Indivisible Partners
13F holdings for Q2 2026 · CLEARWATER, FL · filed August 4, 2026
Indivisible Partners reported $1.8B in 13F securities across 638 holdings for Q2 2026, in a Form 13F filed August 4, 2026. The largest positions were TXN (21.8%), American Centy ETF TR (3.1%), Seagate Technology Hldngs PLC Ord SHS (2.4%). Reported value rose 56.6% from the quarter before. It opened 182 new positions, added to 348, trimmed 85 and sold out of 27.
- 13F value Q2 2026
- $1.8B
- Holdings
- 638
- Change vs prior quarter
- +56.6%
- Rank by 13F value
- #1,755
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| TXN Texas Instruments Incorporated | $385M | 21.8% | 1,291,269 | 0% | Unchanged |
| American Centy ETF TR | $55.1M | 3.1% | 430,377 | +19.3% | Added |
| Seagate Technology Hldngs PLC Ord SHS | $41.8M | 2.4% | 43,306 | -3.7% | Trimmed |
| iShares TR | $37.4M | 2.1% | 377,855 | +1060% | Added |
| AAPL Apple Inc. | $34.7M | 2.0% | 119,942 | +7.2% | Added |
| ET Energy Transfer L.P. | $30.8M | 1.7% | 1,610,667 | +6172% | Added |
| QQQ Invesco QQQ Trust, Series 1 | $24.6M | 1.4% | 33,464 | +22.2% | Added |
| Vanguard Index FDS | $24.5M | 1.4% | 35,680 | +75.7% | Added |
| American Centy ETF TR | $22.1M | 1.2% | 247,271 | +37.6% | Added |
| NVDA NVIDIA Corporation | $22.0M | 1.2% | 110,135 | +45.2% | Added |
| GOOGL Alphabet Inc. | $18.6M | 1.0% | 51,922 | +35.5% | Added |
| ETF Ser Solutions | $17.9M | 1.0% | 298,065 | +0.5% | Added |
| LLY Eli Lilly and Company | $16.6M | 0.9% | 13,876 | +8.9% | Added |
| AMZN Amazon.com Inc. | $16.6M | 0.9% | 69,675 | +46.5% | Added |
| APH Amphenol Corporation | $15.7M | 0.9% | 89,141 | -0.6% | Trimmed |
| American Centy ETF TR | $15.0M | 0.8% | 155,149 | -0.2% | Trimmed |
| MSFT Microsoft Corporation | $14.7M | 0.8% | 39,457 | +46.9% | Added |
| Dimensional ETF Trust | $14.3M | 0.8% | 173,937 | +2.0% | Added |
| RY Royal Bank Of Canada | $14.2M | 0.8% | 68,809 | +59.6% | Added |
| JPMorgan Equity Premium Income ETF | $14.2M | 0.8% | 251,958 | -5.4% | Trimmed |
| HWM Howmet Aerospace Inc. | $13.7M | 0.8% | 50,907 | -3.1% | Trimmed |
| Vanguard Index FDS | $13.3M | 0.8% | 35,957 | +930.6% | Added |
| CAT Caterpillar Inc. | $12.1M | 0.7% | 11,404 | +14.5% | Added |
| BRK.B Berkshire Hathaway Inc. | $10.4M | 0.6% | 20,809 | +29.2% | Added |
| J P Morgan Exchange Traded F | $10.3M | 0.6% | 167,337 | -10.8% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $1.8B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- iShares TR Added+$34.2M
- ET Energy Transfer L.P. Added+$30.3M
- Vanguard Index FDS Added+$12.0M
- Vanguard Index FDS Added+$10.6M
- PAGP Plains Group Holdings, L.P. New+$9.4M
- American Centy ETF TR Added+$8.9M
- XIFR XPLR Infrastructure LP New+$8.2M
- ARE Alexandria Real Estate Equities Inc. New+$7.6M
- CMI Cummins Inc. Added+$7.4M
- Vanguard Morningstar Growth ETF Added+$7.2M
Biggest sells in Q2 2026
- PH Parker-Hannifin Corporation Trimmed-$9.1M
- WPM Wheaton Precious Metals Corp Sold out-$7.2M
- COR Cencora Inc. Trimmed-$6.0M
- MPWR Monolithic Power Systems Inc. Sold out-$4.8M
- American Centy ETF TR Trimmed-$4.5M
- MCK McKesson Corporation Trimmed-$3.8M
- American Centy ETF TR Sold out-$2.2M
- INTC Intel Corporation Trimmed-$2.1M
- EMB iShares J.P. Morgan USD Emerging Markets Bond ETF Trimmed-$1.7M
- iShares TR Trimmed-$1.7M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 182 new, 348 added, 85 trimmed, 27 sold out.
Sector mix
- Not listed with us34.6%
- Technology32.7%
- Consumer Discretionary5.2%
- Finance5.1%
- Industrials4.6%
- n/a3.8%
- Health Care3.3%
- Real Estate2.1%
- Energy2.1%
- Utilities2.0%
- Public Utilities1.7%
- Funds and other1.1%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| iShares TR | $10.0M | 0.6% | 146,103 | +47.4% | Added |
| WELL Welltower Inc. | $9.8M | 0.6% | 43,211 | 0% | Unchanged |
| Neos ETF Trust | $9.6M | 0.5% | 180,638 | -2.2% | Trimmed |
| PAGP Plains Group Holdings, L.P. | $9.4M | 0.5% | 387,025 | New | New |
| Dimensional ETF Trust | $9.3M | 0.5% | 225,079 | +7.3% | Added |
| AVGO Broadcom Inc. | $9.1M | 0.5% | 24,201 | +35.9% | Added |
| JPM JP Morgan Chase & Co. | $9.0M | 0.5% | 27,539 | +29.3% | Added |
| Vanguard Specialized Funds | $8.8M | 0.5% | 37,176 | +22.7% | Added |
| VTR Ventas Inc. | $8.7M | 0.5% | 98,336 | -1.7% | Trimmed |
| CMI Cummins Inc. | $8.7M | 0.5% | 12,224 | +556.5% | Added |
| HLT Hilton Worldwide Holdings Inc. | $8.6M | 0.5% | 25,982 | +0.8% | Added |
| Exxon Mobil Corp | $8.4M | 0.5% | 61,388 | +7.1% | Added |
| iShares TR | $8.3M | 0.5% | 11,138 | +460.3% | Added |
| Vanguard Morningstar Growth ETF | $8.3M | 0.5% | 96,151 | +700.9% | Added |
| XIFR XPLR Infrastructure LP | $8.2M | 0.5% | 693,500 | New | New |
| ETF Ser Solutions | $8.1M | 0.5% | 201,233 | +0.8% | Added |
| iShares TR | $8.0M | 0.5% | 23,375 | +6.0% | Added |
| Nebius Group N.v. | $7.8M | 0.4% | 28,345 | +513.4% | Added |
| ARE Alexandria Real Estate Equities Inc. | $7.6M | 0.4% | 144,584 | New | New |
| First TR Exchange-Traded FD | $7.6M | 0.4% | 329,479 | +3.3% | Added |
| PLTR Palantir Technologies Inc. | $7.5M | 0.4% | 64,526 | -1.3% | Trimmed |
| GOOG Alphabet Inc. | $7.4M | 0.4% | 20,931 | +100.5% | Added |
| WAB Westinghouse Air Brake Technologies Corporation | $6.6M | 0.4% | 24,370 | +5.8% | Added |
| ROST Ross Stores Inc. | $6.5M | 0.4% | 30,684 | +8.2% | Added |
| ONEQ Fidelity Nasdaq Composite Index Tracking Stock | $6.5M | 0.4% | 62,543 | +518.4% | Added |
Showing the 50 largest of 637 share positions. The full filing on SEC EDGAR
Questions about Indivisible Partners
- What does Indivisible Partners own?
- In its Form 13F for Q2 2026, Indivisible Partners reported 638 holdings worth $1.8B. The five largest were TXN, American Centy ETF TR, Seagate Technology Hldngs PLC Ord SHS, iShares TR, AAPL.
- What did Indivisible Partners buy and sell in Q2 2026?
- Indivisible Partners opened 182 new positions, added to 348, trimmed 85 and sold out of 27 compared with the quarter before.
- When did Indivisible Partners file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 4, 2026.
From Form 13F filed by Indivisible Partners (SEC CIK 0002098400) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds