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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD McDonalds Corp Consumer Cyclical 10,629.0 $2.9M 0.32% +2K +17.7% $270.31 -0.4%
22 CAT Caterpillar Inc Industrials 2,623.0 $2.8M 0.32% +251.0 +10.6% $1064.90 -23.4%
23 GLD SPDR Gold Tr Financial Services 7,540.0 $2.8M 0.31% +628.0 +9.1% $368.38 +12.7%
24 XLE Energy - SPDR Select Sector ETF 49,649.0 $2.6M 0.30% +420.0 +0.8% $53.11 +20.0%
25 WMB The Williams Co Inc Energy 32,566.0 $2.4M 0.27% +4K +12.6% $74.34 -3.6%
26 MDB MongoDB, Inc. - Class A Technology 6,962.0 $2.3M 0.26% +450.0 +6.9% $335.90 +25.1%
27 VRTX Vertex Pharmaceuticals Inc Healthcare 4,504.0 $2.2M 0.25% +4K +405.5% $496.73 +8.8%
28 RTX Raytheon Technologies Corp Common Industrials 11,318.0 $2.1M 0.24% +3K +33.1% $189.73 +11.9%
29 RDDT Reddit Inc. Ordinary Shares - Class A Communication Services 11,735.0 $2.0M 0.23% +1K +10.4% $173.58 -13.4%
30 GEV GE Vernova Inc Com Utilities 1,685.0 $2.0M 0.22% +180.0 +12.0% $1174.86 -17.8%
31 SPOT Spotify Technology SA Communication Services 4,303.0 $2.0M 0.22% +4K +805.9% $459.13 +16.1%
32 MELI Mercadolibre Inc Consumer Cyclical 1,031.0 $1.8M 0.20% +241.0 +30.5% $1697.39 +13.2%
33 COF Capital One Financial Financial Services 8,325.0 $1.7M 0.19% +468.0 +6.0% $200.62 +5.9%
34 BSCV Invesco BulletShares 2031 Corp Bd ETF 94,920.0 $1.6M 0.17% +10K +11.2% $16.39 -0.7%
35 BSCW Invesco BulletShares 2032 Corp Bd ETF 75,703.0 $1.6M 0.17% +8K +11.2% $20.51 -1.0%
36 VUG Vanguard Growth Vipers ETF 17,708.0 $1.5M 0.17% +15K +491.4% $86.14 +1.2%
37 UBER Uber Technologies Inc Technology 20,959.0 $1.5M 0.17% +520.0 +2.5% $72.16 +8.9%
38 BSCX Invesco Bulletshares 2033 Corp Bd ETF 67,942.0 $1.4M 0.16% +10K +17.5% $21.05 -1.3%
39 BSCU Invesco BulletShares 2030 Corp Bd ETF 84,827.0 $1.4M 0.16% +8K +10.2% $16.64 -0.5%
40 EXPE Expedia Group Inc Consumer Cyclical 5,270.0 $1.3M 0.15% +32.0 +0.6% $255.88 +26.7%
Page 2 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%