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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWS IShares Russell Mid-cap Value ETF 1,378.0 $227K 0.03% -85.0 -5.8% $164.60 +4.5%
142 XLY Consumer Discretionary - SPDR Select Sector ETF 1,826.0 $214K 0.02% -45.0 -2.4% $117.28 +0.6%
143 SHOP Shopify Inc Technology 1,800.0 $206K 0.02% -50.0 -2.7% $114.18 +30.7%
144 NFRA Flexshares Global Broad Infrastracture Common 3,130.0 $201K 0.02% -275.0 -8.1% $64.12 +3.1%
145 EME Emcor Group Inc Common Industrials 228.0 $189K 0.02% -37.0 -14.0% $829.88 -6.4%
146 Fortinet Inc. 1,190.0 $183K 0.02% -235.0 -16.5% $153.62
147 EOG EOG Resources Inc Common Energy 1,405.0 $182K 0.02% -20.0 -1.4% $129.73 +18.0%
148 AGG Ishares Tr Core U S Aggregate Bd ETF 1,796.0 $178K 0.02% -574.0 -24.2% $98.98 -1.6%
149 ECL Ecolab Inc Basic Materials 600.0 $167K 0.02% -50.0 -7.7% $278.61 +1.1%
150 GOVT Ishares US Treasury Bond ETF 7,324.0 $167K 0.02% -365.0 -4.8% $22.78 -1.4%
151 RPM RPM International Inc Common Basic Materials 1,400.0 $156K 0.02% -150.0 -9.7% $111.15 -2.3%
152 LNG Cheniere Energy Inc Common New Energy 650.0 $155K 0.02% -75.0 -10.3% $239.01 +16.1%
153 DWM Wisdomtree International Equity Fund Eqy ETF 2,080.0 $152K 0.02% -335.0 -13.9% $73.21 +4.7%
154 AWK American Water Works Co Inc Utilities 1,153.0 $152K 0.02% -2K -59.5% $131.58 +2.9%
155 VBK Vanguard Small-Cap Growth ETF 412.0 $151K 0.02% -35.0 -7.8% $365.70 -1.9%
156 IP International Paper Consumer Cyclical 3,760.0 $143K 0.02% -180.0 -4.6% $38.10 +8.9%
157 VNOM Viper Energy Inc Energy 3,330.0 $141K 0.02% -125.0 -3.6% $42.40 +6.8%
158 VCLT Vanguard Long-Term Corp Bond Index Fund 1,835.0 $138K 0.02% -457.0 -19.9% $75.25 -4.7%
159 XLP Consumer Staples - SPDR Select Sector ETF 1,656.0 $138K 0.01% -84.0 -4.8% $83.07 +3.5%
160 VFH Vanguard Financials ETF 1,000.0 $132K 0.01% -150.0 -13.0% $131.60 +6.9%
Page 8 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%