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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 27 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 86.0 $7K 0.00% $82.10 -0.1%
522 NXPI NXP Semiconductors Nv Corp Technology 25.0 $7K 0.00% $281.04 -20.7%
523 DG Dollar General Corp Consumer Defensive 61.0 $7K 0.00% -36.0 -37.1% $115.11 +4.7%
524 URI United Rentals, Inc. Industrials 6.0 $7K 0.00% $1132.83 -3.3%
525 SWKS Skyworks Solutions Inc Technology 100.0 $7K 0.00% -115.0 -53.5% $67.80 +0.2%
526 AXON Axon Enterprise Inc Ordinary Shares Industrials 12.0 $7K 0.00% $560.58 +9.6%
527 STZ Constellation Brands Common Consumer Defensive 46.0 $6K 0.00% -40.0 -46.5% $139.09 -3.6%
528 ICLN Ishares Global Clean Energy ETF 300.0 $6K 0.00% $20.49 -14.0%
529 BBVA Banco Bilbao Vizcaya Argentaria SA ADR Financial Services 242.0 $6K 0.00% $25.06 +14.2%
530 TLT Ishares 20 Year Trsy Bond 63.0 $5K 0.00% $86.41 -4.7%
531 SMFG Sumitomo Mitsui Financial Group Inc ADR Financial Services 225.0 $5K 0.00% $23.58 +4.1%
532 HAL Halliburton Co Energy 150.0 $5K 0.00% $33.95 +5.1%
533 CRSP Crispr Therapeutics Ag Healthcare 90.0 $5K 0.00% $54.54 +6.6%
534 ING ING Groep N V Financial Services 144.0 $5K 0.00% $31.38 +9.9%
535 LYG Lloyds Banking Group PLC ADR Financial Services 773.0 $5K 0.00% $5.83 +1.2%
536 BCS Barclays PLC ADR Financial Services 160.0 $4K $26.86 -1.4%
537 ARLP Alliance Resource Partner LP Energy 175.0 $4K $23.98 +8.7%
538 IHG Intercontinental Hotels Group ADR Consumer Cyclical 24.0 $4K $173.12 -7.7%
539 MFG Mizuho Financial Group, Inc. ADR Financial Services 433.0 $4K $9.58 +5.7%
540 ORLY O`Reilly Automotive, Inc Consumer Cyclical 45.0 $4K $92.09 -3.3%
Page 27 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%