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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 2 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO Broadcom Inc Technology 21,226.0 $8.0M 0.90% +552.0 +2.7% $377.75 -3.7%
22 ASML ASML Holding NV Technology 3,982.0 $7.9M 0.89% -647.0 -14.0% $1989.44 -11.7%
23 AVEM Avantis Emerging Markets Equity ETF 81,226.0 $7.8M 0.88% +23K +39.3% $96.49 -3.2%
24 MU Micron Technology Inc Common Technology 6,736.0 $7.8M 0.88% -1K -17.5% $1154.29 -17.1%
25 PG Procter & Gamble Co Consumer Defensive 52,509.0 $7.7M 0.87% -1K -2.0% $146.64 -2.3%
26 CVX Chevron Corporation Energy 40,508.0 $6.7M 0.76% -417.0 -1.0% $165.76 +25.2%
27 OEF Ishares S&P 100 Index Fund ETF 17,669.0 $6.5M 0.73% $365.87 +3.5%
28 VYM Vanguard High Dividend Yield ETF 40,656.0 $6.4M 0.72% -571.0 -1.4% $158.03 +4.4%
29 NFLX Netflix Inc Common Communication Services 88,081.0 $6.3M 0.71% +28K +47.8% $71.40 +12.8%
30 QQQ Invesco QQQ Tr Unit Ser 1 Financial Services 8,439.0 $6.2M 0.70% -166.0 -1.9% $736.40 -3.2%
31 HD Home Depot Inc Consumer Cyclical 17,550.0 $6.2M 0.70% -435.0 -2.4% $352.68 -4.8%
32 USMV iShares MSCI USA Min Vol Factor ETF 63,882.0 $6.2M 0.69% +365.0 +0.6% $96.46 +4.8%
33 WMT Wal Mart Inc Consumer Defensive 52,400.0 $5.9M 0.67% -532.0 -1.0% $113.26 -8.1%
34 GOOG Alphabet Inc Class C Communication Services 15,695.0 $5.5M 0.62% -215.0 -1.4% $353.33 -3.9%
35 XOM Exxon Mobil Corp Energy 39,901.0 $5.5M 0.61% -537.0 -1.3% $136.72 +22.5%
36 IVV Ishares Tr Core S&P 500 ETF 7,196.0 $5.4M 0.61% -73.0 -1.0% $748.89 +2.9%
37 PEP Pepsico Inc Consumer Defensive 37,438.0 $5.1M 0.57% -410.0 -1.1% $135.40 +5.5%
38 ORCL Oracle Corp Technology 34,161.0 $5.0M 0.56% $146.55 -3.3%
39 GNRC Generac Holdings Inc Industrials 16,488.0 $4.8M 0.54% -222.0 -1.3% $292.81 -29.7%
40 EEM Ishares MSCI Emerging Mkts Index Fund 69,085.0 $4.7M 0.53% -415.0 -0.6% $68.41 -2.8%
Page 2 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 28.3%
Technology 24.6%
Communication Services 9.3%
Healthcare 9.1%
Industrials 9.1%
Consumer Cyclical 7.0%
Consumer Defensive 6.1%
Energy 3.7%
Utilities 1.5%
Basic Materials 0.8%