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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUK Duke Energy Corp New Utilities 5,532.0 $700K 0.08% -28.0 -0.5% $126.58 -5.3%
102 IDU Ishares DJ US Utilities Sctr 6,032.0 $691K 0.08% -130.0 -2.1% $114.61 -4.9%
103 NET Cloudflare Inc Class A Common Technology 2,795.0 $686K 0.08% -225.0 -7.5% $245.28 +19.5%
104 IRM Iron Mountain Inc Real Estate 5,399.0 $682K 0.08% -725.0 -11.8% $126.31 -3.4%
105 CL Colgate Palmolive Co Consumer Defensive 7,135.0 $654K 0.07% -100.0 -1.4% $91.68 -0.7%
106 VLO Valero Energy Corp Energy 2,452.0 $639K 0.07% -91.0 -3.6% $260.44 +34.0%
107 NKE Nike Inc Cl B Consumer Cyclical 15,125.0 $621K 0.07% -110.0 -0.7% $41.05 -0.7%
108 EMR Emerson Electric Company Industrials 4,250.0 $608K 0.07% -38.0 -0.9% $143.15 +9.8%
109 VIG Vanguard Div Appreciation ETF 2,565.0 $607K 0.07% -737.0 -22.3% $236.62 +3.1%
110 Expand Energy Corp 6,595.0 $601K 0.07% -1K -13.6% $91.19
111 Canadian Pacific Kansas City Ltd Corp 6,829.0 $592K 0.07% -1K -15.9% $86.65
112 ALL Allstate Corp Financial Services 2,473.0 $588K 0.07% -255.0 -9.3% $237.94 +6.7%
113 LIN Linde PLC Corp Basic Materials 1,116.0 $579K 0.07% -33.0 -2.9% $518.94 -6.0%
114 SHW Sherwin-Williams Co Basic Materials 1,640.0 $565K 0.06% -1K -41.5% $344.32 +0.7%
115 PFF Ishares Trust Pfd & Income Securities ETF 17,794.0 $543K 0.06% -6K -23.6% $30.49 -0.1%
116 BSCQ Invesco BulletShares 2026 Corp Bd ETF 27,413.0 $535K 0.06% -299.0 -1.1% $19.52 +0.2%
117 BP BP P.L.C. Energy 13,486.0 $498K 0.06% -300.0 -2.2% $36.95 +21.1%
118 PSX Phillips 66 Com Energy 2,938.0 $497K 0.06% -303.0 -9.3% $169.05 +43.7%
119 Brown Forman Corp Class B 18,544.0 $494K 0.06% -435.0 -2.3% $26.65
120 AMP Amerprise Financial Financial Services 1,066.0 $489K 0.06% -6.0 -0.6% $458.76 +21.1%
Page 6 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%