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CIK: 0001730479
Total reported value
$887.6M
$887.6M
517 檔
7.1%
At the close of Q1 2024, Independence Bank of Kentucky disclosed equity holdings valued at approximately $887.6M, spread across 517 reported holdings.
During Q1 2024, Independence Bank of Kentucky's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, MSFT) accounted for 7.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 517 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.03% | -0.07% | +2.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.80% | -0.01% | +14.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.29% | +24.90% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.70% | -0.05% | +25.18% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.13% | +9.94% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | +0.34% | +5.27% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.07% | -0.09% | +9.05% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | — | +9.04% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.74% | -0.03% | +10.72% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.16% | -4.91% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.31% | +41.17% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.23% | -5.10% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.11% | +7.79% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.37% | +0.08% | +1.81% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.27% | +0.19% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.21% | -0.06% | +5.79% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.14% | -0.13% | -3.20% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.06% | -41.13% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.10% | +7.73% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.26% | +11.62% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 0.95% | -0.14% | +8.06% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | +0.07% | +27.53% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.14% | +35.53% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.17% | +9.70% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.83% | +0.03% | -2.15% | |
| 26 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.78% | — | -0.74% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | -0.04% | +5.40% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.72% | -0.02% | +4.44% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.09% | +18.14% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.69% | -0.02% | -3.67% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.04% | +6.61% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.07% | -2.10% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.62% | -0.11% | -0.97% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.04% | -2.46% | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.61% | -0.08% | -2.22% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.59% | -0.03% | +211.56% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.11% | +59.43% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.04% | +20.30% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.58% | -0.02% | -3.03% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.06% | +0.51% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.19% | -4.22% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | -0.02% | +0.76% | |
| 43 | CVS | Cvs Health CORP | Stock-Healthcare | 0.56% | +0.01% | -10.71% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.55% | -0.01% | +127.53% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.05% | +4.33% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.02% | -4.38% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.09% | +26.93% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.06% | -13.13% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.49% | — | +82.44% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.49% | -0.04% | +72.13% |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 517 disclosed positions in Q1 2024.
During Q1 2024, Independence Bank of Kentucky's top holdings by market value included SPY (6.0%)、AAPL (3.8%)、MSFT (3.6%). The largest single position, SPY, represented 6.0% of total portfolio value.
In Q1 2024, Independence Bank of Kentucky made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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