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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 21 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 YUMC Yum China Holdings Inc Consumer Cyclical 1,160.0 $47K 0.01% -150.0 -11.4% $40.87 +21.3%
402 SOLS Solstice Advanced Materials Inc. Basic Materials 529.0 $47K 0.01% -117.0 -18.1% $88.60 -35.8%
403 MCHP Microchip Tech Inc Technology 500.0 $46K 0.01% $91.20 -16.9%
404 Aegon Ltd. New York Shares 5,400.0 $46K 0.01% -2K -22.9% $8.44
405 IGSB Ishares Trust Corporate Bond ETF 864.0 $45K 0.01% $52.41 -0.6%
406 GUNR Flexshares Morningstar Global Natural Res ETF 915.0 $45K 0.01% $49.28 +15.4%
407 BKNG Booking Holdings Inc Consumer Cyclical 250.0 $45K 0.01% +240.0 +2400.0% $178.24 +17.8%
408 JEPQ JPMorgan NASDAQ Equity Premium Income ETF 720.0 $44K 0.01% $61.46 -2.7%
409 IJS Ishares S&P Small Cap 600 Value Index ETF 318.0 $43K 0.01% $136.68 +1.3%
410 TM Toyota Mtr Corp ADR 2 Consumer Cyclical 250.0 $42K 0.01% $168.42 +17.2%
411 DNP DNP Select Income FD Inc Financial Services 3,802.0 $41K 0.01% -3K -47.6% $10.79 +1.3%
412 CMCSA Comcast Corporation (New) Communication Services 1,664.0 $41K 0.01% -100.0 -5.7% $24.55 +9.4%
413 DOW Dow Inc Corp Common Basic Materials 1,468.0 $40K 0.01% -16.0 -1.1% $27.36 +18.9%
414 BCE BCE Inc Common New Communication Services 1,855.0 $40K 0.00% $21.51 +10.3%
415 DIA State Street SPDR Dow Jones Ind Avg ETF Tr Financial Services 75.0 $39K 0.00% -5.0 -6.2% $522.39 +1.8%
416 EQR Equity Residential Com Shs Real Estate 533.0 $36K 0.00% $67.93 -6.3%
417 JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 350.0 $35K 0.00% -19.0 -5.2% $101.24 -6.3%
418 VLUE Ishares Tr MSCI USA Value ETF 176.0 $35K 0.00% $199.81 +1.3%
419 ES Eversource Energy Corp Common Utilities 485.0 $35K 0.00% $72.27 -1.9%
420 TEVA Teva Pharmacuticals Industry Healthcare 1,000.0 $34K 0.00% $33.88 +10.5%
Page 21 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%