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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 9 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MSI Motorola Solutions Inc Common New Technology 290.0 $120K 0.01% -30.0 -9.4% $415.29 +15.7%
162 APH Amphenol Corp Class A Com Technology 679.0 $120K 0.01% -80.0 -10.5% $176.32 -11.0%
163 D Dominion Energy Inc Utilities 1,701.0 $116K 0.01% -225.0 -11.7% $68.29 -2.5%
164 EPD Enterprise Products Partners LP 3,125.0 $115K 0.01% -3K -45.9% $36.76
165 DRI Darden Restaurants Consumer Cyclical 555.0 $114K 0.01% -25.0 -4.3% $206.01 +7.6%
166 ROK Rockwell Automation Inc Industrials 230.0 $114K 0.01% -6.0 -2.5% $495.08 -11.7%
167 EXPD Expeditors Intl Wash Inc Industrials 689.0 $112K 0.01% -300.0 -30.3% $162.98 +15.2%
168 SMMD iShares Russell 2500 ETF 1,218.0 $112K 0.01% -165.0 -11.9% $91.63 +0.3%
169 MBB Ishares Barclays Mbs Bond Fund ETF 1,131.0 $107K 0.01% -80.0 -6.6% $94.52 -1.5%
170 XLC Communication Services - SPDR Select Sector ETF 989.0 $106K 0.01% -50.0 -4.8% $107.13 +4.0%
171 DKNG Draftkings Inc. Class A Consumer Cyclical 3,829.0 $97K 0.01% -2K -32.8% $25.26 +3.6%
172 LYV Live Nation Entertainment Inc Corp Communication Services 525.0 $96K 0.01% -65.0 -11.0% $183.11 -0.7%
173 GIS General Mills Consumer Defensive 2,600.0 $90K 0.01% -125.0 -4.6% $34.80 +14.9%
174 ASH Ashland Global Hldgs Basic Materials 1,320.0 $87K 0.01% -169.0 -11.3% $65.89 +10.3%
175 PGX Invesco Exchange Traded PFD II 8,010.0 $87K 0.01% -12K -59.1% $10.84 -2.2%
176 KMB Kimberly-Clark Corp Consumer Defensive 740.0 $81K 0.01% -451.0 -37.9% $109.77 -0.4%
177 PGR Progressive Corp Common Financial Services 370.0 $81K 0.01% -15.0 -3.9% $218.45 +0.4%
178 ELF E.L.F. Beauty Inc Consumer Defensive 1,075.0 $80K 0.01% -6K -84.3% $74.00 +37.8%
179 CPRT Copart Inc Industrials 2,770.0 $78K 0.01% -3K -49.8% $28.19 +19.9%
180 NVO Novo-nordisk A/S ADR Healthcare 1,600.0 $77K 0.01% -100.0 -5.9% $47.94 -2.5%
Page 9 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%