Independence Bank of Kentucky

CIK: 0001730479SEC EDGAR →

Portfolio Value

$804K

Holdings

724

As of

Q4 2025

New Positions

25

Closed Positions

17

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Microsoft Corp

77,513$37.5M
4663.02%
2

Apple Incorporated

119,480$32.5M
4040.43%
3

JP Morgan Chase & Co

91,193$29.4M
3655.19%
4

Alphabet Inc Class A

86,621$27.1M
3372.56%
5

Nvidia Corp Common

128,613$24.0M
2983.71%
6

Vanguard Total Stock Market ETF

62,744$21.0M
2616.75%
7

Amazon Com Inc

89,001$20.5M
2555.42%
8

Ishares Tr MSCI EAFE Index

122,426$11.8M
1462.37%
9

Visa Inc

31,931$11.2M
1392.96%
10

Avantis International Equity ETF

120,597$9.9M
1234.86%

Quarterly Changes

Top Buys

MSFT↑ Increased
$37.4M
SPGI↑ Increased
$5.0M
AVDE↑ Increased
$3.8M
NFLX↑ Increased
$3.0M
ORCL↑ Increased
$2.6M

Top Sells

GOOGL↓ Decreased
$5.4M
TMO↓ Decreased
$1.7M
AAPL↓ Decreased
$1.6M
ELF↓ Decreased
$1.3M
MU↓ Decreased
$1.0M

New Positions (134)

$1.1M · 5K shares
$799K · 15K shares
$171K · 4K shares
$152K · 907 shares
$122K · 2K shares
$106K · 2K shares
$103K · 1K shares
$100K · 401 shares
$67K · 1K shares
$31K · 684 shares
$29K · 152 shares
$24K · 176 shares
$21K · 165 shares
$10K · 136 shares
$8K · 132 shares
$7K · 480 shares
$7K · 674 shares
$6K · 251 shares
$5K · 242 shares
$4K · 144 shares
$4K · 160 shares
$4K · 225 shares
$4K · 773 shares
$3K · 400 shares
$3K · 433 shares
$3K · 201 shares
$2K · 134 shares
$2K · 282 shares
$1K · 525 shares
$1K · 154 shares
$1K · 200 shares
$1K · 116 shares
$7 · 70 shares
$7 · 100 shares
$6 · 33 shares
$6 · 48 shares
$5 · 15 shares
$5 · 91 shares
$5 · 41 shares
$4 · 6 shares
$4 · 6 shares
$3 · 5 shares
$3 · 16 shares
$3 · 16 shares
$3 · 85 shares
$3 · 14 shares
$3 · 12 shares
$3 · 17 shares
$3 · 84 shares
$3 · 24 shares
$3 · 55 shares
$3 · 35 shares
$3 · 41 shares
$2 · 25 shares
$2 · 63 shares
$2 · 24 shares
$2 · 7 shares
$2 · 100 shares
$2 · 1 shares
$2 · 7 shares
$2 · 5 shares
$2 · 9 shares
$2 · 18 shares
$2 · 29 shares
$2 · 70 shares
$2 · 16 shares
$2 · 33 shares
$2 · 17 shares
$2 · 6 shares
$2 · 50 shares
$2 · 27 shares
$1 · 9 shares
$1 · 24 shares
$1 · 15 shares
$1 · 3 shares
$1 · 15 shares
$1 · 25 shares
$1 · 2 shares
$1 · 41 shares
$1 · 3 shares
$1 · 20 shares
$1 · 25 shares
$1 · 23 shares
$1 · 16 shares
$1 · 22 shares
$1 · 50 shares
$1 · 5 shares
$1 · 50 shares
$1 · 20 shares
$1 · 12 shares
$1 · 3 shares
$1 · 6 shares
$1 · 34 shares
$1 · 2 shares
$1 · 18 shares
$1 · 2 shares
$1 · 10 shares
$1 · 7 shares
$1 · 23 shares
$1 · 73 shares
$1 · 15 shares
$1 · 5 shares
$1 · 18 shares
$1 · 93 shares
$1 · 27 shares
$1 · 41 shares
$1 · 5 shares
$0 · 24 shares
$0 · 15 shares
$0 · 1 shares
$0 · 2 shares
$0 · 9 shares
$0 · 8 shares
$0 · 4 shares
$0 · 130 shares
$0 · 172 shares
$0 · 16 shares
$0 · 15 shares
$0 · 36 shares
$0 · 1 shares
$0 · 31 shares
$0 · 7 shares
$0 · 37 shares
$0 · 66 shares
$0 · 26 shares
$0 · 29 shares
$0 · 23 shares
$0 · 21 shares
$0 · 4 shares
$0 · 25 shares
$0 · 4 shares
$0 · 3 shares
$0 · 5 shares
$0 · 56 shares

Closed Positions (33)

$550K · 9K shares
$420K · 20K shares
$212K · 3K shares
$118K · 2K shares
$92K · 850 shares
$55K · 3K shares
$41K · 950 shares
$40K · 2K shares
$37K · 590 shares
$25K · 210 shares
$24K · 125 shares
$20K · 300 shares
$12K · 3K shares
$11K · 200 shares
$8K · 190 shares
$6K · 175 shares
$5K · 648 shares
$5K · 500 shares
$4K · 425 shares
$4K · 200 shares
$4K · 2K shares
$2K · 102 shares
$9 · 83 shares
$8 · 100 shares
$5 · 6 shares
$3 · 25 shares
$2 · 17 shares
$1 · 8 shares
$1 · 23 shares
$1 · 62 shares
$0 · 114 shares
$0 · 5 shares
$0 · 2 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services267$214.7M34.2%
Technology83$141.2M22.5%
Industrials61$48.1M7.7%
Consumer Cyclical50$44.9M7.2%
Communication Services26$44.4M7.1%
Healthcare60$38.5M6.1%
Consumer Defensive36$34.6M5.5%
Energy36$24.0M3.8%
Unknown43$22.2M3.5%
Utilities23$7.5M1.2%
Basic Materials23$4.7M0.7%
Real Estate16$2.6M0.4%