Indie Asset Partners, LLC

Q1 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$87,762
Net value change ($000)
-1,933 (-2.2%)
New positions
5
Sold out positions
3
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AAPL 1,152 19.8%
PAAA 710 14.4%
VEU 653 11.0%
VDE 643 33.4%
DNP 617 80.2%
SCHE 428 26.3%
IYT 413 35.1%
CVX 334 45.4%
MPC 259 NEW
MA 259 NEW
Top Reduces (Value $000, Stocks/ETFs)
LLY -3,868 -31.2%
USO -1,744 -82.5%
DUK -1,419 -67.5%
XOM -674 -64.7%
MSFT -665 -18.0%
SCHG -302 -14.4%
BX -220 -100.0%
VGT -205 -100.0%
HD -204 -100.0%
IYH -182 -26.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type