Indivisible Partners

13F filer · CIK 0002098400

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$1.77BU.S. long equity reported on 13F

Positions433101 new · 14 closed

Net flow last quarter+$219MBuys minus sells

Top 10 positions weight34.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026433 positions
TXNTexas Instruments Inc	$385M	21.75%	0.14%	+0.1%	Q4 2025
STXSeagate Technology Holdings plc	$41.8M	2.36%	0.02%	-3.7%	Q4 2025
AAPLApple Inc.	$34.7M	1.96%	0.00%	+7.2%	Q4 2025
ETEnergy Transfer LP	$30.8M	1.74%	0.05%	+6172.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$24.6M	1.39%	Not reported	+22.2%	Q4 2025
NVDANvidia Corp	$22M	1.25%	0.00%	+45.2%	Q4 2025
GOOGLAlphabet Inc.	$18.6M	1.05%	0.00%	+35.5%	Q4 2025
LLYELI LILLY & Co	$16.6M	0.94%	0.00%	+8.9%	Q4 2025
AMZNAmazon Com Inc	$16.6M	0.94%	0.00%	+46.5%	Q4 2025
APHAmphenol Corp	$15.7M	0.89%	0.01%	-0.6%	Q4 2025
MSFTMicrosoft Corp	$14.7M	0.83%	0.00%	+46.9%	Q4 2025
RYRoyal Bank of Canada	$14.2M	0.80%	0.00%	+59.6%	Q4 2025
HWMHowmet Aerospace Inc.	$13.7M	0.77%	0.01%	-3.1%	Q4 2025
CATCaterpillar Inc	$12.1M	0.69%	0.00%	+14.5%	Q4 2025
BRK.BBerkshire Hathaway Inc	$10.4M	0.59%	Not reported	+29.2%	Q4 2025
WELLWelltower Inc.	$9.81M	0.55%	0.01%	0.0%	Q4 2025
PAGPPlains GP Holdings LP	$9.39M	0.53%	0.20%	New	Q2 2026
AVGOBroadcom Inc.	$9.14M	0.52%	0.00%	+35.9%	Q4 2025
JPMJPMorgan Chase & Co	$9.01M	0.51%	0.00%	+29.3%	Q4 2025
VTRVentas, Inc.	$8.73M	0.49%	0.02%	-1.7%	Q4 2025
CMICummins Inc	$8.72M	0.49%	0.01%	+556.5%	Q1 2026
HLTHilton Worldwide Holdings Inc.	$8.59M	0.49%	0.01%	+0.8%	Q4 2025
XOMExxonMobil Holdings Corp	$8.39M	0.47%	0.00%	+7.1%	Q4 2025
XIFRXPLR Infrastructure, LP	$8.19M	0.46%	0.74%	New	Q2 2026
NBISNebius Group N.V.	$7.83M	0.44%	0.01%	+513.4%	Q4 2025
AREAlexandria Real Estate Equities, Inc.	$7.64M	0.43%	0.08%	New	Q2 2026
PLTRPalantir Technologies Inc.	$7.53M	0.43%	0.00%	-1.3%	Q4 2025
GOOGAlphabet Inc.	$7.4M	0.42%	Not reported	+100.5%	Q4 2025
WABWestinghouse Air Brake Technologies Corp	$6.57M	0.37%	0.01%	+5.8%	Q1 2026
ROSTRoss Stores, Inc.	$6.53M	0.37%	0.01%	+8.2%	Q1 2026
METAMeta Platforms, Inc.	$6.45M	0.36%	Not reported	+75.0%	Q4 2025
JNJJohnson & Johnson	$6.43M	0.36%	0.00%	+16.7%	Q4 2025
TJXTJX Companies Inc	$6.21M	0.35%	0.00%	+1011.7%	Q4 2025
MARMarriott International Inc	$6.21M	0.35%	0.01%	+6.7%	Q1 2026
JBLJabil Inc	$6.08M	0.34%	0.02%	New	Q2 2026
BACBank of America Corp	$5.98M	0.34%	0.00%	+11.3%	Q4 2025
RHRH	$5.87M	0.33%	0.19%	+9.9%	Q1 2026
EAElectronic Arts Inc.	$5.68M	0.32%	Not reported	+7.7%	Q1 2026
GLDSPDR Gold Trust	$5.63M	0.32%	0.00%	+43.9%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.63M	0.32%	0.00%	+26.2%	Q4 2025
HIGHartford Insurance Group, Inc.	$5.35M	0.30%	0.01%	+3.5%	Q4 2025
RYNRayonier Inc	$5.13M	0.29%	0.08%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$5.01M	0.28%	Not reported	+807.6%	Q1 2026
QLTYQuality Distribution Inc	$4.92M	0.28%	0.42%	+4.4%	Q4 2025
MPLXMPLX LP	$4.81M	0.27%	0.01%	New	Q2 2026
PAAPlains All American Pipeline LP	$4.74M	0.27%	0.03%	New	Q2 2026
EPDEnterprise Products Partners L.P.	$4.71M	0.27%	0.01%	New	Q2 2026
ETREntergy Corp	$4.61M	0.26%	0.01%	+9.6%	Q1 2026
TSLATesla, Inc.	$4.39M	0.25%	0.00%	+120.1%	Q4 2025
WRBYWarby Parker Inc.	$4.06M	0.23%	0.12%	+5.2%	Q1 2026

Q1 2026Reported Apr 30, 2026345 positions
TXNTexas Instruments Inc	$250M	22.17%	0.14%	+23.0%	Q4 2025
AAPLApple Inc.	$28.4M	2.51%	0.00%	+28.1%	Q4 2025
STXSeagate Technology Holdings plc	$17.6M	1.56%	0.02%	+29.9%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$15.8M	1.40%	Not reported	+147.1%	Q4 2025
NVDANvidia Corp	$13.2M	1.17%	0.00%	+19.4%	Q4 2025
HWMHowmet Aerospace Inc.	$12.1M	1.07%	0.01%	+30.1%	Q4 2025
LLYELI LILLY & Co	$11.7M	1.04%	0.00%	+5.3%	Q4 2025
APHAmphenol Corp	$11.3M	1.00%	0.01%	+27.9%	Q4 2025
GOOGLAlphabet Inc.	$11M	0.98%	0.00%	+58.0%	Q4 2025
MSFTMicrosoft Corp	$9.94M	0.88%	0.00%	-12.2%	Q4 2025
AMZNAmazon Com Inc	$9.9M	0.88%	0.00%	-1.6%	Q4 2025
XOMExxonMobil Holdings Corp	$9.72M	0.86%	0.00%	+2.9%	Q4 2025
PLTRPalantir Technologies Inc.	$9.56M	0.85%	0.00%	-3.5%	Q4 2025
PHParker-Hannifin Corp	$9.04M	0.80%	0.01%	+31.2%	Q4 2025
WELLWelltower Inc.	$8.55M	0.76%	0.01%	+30.5%	Q4 2025
VTRVentas, Inc.	$8.18M	0.72%	0.02%	+30.7%	Q4 2025
HLTHilton Worldwide Holdings Inc.	$7.83M	0.69%	0.01%	+31.0%	Q4 2025
BRK.BBerkshire Hathaway Inc	$7.72M	0.68%	Not reported	+1.7%	Q4 2025
WPMWheaton Precious Metals Corp.	$7.23M	0.64%	0.01%	-0.2%	Q4 2025
CORCencora, Inc.	$7.08M	0.63%	0.01%	+37.0%	Q4 2025
CATCaterpillar Inc	$7.06M	0.62%	0.00%	+282.3%	Q4 2025
RYRoyal Bank of Canada	$6.97M	0.62%	0.00%	+0.2%	Q4 2025
JPMJPMorgan Chase & Co	$6.27M	0.55%	0.00%	+8.5%	Q4 2025
ROSTRoss Stores, Inc.	$6.14M	0.54%	0.01%	New	Q1 2026
WABWestinghouse Air Brake Technologies Corp	$5.76M	0.51%	0.01%	New	Q1 2026
AVGOBroadcom Inc.	$5.51M	0.49%	0.00%	+5.1%	Q4 2025
JNJJohnson & Johnson	$5.3M	0.47%	0.00%	+9.8%	Q4 2025
HIGHartford Insurance Group, Inc.	$5.27M	0.47%	0.01%	+1354.3%	Q4 2025
EAElectronic Arts Inc.	$5.24M	0.46%	Not reported	New	Q1 2026
MARMarriott International Inc	$5.14M	0.45%	0.01%	New	Q1 2026
MPWRMonolithic Power Systems, Inc.	$4.79M	0.42%	0.01%	New	Q1 2026
MCKMckesson Corp	$4.72M	0.42%	0.00%	New	Q1 2026
BACBank of America Corp	$4.6M	0.41%	0.00%	-9.2%	Q4 2025
GLDSPDR Gold Trust	$4.57M	0.40%	0.00%	+45.5%	Q4 2025
RHRH	$4.53M	0.40%	0.17%	New	Q1 2026
ETREntergy Corp	$4.11M	0.36%	0.01%	New	Q1 2026
QLTYQuality Distribution Inc	$4.1M	0.36%	0.40%	+14.6%	Q4 2025
METAMeta Platforms, Inc.	$3.74M	0.33%	Not reported	+18.2%	Q4 2025
NANNuveen New York Quality Municipal Income Fund	$3.7M	0.33%	Not reported	+5.0%	Q4 2025
CVXChevron Corp	$3.19M	0.28%	0.00%	+22.2%	Q4 2025
WMBWilliams Companies, Inc.	$3.18M	0.28%	0.00%	-65.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.16M	0.28%	0.00%	+10.0%	Q4 2025
PMPhilip Morris International Inc.	$3.08M	0.27%	0.00%	+5.5%	Q4 2025
GOOGAlphabet Inc.	$3M	0.27%	Not reported	+7.1%	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.87M	0.25%	Not reported	Not reported	Q4 2025
VTNInvesco Trust for Investment Grade New York Municipals	$2.8M	0.25%	Not reported	+12.2%	Q4 2025
PAYXPaychex Inc	$2.71M	0.24%	0.01%	-5.9%	Q4 2025
BLKBlackRock, Inc.	$2.7M	0.24%	0.00%	+71.7%	Q4 2025
WRBYWarby Parker Inc.	$2.68M	0.24%	0.11%	New	Q1 2026
WMTWalmart Inc.	$2.65M	0.23%	0.00%	+12.0%	Q4 2025

Q4 2025Reported Feb 3, 2026305 positions
TXNTexas Instruments Inc	$182M	19.74%	0.12%	New	Q4 2025
AAPLApple Inc.	$23.8M	2.58%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$14.8M	1.60%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$13M	1.41%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$12M	1.31%	0.00%	New	Q4 2025
NVDANvidia Corp	$11.8M	1.28%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$11.2M	1.21%	0.00%	New	Q4 2025
STXSeagate Technology Holdings plc	$9.54M	1.03%	0.02%	New	Q4 2025
APHAmphenol Corp	$9.47M	1.03%	0.01%	New	Q4 2025
HWMHowmet Aerospace Inc.	$8.28M	0.90%	0.01%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$7.96M	0.86%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$7.59M	0.82%	0.00%	New	Q4 2025
WMBWilliams Companies, Inc.	$7.55M	0.82%	0.01%	New	Q4 2025
RYRoyal Bank of Canada	$7.33M	0.80%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$6.81M	0.74%	Not reported	New	Q4 2025
PHParker-Hannifin Corp	$6.76M	0.73%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$6.7M	0.73%	0.00%	New	Q4 2025
WPMWheaton Precious Metals Corp.	$6.5M	0.71%	0.01%	New	Q4 2025
NDAQNasdaq, Inc.	$6.45M	0.70%	0.01%	New	Q4 2025
JPMJPMorgan Chase & Co	$6.33M	0.69%	0.00%	New	Q4 2025
WELLWelltower Inc.	$6.15M	0.67%	0.00%	New	Q4 2025
KLACKla Corp	$6.07M	0.66%	0.00%	New	Q4 2025
VTRVentas, Inc.	$5.92M	0.64%	0.02%	New	Q4 2025
HEIHeico Corp	$5.88M	0.64%	0.03%	New	Q4 2025
AVGOBroadcom Inc.	$5.87M	0.64%	0.00%	New	Q4 2025
PCTPureCycle Technologies, Inc.	$5.8M	0.63%	0.37%	New	Q4 2025
BSXBoston Scientific Corp	$5.79M	0.63%	0.00%	New	Q4 2025
BACBank of America Corp	$5.72M	0.62%	0.00%	New	Q4 2025
HLTHilton Worldwide Holdings Inc.	$5.65M	0.61%	0.01%	New	Q4 2025
CORCencora, Inc.	$5.56M	0.60%	0.01%	New	Q4 2025
CDNSCadence Design Systems Inc	$4.79M	0.52%	0.01%	New	Q4 2025
JNJJohnson & Johnson	$4.08M	0.44%	0.00%	New	Q4 2025
QLTYQuality Distribution Inc	$3.8M	0.41%	0.35%	New	Q4 2025
METAMeta Platforms, Inc.	$3.65M	0.40%	Not reported	New	Q4 2025
NANNuveen New York Quality Municipal Income Fund	$3.56M	0.39%	Not reported	New	Q4 2025
PAYXPaychex Inc	$3.5M	0.38%	0.01%	New	Q4 2025
GOOGAlphabet Inc.	$3.06M	0.33%	Not reported	New	Q4 2025
BRK.ABerkshire Hathaway Inc	$3.02M	0.33%	Not reported	New	Q4 2025
GLDSPDR Gold Trust	$2.89M	0.31%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$2.84M	0.31%	0.00%	New	Q4 2025
VTNInvesco Trust for Investment Grade New York Municipals	$2.62M	0.28%	Not reported	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.58M	0.28%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$2.19M	0.24%	0.00%	New	Q4 2025
VVisa Inc.	$2.13M	0.23%	0.00%	New	Q4 2025
WMTWalmart Inc.	$2.12M	0.23%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$2.12M	0.23%	0.00%	New	Q4 2025
NBISNebius Group N.V.	$2.11M	0.23%	0.01%	New	Q4 2025
TSLATesla, Inc.	$2.05M	0.22%	0.00%	New	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$1.97M	0.21%	Not reported	New	Q4 2025
CVXChevron Corp	$1.92M	0.21%	0.00%	New	Q4 2025

Premium opens every quarter this fund has filed