Portfolio (Quarterly)
Guide ↗
Indivisible Partners
· CIK 0002098400| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,588.0 | $732K | 0.07% | -113.0 | -6.6% | $460.99 | -8.1% |
| 222 | CINF | CINCINNATI FINL CORP | Financial Services | 4,616.0 | $726K | 0.06% | -103.0 | -2.2% | $157.36 | +1.2% |
| 223 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 21,523.0 | $723K | 0.06% | +2K | +12.6% | $33.58 | +12.4% |
| 224 | ANIK | ANIKA THERAPEUTICS INC | Healthcare | 49,757.0 | $721K | 0.06% | -645.0 | -1.3% | $14.50 | +2.4% |
| 225 | SE | SEA LTD | Consumer Cyclical | 8,591.0 | $711K | 0.06% | +3K | +57.5% | $82.81 | +9.3% |
| 226 | WDC | WESTERN DIGITAL CORP | Technology | 2,626.0 | $710K | 0.06% | NEW | — | $270.49 | +97.5% |
| 227 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 14,103.0 | $707K | 0.06% | +3K | +28.3% | $50.14 | -4.5% |
| 228 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 30,224.0 | $698K | 0.06% | +12K | +69.2% | $23.08 | +27.1% |
| 229 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2,475.0 | $688K | 0.06% | -13K | -83.9% | $277.87 | +35.0% |
| 230 | TRV | TRAVELERS COMPANIES INC | Financial Services | 2,354.0 | $686K | 0.06% | +521.0 | +28.4% | $291.63 | +0.9% |
| 231 | DFAE | DIMENSIONAL ETF TRUST | — | 20,271.0 | $686K | 0.06% | +8K | +65.6% | $33.86 | +19.8% |
| 232 | SCHA | SCHWAB STRATEGIC TR | — | 23,389.0 | $680K | 0.06% | +557.0 | +2.4% | $29.08 | +16.6% |
| 233 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 28,679.0 | $679K | 0.06% | +17K | +148.1% | $23.69 | -0.3% |
| 234 | AXP | AMERICAN EXPRESS CO | Financial Services | 2,235.0 | $676K | 0.06% | +215.0 | +10.6% | $302.55 | +3.9% |
| 235 | FDS | FACTSET RESH SYS INC | Financial Services | 3,094.0 | $671K | 0.06% | NEW | — | $216.96 | +11.3% |
| 236 | ACU | ACME UTD CORP | Consumer Defensive | 14,919.0 | $670K | 0.06% | +968.0 | +6.9% | $44.91 | -4.9% |
| 237 | PBI | PITNEY BOWES INC | Industrials | 60,078.0 | $664K | 0.06% | +4K | +6.8% | $11.05 | +44.0% |
| 238 | VT | VANGUARD INTL EQUITY INDEX F | — | 4,759.0 | $658K | 0.06% | — | — | $138.32 | +14.3% |
| 239 | ST | SENSATA TECHNOLOGIES HLDG PL | Technology | 18,549.0 | $653K | 0.06% | -1K | -7.2% | $35.22 | +42.3% |
| 240 | UNP | UNION PAC CORP | Industrials | 2,682.0 | $651K | 0.06% | +181.0 | +7.2% | $242.62 | +7.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
51.3%
Financial Services
12.8%
Industrials
8.4%
Consumer Cyclical
6.3%
Healthcare
5.7%
Communication Services
4.0%
Energy
3.1%
Real Estate
2.9%
Consumer Defensive
2.6%
Basic Materials
1.7%