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Portfolio (Quarterly) Guide ↗

Independence Bank of Kentucky

· CIK 0001730479
13F Portfolio $789M AUM 623 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 97 Added 278 Reduced 119 Exited
Page 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GIS General Mills Consumer Defensive 2,725.0 $101K 0.01% -290.0 -9.6% $37.22 -10.1%
182 EXC Exelon Corp Utilities 2,031.0 $100K 0.01% -50.0 -2.4% $49.02 -10.3%
183 APH Amphenol Corp Class A Com Technology 759.0 $96K 0.01% -65.0 -7.9% $126.35 -5.7%
184 KLAC Kla-tencor Corp Common Technology 65.0 $96K 0.01% -22.0 -25.3% $1472.42 +19.3%
185 HIG Hartford Financial Services Group Inc Common Financial Services 700.0 $95K 0.01% -199.0 -22.1% $135.23 +1.0%
186 VMC Vulcan Materials Common Basic Materials 344.0 $94K 0.01% -15.0 -4.2% $272.30 -2.2%
187 WELL Welltower Inc Common Real Estate 471.0 $93K 0.01% -25.0 -5.0% $197.71 +7.5%
188 ULTA Ulta Salon Cosmetics & Fragrance Inc Consumer Cyclical 176.0 $92K 0.01% -25.0 -12.4% $522.71 -8.2%
189 FCX Freeport-McMoran Inc Basic Materials 1,549.0 $91K 0.01% -100.0 -6.1% $58.78 +2.9%
190 GILD Gilead Sciences Inc Healthcare 650.0 $91K 0.01% -59.0 -8.3% $139.37 -7.0%
191 FE Firstenergy Corp Utilities 1,710.0 $87K 0.01% -29.0 -1.7% $50.66 -12.5%
192 JCI Johnson Controls International PLC Shs Industrials 647.0 $85K 0.01% -15.0 -2.3% $130.95 +4.9%
193 RF Regions Financial Corp COM Financial Services 3,223.0 $84K 0.01% -146.0 -4.3% $26.12 +3.3%
194 USIG Ishares Broad Usd Investment Gr Corp Bond ETF 1,559.0 $80K 0.01% -63.0 -3.9% $51.23 -1.3%
195 IAU Ishares Gold Trust New ETF Financial Services 900.0 $79K 0.01% -204.0 -18.5% $88.16 -4.4%
196 PGR Progressive Corp Common Financial Services 385.0 $76K 0.01% -68.0 -15.0% $198.24 +2.9%
197 WEC Wec Energy Group Inc Utilities 656.0 $76K 0.01% -100.0 -13.2% $115.77 -5.4%
198 DNP DNP Select Income FD Inc Financial Services 7,252.0 $75K 0.01% -1K -12.1% $10.30 +4.0%
199 GSK GSK PLC New Healthcare 1,347.0 $74K 0.01% -52.0 -3.7% $55.19 -8.9%
200 PH Parker Hannifin Corp Common Industrials 83.0 $74K 0.01% -15.0 -15.3% $895.24 -4.1%
Page 10 of 14  ·  278 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 28.4%
Technology 22.1%
Communication Services 9.1%
Industrials 9.0%
Healthcare 8.9%
Consumer Cyclical 7.3%
Consumer Defensive 7.1%
Energy 4.8%
Utilities 1.7%
Basic Materials 0.9%