Independence Bank of Kentucky
Sector Allocation
- Other32.9%$294.2M
- Technology28.9%$258.5M
- Financials12.4%$110.8M
- Healthcare6.9%$61.8M
- Consumer Discretionary5.2%$46.7M
- Consumer Staples4.3%$38.8M
- Industrials3.4%$30.6M
- Energy2.5%$22.2M
- Communication Services1.5%$13.3M
- Utilities1.1%$9.8M
AUM History
13fpro.ai/research/fund/independence-bank-of-kentucky-1730479
Conviction and streaks
Concentrating · top 10 = 39.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
SPY
$95.2MMSFT
$42.8MAAPL
$37.1MNVDA
$33.5MJPM
$30.2MGOOGL
$29.3MAMZN
$23.6M- Vanguard$23.5M
- Avantis$20.4M
LLY
$16.4M- Vanguard$14.0M
- Ishares$13.0M
META
$12.7MAMD
$11.8MVRT
$11.3MV
$11.0MJNJ
$10.1M- Ishares$8.8M
ABBV
$8.7M- Avantis$8.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/independence-bank-of-kentucky-1730479
Independence Bank of Kentucky 13F holdings — Q3 2026
$895.3M portfolio (+0.9% QoQ) · 642 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$95.2M
10.6% of stocks
-2%This quarter0.0%Since filed11+ qtrsHeld$42.8M
4.8% of stocks
+0.1%This quarter0.0%Since filed11+ qtrsHeld$37.1M
4.1% of stocks
-2%This quarter0.0%Since filed11+ qtrsHeld$33.5M
3.8% of stocks
+4%This quarter0.0%Since filed11+ qtrsHeld$30.2M
3.4% of stocks
-2%This quarter0.0%Since filed11+ qtrsHeld$29.3M
3.3% of stocks
+0.3%This quarter0.0%Since filed11+ qtrsHeld$23.6M
2.6% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld- 8
Vanguard Total Stock Market ETF - TOTAL STK MKT
$23.5M
2.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
Avantis International Equity ETF - INTL EQT ETF
$20.4M
2.3% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $16.4M
1.8% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld
All holdings — Independence Bank of Kentucky (Q3 2026)
642 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Vanguard S&P 500 Index ETF - S&P 500 ETF SHSetf/fund | — | $14.0M | 1.6% | 20K | +4% | — | — | 13F |
| 12 | — | Ishares Tr MSCI EAFE Index - MSCI EAFE ETFetf/fund | — | $13.0M | 1.4% | 125K | -2% | — | — | 13F |
| 13 | Meta Platforms, Inc. | Technology | $12.7M | 1.4% | 18K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ADVANCED MICRO DEVICES INC | Technology | $11.8M | 1.3% | 19K | -6% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Vertiv Holdings Co | Technology | $11.3M | 1.3% | 47K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $11.0M | 1.2% | 31K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $10.1M | 1.1% | 38K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | Ishares Russell Midcap Index - RUS MID CAP ETFetf/fund | — | $8.8M | 1.0% | 82K | -4% | — | — | 13F |
| 19 | AbbVie Inc. | Healthcare | $8.7M | 1.0% | 33K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | Avantis Emerging Markets Equity ETF - AVANTIS EMGMKTetf/fund | — | $8.5M | 0.9% | 90K | +11% | — | — | 13F |
| 21 | Broadcom Inc. | Technology | $8.3M | 0.9% | 24K | +12% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CHEVRON CORP | Energy | $8.2M | 0.9% | 40K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PROCTER & GAMBLE Co | Consumer Staples | $7.6M | 0.8% | 52K | -1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | Russell 2000 Index Fund - RUSSELL 2000 ETFetf/fund | — | $7.4M | 0.8% | 27K | -4% | — | — | 13F |
| 25 | ASML HOLDING NV | Technology | $7.3M | 0.8% | 4,034 | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | Ishares S&P 100 Index Fund ETF - S&P 100 ETF | — | $6.7M | 0.8% | 18K | -0.4% | |||
| 27 | $MU | MICRON TECHNOLOGY INC | Technology | $6.7M | 0.8% | 6,299 | -6% | |||
| 28 | — | Vanguard High Dividend Yield ETF - HIGH DIV YLD | — | $6.3M | 0.7% | 41K | -0.3% | |||
| 29 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $6.3M | 0.7% | 8,473 | +0.4% | |||
| 30 | — | iShares MSCI USA Min Vol Factor ETF - MSCI USA MIN ETF | — | $6.2M | 0.7% | 64K | -0.4% | |||
| 31 | — | Ishares Tr Core S&P 500 ETF - CORE S&P500 ETF | — | $5.7M | 0.6% | 7,431 | +3% | |||
| 32 | $WMT | Walmart Inc. | Consumer Staples | $5.4M | 0.6% | 52K | -0.6% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $5.3M | 0.6% | 16K | -0.9% | |||
| 34 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.0M | 0.6% | 18K | +0.8% | |||
| 35 | $NFLX | NETFLIX INC | Communication Services | $4.9M | 0.5% | 70K | -21% | |||
| 36 | $ORCL | ORACLE CORP | Technology | $4.8M | 0.5% | 35K | +3% | |||
| 37 | $PEP | PEPSICO INC | Consumer Staples | $4.7M | 0.5% | 37K | -0.5% | |||
| 38 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.5% | 9,098 | -1% | |||
| 39 | $SNOW | Snowflake Inc. | Technology | $4.5M | 0.5% | 13K | -4% | |||
| 40 | $MA | Mastercard Inc | Financials | $4.5M | 0.5% | 8,177 | +0.2% | |||
| 41 | — | Ishares MSCI Emerging Mkts Index Fund - MSCI EMG MKT ETF | — | $4.4M | 0.5% | 66K | -4% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $4.4M | 0.5% | 30K | -1% | |||
| 43 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.3M | 0.5% | 17K | -6% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $4.3M | 0.5% | 50K | -8% | |||
| 45 | — | Ishares Tr Russell 1000 Growth - RUS 1000 GRW ETF | — | $4.1M | 0.5% | 33K | -0.5% | |||
| 46 | $PM | Philip Morris International Inc. | Consumer Staples | $4.0M | 0.5% | 21K | -0.2% | |||
| 47 | $GNRC | GENERAC HOLDINGS INC. | Technology | $4.0M | 0.4% | 19K | +16% | |||
| 48 | $SPGI | S&P Global Inc. | Financials | $3.9M | 0.4% | 9,796 | -10% | |||
| 49 | $WM | WASTE MANAGEMENT INC | Utilities | $3.7M | 0.4% | 18K | -0.7% | |||
| 50 | $PANW | Palo Alto Networks Inc | Technology | $3.7M | 0.4% | 9,244 | -25% | |||
| 51 | $GLD | SPDR GOLD TRUST | Financials | $3.6M | 0.4% | 9,533 | +26% | |||
| 52 | — | SPDR S&P Dividend ETF - ST STR SP DIV | — | $3.6M | 0.4% | 25K | — | |||
| 53 | $ARES | Ares Management Corp | Financials | $3.5M | 0.4% | 31K | +5% | |||
| 54 | — | Ishares Tr Core MSCI EAFE ETF - CORE MSCI EAFE | — | $3.5M | 0.4% | 36K | +7% | |||
| 55 | $WT | WisdomTree, Inc. | Financials | $3.5M | 0.4% | 64K | -2% | |||
| 56 | $NOW | ServiceNow, Inc. | Technology | $3.4M | 0.4% | 26K | -16% | |||
| 57 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.3M | 0.4% | 25K | +7% | |||
| 58 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $3.1M | 0.3% | 4,773 | -0.7% | |||
| 59 | $NEE | NEXTERA ENERGY INC | Utilities | $3.1M | 0.3% | 41K | -2% | |||
| 60 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.1M | 0.3% | 31K | +5% | |||
| 61 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.1M | 0.3% | 17K | +3% | |||
| 62 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.9M | 0.3% | 3,223 | -2% | |||
| 63 | $ETN | Eaton Corp plc | Industrials | $2.9M | 0.3% | 6,802 | +0.1% | |||
| 64 | — | Energy - SPDR Select Sector ETF - ST STR ENERG ETF | — | $2.9M | 0.3% | 47K | -6% | |||
| 65 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.7M | 0.3% | 4,152 | +1% | |||
| 66 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.6M | 0.3% | 17K | -2% | |||
| 67 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.6M | 0.3% | 48K | -4% | |||
| 68 | $BLK | BlackRock, Inc. | Financials | $2.5M | 0.3% | 2,402 | -0.7% | |||
| 69 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.5M | 0.3% | 6,829 | +0.0% | |||
| 70 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.5M | 0.3% | 7,470 | -4% | |||
| 71 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.5M | 0.3% | 11K | +0.9% | |||
| 72 | $MDB | MongoDB, Inc. | Technology | $2.4M | 0.3% | 7,014 | +0.7% | |||
| 73 | $IAU | ISHARES GOLD TRUST | Financials | $2.4M | 0.3% | 31K | +363% | |||
| 74 | — | iShares Select Dividend ETF - SELECT DIVID ETF | — | $2.4M | 0.3% | 15K | -0.6% | |||
| 75 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $2.3M | 0.3% | 4,474 | -0.7% | |||
| 76 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.2M | 0.3% | 10K | -12% | |||
| 77 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $2.2M | 0.3% | 33K | +0.3% | |||
| 78 | $USB | US BANCORP \DE\ | Financials | $2.2M | 0.3% | 38K | -3% | |||
| 79 | $CAT | CATERPILLAR INC | Industrials | $2.2M | 0.3% | 2,716 | +4% | |||
| 80 | $SYY | SYSCO CORP | Consumer Discretionary | $2.2M | 0.2% | 28K | -0.1% | |||
| 81 | $SPOT | Spotify Technology S.A. | Communication Services | $2.2M | 0.2% | 4,455 | +4% | |||
| 82 | $DIS | Walt Disney Co | Communication Services | $2.2M | 0.2% | 21K | -2% | |||
| 83 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.1M | 0.2% | 7,634 | +5% | |||
| 84 | $RTX | RTX Corp | Industrials | $2.1M | 0.2% | 11K | +0.3% | |||
| 85 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.0M | 0.2% | 30K | +0.9% | |||
| 86 | — | Technology - SPDR Select Sector ETF - ST STR TECHN ETF | — | $2.0M | 0.2% | 10K | -1% | |||
| 87 | $MS | MORGAN STANLEY | Financials | $2.0M | 0.2% | 11K | -1% | |||
| 88 | $APD | Air Products & Chemicals, Inc. | Materials | $2.0M | 0.2% | 7,262 | -0.9% | |||
| 89 | — | Ishares Tr Russell 3000 ETF - RUSSELL 3000 ETF | — | $2.0M | 0.2% | 4,619 | -9% | |||
| 90 | — | Avantis US Small Cap Value ETF - US SML CP VALU | — | $2.0M | 0.2% | 17K | -2% | |||
| 91 | — | JPMorgan Mortgage-Backed Securities ETF - MORTGAGE BACKED | — | $1.9M | 0.2% | 40K | -5% | |||
| 92 | $UNP | UNION PACIFIC CORP | Industrials | $1.9M | 0.2% | 7,050 | -0.0% | |||
| 93 | $C | CITIGROUP INC | Financials | $1.9M | 0.2% | 15K | +2% | |||
| 94 | $SYK | STRYKER CORP | Healthcare | $1.9M | 0.2% | 6,800 | -4% | |||
| 95 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.8M | 0.2% | 1,057 | +3% | |||
| 96 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.8M | 0.2% | 6,717 | +261% | |||
| 97 | — | iShares Semiconductor ETF - ISHARES SEMICDTR | — | $1.8M | 0.2% | 3,082 | -4% | |||
| 98 | $CRM | Salesforce, Inc. | Technology | $1.7M | 0.2% | 7,611 | -4% | |||
| 99 | — | Vanguard Small Cap ETF - SMALL CP ETF | — | $1.7M | 0.2% | 6,059 | +0.6% | |||
| 100 | — | Ishares MSCI EAFE Value Index Fund - EAFE VALUE ETF | — | $1.7M | 0.2% | 21K | — | |||
| 101 | $PFE | PFIZER INC | Healthcare | $1.7M | 0.2% | 59K | -6% | |||
| 102 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.7M | 0.2% | 8,655 | +4% | |||
| 103 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 0.2% | 1,837 | -2% | |||
| 104 | $GEV | GE Vernova Inc. | Industrials | $1.7M | 0.2% | 1,737 | +3% | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.2% | 82K | +9% | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.2% | 101K | +7% | |||
| 107 | $RDDT | Reddit, Inc. | Technology | $1.6M | 0.2% | 11K | -6% | |||
| 108 | — | Vanguard Growth Vipers ETF - GROWTH ETF | — | $1.6M | 0.2% | 17K | -2% | |||
| 109 | $QCOM | QUALCOMM INC/DE | Technology | $1.5M | 0.2% | 8,254 | +7% | |||
| 110 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.5M | 0.2% | 2,229 | -14% | |||
| 111 | $PAYX | PAYCHEX INC | Technology | $1.5M | 0.2% | 15K | -14% | |||
| 112 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.5M | 0.2% | 16K | -3% | |||
| 113 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.5M | 0.2% | 26K | -3% | |||
| 114 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.2% | 74K | +9% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.2% | 91K | +7% | |||
| 116 | $DE | DEERE & CO | Industrials | $1.4M | 0.2% | 2,139 | +1% | |||
| 117 | $TMUS | T-Mobile US, Inc. | Communication Services | $1.4M | 0.2% | 8,752 | +2% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.2% | 6,797 | +2% | |||
| 119 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.2% | 13K | -3% | |||
| 120 | $UBER | Uber Technologies, Inc | Technology | $1.4M | 0.1% | 20K | -4% | |||
| 121 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $1.4M | 0.1% | 5,159 | -2% | |||
| 122 | — | Ishares Inc Core MSCI Emerging Mkts ETF - CORE MSCI EMKT | — | $1.4M | 0.1% | 17K | +8% | |||
| 123 | $SHEL | Shell plc | Energy | $1.3M | 0.1% | 14K | — | |||
| 124 | $CMI | CUMMINS INC | Industrials | $1.3M | 0.1% | 2,602 | — | |||
| 125 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.3M | 0.1% | 28K | -7% | |||
| 126 | — | Ishares Trust S&P 500 Growth ETF - S&P 500 GRWT ETF | — | $1.3M | 0.1% | 9,113 | -0.3% | |||
| 127 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.1% | 70K | +4% | |||
| 128 | $MMM | 3M CO | Healthcare | $1.3M | 0.1% | 7,755 | -5% | |||
| 129 | — | VanEck Semiconductor ETF - SEMICONDUCTR ETF | — | $1.3M | 0.1% | 2,060 | -1% | |||
| 130 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.1% | 33K | -1% | |||
| 131 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 62K | +5% | |||
| 132 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 63K | +5% | |||
| 133 | $FSLR | FIRST SOLAR, INC. | Technology | $1.2M | 0.1% | 6,945 | — | |||
| 134 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.2M | 0.1% | 26K | -0.4% | |||
| 135 | — | Vanguard Short-Term Corp Index Fund - SHRT TRM CORP BD | — | $1.2M | 0.1% | 16K | -5% | |||
| 136 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.1% | 2,788 | +2% | |||
| 137 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.2M | 0.1% | 4,488 | -1.0% | |||
| 138 | $NVS | NOVARTIS AG | Healthcare | $1.2M | 0.1% | 8,068 | +2% | |||
| 139 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.1M | 0.1% | 3,715 | -3% | |||
| 140 | — | Vanguard Intermediate-Term Corp Bond Index ETF - INT-TERM CORP | — | $1.1M | 0.1% | 14K | -7% | |||
| 141 | — | Ishares Tr Natl Mun Bd ETF Fund - NATIONAL MUN ETF | — | $1.1M | 0.1% | 11K | -4% | |||
| 142 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.1% | 2,165 | +3% | |||
| 143 | $FLUT | Flutter Entertainment plc | Technology | $1.1M | 0.1% | 15K | +45% | |||
| 144 | $MPC | Marathon Petroleum Corp | Energy | $1.1M | 0.1% | 2,668 | +4% | |||
| 145 | $CSX | CSX CORP | Industrials | $1.0M | 0.1% | 22K | -5% | |||
| 146 | $EQT | EQT Corp | Energy | $1.0M | 0.1% | 21K | +2% | |||
| 147 | $PLTR | Palantir Technologies Inc. | Technology | $1.0M | 0.1% | 5,465 | -3% | |||
| 148 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.0M | 0.1% | 1,973 | -1% | |||
| 149 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $1.0M | 0.1% | 13K | -4% | |||
| 150 | — | Ishares Tr Russell 1000 Val - RUS 1000 VAL ETF | — | $977K | 0.1% | 3,941 | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 63 new, 135 added to, 182 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (63)
$HONHONEYWELL INTERNATIONAL INC$667K
first bought this quarter
- Invesco Bulletshares 2036 Corp Bd ETF - BULLETSH 2036 CR$178K
first bought this quarter
$MBGLMobility Global Inc.$143K
first bought this quarter
$IVTInvenTrust Properties Corp.$106K
first bought this quarter
- First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf - RISNG DIVD ACHIV$66K
first bought this quarter
- Innovator Etfs Trust U.S. Small Cap Power Buffer Etf - January - US SML CP PWR B$62K
first bought this quarter
+57 more in the Excel export
Added to (135)
$IAUISHARES GOLD TRUST+363%
now $2.4M · held 8 qtrs, 2 adds in a row
- Avantis International Equity ETF - INTL EQT ETF+8%
now $20.4M
$CRWDCrowdStrike Holdings, Inc.+261%
now $1.8M · held 11+ qtrs
now $33.5M · held 11+ qtrs, 3 adds in a row
$AVGOBroadcom Inc.+12%
now $8.3M · held 11+ qtrs, 4 adds in a row
- Avantis Emerging Markets Equity ETF - AVANTIS EMGMKT+11%
now $8.5M
+129 more in the Excel export
Trimmed (182)
now $95.2M · held 11+ qtrs, 2 trims in a row
$NFLXNETFLIX INC-21%
now $4.9M · held 11+ qtrs
$PANWPalo Alto Networks Inc-25%
now $3.7M · held 11+ qtrs, 4 trims in a row
now $37.1M · held 11+ qtrs, 4 trims in a row
now $11.8M · held 11+ qtrs, 2 trims in a row
$NOWServiceNow, Inc.-16%
now $3.4M · held 11+ qtrs
+176 more in the Excel export
Holdings by quarter
Every 13F Independence Bank of Kentucky has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Independence Bank of Kentucky?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Independence Bank of Kentucky's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Independence Bank of Kentucky disclosed 642 positions worth $895.3M in its Form 13F-HR for Q3 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 10.6% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 63 new positions and exited 9 — including a new stake in $HON and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (32.9% of disclosed assets). All figures are sourced directly from Independence Bank of Kentucky’s Form 13F-HR filing with the SEC under CIK 1730479.
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