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%	ETF
AAPL Apple	$32,981,832	$605,052 â–¼	-1.8%	113,982	3.7%	Technology
MSFT Microsoft	$31,074,058	$895,248 â–²	3.0%	83,304	3.5%	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%	Communication Services
NVDA NVIDIA	$28,346,550	$1,508,278 â–²	5.6%	141,669	3.2%	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%	Consumer Discretionary
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%	Healthcare
VRT Vertiv	$15,340,448	$629,462 â–¼	-3.9%	45,817	1.7%	Industrials
EFA iShares MSCI EAFE ETF	$13,255,919	$110,321 â–¼	-0.8%	127,608	1.5%	ETF
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%	Technology
V Visa	$10,647,112	$71,020 â–¼	-0.7%	31,033	1.2%	Finance
META Meta Platforms	$10,250,751	$87,310 â–²	0.9%	18,198	1.2%	Communication Services
JNJ Johnson & Johnson	$10,026,482	$74,667 â–¼	-0.7%	39,479	1.1%	Healthcare
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%	Healthcare
IWM iShares Russell 2000 ETF	$8,326,070	$136,404 â–²	1.7%	27,712	0.9%	ETF
AVGO Broadcom	$8,018,122	$208,518 â–²	2.7%	21,226	0.9%	Technology
ASML ASML	$7,921,950	$1,287,168 â–¼	-14.0%	3,982	0.9%	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%	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%	ETF
NFLX Netflix	$6,288,983	$2,033,615 â–²	47.8%	88,081	0.7%	Communication Services
QQQ Invesco QQQ	$6,214,480	$122,242 â–¼	-1.9%	8,439	0.7%	ETF
HD Home Depot	$6,189,534	$153,416 â–¼	-2.4%	17,550	0.7%	Consumer Discretionary
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%	Communication Services
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%	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%	ETF
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%	Finance
PANW Palo Alto Networks	$4,186,021	$461,059 â–¼	-9.9%	12,275	0.5%	Technology
WM Waste Management	$4,082,939	$219,760 â–¼	-5.1%	18,319	0.5%	Industrials
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%	Industrials
MRK Merck & Co., Inc.	$3,950,090	$517,855 â–¼	-11.6%	30,740	0.4%	Healthcare
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%	ETF
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%	Consumer Discretionary
LOW Lowe's Companies	$3,547,684	$147,508 â–²	4.3%	16,090	0.4%	Consumer Discretionary
SNOW Snowflake	$3,528,388	$145,829 â–²	4.3%	13,864	0.4%	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%	Consumer Staples
NOW ServiceNow	$3,041,145	$1,524,147 â–²	100.5%	30,632	0.3%	Technology
PWR Quanta Services	$2,955,764	$17,281 â–¼	-0.6%	4,105	0.3%	Industrials
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%	Consumer Discretionary
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%	Healthcare
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%	ETF
GD General Dynamics	$2,745,360	$74,390 â–¼	-2.6%	7,750	0.3%	Industrials
ABT Abbott Laboratories	$2,674,017	$160,338 â–¼	-5.7%	29,469	0.3%	Healthcare
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%	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%	Healthcare
SYK Stryker	$2,224,345	$21,409 â–¼	-1.0%	7,065	0.3%	Healthcare
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%	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%	Materials
RTX RTX	$2,147,364	$534,659 â–²	33.2%	11,318	0.2%	Industrials
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%	Finance
DIS Walt Disney	$2,014,513	$95,576 â–¼	-4.5%	20,930	0.2%	Communication Services
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%	Communication Services
UNP Union Pacific	$1,918,144	$87,856 â–¼	-4.4%	7,052	0.2%	Industrials
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%	Industrials
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

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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