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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 14 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SRE Sempra Energy Utilities 2,776.0 $257K 0.03% -100.0 -3.5% $92.71 -10.6%
262 XLU Utilities - SPDR Select Sector ETF 5,672.0 $257K 0.03% +380.0 +7.2% $45.34 -5.7%
263 CARR Carrier Global Corp Common Industrials 3,481.0 $255K 0.03% $73.35 -17.7%
264 BR Broadridge Finl Solutions Inc Common Technology 1,820.0 $249K 0.03% $136.95 +33.0%
265 ENB Enbridge Inc Common Energy 4,584.0 $248K 0.03% $54.21 -6.9%
266 SPYG SPDR Portfolio S&P 500 Growth ETF 2,075.0 $247K 0.03% $118.99 +1.0%
267 SPSM SPDR Portfolio Small Cap ETF 4,233.0 $244K 0.03% $57.67 -0.7%
268 GLW Corning Incorporated Technology 948.0 $242K 0.03% $255.43 -41.4%
269 Iqvia Holdings Inc. 1,245.0 $241K 0.03% +20.0 +1.6% $193.22
270 TDG Transdigm Group Inc Industrials 180.0 $240K 0.03% NEW $1332.04 -9.9%
271 UBS UBS Group AG Financial Services 4,766.0 $236K 0.03% $49.56 +7.5%
272 EW Edwards Lifesciences Corp Common Healthcare 2,550.0 $231K 0.03% $90.46 -0.7%
273 VWO Vanguard Ftse Emerging Market ETF 3,807.0 $227K 0.03% $59.69 +1.3%
274 IWS IShares Russell Mid-cap Value ETF 1,378.0 $227K 0.03% -85.0 -5.8% $164.60 +4.5%
275 ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 1,331.0 $219K 0.03% $164.27 +2.3%
276 MNST Monster Beverage Corp Consumer Defensive 2,239.0 $215K 0.02% $96.12 -50.3%
277 XLY Consumer Discretionary - SPDR Select Sector ETF 1,826.0 $214K 0.02% -45.0 -2.4% $117.28 +0.6%
278 IYM Ishares Tr DJ Basic Material 1,175.0 $211K 0.02% $179.53 +8.7%
279 SAP SAP SE ADR Technology 1,350.0 $208K 0.02% $154.11 +41.9%
280 REGN Regeneron Pharmaceuticals Inc Healthcare 332.0 $207K 0.02% +22.0 +7.1% $623.54 +33.8%
Page 14 of 30  ·  589 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%