StockDriftsStockDriftsTop 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 | 10.68% | 126.9K | $94.8M | -2.78%(-3.62K) | $536.25(+44.25%) | 2026-06-30 | |
| AAPL | Apple Incorporated | 3.72% | 114.0K | $33.0M | -1.80%(-2.09K) | $126.37(+142.68%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.5% | 83.3K | $31.1M | +2.97%(+2.40K) | $367.10(+36.95%) | 2026-06-30 | |
| JPM | JP Morgan Chase & Co | 3.42% | 92.8K | $30.4M | -0.36%(-332) | $183.26(+97.25%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 3.42% | 85.0K | $30.4M | +0.58%(+494) | $109.64(+220.57%) | 2026-06-30 | |
| NVDA | Nvidia Corp Common | 3.19% | 141.7K | $28.3M | +5.62%(+7.54K) | $92.84(+137.46%) | 2026-06-30 | |
| VTI | Vanguard Total Stock Market ETF | 2.62% | 62.9K | $23.3M | +0.31%(+193) | $281.61(+35.66%) | 2026-06-30 | |
| AMZN | Amazon Com Inc | 2.58% | 96.1K | $22.9M | +3.38%(+3.14K) | $149.70(+83.67%) | 2026-06-30 | |
| AVDE | Avantis International Equity ETF | 2.1% | 209.0K | $18.6M | +15.02%(+27.29K) | $79.76(+17.76%) | 2026-06-30 | |
| LLY | Lilly Eli & Co | 1.94% | 14.4K | $17.2M | +0.47%(+67) | $628.65(+95.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.17% | +69.23% | +10.09% | +61.73% |
| Top 20 Holdings Unweighted | +18.28% | +65.47% | +9.24% | +55.59% |
Independence Bank of Kentucky reports $887.57M in US-listed equity holdings across 589 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.7%), AAPL (3.7%) and MSFT (3.5%). The top 20 holdings account for 49.67% of reported assets. Its disclosed equity book has returned +69.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independence Bank of Kentucky’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730479). View Independence Bank of Kentucky’s 13F filings on SEC