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INDIE ASSET PARTNERS, LLC 13F portfolio summary

INDIE ASSET PARTNERS, LLC of INDIE ASSET PARTNERS, LLC has 86 current stock holdings with a reported portfolio value of $104.4M. The portfolio 1 year return is +27.87%. Top holdings include LLY (11.12%), AAPL (7.57%), VEU (7.30%), PAAA (6.07%), ITA (3.22%).

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INDIE ASSET PARTNERS, LLC

INDIE ASSET PARTNERS, LLC
Latest filing: 2026-06-30

INDIE ASSET PARTNERS, LLC runs INDIE ASSET PARTNERS, LLC and currently holds 86 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $104.43M. Their top holdings are LLY, AAPL, VEU, PAAA, ITA. The top five represent 35.3% of reported portfolio weight. INDIE ASSET PARTNERS, LLC ranks #402 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INDIE ASSET PARTNERS, LLC initiated 6 new positions. They added to 36 existing positions. They trimmed 23 positions. Their current best-performing preview position is IGPT with returns of +79.29%.

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Top 5 Holdings
LLY11.1%
AAPL7.6%
VEU7.3%
PAAA6.1%
ITA3.2%
Top 5: 35.3%
Portfolio Returns
1 Year
+27.87%
#409/1000
3 Year
+74.88%
#448/1000
5 Year
+85.83%
#374/1000

Portfolio Value

$104.43M

Alpha Score

63.4

#402 of 1000

Holdings

86

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86 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
LLY
ELI LILLY & CO
11.12%$774.97$1,254.77+61.91%
Added
+4.35%
AAPL
APPLE INC
7.57%$126.84$309.35+143.89%
Trimmed
-0.43%
VEU
VANGUARD INTL EQUITY INDEX F
7.30%$68.49$85.70+25.13%
Added
+3.64%
PAAA
PGIM ETF TR
6.07%$51.36$51.46+0.19%
Added
+12.19%
ITA
ISHARES TR
3.22%$205.58$237.38+15.47%
Added
+4.78%
MSFT
MICROSOFT CORP
3.00%$283.24$483.24+70.61%
Added
+2.72%
NVDA
NVIDIA CORPORATION
2.79%$98.35$214.76+118.36%
Added
+11.37%
IGPT
INVESCO EXCHANGE TRADED FD T
2.58%$46.91$91.77+95.63%
Added
+1.03%
DFIS
DIMENSIONAL ETF TRUST
2.45%$30.10$37.55+24.73%
Added
+2.10%
SLYV
SPDR SERIES TRUST
2.36%$62.83$110.45+75.79%
Added
+4.47%

Showing 1-10 of 86