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Portfolio (Quarterly) Guide ↗

Independence Bank of Kentucky

· CIK 0001730479
13F Portfolio $789M AUM 623 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 97 Added 278 Reduced 119 Exited
Page 28 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 86.0 $7K 0.00% $82.57 -0.6%
542 VST Vistra Corp. Utilities 47.0 $7K 0.00% +38.0 +422.2% $150.34 -7.1%
543 WSBC Wesbanco Inc Common Financial Services 200.0 $7K 0.00% $34.49 -2.1%
544 NOC Northrop Grumman Corp Common Industrials 10.0 $7K 0.00% -4.0 -28.6% $682.20 -19.0%
545 CZR Caesars Entertainment Inc Ordinary Shares Consumer Cyclical 258.0 $7K 0.00% $26.43 +3.6%
546 BAX Baxter International Inc Com Healthcare 400.0 $7K 0.00% $16.80 +8.8%
547 CNC Centene Corp Del Common Healthcare 196.0 $6K 0.00% -34.0 -14.8% $32.74 +83.7%
548 FICO Fair Isaac Corp Technology 6.0 $6K 0.00% $1067.50 +10.1%
549 CELH Celsius Holdings Inc Ordinary Shares Consumer Defensive 165.0 $6K 0.00% $35.48 -17.8%
550 HAL Halliburton Co Energy 150.0 $6K 0.00% $38.99 +11.7%
551 SCHA Schwab US Small-cap ETF Small Cap 200.0 $6K 0.00% -200.0 -50.0% $29.08 +10.7%
552 RGTI Rigetti Computing Inc Technology 400.0 $6K 0.00% $14.04 +15.0%
553 ICLN Ishares Global Clean Energy ETF 300.0 $5K 0.00% -300.0 -50.0% $18.29 +14.4%
554 TLT Ishares 20 Year Trsy Bond 63.0 $5K 0.00% $86.68 -4.0%
555 BBVA Banco Bilbao Vizcaya Argentaria SA ADR Financial Services 242.0 $5K 0.00% $21.66 +1.8%
556 AXON Axon Enterprise Inc Ordinary Shares Industrials 12.0 $5K 0.00% +10.0 +500.0% $424.67 -8.4%
557 LULU Lululemon Athletica Inc Consumer Cyclical 33.0 $5K 0.00% $153.09 -22.8%
558 NXPI NXP Semiconductors Nv Corp Technology 25.0 $5K 0.00% $196.88 +50.3%
559 ARLP Alliance Resource Partner LP Energy 175.0 $5K 0.00% NEW $27.65 -8.6%
560 SPG Simon Property Group INC Prop Grp REIT Real Estate 25.0 $5K 0.00% -16.0 -39.0% $186.52 +7.6%
Page 28 of 32  ·  623 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 28.4%
Technology 22.1%
Communication Services 9.1%
Industrials 9.0%
Healthcare 8.9%
Consumer Cyclical 7.3%
Consumer Defensive 7.1%
Energy 4.8%
Utilities 1.7%
Basic Materials 0.9%