Indivisible Partners holds a focused book of 637 stocks worth $1.8B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Plains GP Holdings LP-CL A and trimmed Seagate Technology Holdings. Their largest long position is Texas Instruments Inc at 22% of the equity book. They also disclosed $464K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +10% (+21.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Indivisible Partners's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +18.0%, a 7.7-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Indivisible Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Texas Instrs Inc COM | $384.9M | 1.29M | 21.8% | ▲+0.1% Added · +1K sh | |
| 2 | American Centy ETF TR US EQT ETF | $55.1M | 430.4K | 3.1% | ▲+19% Added · +70K sh | |
| 3 | Seagate Technology HLDNGS PL ORD SHS | $41.8M | 43.3K | 2.4% | ▼−3.7% Reduced · −2K sh | |
| 4 | Ishares TR CORE US AGGBD ET | $37.4M | 377.9K | 2.1% | ▲12× Added · +345K sh | |
| 5 | Apple Inc COM | $34.7M | 119.9K | 2.0% | ▲+7.2% Added · +8K sh | |
| 6 | Energy Transfer L P COM UT LTD PTN | $30.8M | 1.61M | 1.7% | ▲63× Added · +1.6M sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $24.6M | 33.5K | 1.4% | ▲+22% Added · +6K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $24.5M | 35.7K | 1.4% | ▲+76% Added · +15K sh | |
| 9 | American Centy ETF TR INTL EQT ETF | $22.1M | 247.3K | 1.2% | ▲+38% Added · +68K sh | |
| 10 | Nvidia Corporation COM | $22.0M | 110.1K | 1.2% | ▲+45% Added · +34K sh | |
| 11 | Alphabet Inc CAP STK CL A | $18.6M | 51.9K | 1.0% | ▲+35% Added · +14K sh | |
| 12 | ETF Ser Solutions DISTILLATE US | $17.9M | 298.1K | 1.0% | ▲+0.5% Added · +2K sh | |
| 13 | Eli Lilly & Co COM | $16.6M | 13.9K | 0.9% | ▲+8.9% Added · +1K sh | |
| 14 | Amazon Com Inc COM | $16.6M | 69.7K | 0.9% | ▲+47% Added · +22K sh | |
| 15 | Amphenol Corp CL A | $15.7M | 89.1K | 0.9% | ▼−0.6% Reduced · −529 sh | |
| 16 | American Centy ETF TR AVANTIS EMGMKT | $15.0M | 155.1K | 0.8% | ▼−0.2% Reduced · −322 sh | |
| 17 | Microsoft Corp COM | $14.7M | 39.5K | 0.8% | ▲+47% Added · +13K sh | |
| 18 | Dimensional ETF Trust US EQUI MARK ETF | $14.3M | 173.9K | 0.8% | ▲+2.0% Added · +3K sh | |
| 19 | Royal BK Cda COM | $14.2M | 68.8K | 0.8% | ▲+60% Added · +26K sh | |
| 20 | J P Morgan Exchange Traded F EQUITY PREMIUM | $14.2M | 252.0K | 0.8% | ▼−5.4% Reduced · −14K sh | |
| 21 | Howmet Aerospace Inc COM | $13.7M | 50.9K | 0.8% | ▼−3.1% Reduced · −2K sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $13.3M | 36.0K | 0.8% | ▲10× Added · +32K sh | |
| 23 | Caterpillar Inc COM | $12.1M | 11.4K | 0.7% | ▲+14% Added · +1K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $10.4M | 20.8K | 0.6% | ▲+29% Added · +5K sh | |
| 25 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $10.3M | 167.3K | 0.6% | ▼−11% Reduced · −20K sh | |
| 26 | Ishares TR MSCI EMG MKT ETF | $10.0M | 146.1K | 0.6% | ▲+47% Added · +47K sh | |
| 27 | Welltower Inc COM | $9.8M | 43.2K | 0.6% | ▼~0% Reduced · −13 sh | |
| 28 | NEOS ETF Trust NEOS S&P 500 HI | $9.6M | 180.6K | 0.5% | ▼−2.2% Reduced · −4K sh | |
| 29 | Plains GP Hldgs L P LTD PARTNR INT A | $9.4M | 387.0K | 0.5% | ▲New New position | |
| 30 | Dimensional ETF Trust INTL CORE EQT MK | $9.3M | 225.1K | 0.5% | ▲+7.3% Added · +15K sh | |
| 31 | Broadcom Inc COM | $9.1M | 24.2K | 0.5% | ▲+36% Added · +6K sh | |
| 32 | JPMorgan Chase & Co COM | $9.0M | 27.5K | 0.5% | ▲+29% Added · +6K sh | |
| 33 | Vanguard Specialized Funds DIV APP ETF | $8.8M | 37.2K | 0.5% | ▲+23% Added · +7K sh | |
| 34 | Ventas Inc COM | $8.7M | 98.3K | 0.5% | ▼−1.7% Reduced · −2K sh | |
| 35 | Cummins Inc COM | $8.7M | 12.2K | 0.5% | ▲+556% Added · +10K sh | |
| 36 | Hilton Worldwide Hldgs Inc COM | $8.6M | 26.0K | 0.5% | ▲+0.8% Added · +217 sh | |
| 37 | Exxon Mobil Corp COM | $8.4M | 61.4K | 0.5% | ▲+7.1% Added · +4K sh | |
| 38 | Ishares TR CORE S&P500 ETF | $8.3M | 11.1K | 0.5% | ▲+460% Added · +9K sh | |
| 39 | Vanguard Index FDS GROWTH ETF | $8.3M | 96.2K | 0.5% | ▲+701% Added · +84K sh | |
| 40 | XPLR Infrastructure LP COM UNIT PART IN | $8.2M | 693.5K | 0.5% | ▲New New position | |
| 41 | ETF Ser Solutions DISTILLATE SMLMD | $8.1M | 201.2K | 0.5% | ▲+0.8% Added · +2K sh | |
| 42 | Ishares TR MSCI USA MMENTM | $8.0M | 23.4K | 0.5% | ▲+6.0% Added · +1K sh | |
| 43 | Nebius Group N.V. SHS CLASS A | $7.8M | 28.3K | 0.4% | ▲+513% Added · +24K sh | |
| 44 | Alexandria Real Estate Eq In COM | $7.6M | 144.6K | 0.4% | ▲New New position | |
| 45 | First TR Exchange-Traded FD FT VEST SMID | $7.6M | 329.5K | 0.4% | ▲+3.3% Added · +11K sh | |
| 46 | Palantir Technologies Inc CL A | $7.5M | 64.5K | 0.4% | ▼−1.3% Reduced · −860 sh | |
| 47 | Alphabet Inc CAP STK CL C | $7.4M | 20.9K | 0.4% | ▲+100% Added · +10K sh | |
| 48 | Wabtec COM | $6.6M | 24.4K | 0.4% | ▲+5.8% Added · +1K sh | |
| 49 | Ross Stores Inc COM | $6.5M | 30.7K | 0.4% | ▲+8.2% Added · +2K sh | |
| 50 | Fidelity Comwlth TR NASDAQ COMPSIT | $6.5M | 62.5K | 0.4% | ▲+518% Added · +52K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | PPL CORPPPL | $464K | 13K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.