIN CORP (LMT) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), ISHARES TR (IBCE) and NORTHROP GRUMMAN CORP (NOC). Indie Asset Partners, LLC opened new stock positions in UNITED STS OIL FD LP (USO), ISHARES TR (AAXJ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to DUKE ENERGY CORP NEW (DUK), TEXAS PACIFIC LAND CORPORATI (TPL) and VANGUARD INDEX FDS (VB).

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

Our best estimate is that Indie Asset Partners, LLC made a return of 5.04% in the last quarter. In trailing 12 months, it's portfolio return was 13.97%.

Performance
S&P 500

New Buys

Ticker	$ Bought
united sts oil fd lp	2,112,980
ishares tr	358,621
ishares tr	240,422
ge vernova inc	228,096
blackstone inc	219,958
home depot inc	203,707
elutia inc	8,736

New stocks bought by Indie Asset Partners, LLC

Additions

Ticker	% Inc.
duke energy corp new	369
texas pacific land corporati	191
vanguard index fds	102
blackrock etf trust	88.1
pgim etf tr	75.45
schwab strategic tr	52.19
vanguard index fds	48.48
ishares tr	38.4

Additions to existing portfolio by Indie Asset Partners, LLC

Reductions

Ticker	% Reduced
nvidia corporation	-22.79
ishares tr	-21.4
northrop grumman corp	-20.21
spdr series trust	-14.26
ishares tr	-10.19
vanguard tax-managed fds	-8.48
spdr series trust	-6.82
vanguard world fd	-6.65

Indie Asset Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
american res corp	-67,500
altria group inc	-279,855
marathon pete corp	-501,124
lockheed martin corp	-253,099

Indie Asset Partners, LLC got rid off the above stocks

Sector Distribution

Indie Asset Partners, LLC has about 58% of it's holdings in Others sector.

Sector	%
Others	58
Technology	13.8
Healthcare	13.8
Consumer Cyclical	3.5
Financial Services	3
Utilities	2.3
Energy	2.2
Communication Services	1.9

Market Cap. Distribution

Indie Asset Partners, LLC has about 41.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	57.9
MEGA-CAP	36.5
LARGE-CAP	5.4

Stocks belong to which Index?

About 42% of the stocks held by Indie Asset Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58
S&P 500	42

Top 5 Winners (%)		%
LLY	eli lilly & co	35.3 %
	barrick mng corp	32.8 %
GOOG	alphabet inc	28.5 %
CEF	sprott asset management lp	24.8 %
GOOG	alphabet inc	24.7 %

Top 5 Winners ($)		$
LLY	eli lilly & co	3.2 M
AAPL	apple inc	0.4 M
VEU	vanguard intl equity index f	0.2 M
CSD	invesco exchange traded fd t	0.1 M
AFK	vaneck etf trust	0.1 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-60.2 %
	atlas energy solutions inc	-17.0 %
META	meta platforms inc	-9.7 %
AMT	american tower corp new	-8.6 %
WRB	berkley w r corp	-8.5 %

Top 5 Losers ($)		$
TPL	texas pacific land corporati	-0.4 M
MSFT	microsoft corp	-0.3 M
	atlas energy solutions inc	-0.1 M
DUK	duke energy corp new	-0.1 M
META	meta platforms inc	-0.1 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 81 stocks in it's portfolio. About 49.4% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Indie Asset Partners, LLC last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.48	21,389	5,814,920	added	4.56

AAXJ	ishares tr	2.95	12,335	2,648,200	added	0.86

AAXJ	ishares tr	0.40	5,022	358,621	new

ACES	alps etf tr	0.92	17,450	820,499	reduced	-5.42

AFK	vaneck etf trust	1.42	14,834	1,272,310	reduced	-0.07

AMT	american tower corp new	0.28	1,409	247,378	added	3.22

AMZN	amazon com inc	1.71	6,625	1,529,180	added	29.77

AREC	american res corp	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.29	749	259,229	added	7.00

AZYO	elutia inc	0.01	12,612	8,736	new

BBAX	j p morgan exchange traded f	0.30	3,649	267,472	unchanged	0.00

BECO	blackrock etf trust	1.13	16,664	1,013,340	added	88.1

BGLD	first tr exchange-traded fd	0.34	7,175	307,018	unchanged	0.00

BIL	spdr series trust	2.24	22,086	2,009,150	reduced	-6.82

BIL	spdr series trust	1.29	12,276	1,156,280	reduced	-14.26

BIL	spdr series trust	0.71	13,583	636,522	reduced	-1.61

BSM	black stone minerals l p	0.23	15,500	205,995	unchanged	0.00

BX	blackstone inc	0.24	1,427	219,958	new

CEF	sprott asset management lp	0.54	10,568	484,014	unchanged	0.00

CGUS	capital group core equity et	0.30	6,689	269,098	unchanged	0.00