Indie Asset Partners, LLC

Q3 2025 13F-HR Holdings

Location
Carmel, IN
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$75,122
Net value change ($000)
+20,151 (36.7%)
New positions
13
Sold out positions
2
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 6,038 608.7%
PAAA 2,825 NEW
ITA 1,818 245.3%
AAPL 936 21.9%
XOM 743 313.5%
NVDA 583 22.9%
CMCSA 524 NEW
DUK 473 NEW
VEU 410 7.7%
CVX 396 144.5%
Top Reduces (Value $000, Stocks/ETFs)
NEE -276 -100.0%
T -204 -100.0%
MSFT -201 -5.0%
TPL -95 -23.1%
AESI -82 -14.2%
AMZN -55 -4.7%
META -51 -7.2%
COST -50 -15.0%
AMLP -39 -4.3%
AMT -39 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type