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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 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Flutter Entertainment PLC 10,080.0 $1.0M 0.12% -8K -44.0% $102.17
82 VNQ Vanguard Real Estate ETF 10,426.0 $1.0M 0.11% -1K -10.3% $96.43 +2.1%
83 PLD Prologis Inc Common Real Estate 7,071.0 $958K 0.11% -95.0 -1.3% $135.47 +4.7%
84 FANG Diamondback Energy Inc Common Energy 5,167.0 $908K 0.10% -113.0 -2.1% $175.78 +19.9%
85 COKE Coca-Cola Consolidated Inc Consumer Defensive 4,750.0 $907K 0.10% -750.0 -13.6% $190.92 -1.0%
86 VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 12,565.0 $895K 0.10% -210.0 -1.6% $71.25 +3.0%
87 SBUX Starbucks Corporation Consumer Cyclical 8,524.0 $871K 0.10% -424.0 -4.7% $102.19 +4.8%
88 TGT Target Corp Consumer Defensive 6,600.0 $862K 0.10% -947.0 -12.6% $130.61 +26.7%
89 COP Conocophillips Energy 8,122.0 $844K 0.10% -310.0 -3.7% $103.96 +29.7%
90 SCHW Schwab Charles Corp New Common Financial Services 9,123.0 $842K 0.10% -437.0 -4.6% $92.27 +21.7%
91 EQIX Equinix Inc REIT Real Estate 796.0 $830K 0.09% -476.0 -37.4% $1042.39 +2.2%
92 VGLT Vanguard Gov't Long-Term Treasury ETF 14,789.0 $816K 0.09% -600.0 -3.9% $55.18 -4.4%
93 YUM Yum Brands Inc Common Consumer Cyclical 5,029.0 $804K 0.09% -1K -17.7% $159.86 -4.3%
94 FDX FedEx Corporation Industrials 2,515.0 $788K 0.09% -105.0 -4.0% $313.13 +3.8%
95 TSM Taiwan Semicondutor Mfg Technology 1,642.0 $784K 0.09% -76.0 -4.4% $477.57 -12.3%
96 ADI Analog Devices Inc Corp Com Technology 1,893.0 $752K 0.09% -37.0 -1.9% $397.17 -6.1%
97 CHDN Churchill Downs Inc Consumer Cyclical 8,350.0 $748K 0.08% -1K -11.2% $89.64 +4.5%
98 DHR Danaher Corp Healthcare 3,853.0 $734K 0.08% -1K -25.9% $190.48 +14.9%
99 XLV Health Care - SPDR Select Sector ETF 4,620.0 $733K 0.08% -60.0 -1.3% $158.66 +10.1%
100 VXUS Vanguard Total International Stock Index ETF 8,390.0 $717K 0.08% -1K -11.5% $85.49 +2.6%
Page 5 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%