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CIK: 0001730479
Total reported value
$887.6M
$887.6M
724 檔
24.1%
As reported in its official Q4 2025 Form 13F filing, Independence Bank of Kentucky's tracked investment portfolio stood at $887.6M with 724 total positions.
In Q4 2025, Independence Bank of Kentucky displayed an active expansion posture, initiating 2 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 724 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 | 10.87% | -0.07% | +1.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.29% | +4.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.04% | -0.01% | -1.50% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.66% | -0.05% | +0.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.37% | +0.34% | -2.85% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.23% | +0.60% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.62% | +0.07% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | +0.13% | +1.45% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.85% | +0.27% | -4.74% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.16% | +5.25% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.46% | -0.09% | -0.43% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | — | -0.05% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.06% | +9.67% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 1.23% | +0.15% | +54.91% | |
| 15 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.14% | +0.22% | -3.89% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.10% | -0.70% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.05% | -0.03% | +3.47% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.11% | +0.13% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.08% | +1.63% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | +0.09% | +3.80% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.31% | -1.51% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.08% | +3.61% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.05% | +0.17% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.14% | +3.02% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.76% | -0.06% | -3.50% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.16% | -0.94% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.76% | +0.02% | -0.51% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.74% | -0.05% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.17% | -0.08% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | +0.12% | -12.65% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.17% | +1.32% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.26% | +0.43% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.04% | +0.51% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.07% | +9.20% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | -1.12% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.04% | -1.64% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.58% | +0.73% | -5.15% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.02% | +0.68% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.54% | -0.10% | +9.47% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.53% | -0.01% | +0.07% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.14% | -8.36% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.09% | -2.09% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.11% | +0.07% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.04% | +2.59% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.06% | +0.38% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.06% | -4.49% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | +0.03% | -1.08% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.02% | +4.74% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.03% | — | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.42% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.85% | Trim |
| 2 | AVDE | Avantis International Equity | +0.4% | +54.91% | Add |
| 3 | LLY | Eli Lilly & Co | +0.4% | -4.74% | Trim |
| 4 | AVEM | Avantis Emerging Markets Eq | +0.3% | +335.70% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | +0.51% | Add |
| 6 | MU | Micron Technology Inc | +0.1% | -12.84% | Trim |
| 7 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +17023.00% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.67% | Add |
| 9 | AMD | Advanced Micro Devices | +0.1% | -5.15% | Trim |
| 10 | NFLX | Netflix Inc | +0.1% | +1651.41% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.45% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | -2.09% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -1.50% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.70% | Trim |
| 15 | C | Citigroup Inc | +0.1% | +20.46% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.38% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +3.80% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.20% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +21.85% | Add |
| 20 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +90.64% | Add |
| 21 | MELI | Mercadolibre Inc | 0% | +88.84% | Add |
| 22 | XLK | Ss Technology Select Sector | 0% | +156.78% | Add |
| 23 | SPGI | S&p Global Inc | 0% | +1.32% | Add |
| 24 | WMT | Walmart Inc | 0% | -0.94% | Trim |
| 25 | CRM | Salesforce Inc | 0% | +1.12% | Add |
| 26 | XOM | Exxon Mobil CORP | 0% | +0.43% | Add |
| 27 | WM | Waste Management Inc | 0% | +9.47% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.22% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 30 | CP | Canadian Pacific Kansas City | -0.1% | -36.53% | Trim |
| 31 | FLUT | Flutter Entertainment plc | -0.1% | -22.88% | Trim |
| 32 | MO | Altria Group Inc | -0.1% | -4.07% | Trim |
| 33 | CPRT | Copart Inc | -0.1% | -49.90% | Trim |
| 34 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -83.05% | Trim |
| 35 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | -93.16% | Trim |
| 36 | PANW | Palo Alto Networks Inc | -0.1% | -5.28% | Trim |
| 37 | TSLA | Tesla Inc | -0.1% | -55.59% | Trim |
| 38 | BRBR | Bellring Brands Inc | -0.1% | -68.72% | Trim |
| 39 | ADP | Automatic Data Processing | -0.1% | +0.07% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.13% | Add |
| 41 | FISV | Fiserv Inc | -0.1% | -18.49% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.2% | +5.25% | Add |
| 43 | ELF | Elf Beauty Inc | -0.2% | -17.10% | Trim |
| 44 | HD | Home Depot Inc | -0.2% | +0.17% | Add |
| 45 | MSFT | Microsoft CORP | -0.3% | +4.13% | Add |
| 46 | ORCL | Oracle CORP | -0.4% | +3.61% | Add |
| 47 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 48 | EQT | Eqt CORP | — | NEW | New buy |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | — | 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 724 disclosed positions in Q4 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 24.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
RDDT
市值: $1.1M
Top Position Liquidated / Trimmed
UL
前期市值: $550.5K
During Q4 2025, Independence Bank of Kentucky's top holdings by market value included SPY (10.9%)、MSFT (4.7%)、AAPL (4.0%). The largest single position, SPY, represented 10.9% of total portfolio value.
In Q4 2025, Independence Bank of Kentucky made 49 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 19 holdings, and fully liquidating 2 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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