Indie Asset Partners, LLC

Q4 2025 13F-HR Holdings

Location
Carmel, IN
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$89,695
Net value change ($000)
+14,573 (19.4%)
New positions
7
Sold out positions
4
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,368 76.4%
USO 2,113 NEW
PAAA 2,108 74.6%
DUK 1,629 344.4%
AAPL 606 11.6%
DYNF 489 93.3%
AMZN 408 36.4%
IVV 407 41.6%
EFV 359 NEW
VTV 281 107.3%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -715 -22.8%
MPC -501 -100.0%
MO -280 -100.0%
LMT -253 -100.0%
SLYG -194 -14.4%
VDE -136 -6.6%
MSFT -128 -3.4%
SCHE -125 -7.1%
AESI -93 -18.8%
SLYV -92 -4.4%
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