Independence Bank Of Kentucky Top Holdings and 13F Report (2026)

About Independence Bank Of Kentucky

Investment Activity

Independence Bank Of Kentucky has $887.57 million in total holdings as of June 30, 2026.
Independence Bank Of Kentucky owns shares of 589 different stocks, but just 87 companies or ETFs make up 80% of its holdings.
Approximately 4.04% of the portfolio was purchased this quarter.
About 3.44% of the portfolio was sold this quarter.
This quarter, Independence Bank Of Kentucky has purchased 623 new stocks and bought additional shares in 95 stocks.
Independence Bank Of Kentucky sold shares of 236 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $94,765,860
Apple: $32,981,832
Microsoft: $31,074,058
JPMorgan Chase & Co.: $30,372,951
Alphabet: $30,358,939

Largest New Holdings this Quarter

03990B101 - Ares Management: $3,232,665 Holding
893641100 - Transdigm Group: $239,767 Holding
92343E102 - VeriSign: $83,015 Holding
398182303 - American Healthcare REIT, Inc: $82,553 Holding
74348A467 - ProShares S&P 500 Aristocrats ETF: $19,656 Holding

Largest Purchases this Quarter

Ares Management: 29,042 shares (about $3.23M)
iShares Russell 1000 Growth ETF: 24,778 shares (about $3.08M)
Avantis International Equity ETF: 27,292 shares (about $2.43M)
Avantis Emerging Markets Equity ETF: 22,913 shares (about $2.21M)
Netflix: 28,482 shares (about $2.03M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 3,624 shares (about $2.71M)
Advanced Micro Devices: 3,012 shares (about $1.75M)
Micron Technology: 1,426 shares (about $1.65M)
ASML: 647 shares (about $1.29M)
T-Mobile US: 4,954 shares (about $830.93K)

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	$94,765,860	$2,706,294 â–¼	-2.8%	126,901	10.7%	Finance
AAPL Apple	$32,981,832	$605,052 â–¼	-1.8%	113,982	3.7%	Computer and Technology
MSFT Microsoft	$31,074,058	$895,248 â–²	3.0%	83,304	3.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$30,372,951	$108,674 â–¼	-0.4%	92,790	3.4%	Finance
GOOGL Alphabet	$30,358,939	$176,541 â–²	0.6%	84,951	3.4%	Computer and Technology
NVDA NVIDIA	$28,346,550	$1,508,278 â–²	5.6%	141,669	3.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$23,277,817	$71,418 â–²	0.3%	62,906	2.6%	ETF
AMZN Amazon.com	$22,909,717	$748,864 â–²	3.4%	96,122	2.6%	Retail/Wholesale
AVDE Avantis International Equity ETF	$18,641,284	$2,434,446 â–²	15.0%	208,983	2.1%	ETF
LLY Eli Lilly and Company	$17,223,815	$80,362 â–²	0.5%	14,360	1.9%	Medical
VRT Vertiv	$15,340,448	$629,462 â–¼	-3.9%	45,817	1.7%	Computer and Technology
EFA iShares MSCI EAFE ETF	$13,255,919	$110,321 â–¼	-0.8%	127,608	1.5%	Finance
VOO Vanguard S&P 500 ETF	$13,229,334	$267,856 â–²	2.1%	19,262	1.5%	ETF
AMD Advanced Micro Devices	$11,898,780	$1,749,701 â–¼	-12.8%	20,483	1.3%	Computer and Technology
V Visa	$10,647,112	$71,020 â–¼	-0.7%	31,033	1.2%	Business Services
META Meta Platforms	$10,250,751	$87,310 â–²	0.9%	18,198	1.2%	Computer and Technology
JNJ Johnson & Johnson	$10,026,482	$74,667 â–¼	-0.7%	39,479	1.1%	Medical
IWR iShares Russell Mid-Cap ETF	$9,458,837	$392,298 â–¼	-4.0%	85,740	1.1%	ETF
ABBV AbbVie	$8,547,456	$1,036,757 â–²	13.8%	33,967	1.0%	Medical
IWM iShares Russell 2000 ETF	$8,326,070	$136,404 â–²	1.7%	27,712	0.9%	Finance
AVGO Broadcom	$8,018,122	$208,518 â–²	2.7%	21,226	0.9%	Computer and Technology
ASML ASML	$7,921,950	$1,287,168 â–¼	-14.0%	3,982	0.9%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$7,837,497	$2,210,875 â–²	39.3%	81,226	0.9%	ETF
MU Micron Technology	$7,775,297	$1,646,017 â–¼	-17.5%	6,736	0.9%	Computer and Technology
PG Procter & Gamble	$7,699,920	$159,104 â–¼	-2.0%	52,509	0.9%	Consumer Staples
CVX Chevron	$6,714,606	$69,122 â–¼	-1.0%	40,508	0.8%	Energy
OEF iShares S&P 100 ETF	$6,464,557	$10,976 â–¼	-0.2%	17,669	0.7%	ETF
VYM Vanguard High Dividend Yield ETF	$6,424,868	$90,235 â–¼	-1.4%	40,656	0.7%	Financial Services
NFLX Netflix	$6,288,983	$2,033,615 â–²	47.8%	88,081	0.7%	Consumer Discretionary
QQQ Invesco QQQ	$6,214,480	$122,242 â–¼	-1.9%	8,439	0.7%	Finance
HD Home Depot	$6,189,534	$153,416 â–¼	-2.4%	17,550	0.7%	Retail/Wholesale
USMV iShares MSCI USA Min Vol Factor ETF	$6,162,058	$35,208 â–²	0.6%	63,882	0.7%	ETF
Wal Mart Inc	$5,934,824	$60,254 â–¼	-1.0%	52,400	0.7%	COM
GOOG Alphabet	$5,545,514	$75,966 â–¼	-1.4%	15,695	0.6%	Computer and Technology
XOM ExxonMobil	$5,455,265	$73,419 â–¼	-1.3%	39,901	0.6%	Energy
IVV iShares Core S&P 500 ETF	$5,389,012	$54,669 â–¼	-1.0%	7,196	0.6%	ETF
PEP PepsiCo	$5,069,105	$55,514 â–¼	-1.1%	37,438	0.6%	Consumer Staples
ORCL Oracle	$5,006,295	$9,086 â–²	0.2%	34,161	0.6%	Computer and Technology
GNRC Generac	$4,827,851	$65,004 â–¼	-1.3%	16,488	0.5%	Industrials
EEM iShares MSCI Emerging Markets ETF	$4,726,105	$28,390 â–¼	-0.6%	69,085	0.5%	Finance
BRK.B Berkshire Hathaway	$4,609,092	$22,017 â–¼	-0.5%	9,211	0.5%	Finance
SPGI S&P Global	$4,450,537	$642,656 â–¼	-12.6%	10,928	0.5%	Finance
KO CocaCola	$4,441,243	$72,980 â–¼	-1.6%	54,648	0.5%	Consumer Staples
MA Mastercard	$4,192,003	$177,192 â–²	4.4%	8,162	0.5%	Business Services
PANW Palo Alto Networks	$4,186,021	$461,059 â–¼	-9.9%	12,275	0.5%	Computer and Technology
WM Waste Management	$4,082,939	$219,760 â–¼	-5.1%	18,319	0.5%	Business Services
IWF iShares Russell 1000 Growth ETF	$4,070,417	$3,076,684 â–²	309.6%	32,781	0.5%	ETF
ADP Automatic Data Processing	$3,985,190	$15,676 â–¼	-0.4%	17,795	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$3,950,090	$517,855 â–¼	-11.6%	30,740	0.4%	Medical
PM Philip Morris International	$3,818,648	$83,400 â–¼	-2.1%	21,108	0.4%	Consumer Staples
SDY SPDR S&P Dividend ETF	$3,730,997		0.0%	24,517	0.4%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$3,682,221	$4,522 â–²	0.1%	65,149	0.4%	Finance
NEE NextEra Energy	$3,636,662	$470,974 â–¼	-11.5%	41,434	0.4%	Utilities
TJX TJX Companies	$3,573,582	$146,198 â–²	4.3%	23,588	0.4%	Retail/Wholesale
LOW Lowe's Companies	$3,547,684	$147,508 â–²	4.3%	16,090	0.4%	Retail/Wholesale
SNOW Snowflake	$3,528,388	$145,829 â–²	4.3%	13,864	0.4%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$3,382,362		0.0%	4,809	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,258,996	$187,752 â–²	6.1%	33,744	0.4%	ETF
ARES Ares Management	$3,232,665	$3,232,665 â–²	New Holding	29,042	0.4%	Finance
COST Costco Wholesale	$3,072,083	$48,644 â–¼	-1.6%	3,284	0.3%	Retail/Wholesale
NOW ServiceNow	$3,041,145	$1,524,147 â–²	100.5%	30,632	0.3%	Computer and Technology
PWR Quanta Services	$2,955,764	$17,281 â–¼	-0.6%	4,105	0.3%	Construction
ETN Eaton	$2,895,485	$145,733 â–¼	-4.8%	6,795	0.3%	Industrials
MCD McDonald's	$2,873,125	$432,496 â–²	17.7%	10,629	0.3%	Retail/Wholesale
BAC Bank of America	$2,842,618	$3,248 â–²	0.1%	49,888	0.3%	Finance
UNH UnitedHealth Group	$2,837,922	$145,055 â–¼	-4.9%	6,828	0.3%	Medical
CAT Caterpillar	$2,793,233	$267,290 â–²	10.6%	2,623	0.3%	Industrials
PNC The PNC Financial Services Group	$2,783,271	$90,855 â–¼	-3.2%	11,304	0.3%	Finance
GLD SPDR Gold Shares	$2,777,585	$231,343 â–²	9.1%	7,540	0.3%	Finance
GD General Dynamics	$2,745,360	$74,390 â–¼	-2.6%	7,750	0.3%	Aerospace
ABT Abbott Laboratories	$2,674,017	$160,338 â–¼	-5.7%	29,469	0.3%	Medical
XLE Energy Select Sector SPDR Fund	$2,636,858	$22,306 â–²	0.9%	49,649	0.3%	ETF
DVY iShares Select Dividend ETF	$2,433,591		0.0%	15,570	0.3%	ETF
WMB Williams Companies	$2,420,956	$270,672 â–²	12.6%	32,566	0.3%	Energy
USB U.S. Bancorp	$2,380,787	$290,645 â–¼	-10.9%	39,417	0.3%	Finance
MDB MongoDB	$2,338,536	$151,155 â–²	6.9%	6,962	0.3%	Computer and Technology
SYY Sysco	$2,332,969	$64,022 â–¼	-2.7%	27,913	0.3%	Consumer Staples
Blackrock, Inc.	$2,326,014	$3,846 â–²	0.2%	2,419	0.3%	COM
MS Morgan Stanley	$2,283,344	$41,181 â–¼	-1.8%	10,923	0.3%	Finance
VRTX Vertex Pharmaceuticals	$2,237,272	$1,794,686 â–²	405.5%	4,504	0.3%	Medical
SYK Stryker	$2,224,345	$21,409 â–¼	-1.0%	7,065	0.3%	Medical
IWV iShares Russell 3000 ETF	$2,172,082	$153,078 â–¼	-6.6%	5,094	0.2%	ETF
TXN Texas Instruments	$2,163,690	$85,546 â–¼	-3.8%	7,259	0.2%	Computer and Technology
MO Altria Group	$2,163,033	$56,481 â–¼	-2.5%	30,063	0.2%	Consumer Staples
ICE Intercontinental Exchange	$2,151,840	$12,680 â–¼	-0.6%	17,479	0.2%	Finance
APD Air Products and Chemicals	$2,148,130	$1,173 â–²	0.1%	7,327	0.2%	Basic Materials
RTX RTX	$2,147,364	$534,659 â–²	33.2%	11,318	0.2%	Aerospace
AVUV Avantis U.S. Small Cap Value ETF	$2,137,638	$91,948 â–¼	-4.1%	17,134	0.2%	ETF
JPMorgan Mortgage-Backed Securities ETF	$2,121,313	$155,233 â–¼	-6.8%	41,857	0.2%	MORTGAGE BACKED
SOXX iShares Semiconductor ETF	$2,046,587	$30,116 â–¼	-1.5%	3,194	0.2%	ETF
Reddit Inc. Ordinary Shares - Class A	$2,036,961	$192,153 â–²	10.4%	11,735	0.2%	CL A
C Citigroup	$2,019,203	$273,342 â–¼	-11.9%	14,427	0.2%	Financial Services
DIS Walt Disney	$2,014,513	$95,576 â–¼	-4.5%	20,930	0.2%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$1,996,650	$220,432 â–¼	-9.9%	10,480	0.2%	ETF
GE Vernova Inc Com	$1,979,639	$211,475 â–²	12.0%	1,685	0.2%	COM
SPOT Spotify Technology	$1,975,636	$1,757,549 â–²	805.9%	4,303	0.2%	Computer and Technology
UNP Union Pacific	$1,918,144	$87,856 â–¼	-4.4%	7,052	0.2%	Transportation
GS The Goldman Sachs Group	$1,887,216	$83,944 â–¼	-4.3%	1,866	0.2%	Finance
CMI Cummins	$1,855,772	$32,094 â–¼	-1.7%	2,602	0.2%	Auto/Tires/Trucks
VB Vanguard Small-Cap ETF	$1,824,782	$9,094 â–¼	-0.5%	6,020	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Independence Bank Of Kentucky Top Holdings and 13F Report (2026)

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

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Independence Bank Of Kentucky Top Holdings and 13F Report (2026)

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