Independence Bank of Kentucky

CIK: 0001730479SEC EDGAR →

Portfolio Value

$803.9M

Holdings

724

As of

Q4 2025

New Positions

25

Closed Positions

17

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SPY

S&P 500 Tr UTS Unit 1 Ser

128,129$87.4M
10.87%
2
MSFT

Microsoft Corp

77,513$37.5M
4.66%
3
AAPL

Apple Incorporated

119,480$32.5M
4.04%
4
JPM

JP Morgan Chase & Co

91,193$29.4M
3.66%
5
GOOGL

Alphabet Inc Class A

86,621$27.1M
3.37%
6
NVDA

Nvidia Corp Common

128,613$24.0M
2.98%
7
VTI

Vanguard Total Stock Market ETF

62,744$21.0M
2.62%
8
AMZN

Amazon Com Inc

89,001$20.5M
2.56%
9
LLY

Lilly Eli & Co

13,833$14.9M
1.85%
10
META

Meta Platform, Inc.

18,678$12.3M
1.53%

Quarterly Changes

Top Buys

SPY↑ Increased
$84.1B
MSFT↑ Increased
$38.5B
JPM↑ Increased
$28.7B
NVDA↑ Increased
$23.8B
AMZN↑ Increased
$19.2B

Top Sells

AAPL↓ Decreased
$30.9B
GOOGL↓ Decreased
$21.6B
EFA↓ Decreased
$11.5B
LLY↓ Decreased
$11.1B
V↓ Decreased
$10.9B

New Positions (134)

RDDT
$1.1M · 5K shares
EQT
$799K · 15K shares
VNOM
$171K · 4K shares
IUSG
$152K · 907 shares
SPYV
$122K · 2K shares
ITM
$106K · 2K shares
SMMD
$103K · 1K shares
MTUM
$100K · 401 shares
VGIT
$67K · 1K shares
SCHC
$31K · 684 shares
VTV
$29K · 152 shares
VLUE
$24K · 176 shares
SKYY
$21K · 165 shares
HBC2
$10K · 136 shares
JHMM
$8K · 132 shares
SAN
$7K · 674 shares
EL
$7K · 70 shares
JHML
$7K · 100 shares
MUFG
$7K · 480 shares
SONY
$6K · 251 shares
ANET
$6K · 48 shares
TER
$6K · 33 shares
BBVA
$5K · 242 shares
TWLO
$5K · 41 shares
BHP
$5K · 91 shares
TT
$5K · 15 shares
URI
$4K · 6 shares
IDXX
$4K · 6 shares
ING
$4K · 144 shares
LYG
$4K · 773 shares
BCS
$4K · 160 shares
SMFG
$4K · 225 shares
IHG
$3K · 24 shares
WDAY
$3K · 14 shares
DB
$3K · 84 shares
MAR
$3K · 12 shares
APP
$3K · 5 shares
AME
$3K · 16 shares
SSNC
$3K · 35 shares
VRSN
$3K · 16 shares
RELX
$3K · 85 shares
GRMN
$3K · 17 shares
MFG
$3K · 433 shares
BCRX
$3K · 400 shares
FLEX
$3K · 55 shares
TAK
$3K · 201 shares
CTSH
$3K · 41 shares
DHI
$2K · 18 shares
HUBS
$2K · 6 shares
MKL
$2K · 1 shares
NMR
$2K · 282 shares
GDDY
$2K · 17 shares
AJG
$2K · 9 shares
CPAY
$2K · 7 shares
NWG
$2K · 134 shares
IX
$2K · 70 shares
OKTA
$2K · 27 shares
RACE
$2K · 7 shares
FMKT
$2K · 100 shares
CFG
$2K · 50 shares
ACGL
$2K · 25 shares
CBRE
$2K · 16 shares
OVV
$2K · 63 shares
IR
$2K · 29 shares
RIO
$2K · 33 shares
SPOT
$2K · 5 shares
AIG
$2K · 24 shares
EIX
$1K · 25 shares
IT
$1K · 6 shares
ICL
$1K · 200 shares
TTD
$1K · 27 shares
GMAB
$1K · 34 shares
SE
$1K · 15 shares
CVNA
$1K · 3 shares
SMCI
$1K · 50 shares
ARGX
$1K · 2 shares
AXON
$1K · 2 shares
ABNB
$1K · 10 shares
CAG
$1K · 93 shares
ED
$1K · 18 shares
NAK
$1K · 525 shares
ARE
$1K · 23 shares
CHTR
$1K · 5 shares
WOP
$1K · 116 shares
CSGP
$1K · 16 shares
ABG
$1K · 5 shares
VST
$1K · 9 shares
CYBR
$1K · 3 shares
UAL
$1K · 12 shares
ILMN
$1K · 15 shares
PINS
$1K · 73 shares
ENLT
$1K · 41 shares
RYAAY
$1K · 20 shares
QQQI
$1K · 20 shares
CCEP
$1K · 18 shares
FER
$1K · 25 shares
NGG
$1K · 23 shares
E
$1K · 50 shares
OXY
$1K · 41 shares
ALNY
$1K · 3 shares
FTV
$1K · 22 shares
MCK
$1K · 2 shares
PEG
$1K · 24 shares
ERIC
$1K · 154 shares
HOOD
$1K · 15 shares
AON
$1K · 5 shares
DASH
$1K · 7 shares
BTCI
$0 · 15 shares
NOK
$0 · 130 shares
RTO
$0 · 23 shares
TS
$0 · 16 shares
AMDY
$0 · 25 shares
MSTY
$0 · 15 shares
WIX
$0 · 4 shares
GRAB
$0 · 172 shares
SNN
$0 · 21 shares
GLBE
$0 · 9 shares
PHG
$0 · 31 shares
TLX
$0 · 66 shares
RAL
$0 · 7 shares
ESLT
$0 · 1 shares
ICLR
$0 · 4 shares
TEAM
$0 · 4 shares
MIGA
$0 · 5 shares
NSY
$0 · 3 shares
EQNR
$0 · 37 shares
PUKN
$0 · 26 shares
RBLX
$0 · 8 shares
CHKP
$0 · 2 shares
WOLF
$0 · 1 shares
MJ
$0 · 24 shares
VOD
$0 · 56 shares
JHX
$0 · 29 shares
PSO
$0 · 36 shares

Closed Positions (33)

UL
$550.5M · 9K shares
BSCP
$420.9M · 20K shares
EFAV
$212.1M · 3K shares
TTEN
$118.2M · 2K shares
AVUS
$92.4M · 850 shares
SPH
$56.0M · 3K shares
IQLT
$42.0M · 950 shares
SCHD
$41.0M · 2K shares
EEMV
$37.7M · 590 shares
ACWV
$25.2M · 210 shares
SBAC
$24.2M · 125 shares
DFAS
$20.5M · 300 shares
CXE
$12.4M · 3K shares
AVSC
$11.4M · 200 shares
SJM
$9.0M · 83 shares
VIGI
$9.0M · 100 shares
CNXC
$8.8M · 190 shares
MOTI
$6.5M · 175 shares
GWW
$5.7M · 6 shares
OGN
$5.3M · 500 shares
CXH
$5.1M · 648 shares
MHD
$5.0M · 425 shares
WY
$5.0M · 200 shares
INVZ
$4.1M · 2K shares
JAZZ
$3.3M · 25 shares
EXR
$2.4M · 17 shares
BSJP
$2.4M · 102 shares
MCX
$1.5M · 23 shares
SIRI
$1.4M · 62 shares
VDE
$1.0M · 8 shares
VOX
$939K · 5 shares
WOLF*
$138K · 114 shares
SCHE
$67K · 2 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services267$335.5M41.8%
Technology83$147.0M18.3%
Communication Services26$56.7M7.1%
Healthcare60$56.4M7.0%
Industrials61$51.1M6.4%
Consumer Cyclical50$45.1M5.6%
Consumer Defensive36$37.5M4.7%
Unknown43$32.8M4.1%
Energy36$24.0M3.0%
Utilities23$8.6M1.1%
Basic Materials23$5.2M0.7%
Real Estate16$3.6M0.5%