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CIK: 0001730479
Total reported value
$887.6M
$887.6M
615 檔
21.0%
As reported in its official Q2 2025 Form 13F filing, Independence Bank of Kentucky's tracked investment portfolio stood at $887.6M with 615 total positions.
In Q2 2025, Independence Bank of Kentucky displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 615 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 | 11.18% | -0.07% | -2.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.07% | -0.29% | +0.72% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.79% | -0.05% | -0.58% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.01% | +1.68% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +0.23% | +2.21% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.71% | +0.07% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | +0.13% | +5.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.34% | +2.06% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | -0.16% | +0.78% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.60% | -0.09% | +41.95% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | — | +0.51% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.06% | +2.39% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.27% | +24.18% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.12% | -0.03% | -2.20% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.11% | -0.28% | |
| 16 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.08% | +0.22% | +12.02% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.08% | -1.17% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.05% | +2.08% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.10% | -3.44% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.90% | -0.06% | -0.40% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.08% | -3.95% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.31% | -0.11% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.78% | -0.05% | +1.31% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.75% | +0.02% | +0.04% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.09% | +2.32% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 0.75% | -0.17% | -0.07% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.17% | +0.21% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.16% | +1.38% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.01% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.14% | +4.22% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.66% | +0.12% | +1.08% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.01% | +29.65% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.11% | +0.71% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | +3.84% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.02% | +8.17% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.07% | +7.17% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.26% | +0.12% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.14% | -0.12% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.47% | -0.03% | — | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.06% | +1.91% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.13% | +2.81% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.47% | -0.02% | -0.69% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.73% | -21.44% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.46% | -0.10% | +0.36% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.44% | -0.02% | -0.09% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.44% | -0.11% | -2.48% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.09% | -4.18% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.04% | -4.90% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | +0.03% | -3.40% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.02% | -0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +0.72% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +2.21% | Add |
| 3 | VRT | Vertiv Holdings Co-a | +0.5% | +12.02% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.5% | +41.95% | Add |
| 5 | AVDE | Avantis International Equity | +0.3% | NEW | New buy |
| 6 | ORCL | Oracle CORP | +0.3% | -1.17% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +0.78% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +2.32% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +5.25% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.58% | Trim |
| 11 | GLD | Spdr Gold Shares | +0.2% | +219.85% | Add |
| 12 | ELF | Elf Beauty Inc | +0.2% | +26.03% | Add |
| 13 | COF | Capital One Financial CORP | +0.2% | +253.65% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +29.65% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.06% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +24.18% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.17% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +1.08% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +10.02% | Add |
| 20 | PWR | Quanta Services Inc | +0.1% | +5.08% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | +1.70% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | +3.27% | Add |
| 23 | VNOMUSD | Viper Energy Inc-cl A | +0.1% | +154.05% | Add |
| 24 | SNOW | Snowflake Inc | +0.1% | -4.62% | Trim |
| 25 | BRBR | Bellring Brands Inc | +0.1% | +91.49% | Add |
| 26 | BAC | Bank Of America CORP | 0% | +12.38% | Add |
| 27 | GS | Goldman Sachs Group Inc | 0% | +1.99% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +2.39% | Add |
| 29 | DIS | Walt Disney Co/the | 0% | -4.90% | Trim |
| 30 | WMT | Walmart Inc | 0% | +1.38% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 33 | OEF | Ishares S&p 100 ETF | 0% | +0.04% | Add |
| 34 | MA | Mastercard Inc - A | 0% | +8.17% | Add |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -2.20% | Trim |
| 36 | CIVI | Civitas Resources Inc | -0.1% | -50.86% | Trim |
| 37 | FSLR | First Solar Inc | -0.1% | -44.59% | Trim |
| 38 | GUNR | Flexshares Global Upstream N | -0.1% | -72.91% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | -32.71% | Trim |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -62.87% | Trim |
| 41 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -4.18% | Trim |
| 43 | ABBV | Abbvie Inc | -0.1% | +4.22% | Add |
| 44 | PEP | Pepsico Inc | -0.2% | +0.21% | Add |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -0.28% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -3.44% | Trim |
| 47 | CVX | Chevron CORP | -0.2% | -0.11% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -2.67% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | -7.75% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | +1.68% | Add |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 615 disclosed positions in Q2 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, JPM) accounted for 21.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVDE
市值: $2.2M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $840.7K
During Q2 2025, Independence Bank of Kentucky's top holdings by market value included SPY (11.2%)、MSFT (5.1%)、JPM (3.8%). The largest single position, SPY, represented 11.2% of total portfolio value.
In Q2 2025, Independence Bank of Kentucky made 48 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 16 holdings, and fully liquidating 1 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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