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CIK: 0001730479
Total reported value
$887.6M
$887.6M
623 檔
23.2%
The Q3 2025 SEC filing reveals that Independence Bank of Kentucky held a total portfolio value of $887.6M, covering 623 public equity positions.
In Q3 2025, Independence Bank of Kentucky displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 623 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 | 10.82% | -0.07% | -1.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.29% | +3.47% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.97% | -0.01% | +1.56% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.69% | -0.05% | -1.36% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | +0.23% | -2.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.79% | +0.34% | -2.63% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.65% | +0.07% | -0.24% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | +0.13% | +2.57% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.16% | -0.10% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.48% | -0.09% | -2.56% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.27% | +40.60% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | — | +1.07% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.06% | +4.07% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.16% | -0.08% | -1.80% | |
| 15 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.14% | +0.22% | -0.39% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | -0.11% | +15.06% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.05% | -0.03% | -1.81% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.10% | -0.48% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.05% | +1.54% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.31% | +10.03% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.08% | -2.24% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.82% | -0.06% | -0.24% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.09% | -1.51% | |
| 24 | AVDE | Avantis International Equity | ETF-Other | 0.79% | +0.15% | +167.75% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.14% | +1.40% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.76% | +0.02% | +1.68% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | -0.05% | -0.16% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.16% | +4.66% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 0.73% | +0.12% | +1.24% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.17% | +1.49% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.64% | -0.17% | +2.17% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.26% | +21.98% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | -1.11% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.04% | +4.89% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.07% | +0.52% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.02% | +6.20% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.11% | -2.10% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.14% | +3.41% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.10% | +27.26% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.04% | +7.94% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.73% | +0.53% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.06% | -1.66% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.04% | +33.06% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.44% | -0.02% | -0.23% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | -0.03% | — | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.06% | +4.09% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | +0.03% | +1.30% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.09% | +1.87% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.02% | +26.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.51% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | +3.47% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.63% | Trim |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | -0.39% | Add |
| 5 | ORCL | Oracle CORP | +0.4% | -1.80% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.4% | +40.60% | Add |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | -2.56% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | -1.51% | Add |
| 9 | GLD | Spdr Gold Shares | +0.2% | -1.95% | Add |
| 10 | ELF | Elf Beauty Inc | +0.2% | +7.89% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +7.94% | Add |
| 12 | FISV | Fiserv Inc | +0.2% | +478.20% | Add |
| 13 | COF | Capital One Financial CORP | +0.2% | +7.79% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +1.24% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.36% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.11% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | +8.95% | Add |
| 18 | PNW | Pinnacle West Capital Corporation | +0.1% | +158.70% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -0.10% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.52% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +11.43% | Add |
| 22 | PWR | Quanta Services Inc | +0.1% | +1.10% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +22.75% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.57% | Add |
| 25 | PNC | Pnc Financial Services Group | +0.1% | +33.42% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.07% | Add |
| 27 | TMUS | T-mobile US Inc | 0% | +24.36% | Add |
| 28 | ETN | Eaton Corporation plc | 0% | +0.28% | Add |
| 29 | BAC | Bank Of America CORP | 0% | -0.76% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +1.26% | Add |
| 31 | OEF | Ishares S&p 100 ETF | 0% | +1.68% | Add |
| 32 | WMT | Walmart Inc | 0% | +4.66% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | +4.09% | Add |
| 34 | AMD | Advanced Micro Devices | 0% | +0.53% | Trim |
| 35 | ABBV | Abbvie Inc | 0% | +1.40% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.24% | Trim |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | -2.24% | Trim |
| 38 | HD | Home Depot Inc | -0.1% | +1.54% | Add |
| 39 | AAPL | Apple Inc | -0.1% | +1.56% | Add |
| 40 | GUNR | Flexshares Global Upstream N | -0.1% | -81.38% | Trim |
| 41 | ADBE | Adobe Inc | -0.1% | -15.66% | Trim |
| 42 | VGLT | Vanguard Long-term Treasury | -0.2% | -46.33% | Trim |
| 43 | MO | Altria Group Inc | -0.2% | -39.12% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | +3.57% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -1.03% | Trim |
| 46 | AVDE | Avantis International Equity | — | NEW | New buy |
| 47 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 48 | MDB | Mongodb Inc | — | NEW | New buy |
| 49 | EXE | Expand Energy CORP | — | NEW | New buy |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 623 disclosed positions in Q3 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 23.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVDE
市值: $6.1M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $840.7K
During Q3 2025, Independence Bank of Kentucky's top holdings by market value included SPY (10.8%)、MSFT (5.0%)、AAPL (4.0%). The largest single position, SPY, represented 10.8% of total portfolio value.
In Q3 2025, Independence Bank of Kentucky made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 13 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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