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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 4 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW Servicenow Inc Common Technology 30,632.0 $3.0M 0.34% +15K +100.5% $99.28 +30.7%
62 PWR Quanta Services, Inc. Industrials 4,105.0 $3.0M 0.33% -24.0 -0.6% $720.04 -8.0%
63 ETN Eaton Corporation PLC Industrials 6,795.0 $2.9M 0.33% -342.0 -4.8% $426.12 -2.5%
64 MCD McDonalds Corp Consumer Cyclical 10,629.0 $2.9M 0.32% +2K +17.7% $270.31 -0.4%
65 BAC Bank of America Corporation Financial Services 49,888.0 $2.8M 0.32% $56.98 +8.6%
66 UNH United Health Group Inc Healthcare 6,828.0 $2.8M 0.32% -349.0 -4.9% $415.63 -7.4%
67 CAT Caterpillar Inc Industrials 2,623.0 $2.8M 0.32% +251.0 +10.6% $1064.90 -23.4%
68 PNC PNC Financial Services Group Financial Services 11,304.0 $2.8M 0.31% -369.0 -3.2% $246.22 -1.9%
69 GLD SPDR Gold Tr Financial Services 7,540.0 $2.8M 0.31% +628.0 +9.1% $368.38 +12.7%
70 GD General Dynamics Corp Industrials 7,750.0 $2.7M 0.31% -210.0 -2.6% $354.24 +9.0%
71 ABT Abbott Labs Healthcare 29,469.0 $2.7M 0.30% -2K -5.7% $90.74 +25.9%
72 XLE Energy - SPDR Select Sector ETF 49,649.0 $2.6M 0.30% +420.0 +0.8% $53.11 +20.0%
73 DVY iShares Select Dividend ETF 15,570.0 $2.4M 0.27% $156.30 +5.2%
74 WMB The Williams Co Inc Energy 32,566.0 $2.4M 0.27% +4K +12.6% $74.34 -3.6%
75 USB US Bancorp Del Financial Services 39,417.0 $2.4M 0.27% -5K -10.9% $60.40 +2.3%
76 MDB MongoDB, Inc. - Class A Technology 6,962.0 $2.3M 0.26% +450.0 +6.9% $335.90 +25.1%
77 SYY Sysco Corp Consumer Defensive 27,913.0 $2.3M 0.26% -766.0 -2.7% $83.58 -0.6%
78 BLK Blackrock, Inc. Financial Services 2,419.0 $2.3M 0.26% $961.56 +18.5%
79 MS Morgan Stanley Financial Services 10,923.0 $2.3M 0.26% -197.0 -1.8% $209.04 -0.7%
80 VRTX Vertex Pharmaceuticals Inc Healthcare 4,504.0 $2.2M 0.25% +4K +405.5% $496.73 +8.8%
Page 4 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%