Top 50 Independence Bank of Kentucky Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | S&P 500 Tr UTS Unit 1 Ser | 10.75% | 130.5K | $84.9M | +1.87%(+2.40K) | $536.25(+38.43%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.79% | 80.9K | $29.9M | +4.37%(+3.39K) | $367.13(+10.37%) | 2026-03-31 | |
| AAPL | Apple Incorporated | 3.73% | 116.1K | $29.5M | -2.85%(-3.41K) | $126.37(+136.50%) | 2026-03-31 | |
| JPM | JP Morgan Chase & Co | 3.47% | 93.1K | $27.4M | +2.12%(+1.93K) | $183.26(+63.83%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 3.08% | 84.5K | $24.3M | -2.50%(-2.16K) | $108.43(+271.31%) | 2026-03-31 | |
| NVDA | Nvidia Corp Common | 2.96% | 134.1K | $23.4M | +4.29%(+5.52K) | $87.79(+157.23%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 2.55% | 62.7K | $20.1M | -0.05%(-31) | $281.43(+29.59%) | 2026-03-31 | |
| AMZN | Amazon Com Inc | 2.45% | 93.0K | $19.4M | +4.47%(+3.98K) | $147.34(+83.34%) | 2026-03-31 | |
| AVDE | Avantis International Equity ETF | 1.95% | 181.7K | $15.4M | +50.66%(+61.09K) | $78.87(+15.85%) | 2026-03-31 | |
| LLY | Lilly Eli & Co | 1.67% | 14.3K | $13.1M | +3.33%(+460) | $626.71(+62.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.06% | +60.40% |
| Top 20 Holdings Unweighted | +17.30% | +61.38% |
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