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CIK: 0001730479
Total reported value
$887.6M
$887.6M
623 檔
22.1%
According to the latest 13F quarterly dataset, Independence Bank of Kentucky managed an equity portfolio of $887.6M at the end of Q1 2026, spanning 623 distinct U.S. exchange-listed positions.
In Q1 2026, Independence Bank of Kentucky adopted a defensive or profit-taking posture, trimming 115 positions and completely liquidating 5 holdings to manage risk exposure.
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 | 10.75% | -0.07% | +1.87% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.29% | +4.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.73% | -0.01% | -2.85% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.47% | -0.05% | +2.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.34% | -2.50% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | +0.23% | +4.29% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.55% | +0.07% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | +0.13% | +4.47% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 1.95% | +0.15% | +50.66% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | +0.27% | +3.33% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.58% | -0.09% | +5.10% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.51% | +0.22% | -15.72% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.06% | +12.11% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.16% | -3.40% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.10% | -6.14% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | — | -2.16% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.10% | -0.03% | +1.85% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.31% | -6.85% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.11% | -5.39% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.26% | -8.04% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.08% | -1.52% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.16% | -3.26% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.14% | +9.43% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.09% | +5.26% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 0.77% | +0.12% | -9.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.05% | -0.12% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.05% | -3.20% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.06% | -2.04% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.17% | -4.64% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.02% | +84.94% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.71% | +0.02% | +0.01% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.17% | +20.88% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.08% | +2.13% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.07% | +5.05% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +0.73% | +7.91% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | +0.29% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | +0.28% | +53.04% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.04% | -2.83% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.10% | -1.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | -1.07% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.14% | -8.83% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.04% | +0.15% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.09% | -10.49% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.50% | +0.03% | +10.34% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.02% | -0.56% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.06% | +4.60% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | -0.01% | +7.13% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.06% | -0.18% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.45% | -0.03% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.02% | +1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +0.7% | +50.66% | Add |
| 2 | VRT | Vertiv Holdings Co-a | +0.4% | -15.72% | Trim |
| 3 | NFLX | Netflix Inc | +0.4% | +84.94% | Add |
| 4 | CVX | Chevron CORP | +0.2% | -6.85% | Trim |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.2% | +53.04% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -8.04% | Trim |
| 7 | FLUT | Flutter Entertainment plc | +0.1% | +440.54% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | -6.14% | Trim |
| 9 | NOW | Servicenow Inc | +0.1% | +262.51% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.10% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.11% | Add |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -1.29% | Trim |
| 13 | GNRC | Generac Holdings Inc | +0.1% | -9.49% | Trim |
| 14 | ASML | ASML Holding N.V. | +0.1% | -9.57% | Trim |
| 15 | NKE | Nike Inc -cl B | +0.1% | +357.78% | Add |
| 16 | EEM | Ishares Msci Emerging Market | +0.1% | +10.34% | Add |
| 17 | WMT | Walmart Inc | +0.1% | -3.26% | Trim |
| 18 | MELI | Mercadolibre Inc | +0.1% | +72.87% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.08% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | -1.33% | Trim |
| 21 | WMB | Williams Cos Inc | +0.1% | +1.34% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | +0.15% | Add |
| 23 | ETN | Eaton Corporation plc | +0.1% | +3.78% | Add |
| 24 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +145.58% | Add |
| 25 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +1.85% | Add |
| 26 | SNOW | Snowflake Inc | 0% | +76.86% | Add |
| 27 | RDDT | Reddit Inc-cl A | 0% | +120.00% | Add |
| 28 | CAT | Caterpillar Inc | 0% | -0.46% | Trim |
| 29 | MDB | Mongodb Inc | 0% | +110.61% | Add |
| 30 | PWR | Quanta Services Inc | 0% | -11.62% | Trim |
| 31 | COP | Conocophillips | 0% | -3.91% | Trim |
| 32 | GEV | GE Vernova Inc | 0% | -5.58% | Trim |
| 33 | XLV | Ss Health Care Select Sector | 0% | +74.37% | Add |
| 34 | SHEL | Shell Plc-adr | 0% | -1.21% | Trim |
| 35 | ABBV | Abbvie Inc | 0% | +9.43% | Add |
| 36 | MO | Altria Group Inc | 0% | -0.50% | Trim |
| 37 | EQIX | Equinix Inc | 0% | -3.05% | Trim |
| 38 | APD | Air Products & Chemicals Inc | 0% | -4.22% | Trim |
| 39 | NEE | Nextera Energy Inc | 0% | -8.83% | Trim |
| 40 | VZ | Verizon Communications Inc | 0% | -5.82% | Trim |
| 41 | FANG | Diamondback Energy Inc | 0% | -1.97% | Trim |
| 42 | CEG | Constellation Energy | 0% | +100.00% | Add |
| 43 | BSCX | Invesco Bulletshares 2033 Cb | 0% | +24.77% | Add |
| 44 | SPOT | Spotify Technology S.A. | 0% | +9400.00% | Add |
| 45 | DE | Deere & Co | 0% | +0.43% | Add |
| 46 | COKE | Coca-cola Consolidated Inc | 0% | — | Unchanged |
| 47 | EQT | Eqt CORP | 0% | +5.19% | Add |
| 48 | VLO | Valero Energy CORP | 0% | -3.89% | Trim |
| 49 | MPC | Marathon Petroleum CORP | 0% | -3.98% | Trim |
| 50 | PAYX | Paychex Inc | 0% | +37.66% | 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 623 disclosed positions in Q1 2026.
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 22.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SGOL
市值: $577.8K
Top Position Liquidated / Trimmed
PNW
前期市值: $1.7M
During Q1 2026, Independence Bank of Kentucky's top holdings by market value included SPY (10.8%)、MSFT (3.8%)、AAPL (3.7%). The largest single position, SPY, represented 10.8% of total portfolio value.
In Q1 2026, Independence Bank of Kentucky made 193 total portfolio adjustments, initiating 6 new buys, adding to 67 positions, trimming 115 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.