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Independence Bank of Kentucky

Portfolio Manager
Independence Bank of Kentucky
Performance
-6.61% (2026 Q1)
AUM (13F)
$789.36M
# of Holdings
623
Performance Rank
Allocation (Top 20)
48.68%

Independence Bank of Kentucky Holdings Map

Top 50 Independence Bank of Kentucky Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
S&P 500 Tr UTS Unit 1 Ser
10.75%130.5K$84.9M
+1.87%(+2.40K)
2025-Q1: 131.2K shares2025-Q2: 127.7K shares2025-Q3: 126.4K shares2025-Q4: 128.1K shares2026-Q1: 130.5K shares
$536.25(+38.43%)
2026-03-31
MSFT
Microsoft Corp
3.79%80.9K$29.9M
+4.37%(+3.39K)
2025-Q1: 71.4K shares2025-Q2: 71.9K shares2025-Q3: 74.4K shares2025-Q4: 77.5K shares2026-Q1: 80.9K shares
$367.13(+10.37%)
2026-03-31
AAPL
Apple Incorporated
3.73%116.1K$29.5M
-2.85%(-3.41K)
2025-Q1: 117.5K shares2025-Q2: 119.4K shares2025-Q3: 121.3K shares2025-Q4: 119.5K shares2026-Q1: 116.1K shares
$126.37(+136.50%)
2026-03-31
JPM
JP Morgan Chase & Co
3.47%93.1K$27.4M
+2.12%(+1.93K)
2025-Q1: 92.8K shares2025-Q2: 92.2K shares2025-Q3: 91.0K shares2025-Q4: 91.2K shares2026-Q1: 93.1K shares
$183.26(+63.83%)
2026-03-31
GOOGL
Alphabet Inc Class A
3.08%84.5K$24.3M
-2.50%(-2.16K)
2025-Q1: 89.7K shares2025-Q2: 91.6K shares2025-Q3: 89.2K shares2025-Q4: 86.6K shares2026-Q1: 84.5K shares
$108.43(+271.31%)
2026-03-31
NVDA
Nvidia Corp Common
2.96%134.1K$23.4M
+4.29%(+5.52K)
2025-Q1: 128.3K shares2025-Q2: 131.1K shares2025-Q3: 127.8K shares2025-Q4: 128.6K shares2026-Q1: 134.1K shares
$87.79(+157.23%)
2026-03-31
VTI
Vanguard Total Stock Market ETF
2.55%62.7K$20.1M
-0.05%(-31)
2025-Q1: 62.9K shares2025-Q2: 62.9K shares2025-Q3: 62.7K shares2025-Q4: 62.7K shares2026-Q1: 62.7K shares
$281.43(+29.59%)
2026-03-31
AMZN
Amazon Com Inc
2.45%93.0K$19.4M
+4.47%(+3.98K)
2025-Q1: 81.3K shares2025-Q2: 85.5K shares2025-Q3: 87.7K shares2025-Q4: 89.0K shares2026-Q1: 93.0K shares
$147.34(+83.34%)
2026-03-31
AVDE
Avantis International Equity ETF
1.95%181.7K$15.4M
+50.66%(+61.09K)
2025-Q1: 0 shares2025-Q2: 29.1K shares2025-Q3: 77.9K shares2025-Q4: 120.6K shares2026-Q1: 181.7K shares
$78.87(+15.85%)
2026-03-31
LLY
Lilly Eli & Co
1.67%14.3K$13.1M
+3.33%(+460)
2025-Q1: 8.3K shares2025-Q2: 10.3K shares2025-Q3: 14.5K shares2025-Q4: 13.8K shares2026-Q1: 14.3K shares
$626.71(+62.08%)
2026-03-31

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