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CIK: 0001730479
Total reported value
$887.6M
$887.6M
539 檔
8.5%
According to the latest 13F quarterly dataset, Independence Bank of Kentucky managed an equity portfolio of $887.6M at the end of Q2 2024, spanning 539 distinct U.S. exchange-listed positions.
During Q2 2024, Independence Bank of Kentucky's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 539 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 | 5.88% | -0.07% | +5.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.01% | +7.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.29% | +16.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.92% | +0.34% | +9.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | +0.13% | +10.55% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.05% | +4.90% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.23% | +910.58% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.73% | -0.11% | +35.78% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.70% | -0.03% | +14.43% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | — | +10.57% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.64% | -0.09% | -9.16% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.60% | -0.16% | +3.28% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.47% | -0.31% | +8.53% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.31% | +0.08% | +11.40% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.27% | +3.50% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.10% | +45.63% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.06% | +19.81% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.26% | +24.68% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.17% | +54.82% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | +0.07% | +25.95% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.06% | +5.25% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.09% | +61.62% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.92% | -0.14% | -1.90% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.87% | -0.13% | +0.51% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.14% | +5.72% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.73% | +0.03% | +128.06% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.73% | +0.03% | -3.72% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.08% | +60.42% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.04% | -2.04% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.19% | +4.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | +26.29% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | -0.01% | +32.81% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | -0.02% | +7.84% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.11% | +25.67% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.59% | -0.02% | +3.43% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.58% | -0.11% | +6.34% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.58% | -0.07% | +18.78% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.57% | -0.03% | +2.70% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | +0.73% | +144.53% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.09% | +0.63% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.08% | +3.51% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.54% | -0.04% | -3.72% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.05% | +26.60% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.53% | -0.06% | -4.79% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | -0.02% | +0.12% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.02% | +74.94% | |
| 47 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.50% | — | -25.82% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.50% | -0.02% | -4.99% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.16% | +5.65% | |
| 50 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.49% | -0.03% | +8.57% |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 539 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, MSFT) accounted for 8.5% of total reported equity market value during Q2 2024.
During Q2 2024, Independence Bank of Kentucky's top holdings by market value included SPY (5.9%)、AAPL (4.4%)、MSFT (4.0%). The largest single position, SPY, represented 5.9% of total portfolio value.
In Q2 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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