Indie-Asset-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "T",
  "CAT",
  "AVGO",
  "WRB",
  "CMI",
  "AREC",
  "HD",
  null,
  "MCD",
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  "IJH",
  "LRCX",
  "LIN",
  "MPC",
  "AESI",
  "MSFT",
  "GE",
  "FAST",
  "NOC",
  null,
  null,
  null,
  "PEP",
  "BSM",
  "DNP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  null,
  "MPW",
  "AMGN",
  null,
  "IEFA",
  "SHOP",
  "SHEL",
  "GLD",
  null,
  "AMT",
  "IBM",
  "VV",
  null,
  "VIG",
  "NVO",
  "AMZN",
  "SCHB",
  "TPL",
  "CEF",
  null,
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "BBEU",
  "SCHD",
  null,
  "SCHG",
  "KEY",
  null,
  "SCI",
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  null,
  "NEE",
  "EPD",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 96
Total Value: 115359808
Accession Number: 0001802244-25-000004
Form Type: 13F-HR
CIK: indie-asset-partners
Manager Name: Indie-Asset-Partners

Data Enrichment

76% identified

73 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $115.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AbbVie Inc.

ABBV|00287Y109

Shares:1.5K

Value:$307.5K

% of Portfolio:0.3% ($307.5K/$115.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.4K

Value:$307.0K

% of Portfolio:0.3% ($307.0K/$115.4M)

922908637

VV|922908637

Shares:1.2K

Value:$306.1K

% of Portfolio:0.3% ($306.1K/$115.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:684

Value:$305.6K

% of Portfolio:0.3% ($305.6K/$115.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.8K

Value:$305.4K

% of Portfolio:0.3% ($305.4K/$115.4M)

33740F755

Shares:10.0K

Value:$296.5K

% of Portfolio:0.3% ($296.5K/$115.4M)

808524706

Shares:10.7K

Value:$294.8K

% of Portfolio:0.3% ($294.8K/$115.4M)

CATERPILLAR INC

CAT|149123101

Shares:886

Value:$292.3K

% of Portfolio:0.3% ($292.3K/$115.4M)

52468L505

Shares:8.9K

Value:$287.6K

% of Portfolio:0.2% ($287.6K/$115.4M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.9K

Value:$275.0K

% of Portfolio:0.2% ($275.0K/$115.4M)

33738D101

Shares:7.2K

Value:$269.4K

% of Portfolio:0.2% ($269.4K/$115.4M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:525

Value:$268.8K

% of Portfolio:0.2% ($268.8K/$115.4M)

464287507

IJH|464287507

Shares:4.6K

Value:$265.7K

% of Portfolio:0.2% ($265.7K/$115.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.5K

Value:$257.2K

% of Portfolio:0.2% ($257.2K/$115.4M)

46432F842

IEFA|46432F842

Shares:3.4K

Value:$255.4K

% of Portfolio:0.2% ($255.4K/$115.4M)

Black Stone Minerals, L.P.

BSM|09225M101

Shares:15.7K

Value:$239.7K

% of Portfolio:0.2% ($239.7K/$115.4M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.3K

Value:$237.2K

% of Portfolio:0.2% ($237.2K/$115.4M)

BERKLEY W R CORP

WRB|084423102

Shares:3.3K

Value:$232.9K

% of Portfolio:0.2% ($232.9K/$115.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.5K

Value:$227.8K

% of Portfolio:0.2% ($227.8K/$115.4M)

14020V108

Shares:6.8K

Value:$226.8K

% of Portfolio:0.2% ($226.8K/$115.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	1.5K	QoQ -30.32% (-639) YoY -51.64% (-1.6K)	All Managers (Combined)	$307.5K	0.3% ($307.5K/$115.4M)	QoQ -17.88% (-$67.0K) YoY -44.38% (-$245.4K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.4K	QoQ 0.00% (+0) YoY NEW(+1.4K)	All Managers (Combined)	$307.0K	0.3% ($307.0K/$115.4M)	QoQ +18.64% (+$48.2K) YoY NEW(+$307.0K)
(VVcusip922908637)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$306.1K	0.3% ($306.1K/$115.4M)	QoQ -4.69% (-$15.1K) YoY NEW(+$306.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	684	QoQ -2.42% (-17) YoY -7.06% (-52)	All Managers (Combined)	$305.6K	0.3% ($305.6K/$115.4M)	QoQ -10.33% (-$35.2K) YoY -8.76% (-$29.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.8K	QoQ -11.70% (-244) YoY -28.58% (-737)	All Managers (Combined)	$305.4K	0.3% ($305.4K/$115.4M)	QoQ +1.26% (-$3.8K) YoY -25.12% (-$102.5K)
(cusip33740F755)✕	10.0K	QoQ -6.76% (-725) YoY NEW(+10.0K)	All Managers (Combined)	$296.5K	0.3% ($296.5K/$115.4M)	QoQ -9.15% (-$29.9K) YoY NEW(+$296.5K)
(cusip808524706)✕	10.7K	QoQ -23.47% (-3.3K) YoY NEW(+10.7K)	All Managers (Combined)	$294.8K	0.3% ($294.8K/$115.4M)	QoQ -20.77% (-$77.3K) YoY NEW(+$294.8K)
CATERPILLAR INC(CATcusip149123101)	886	QoQ -27.55% (-337) YoY -28.20% (-348)	All Managers (Combined)	$292.3K	0.3% ($292.3K/$115.4M)	QoQ -34.11% (-$151.4K) YoY -35.37% (-$160.0K)
(cusip52468L505)✕	8.9K	QoQ -3.95% (-366) YoY NEW(+8.9K)	All Managers (Combined)	$287.6K	0.2% ($287.6K/$115.4M)	QoQ +1.86% (-$5.3K) YoY NEW(+$287.6K)
SHOPIFY INC.(SHOPcusip82509L107)	2.9K	QoQ -27.45% (-1.1K) YoY -27.18% (-1.1K)	All Managers (Combined)	$275.0K	0.2% ($275.0K/$115.4M)	QoQ -34.85% (-$147.1K) YoY -9.90% (-$30.2K)
(cusip33738D101)✕	7.2K	QoQ +18.21% (+1.1K) YoY NEW(+7.2K)	All Managers (Combined)	$269.4K	0.2% ($269.4K/$115.4M)	QoQ +24.31% (+$52.7K) YoY NEW(+$269.4K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	525	QoQ +15.89% (+72) YoY NEW(+525)	All Managers (Combined)	$268.8K	0.2% ($268.8K/$115.4M)	QoQ +26.44% (+$56.2K) YoY NEW(+$268.8K)
(IJHcusip464287507)	4.6K	QoQ 0.00% (-0) YoY NEW(+4.6K)	All Managers (Combined)	$265.7K	0.2% ($265.7K/$115.4M)	QoQ -6.35% (-$18.0K) YoY NEW(+$265.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.5K	QoQ -12.11% (-208) YoY +1.20% (+18)	All Managers (Combined)	$257.2K	0.2% ($257.2K/$115.4M)	QoQ -10.65% (-$30.7K) YoY +6.32% (+$15.3K)
(IEFAcusip46432F842)	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$255.4K	0.2% ($255.4K/$115.4M)	QoQ +7.64% (+$18.1K) YoY NEW(+$255.4K)
Black Stone Minerals, L.P.(BSMcusip09225M101)	15.7K	QoQ 0.00% (+0) YoY NEW(+15.7K)	All Managers (Combined)	$239.7K	0.2% ($239.7K/$115.4M)	QoQ +4.58% (+$10.5K) YoY NEW(+$239.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.3K	QoQ -7.11% (-250) YoY NEW(+3.3K)	All Managers (Combined)	$237.2K	0.2% ($237.2K/$115.4M)	QoQ -6.50% (-$16.5K) YoY NEW(+$237.2K)
BERKLEY W R CORP(WRBcusip084423102)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$232.9K	0.2% ($232.9K/$115.4M)	QoQ NEW(+$232.9K) YoY NEW(+$232.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.5K	QoQ -20.77% (-1.4K) YoY -20.96% (-1.4K)	All Managers (Combined)	$227.8K	0.2% ($227.8K/$115.4M)	QoQ -24.78% (-$75.1K) YoY -13.02% (-$34.1K)
(cusip14020V108)✕	6.8K	QoQ 0.00% (-0) YoY NEW(+6.8K)	All Managers (Combined)	$226.8K	0.2% ($226.8K/$115.4M)	QoQ -4.48% (-$10.7K) YoY NEW(+$226.8K)