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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 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HTH Hilltop Holdings Inc Financial Services 830 $30K 0.00% SOLD
22 SNY Sanofi-Aventis Healthcare 517 $25K 0.00% SOLD
23 ALNY Alnylam Pharmaceuticals Inc Healthcare 50 $17K 0.00% SOLD
24 SUI Sun Communities, Inc Real Estate 125 $16K 0.00% SOLD
25 GDV Gabelli Dividend & Income Trust Financial Services 333 $9K 0.00% SOLD
26 ROP Roper Technologies Inc Corp Industrials 25 $9K 0.00% SOLD
27 MTD Mettler-toledo International Inc. Healthcare 7 $9K 0.00% SOLD
28 CMU MFS High Yield Municipal Tr Financial Services 2,000 $7K 0.00% SOLD
29 NOC Northrop Grumman Corp Common Industrials 10 $7K 0.00% SOLD
30 FICO Fair Isaac Corp Technology 6 $6K 0.00% SOLD
31 RVTY Perkinelmer Inc Healthcare 50 $4K 0.00% SOLD
32 KMX Carmax Inc Consumer Cyclical 104 $4K 0.00% SOLD
33 TEL TE Connectivity PLC Technology 17 $4K SOLD
34 USHY Ishares Broad Usd High Yield Corp Bond ETF 79 $3K SOLD
35 CCL Carnival Corporation Consumer Cyclical 112 $3K SOLD
36 MKL Markel Group Inc Financial Services 1 $2K SOLD
37 Cencora, Inc 5 $2K SOLD
38 HUBS HubSpot, Inc. Technology 6 $1K SOLD
39 EL Estee Lauder Cos Inc Consumer Defensive 20 $1K SOLD
40 VAW Vanguard Materials Index Fund ETF 3 $676.0 SOLD
Page 2 of 2  ·  40 positions
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%