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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 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADBE Adobe Systems Incorporated Delaware Technology 130.0 $27K 0.00% -376.0 -74.3% $205.02 +34.3%
202 WELL Welltower Inc Common Real Estate 116.0 $26K 0.00% -355.0 -75.4% $226.97 +5.4%
203 EYLD Cambria Emerging Shareholder Yield ETF 550.0 $25K 0.00% -250.0 -31.2% $45.41 +5.9%
204 BALL Ball Corp Consumer Cyclical 375.0 $23K 0.00% -50.0 -11.8% $62.40 +1.9%
205 CMG Chipotle Mexican Grill Inc Common Consumer Cyclical 648.0 $22K 0.00% -1K -60.7% $34.00 +8.5%
206 ZBH Zimmer Biomet Holdings Inc Healthcare 252.0 $22K 0.00% -976.0 -79.5% $86.09 +17.3%
207 DGX Quest Diagnostics Inc Healthcare 100.0 $21K 0.00% -100.0 -50.0% $211.95 +15.3%
208 EBAY Ebay Inc Consumer Cyclical 180.0 $20K 0.00% -200.0 -52.6% $111.75 -6.8%
209 O Realty Income Corp Common Real Estate 300.0 $19K 0.00% -550.0 -64.7% $61.96 +1.0%
210 ZTS Zoetis Inc Class A Healthcare 200.0 $14K 0.00% -40.0 -16.7% $71.86 +8.2%
211 Block Inc 185.0 $14K 0.00% -15.0 -7.5% $76.00
212 IYE iShares U.S. Energy ETF 228.0 $13K 0.00% -65.0 -22.2% $56.59 +19.0%
213 HDB HDFC Bank Ltd ADR Financial Services 475.0 $12K 0.00% -25.0 -5.0% $25.83 -8.6%
214 TER Teradyne Inc Technology 20.0 $10K 0.00% -13.0 -39.4% $483.85 -22.3%
215 IBB Ishares Biotechnology ETF 45.0 $9K 0.00% -40.0 -47.1% $190.20 +12.3%
216 DG Dollar General Corp Consumer Defensive 61.0 $7K 0.00% -36.0 -37.1% $115.11 +7.2%
217 SWKS Skyworks Solutions Inc Technology 100.0 $7K 0.00% -115.0 -53.5% $67.80 -1.0%
218 STZ Constellation Brands Common Consumer Defensive 46.0 $6K 0.00% -40.0 -46.5% $139.09 -2.5%
219 SPG Simon Property Group INC Prop Grp REIT Real Estate 15.0 $3K -10.0 -40.0% $223.67 -2.4%
220 KHC Kraft Heinz Co Consumer Defensive 108.0 $3K -2K -94.4% $23.62 +8.3%
Page 11 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%