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CIK: 0001730479
Total reported value
$887.6M
$887.6M
613 檔
18.7%
During the Q1 2025 filing period, Independence Bank of Kentucky (CIK: 0001730479) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $887.6M across 613 reported positions.
In Q1 2025, Independence Bank of Kentucky displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 613 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 | 11.48% | -0.07% | +4.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | -0.29% | +5.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.08% | -0.01% | -2.69% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.56% | -0.05% | +2.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.70% | +0.07% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | +0.13% | +6.68% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.23% | +34.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.34% | +6.14% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | — | -2.18% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.16% | -1.49% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.11% | -2.22% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.17% | -0.03% | -4.27% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.06% | +0.87% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.10% | -2.34% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | -0.09% | -7.30% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.27% | +8.29% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.31% | -4.20% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.05% | -0.95% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.99% | -0.06% | -1.41% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.17% | -2.34% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | +0.08% | -1.05% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.05% | +1.71% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.14% | -2.99% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | -0.01% | — | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.79% | -0.17% | -0.05% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.74% | +0.02% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.04% | -0.85% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.08% | +5.07% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.16% | +0.38% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.11% | -4.29% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.07% | -22.15% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.26% | -2.68% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.14% | +5.66% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.60% | +0.22% | +94.27% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.59% | +0.12% | -1.80% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.02% | +0.92% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.09% | -2.36% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.06% | -1.49% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.52% | -0.03% | -0.92% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.51% | -0.02% | +0.28% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.07% | +17.28% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.10% | -6.79% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +20.41% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | -0.02% | -1.40% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.13% | -5.15% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.09% | +24.75% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.47% | -0.11% | -1.14% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.73% | +5.56% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.04% | -3.25% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | +0.03% | +0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 20 | PEP | Pepsico Inc | — | NEW | New buy |
| 21 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 22 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 23 | ABBV | Abbvie Inc | — | NEW | New buy |
| 24 | ADP | Automatic Data Processing | — | NEW | New buy |
| 25 | SPGI | S&p Global Inc | — | NEW | New buy |
| 26 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 28 | ORCL | Oracle CORP | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | NEW | New buy |
| 30 | ABT | Abbott Laboratories | — | NEW | New buy |
| 31 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 34 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 35 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 36 | MA | Mastercard Inc - A | — | NEW | New buy |
| 37 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 38 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 39 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 40 | DON | Wisdomtree US Midcap Dividen | — | NEW | New buy |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 42 | WM | Waste Management Inc | — | NEW | New buy |
| 43 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 44 | MO | Altria Group Inc | — | NEW | New buy |
| 45 | CRM | Salesforce Inc | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 613 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AAPL) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $73.4M
During Q1 2025, Independence Bank of Kentucky's top holdings by market value included SPY (11.5%)、MSFT (4.2%)、AAPL (4.1%). The largest single position, SPY, represented 11.5% of total portfolio value.
In Q1 2025, Independence Bank of Kentucky made 50 total portfolio adjustments, initiating 50 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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