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Portfolio (Quarterly) Guide ↗

Independence Bank of Kentucky

· CIK 0001730479
13F Portfolio $888M AUM 589 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 86 Added 225 Reduced 40 Exited
Page 1 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT Microsoft Corp Technology 83,304.0 $31.1M 3.50% +2K +3.0% $373.02 +29.8%
2 GOOGL Alphabet Inc Class A Communication Services 84,951.0 $30.4M 3.42% +494.0 +0.6% $357.37 -4.3%
3 NVDA Nvidia Corp Common Technology 141,669.0 $28.3M 3.19% +8K +5.6% $200.09 +8.4%
4 AMZN Amazon Com Inc Consumer Cyclical 96,122.0 $22.9M 2.58% +3K +3.4% $238.34 +10.5%
5 AVDE Avantis International Equity ETF 208,983.0 $18.6M 2.10% +27K +15.0% $89.20 +4.8%
6 VOO Vanguard S&P 500 Index ETF 19,262.0 $13.2M 1.49% +390.0 +2.1% $686.81 +2.6%
7 META Meta Platform, Inc. Communication Services 18,198.0 $10.3M 1.16% +155.0 +0.9% $563.29 -3.2%
8 ABBV Abbvie Inc Com Healthcare 33,967.0 $8.5M 0.96% +4K +13.8% $251.64 +5.2%
9 IWM Russell 2000 Index Fund 27,712.0 $8.3M 0.94% +454.0 +1.7% $300.45 -0.8%
10 AVGO Broadcom Inc Technology 21,226.0 $8.0M 0.90% +552.0 +2.7% $377.75 -3.7%
11 AVEM Avantis Emerging Markets Equity ETF 81,226.0 $7.8M 0.88% +23K +39.3% $96.49 -3.2%
12 NFLX Netflix Inc Common Communication Services 88,081.0 $6.3M 0.71% +28K +47.8% $71.40 +12.8%
13 USMV iShares MSCI USA Min Vol Factor ETF 63,882.0 $6.2M 0.69% +365.0 +0.6% $96.46 +4.8%
14 MA Mastercard Inc Financial Services 8,162.0 $4.2M 0.47% +345.0 +4.4% $513.60 +12.7%
15 IWF Ishares Tr Russell 1000 Growth 32,781.0 $4.1M 0.46% +25K +309.6% $124.17 -1.6%
16 TJX TJX Companies Inc Consumer Cyclical 23,588.0 $3.6M 0.40% +965.0 +4.3% $151.50 -6.7%
17 LOW Lowes Cos Inc Consumer Cyclical 16,090.0 $3.5M 0.40% +669.0 +4.3% $220.49 -1.3%
18 SNOW Snowflake Inc. Class A Technology 13,864.0 $3.5M 0.40% +573.0 +4.3% $254.50 +25.9%
19 IEFA Ishares Tr Core MSCI EAFE ETF 33,744.0 $3.3M 0.37% +2K +6.1% $96.58 +3.7%
20 NOW Servicenow Inc Common Technology 30,632.0 $3.0M 0.34% +15K +100.5% $99.28 +31.9%
Page 1 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.3%
Technology 24.6%
Communication Services 9.3%
Healthcare 9.1%
Industrials 9.1%
Consumer Cyclical 7.0%
Consumer Defensive 6.1%
Energy 3.7%
Utilities 1.5%
Basic Materials 0.8%