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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 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRWD Crowdstrike Holdings Inc Class A Technology 1,863.0 $1.4M 0.16% -23.0 -1.2% $190.79 +0.6%
62 RSP Invesco S&P 500 Equal Weight ETF 6,679.0 $1.4M 0.16% -110.0 -1.6% $212.77 +4.2%
63 QCOM Qualcomm Incorporated Technology 7,684.0 $1.4M 0.16% -75.0 -1.0% $184.79 -13.0%
64 SMH VanEck Semiconductor ETF 2,085.0 $1.4M 0.15% -315.0 -13.1% $655.89 -14.6%
65 DES Wisdomtree US Smallcap Dividend Fund ETF 33,451.0 $1.4M 0.15% -2K -6.2% $40.68 +0.4%
66 MMM 3M Company Industrials 8,155.0 $1.3M 0.15% -198.0 -2.4% $161.91 +10.5%
67 TFC Truist Financial Corp Common Financial Services 26,149.0 $1.3M 0.15% -379.0 -1.4% $49.82 +1.2%
68 TMO Thermo Fisher Scientific Inc Healthcare 2,595.0 $1.3M 0.15% -502.0 -16.2% $501.36 +25.5%
69 VCSH Vanguard Short-Term Corp Index Fund 16,405.0 $1.3M 0.15% -1K -7.0% $79.03 -0.6%
70 VCIT Vanguard Intermediate-Term Corp Bond Index ETF 15,583.0 $1.3M 0.14% -2K -9.6% $82.65 -1.9%
71 CRM Salesforce Common Inc Technology 7,956.0 $1.2M 0.14% -4K -31.1% $156.66 +33.5%
72 NVS Novartis AG Spons ADR Healthcare 7,882.0 $1.2M 0.14% -200.0 -2.5% $156.72 +1.4%
73 ITW Illinois Tool Works Inc Industrials 4,533.0 $1.2M 0.14% -45.0 -1.0% $270.47 +4.4%
74 NSC Norfolk Southn Corp Industrials 3,815.0 $1.2M 0.14% -30.0 -0.8% $314.59 +11.5%
75 MRVL Marvell Technology Inc Common Technology 3,950.0 $1.2M 0.13% -1K -22.4% $297.89 -20.4%
76 CSX CSX Corp Industrials 23,337.0 $1.1M 0.12% -2K -7.1% $47.53 +8.5%
77 SHEL Shell PLC Common Energy 14,185.0 $1.1M 0.12% -121.0 -0.8% $77.54 +20.4%
78 LMT Lockheed Martin Corp Industrials 2,101.0 $1.1M 0.12% -373.0 -15.1% $509.46 +10.6%
79 SYBT Stock Yards Bancorp Inc Corp Common Financial Services 13,682.0 $1.0M 0.12% -1K -8.2% $76.47 +7.1%
80 XLI Industrials - SPDR Select Sector ETF 5,612.0 $1.0M 0.12% -692.0 -11.0% $185.23 -2.7%
Page 4 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%