Institutions / Indie Asset Partners, LLC / Activity
Activity — Indie Asset Partners, LLC
81 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-2.23M | -2K -16.11% | 9,677 11.12% of portfolio | low |
| Q2 2026 as of | Exit | 91232N207 Common stock | $-2.11M | -31K -100.00% | 0 | low |
| Q2 2026 as of | New | 81369Y605 Common stock | $1.75M | +33K | 32,690 1.68% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $1.72M | +6K +27.80% | 27,335 7.57% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $1.70M | +3K +271.88% | 4,656 2.23% of portfolio | low |
| Q2 2026 as of | Trim | Duke Energy Corp Common stock | $-1.61M | -13K -70.90% | 5,218 0.63% of portfolio | low |
| Q2 2026 as of | Add | 69344A834 Common stock | $1.41M | +27K +28.53% | 123,699 6.07% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-887.1K | -6K -74.95% | 2,168 0.28% of portfolio | low |
| Q2 2026 as of | Add | 922042775 Common stock | $856.9K | +10K +12.66% | 91,049 7.30% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $767.6K | +9K +652.34% | 10,277 0.85% of portfolio | low |
| Q2 2026 as of | Add | DNP Dnp Select Income Fund Inc Closed-End Fund | $723.4K | +67K +87.06% | 144,040 1.49% of portfolio | low |
| Q2 2026 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $718.1K | +11K +63.36% | 27,223 1.77% of portfolio | low |
| Q2 2026 as of | Add | 464287192 Common stock | $614.8K | +7K +44.93% | 22,859 1.90% of portfolio | low |
| Q2 2026 as of | Add | 808524706 Common stock | $553.9K | +15K +30.72% | 64,993 2.26% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $373.8K | +12K +22.19% | 64,913 1.97% of portfolio | low |
| Q2 2026 as of | Add | 464288760 Common stock | $368.0K | +2K +12.31% | 13,853 3.22% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $316.1K | +2K +12.19% | 14,545 2.79% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $314.3K | +916 +65.95% | 2,305 0.76% of portfolio | low |
| Q2 2026 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $308.5K | +646 | 646 0.30% of portfolio | low |
| Q2 2026 as of | New | 46090E103 Common stock | $295.0K | +401 | 401 0.28% of portfolio | low |
| Q2 2026 as of | New | Altria Group, Inc. Common stock | $292.1K | +4K | 4,060 0.28% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $287.5K | +270 | 270 0.28% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $284.6K | +763 +10.01% | 8,386 3.00% of portfolio | low |
| Q2 2026 as of | New | Marathon Petroleum Corp Common stock | $271.0K | +1K | 1,060 0.26% of portfolio | low |
| Q2 2026 as of | New | Mastercard Inc Common stock | $266.0K | +518 | 518 0.25% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $264.1K | +1K +42.62% | 4,056 0.85% of portfolio | low |
| Q2 2026 as of | New | Lockheed Martin Corp Common stock | $251.0K | +493 | 493 0.24% of portfolio | low |
| Q2 2026 as of | Exit | American Tower Corp Common stock | $-247.4K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Add | 316188309 Common stock | $238.3K | +5K +25.20% | 26,025 1.13% of portfolio | low |
| Q2 2026 as of | Exit | W. R. Berkley Corporation Common stock | $-229.5K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $227.6K | +2K +700.00% | 2,176 0.25% of portfolio | low |
| Q2 2026 as of | Exit | Blackstone Inc Common stock | $-220.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | 464287804 Common stock | $213.6K | +1K | 1,440 0.20% of portfolio | low |
| Q2 2026 as of | Exit | Home Depot, Inc. Common stock | $-203.7K | -592 -100.00% | 0 | low |
| Q2 2026 as of | Add | 464287507 Common stock | $164.7K | +2K +30.79% | 9,073 0.67% of portfolio | low |
| Q2 2026 as of | Trim | Atlas Energy Solutions Inc. Common stock | $-151.1K | -9K -21.24% | 33,734 0.54% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-148.2K | -2K -20.93% | 8,355 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 808524300 Common stock | $-147.5K | -4K -6.79% | 59,864 1.94% of portfolio | low |
| Q2 2026 as of | Add | 25434V773 Common stock | $142.7K | +4K +5.92% | 72,960 2.45% of portfolio | low |
| Q2 2026 as of | Trim | Texas Pacific Land Corp Common stock | $-131.3K | -300 -30.30% | 690 0.29% of portfolio | low |
| Q2 2026 as of | Add | 00162Q452 Common stock | $129.6K | +3K +14.33% | 19,950 0.99% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $121.1K | +508 +7.67% | 7,133 1.63% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $117.8K | +280 +18.19% | 1,819 0.73% of portfolio | low |
| Q2 2026 as of | Trim | 808524102 Common stock | $-117.1K | -4K -10.67% | 33,858 0.94% of portfolio | low |
| Q2 2026 as of | New | BGSF Bgsf, Inc. Common Stock | $114.2K | +20K | 20,000 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 780259305 Common stock | $-112.4K | -1K -35.67% | 2,615 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Mcdonald'S Corp Common stock | $-109.7K | -406 -30.50% | 925 0.24% of portfolio | low |
| Q2 2026 as of | Add | Fifth Third Bancorp Common stock | $108.7K | +2K +34.48% | 7,523 0.41% of portfolio | low |
| Q2 2026 as of | Add | 464288877 Common stock | $107.2K | +1K +27.90% | 6,423 0.47% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $106.0K | +300 +20.89% | 1,736 0.59% of portfolio | low |