Top Institutional Investors

Indivisible Partners — 13F Holdings & Portfolio

CIK 2098400 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Indivisible Partners manages $1.77B in 13F-reported U.S. long-equity assets across 638 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TXN (21.75%), AVUS (3.12%), STX (2.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 182 new positions, exited 27, added to 348, and trimmed 45.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
114 TURNER STREET
CLEARWATER, FL 33756
Phone
(727) 288-0602
Filing Manager
Indivisible Partners
CLEARWATER, FL
Signatory
Stephen Hostetler
Chief Compliance Officer
Loading holdings…
AUM

$1.77B

Long-equity book

Holdings

638

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+182 / −27 / ↑348 / ↓45

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TEXAS INSTRS INC$134.4M +53.7%
  • ISHARES TR$34.2M +1057.0%
  • ENERGY TRANSFER L P$30.3M +6113.6%
  • SEAGATE TECHNOLOGY HLDNGS PL$24.2M +137.2%
  • AMERICAN CENTY ETF TR$15.0M +37.5%
Show all 348 →

Top Trims

  • PARKER-HANNIFIN CORP-$8.3M -91.4%
  • CENCORA INC-$6.7M -95.0%
  • MCKESSON CORP-$4.4M -93.8%
  • AMERICAN CENTY ETF TR-$3.9M -79.0%
  • PALANTIR TECHNOLOGIES INC-$2.0M -21.3%
Show all 45 →

New Positions

  • PLAINS GP HLDGS L P$9.4M
  • XPLR INFRASTRUCTURE LP$8.2M
  • ALEXANDRIA REAL ESTATE EQ IN$7.6M
  • JABIL INC$6.1M
  • FIRST TR EXCHANGE-TRADED FD$5.9M
Show all 182 →

Exited Positions

  • WHEATON PRECIOUS METALS CORP$7.2M
  • MONOLITHIC PWR SYS INC$4.8M
  • AMERICAN CENTY ETF TR$2.2M
  • HONEYWELL INTL INC$1.5M
  • ROLLINS INC$1.3M
Show all 27 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEXAS INSTRS INC TXN 882508104 $384.9M 21.75% 1,291,269 SH
2 AMERICAN CENTY ETF TR AVUS 025072885 $55.1M 3.12% 430,377 SH
3 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $41.8M 2.36% 43,306 SH
4 ISHARES TR AGG 464287226 $37.4M 2.11% 377,855 SH
5 APPLE INC AAPL 037833100 $34.7M 1.96% 119,942 SH
6 ENERGY TRANSFER L P ET 29273V100 $30.8M 1.74% 1,610,667 SH
7 INVESCO QQQ TR QQQ 46090E103 $24.6M 1.39% 33,464 SH
8 VANGUARD INDEX FDS VOO 922908363 $24.5M 1.38% 35,680 SH
9 AMERICAN CENTY ETF TR AVDE 025072703 $22.1M 1.25% 247,271 SH
10 NVIDIA CORPORATION NVDA 67066G104 $22.0M 1.25% 110,135 SH
11 ALPHABET INC GOOGL 02079K305 $18.6M 1.05% 51,922 SH
12 ETF SER SOLUTIONS DSTL 26922A321 $17.9M 1.01% 298,065 SH
13 ELI LILLY & CO LLY 532457108 $16.6M 0.94% 13,876 SH
14 AMAZON COM INC AMZN 023135106 $16.6M 0.94% 69,675 SH
15 AMPHENOL CORP APH 032095101 $15.7M 0.89% 89,141 SH
16 AMERICAN CENTY ETF TR AVEM 025072604 $15.0M 0.85% 155,149 SH
17 MICROSOFT CORP MSFT 594918104 $14.7M 0.83% 39,457 SH
18 DIMENSIONAL ETF TRUST DFUS 25434V401 $14.3M 0.81% 173,937 SH
19 ROYAL BK CDA RY 780087102 $14.2M 0.80% 68,809 SH
20 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $14.2M 0.80% 251,958 SH
21 HOWMET AEROSPACE INC HWM 443201108 $13.7M 0.77% 50,907 SH
22 VANGUARD INDEX FDS VTI 922908769 $13.3M 0.75% 35,957 SH
23 CATERPILLAR INC CAT 149123101 $12.1M 0.69% 11,404 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $10.4M 0.59% 20,809 SH
25 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $10.3M 0.58% 167,337 SH
26 ISHARES TR EEM 464287234 $10.0M 0.56% 146,103 SH
27 WELLTOWER INC WELL 95040Q104 $9.8M 0.55% 43,211 SH
28 NEOS ETF TRUST SPYI 78433H303 $9.6M 0.54% 180,638 SH
29 PLAINS GP HLDGS L P PAGP 72651A207 $9.4M 0.53% 387,025 SH
30 DIMENSIONAL ETF TRUST DFAI 25434V203 $9.3M 0.52% 225,079 SH
31 BROADCOM INC AVGO 11135F101 $9.1M 0.52% 24,201 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $9.0M 0.51% 27,539 SH
33 VANGUARD SPECIALIZED FUNDS VIG 921908844 $8.8M 0.50% 37,176 SH
34 VENTAS INC VTR 92276F100 $8.7M 0.49% 98,336 SH
35 CUMMINS INC CMI 231021106 $8.7M 0.49% 12,224 SH
36 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $8.6M 0.49% 25,982 SH
37 EXXON MOBIL CORP XOM 30231G102 $8.4M 0.47% 61,388 SH
38 ISHARES TR IVV 464287200 $8.3M 0.47% 11,138 SH
39 VANGUARD INDEX FDS VUG 922908736 $8.3M 0.47% 96,151 SH
40 XPLR INFRASTRUCTURE LP XIFR 65341B106 $8.2M 0.46% 693,500 SH
41 ETF SER SOLUTIONS DSMC 26922B667 $8.1M 0.46% 201,233 SH
42 ISHARES TR MTUM 46432F396 $8.0M 0.45% 23,375 SH
43 NEBIUS GROUP N.V. NBIS N97284108 $7.8M 0.44% 28,345 SH
44 ALEXANDRIA REAL ESTATE EQ IN ARE 015271109 $7.6M 0.43% 144,584 SH
45 FIRST TR EXCHANGE-TRADED FD SDVD 33738D820 $7.6M 0.43% 329,479 SH
46 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $7.5M 0.43% 64,526 SH
47 ALPHABET INC GOOG 02079K107 $7.4M 0.42% 20,931 SH
48 WABTEC WAB 929740108 $6.6M 0.37% 24,370 SH
49 ROSS STORES INC ROST 778296103 $6.5M 0.37% 30,684 SH
50 FIDELITY COMWLTH TR ONEQ 315912808 $6.5M 0.36% 62,543 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $1.77B 638 0002098400-26-000004
2026-03-31 2026-04-30 $1.13B 482 0002098400-26-000002
2025-12-31 2026-02-03 $922.2M 440 0002098400-26-000001