Indie Asset Partners, LLC

CIK

1802244

Location

CARMEL, IN

Portfolio Value

Micro $39,686,476

Diversification

Diversified

Filing Date

Global Rank

#7,113 / 8,605 ▼ 29 · as of Mar 2026

Top Industry

Drug Manufacturers - General 22.7%

3Y Alpha vs SPY

-0.1%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.1%

SPY

+76.5%

Annualised alpha

+0.1%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.5%

−6.3 pts

Top 5

56.0%

−3.3 pts

Top 10

69.8%

−4.5 pts

HHI

945

Diversified−195

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$12,729,795	5
Healthcare	21.5%	$8,543,188	2
Financial Services	14.5%	$5,742,924	10
Energy	7.1%	$2,834,206	6
Consumer Cyclical	6.9%	$2,723,870	4
Unclassified	5.5%	$2,179,668	3
Communication Services	3.7%	$1,483,465	3
Industrials	3.0%	$1,176,926	4
Consumer Defensive	1.9%	$759,439	3
Utilities	1.7%	$683,244	1
Basic Materials	1.6%	$626,970	2
Real Estate	0.5%	$202,781	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
DNP	Dnp Select Income Fund Inc	+57,520	134,520	$1,385,556
AAPL	Apple Inc.	+6,063	27,452	$6,967,043
FITB	Fifth Third Bancorp	+1,902	7,496	$348,264
V	Visa Inc.	+876	2,265	$684,573
MSFT	Microsoft Corp	+541	8,164	$3,022,067
CVX	Chevron Corp	+344	5,169	$1,069,466
AMZN	Amazon Com Inc	+239	6,864	$1,429,565
JPM	Jpmorgan Chase & Co	+136	4,099	$1,205,761
NVDA	Nvidia Corp	+95	13,060	$2,277,664
GE	General Electric Co	+93	1,239	$351,591
AVGO	Broadcom Inc.	+68	817	$252,869
GLD	Spdr Gold Trust	+47	2,439	$1,049,477
IBM	International Business Machines Corp	+47	867	$210,152
BRK-B	Berkshire Hathaway Inc	+34	1,286	$616,251
GEV	GE Vernova Inc.	+23	372	$324,718
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
USO	United States Oil Fund, LP	−27,655	2,897	$368,643
DUK	Duke Energy CORP	−12,715	5,218	$683,244
AESI	Atlas Energy Solutions Inc.	−6,196	36,634	$480,638
LLY	ELI LILLY & Co	−2,262	9,274	$8,529,946
CEF	Sprott Physical Gold & Silver Trust	−500	10,068	$480,444
AMT	American Tower Corp /Ma/	−234	1,175	$202,781
TPL	Texas Pacific Land Corp	−120	870	$412,867
META	Meta Platforms, Inc.	−115	868	$496,608
MCD	Mcdonalds Corp	−106	1,225	$380,717
SPY	Spdr S&P 500 ETF Trust	−84	1,171	$761,548
GOOGL	Alphabet Inc.	−61	1,767	$508,118
KO	Coca Cola Co	−38	3,003	$228,378
COST	Costco Wholesale Corp /New	−7	307	$305,904
TSLA	Tesla, Inc.	−5	1,534	$570,264
NOC	Northrop Grumman Corp /De/	−4	375	$255,840
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	1,060	$258,830
MA	Mastercard Inc	518	$258,823
LMT	Lockheed Martin Corp	405	$244,777
MO	Altria Group, Inc.	3,412	$225,157
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	1,427	$219,957
HD	Home Depot, Inc.	592	$203,707
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $39,686,476 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	9,274	-2,262	$8,529,946	−31.2%	21.49%
AAPL	Apple Inc. Technology	Added	27,452	+6,063	$6,967,043	+19.8%	17.56%
MSFT	Microsoft Corp Technology	Added	8,164	+541	$3,022,067	−18.0%	7.61%
NVDA	Nvidia Corp Technology	Added	13,060	+95	$2,277,664	−5.8%	5.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,864	+239	$1,429,565	−6.5%	3.60%
DNP	Dnp Select Income Fund Inc Financial Services	Added	134,520	+57,520	$1,385,556	+80.1%	3.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,099	+136	$1,205,761	−5.6%	3.04%
CVX	Chevron Corp Energy	Added	5,169	+344	$1,069,466	+45.4%	2.69%
GLD	Spdr Gold Trust	Added	2,439	+47	$1,049,477	+10.7%	2.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,171	-84	$761,548	−11.0%	1.92%
V	Visa Inc. Financial Services	Added	2,265	+876	$684,573	+40.5%	1.72%
DUK	Duke Energy CORP Utilities	Reduced	5,218	-12,715	$683,244	−67.5%	1.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,286	+34	$616,251	−2.1%	1.55%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,534	-5	$570,264	−17.6%	1.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,767	-61	$508,118	−11.2%	1.28%
META	Meta Platforms, Inc. Communication Services	Reduced	868	-115	$496,608	−23.5%	1.25%
AESI	Atlas Energy Solutions Inc. Energy	Reduced	36,634	-6,196	$480,638	+19.1%	1.21%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	10,068	-500	$480,444	−0.7%	1.21%
CMCSA	Comcast Corp Communication Services	Held	16,675	0	$478,739	+2.5%	1.21%
TPL	Texas Pacific Land Corp Energy	Reduced	870	-120	$412,867	+45.2%	1.04%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,225	-106	$380,717	−6.4%	0.96%
SHEL	Shell plc Energy	Held	4,065	0	$378,045	+26.6%	0.95%
USO	United States Oil Fund, LP	Reduced	2,897	-27,655	$368,643	−82.6%	0.93%
GE	General Electric Co Industrials	Added	1,239	+93	$351,591	−0.4%	0.89%
FITB	Fifth Third Bancorp Financial Services	Added	7,496	+1,902	$348,264	+33.0%	0.88%
SII	Sprott Inc. Financial Services	Held	2,420	0	$345,818	+45.9%	0.87%
SCI	Service Corp International Consumer Cyclical	Held	4,161	0	$343,324	+5.8%	0.87%
GEV	GE Vernova Inc. Industrials	Added	372	+23	$324,718	+42.4%	0.82%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	Held	9,200	0	$319,332	+4.5%	0.80%
B	Barrick Mining Corp Basic Materials	Held	7,542	0	$307,638	−6.3%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	307	-7	$305,904	+13.0%	0.77%
MPC	Marathon Petroleum Corp Energy	NEW	1,060	NEW	$258,830	NEW	0.65%
MA	Mastercard Inc Financial Services	NEW	518	NEW	$258,823	NEW	0.65%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	375	-4	$255,840	+18.4%	0.64%
AVGO	Broadcom Inc. Technology	Added	817	+68	$252,869	−2.5%	0.64%
LMT	Lockheed Martin Corp Industrials	NEW	405	NEW	$244,777	NEW	0.62%
BSM	Black Stone Minerals, L.P. Energy	Held	15,500	0	$234,360	+13.8%	0.59%
KO	Coca Cola Co Consumer Defensive	Reduced	3,003	-38	$228,378	+7.4%	0.58%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,412	NEW	$225,157	NEW	0.57%
WRB	Berkley W R Corp Financial Services	Held	3,273	0	$216,934	−5.5%	0.55%
IBM	International Business Machines Corp Technology	Added	867	+47	$210,152	−13.5%	0.53%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	1,175	-234	$202,781	−18.0%	0.51%
KEY	Keycorp /New/ Financial Services	Held	10,000	0	$200,500	−2.9%	0.51%
ELUT	Elutia Inc. Healthcare	Held	12,612	0	$13,242	+51.5%	0.03%