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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PH Parker Hannifin Corp Common Industrials 78.0 $76K 0.01% -5.0 -6.0% $978.12 +2.4%
182 JCI Johnson Controls International PLC Shs Industrials 522.0 $76K 0.01% -125.0 -19.3% $146.11 -2.1%
183 USIG Ishares Broad Usd Investment Gr Corp Bond ETF 1,410.0 $72K 0.01% -149.0 -9.6% $51.29 -2.1%
184 MRSH Marsh & McLennan Cos Inc Common Financial Services 395.0 $66K 0.01% -316.0 -44.4% $166.67 +15.2%
185 BLV Vanguard Long-term Bond Index Fund ETF 937.0 $65K 0.01% -100.0 -9.6% $68.93 -4.5%
186 IBIT iShares Bitcoin Trust ETF Financial Services 1,836.0 $61K 0.01% -3K -61.0% $33.29 +31.2%
187 ULTA Ulta Salon Cosmetics & Fragrance Inc Consumer Cyclical 126.0 $57K 0.01% -50.0 -28.4% $450.98 +15.6%
188 VONG Vanguard Russell 1000 Growth Index Etf 441.0 $56K 0.01% -36.0 -7.5% $127.81 -1.4%
189 NEM Newmont Mining Corp (New) Basic Materials 603.0 $56K 0.01% -57.0 -8.6% $93.40 +40.9%
190 YUMC Yum China Holdings Inc Consumer Cyclical 1,160.0 $47K 0.01% -150.0 -11.4% $40.87 +21.2%
191 SOLS Solstice Advanced Materials Inc. Basic Materials 529.0 $47K 0.01% -117.0 -18.1% $88.60 -36.6%
192 Aegon Ltd. New York Shares 5,400.0 $46K 0.01% -2K -22.9% $8.44
193 DNP DNP Select Income FD Inc Financial Services 3,802.0 $41K 0.01% -3K -47.6% $10.79 +0.8%
194 CMCSA Comcast Corporation (New) Communication Services 1,664.0 $41K 0.01% -100.0 -5.7% $24.55 +9.4%
195 DOW Dow Inc Corp Common Basic Materials 1,468.0 $40K 0.01% -16.0 -1.1% $27.36 +18.2%
196 DIA State Street SPDR Dow Jones Ind Avg ETF Tr Financial Services 75.0 $39K 0.00% -5.0 -6.2% $522.39 +1.9%
197 JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 350.0 $35K 0.00% -19.0 -5.2% $101.24 -6.1%
198 LHX L3harris Technologies Inc Industrials 115.0 $33K 0.00% -10.0 -8.0% $290.59 -8.2%
199 MET Metlife Inc Financial Services 380.0 $32K 0.00% -125.0 -24.8% $84.61 +11.5%
200 WAB Westinghouse Air Brake Technologies Corp Com Industrials 117.0 $32K 0.00% -3.0 -2.5% $269.60 +10.4%
Page 10 of 12  ·  225 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 28.5%
Technology 24.8%
Industrials 9.2%
Healthcare 9.1%
Communication Services 8.6%
Consumer Cyclical 7.1%
Consumer Defensive 6.1%
Energy 3.7%
Utilities 1.5%
Basic Materials 0.8%