Independence Bank Of Kentucky Top Holdings and 13F Report (2025)

About Independence Bank Of Kentucky

Investment Activity

Independence Bank Of Kentucky has $777.97 million in total holdings as of September 30, 2025.
Independence Bank Of Kentucky owns shares of 623 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
Approximately 4.70% of the portfolio was purchased this quarter.
About 1.89% of the portfolio was sold this quarter.
This quarter, Independence Bank Of Kentucky has purchased 615 new stocks and bought additional shares in 143 stocks.
Independence Bank Of Kentucky sold shares of 159 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $84,197,158
Microsoft: $38,556,716
Apple: $30,885,091
JPMorgan Chase & Co.: $28,700,976
NVIDIA: $23,853,134

Largest New Holdings this Quarter

46654Q575 - JPMorgan Mortgage-Backed Securities ETF: $2,663,271 Holding
165167735 - Chesapeake Energy: $871,168 Holding
025072604 - Avantis Emerging Markets Equity ETF: $656,837 Holding
416515104 - The Hartford Insurance Group: $176,742 Holding
78464A698 - SPDR S&P Regional Banking ETF: $169,011 Holding

Largest Purchases this Quarter

Avantis International Equity ETF: 48,776 shares (about $3.85M)
Eli Lilly and Company: 4,193 shares (about $3.20M)
JPMorgan Mortgage-Backed Securities ETF: 52,221 shares (about $2.66M)
Fiserv: 10,860 shares (about $1.40M)
Microsoft: 2,494 shares (about $1.29M)

Largest Sales this Quarter

Altria Group: 20,767 shares (about $1.37M)
Vanguard Long-Term Treasury ETF: 16,975 shares (about $965.20K)
SPDR S&P 500 ETF Trust: 1,309 shares (about $872.03K)
RTX: 3,920 shares (about $655.93K)
NVIDIA: 3,294 shares (about $614.59K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$84,197,158	$872,030 ▼	-1.0%	126,388	10.8%	Finance
MSFT Microsoft	$38,556,716	$1,291,767 ▲	3.5%	74,441	5.0%	Computer and Technology
AAPL Apple	$30,885,091	$474,376 ▲	1.6%	121,294	4.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$28,700,976	$394,918 ▼	-1.4%	90,990	3.7%	Finance
NVDA NVIDIA	$23,853,134	$614,595 ▼	-2.5%	127,844	3.1%	Computer and Technology
GOOGL Alphabet	$21,675,768	$586,357 ▼	-2.6%	89,164	2.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$20,590,698	$48,569 ▼	-0.2%	62,744	2.6%	ETF
AMZN Amazon.com	$19,262,876	$482,834 ▲	2.6%	87,730	2.5%	Retail/Wholesale
META Meta Platforms	$13,033,042	$13,219 ▼	-0.1%	17,747	1.7%	Computer and Technology
EFA iShares MSCI EAFE ETF	$11,480,215	$302,052 ▼	-2.6%	122,954	1.5%	Finance
LLY Eli Lilly and Company	$11,079,523	$3,199,259 ▲	40.6%	14,521	1.4%	Medical
V Visa	$10,906,067	$115,728 ▲	1.1%	31,947	1.4%	Business Services
VOO Vanguard S&P 500 ETF	$9,400,033	$367,428 ▲	4.1%	15,350	1.2%	ETF
ORCL Oracle	$9,063,240	$166,213 ▼	-1.8%	32,226	1.2%	Computer and Technology
VRT Vertiv	$8,883,240	$34,698 ▼	-0.4%	58,884	1.1%	Computer and Technology
PG Procter & Gamble	$8,692,441	$1,137,625 ▲	15.1%	56,573	1.1%	Consumer Staples
IWR iShares Russell Mid-Cap ETF	$8,181,550	$150,521 ▼	-1.8%	84,739	1.1%	ETF
JNJ Johnson & Johnson	$7,912,057	$37,826 ▼	-0.5%	42,671	1.0%	Medical
HD Home Depot	$7,515,059	$114,264 ▲	1.5%	18,547	1.0%	Retail/Wholesale
CVX Chevron	$6,927,487	$631,254 ▲	10.0%	44,610	0.9%	Energy
IWM iShares Russell 2000 ETF	$6,590,265	$150,983 ▼	-2.2%	27,237	0.8%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$6,392,837	$15,603 ▼	-0.2%	67,194	0.8%	ETF
AVGO Broadcom	$6,242,227	$95,674 ▼	-1.5%	18,921	0.8%	Computer and Technology
AVDE Avantis International Equity ETF	$6,142,523	$3,848,427 ▲	167.8%	77,852	0.8%	ETF
ABBV AbbVie	$6,130,253	$84,744 ▲	1.4%	26,476	0.8%	Medical
OEF iShares S&P 100 ETF	$5,920,225	$97,855 ▲	1.7%	17,787	0.8%	ETF
VYM Vanguard High Dividend Yield ETF	$5,817,993	$9,303 ▼	-0.2%	41,277	0.7%	ETF
WMT Walmart	$5,692,622	$253,528 ▲	4.7%	55,236	0.7%	Retail/Wholesale
ASML ASML	$5,673,007	$69,702 ▲	1.2%	5,860	0.7%	Computer and Technology
PEP PepsiCo	$5,578,277	$81,736 ▲	1.5%	39,720	0.7%	Consumer Staples
SPGI S&P Global	$4,969,796	$105,616 ▲	2.2%	10,211	0.6%	Finance
XOM Exxon Mobil	$4,936,759	$889,598 ▲	22.0%	43,785	0.6%	Energy
IVV iShares Core S&P 500 ETF	$4,905,969	$54,883 ▼	-1.1%	7,330	0.6%	ETF
ADP Automatic Data Processing	$4,891,178		0.0%	16,665	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$4,781,560	$222,714 ▲	4.9%	9,511	0.6%	Finance
QQQ Invesco QQQ	$4,503,375	$23,414 ▲	0.5%	7,501	0.6%	Finance
MA Mastercard	$4,441,268	$259,377 ▲	6.2%	7,808	0.6%	Business Services
ABT Abbott Laboratories	$4,355,193	$93,356 ▼	-2.1%	32,516	0.6%	Medical
NEE NextEra Energy	$4,228,346	$139,506 ▲	3.4%	56,012	0.5%	Utilities
WM Waste Management	$3,967,873	$849,975 ▲	27.3%	17,968	0.5%	Business Services
GOOG Alphabet	$3,967,673	$292,016 ▲	7.9%	16,291	0.5%	Computer and Technology
AMD Advanced Micro Devices	$3,713,728	$19,415 ▲	0.5%	22,954	0.5%	Computer and Technology
LOW Lowe's Companies	$3,690,990	$62,325 ▼	-1.7%	14,687	0.5%	Retail/Wholesale
KO CocaCola	$3,585,193	$890,678 ▲	33.1%	54,059	0.5%	Consumer Staples
DON WisdomTree U.S. MidCap Dividend Fund	$3,443,118	$7,845 ▼	-0.2%	65,834	0.4%	Finance
SDY SPDR S&P Dividend ETF	$3,433,606		0.0%	24,517	0.4%	ETF
TJX TJX Companies	$3,429,934	$134,711 ▲	4.1%	23,730	0.4%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$3,399,978	$43,521 ▲	1.3%	63,670	0.4%	Finance
MRK Merck & Co., Inc.	$3,330,007	$61,269 ▲	1.9%	39,676	0.4%	Medical
PM Philip Morris International	$3,306,771	$687,890 ▲	26.3%	20,387	0.4%	Consumer Staples
PANW Palo Alto Networks	$3,129,436	$321,109 ▲	11.4%	15,369	0.4%	Computer and Technology
COST Costco Wholesale	$3,059,207	$625,726 ▲	25.7%	3,305	0.4%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$3,017,966	$37,473 ▲	1.3%	6,443	0.4%	ETF
TMUS T-Mobile US	$2,957,061	$579,300 ▲	24.4%	12,353	0.4%	Computer and Technology
CRM Salesforce	$2,930,268	$55,221 ▲	1.9%	12,364	0.4%	Computer and Technology
GD General Dynamics	$2,919,642	$13,640 ▼	-0.5%	8,562	0.4%	Aerospace
MDY SPDR S&P MidCap 400 ETF Trust	$2,854,388		0.0%	4,789	0.4%	ETF
DIS Walt Disney	$2,829,524	$3,550 ▲	0.1%	24,712	0.4%	Consumer Discretionary
ICE Intercontinental Exchange	$2,819,176	$33,528 ▼	-1.2%	16,733	0.4%	Finance
Blackrock, Inc.	$2,809,747	$100,265 ▼	-3.4%	2,410	0.4%	COM
GLD SPDR Gold Shares	$2,758,092	$54,742 ▼	-1.9%	7,759	0.4%	Finance
UNH UnitedHealth Group	$2,741,682	$94,612 ▲	3.6%	7,940	0.4%	Medical
MCD McDonald's	$2,695,808	$163,493 ▲	6.5%	8,871	0.3%	Retail/Wholesale
JPMorgan Mortgage-Backed Securities ETF	$2,663,271	$2,663,271 ▲	New Holding	52,221	0.3%	MORTGAGE BACKED
SYK Stryker	$2,657,558	$1,109 ▼	0.0%	7,189	0.3%	Medical
BAC Bank of America	$2,626,447	$20,172 ▼	-0.8%	50,910	0.3%	Finance
GNRC Generac	$2,525,062	$13,894 ▼	-0.5%	15,084	0.3%	Industrials
ELF e.l.f. Beauty	$2,463,333	$180,173 ▲	7.9%	18,594	0.3%	Consumer Staples
ETN Eaton	$2,427,011	$6,736 ▲	0.3%	6,485	0.3%	Industrials
SYY Sysco	$2,362,911	$8,234 ▼	-0.3%	28,697	0.3%	Consumer Staples
PNC The PNC Financial Services Group	$2,338,423	$585,711 ▲	33.4%	11,638	0.3%	Finance
USB U.S. Bancorp	$2,321,193	$117,684 ▼	-4.8%	48,028	0.3%	Finance
XLE Energy Select Sector SPDR Fund	$2,241,273	$65,665 ▼	-2.8%	25,087	0.3%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$2,215,040	$99,928 ▼	-4.3%	22,255	0.3%	ETF
NFLX Netflix	$2,206,013	$408,832 ▲	22.7%	1,840	0.3%	Consumer Discretionary
DVY iShares Select Dividend ETF	$2,194,024		0.0%	15,440	0.3%	ETF
MO Altria Group	$2,134,927	$1,371,868 ▼	-39.1%	32,318	0.3%	Consumer Staples
IWV iShares Russell 3000 ETF	$2,129,643	$5,305 ▼	-0.2%	5,620	0.3%	ETF
APD Air Products and Chemicals	$2,120,943	$2,727 ▲	0.1%	7,777	0.3%	Basic Materials
MU Micron Technology	$2,103,380	$172,842 ▲	9.0%	12,571	0.3%	Computer and Technology
HON Honeywell International	$2,039,956	$232,182 ▲	12.8%	9,691	0.3%	Multi-Sector Conglomerates
PWR Quanta Services	$1,974,711	$21,550 ▲	1.1%	4,765	0.3%	Construction
IEFA iShares Core MSCI EAFE ETF	$1,963,078	$54,394 ▲	2.8%	22,484	0.3%	ETF
MDLZ Mondelez International	$1,901,025	$242,071 ▲	14.6%	30,431	0.2%	Consumer Staples
ACN Accenture	$1,849,253	$237,476 ▲	14.7%	7,499	0.2%	Computer and Technology
UNP Union Pacific	$1,802,085	$3,073 ▲	0.2%	7,624	0.2%	Transportation
MS Morgan Stanley	$1,800,540	$66,127 ▼	-3.5%	11,327	0.2%	Finance
RTX RTX	$1,788,925	$655,934 ▼	-26.8%	10,691	0.2%	Aerospace
PFE Pfizer	$1,759,216	$48,183 ▼	-2.7%	69,043	0.2%	Medical
TMO Thermo Fisher Scientific	$1,728,611	$126,105 ▼	-6.8%	3,564	0.2%	Medical
UPS United Parcel Service	$1,725,229	$92,718 ▼	-5.1%	20,654	0.2%	Transportation
UBER Uber Technologies	$1,721,235	$97,480 ▲	6.0%	17,569	0.2%	Computer and Technology
LMT Lockheed Martin	$1,716,284	$84,366 ▲	5.2%	3,438	0.2%	Aerospace
PNFP Pinnacle Financial Partners	$1,715,419	$1,052,324 ▲	158.7%	18,290	0.2%	Finance
FI Fiserv	$1,692,980	$1,400,180 ▲	478.2%	13,131	0.2%	Business Services
TXN Texas Instruments	$1,644,016		0.0%	8,948	0.2%	Computer and Technology
WMB Williams Companies	$1,621,063	$99,143 ▲	6.5%	25,589	0.2%	Energy
GS The Goldman Sachs Group	$1,619,776	$217,404 ▼	-11.8%	2,034	0.2%	Finance
COF Capital One Financial	$1,587,547	$114,793 ▲	7.8%	7,468	0.2%	Finance
CHDN Churchill Downs	$1,576,898	$270,755 ▼	-14.7%	16,255	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Independence Bank Of Kentucky Top Holdings and 13F Report (2025)

About Independence Bank Of Kentucky

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Independence Bank Of Kentucky Top Holdings and 13F Report (2025)

About Independence Bank Of Kentucky

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependence Bank Of Kentucky

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools