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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 29 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CELH Celsius Holdings Inc Ordinary Shares Consumer Defensive 85.0 $2K -80.0 -48.5% $29.28 +12.0%
562 HWM Howmet Aerospace Inc Common Industrials 9.0 $2K $268.89 +2.4%
563 Natwest Group PLC ADR 134.0 $2K $17.63
564 BSJQ Invesco BulletShares 2026 Hi Yld Corp Bd ETF 101.0 $2K $22.95 -0.1%
565 BCRX Biocryst Pharmaceuticals Inc. Ordinary Shares Healthcare 225.0 $2K -100.0 -30.8% $10.00 -3.5%
566 CBRE Cbre Group Inc Real Estate 16.0 $2K $134.69 +13.9%
567 BAX Baxter International Inc Com Healthcare 100.0 $2K -300.0 -75.0% $21.32 +23.2%
568 SMCI Super Micro Computer Inc Technology 67.0 $2K $29.33 +24.5%
569 HCA Health Corp America Healthcare 5.0 $2K $389.80 +4.3%
570 COIN Coin UW Equity Common Financial Services 13.0 $2K $146.15 +17.3%
571 ARGX Argen X Se ADR Healthcare 2.0 $2K $928.00 +11.4%
572 VSNT Versant Media Group Inc Industrials 50.0 $2K $36.00 +7.1%
573 Ferrovial S.E. Ordinary Shares 25.0 $2K $68.60
574 MCK McKesson Corporation Healthcare 2.0 $2K $755.50 +12.6%
575 MP MP Materials Corp Basic Materials 25.0 $1K $56.00 -4.0%
576 DASH Doordash Inc Communication Services 7.0 $1K $184.57 +20.6%
577 CBRL Cracker Barrel Inc Consumer Cyclical 20.0 $1K $53.30 +4.1%
578 NAK Northern Dynasty Minerals Ltd. Ordinary Shares Basic Materials 525.0 $1K $1.92 -15.4%
579 BRBR BellRing Brands, Inc. Consumer Defensive 69.0 $893.0 -2K -97.0% $12.94 -18.6%
580 SAM Boston Beer Co, Inc Consumer Defensive 5.0 $885.0 $177.00 +6.9%
Page 29 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%