$87.9 Million is the total value of Indie Asset Partners, LLC's 119 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANTM | ANTHEM INC | $682,000 | +11.8% | 1,899 | 0.0% | 0.78% | +9.3% | |
| CMI | CUMMINS INC | $459,000 | +14.2% | 1,770 | 0.0% | 0.52% | +11.5% | |
| AMGN | AMGEN INC | $404,000 | +8.3% | 1,622 | 0.0% | 0.46% | +6.0% | |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $348,000 | +3.0% | 7,100 | 0.0% | 0.40% | +0.8% | |
| LOW | LOWES COS INC | $285,000 | +18.3% | 1,501 | 0.0% | 0.32% | +15.3% | |
| EEMV | ISHARES INCmsci emerg mrkt | $276,000 | +3.4% | 4,375 | 0.0% | 0.31% | +1.0% | |
| UNH | UNITEDHEALTH GROUP INC | $247,000 | +6.0% | 665 | 0.0% | 0.28% | +3.7% | |
| NSC | NORFOLK SOUTHN CORP | $247,000 | +13.3% | 918 | 0.0% | 0.28% | +10.6% | |
| QCOM | QUALCOMM INC | $237,000 | -12.9% | 1,786 | 0.0% | 0.27% | -14.8% | |
| FAST | FASTENAL CO | $214,000 | +2.9% | 4,260 | 0.0% | 0.24% | +0.8% | |
| MRK | MERCK & CO. INC | $206,000 | -5.5% | 2,671 | 0.0% | 0.23% | -7.9% | |
| SIRI | SIRIUS XM HOLDINGS INC | $67,000 | -4.3% | 11,000 | 0.0% | 0.08% | -6.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LILLY ELI & CO | 16 | Q3 2023 | 35.2% |
| APPLE INC | 16 | Q3 2023 | 8.6% |
| AMAZON COM INC | 16 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.5% |
| META PLATFORMS INC | 16 | Q3 2023 | 2.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 3.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 1.3% |
| VISA INC | 16 | Q3 2023 | 1.3% |
View Indie Asset Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
View Indie Asset Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.