Independence Bank of Kentucky

CIK

1730479

Location

OWENSBORO, KY

Portfolio Value

Small $889,290,914

Diversification

Diversified

Filing Date

Global Rank

#2,717 / 8,818 ▼ 23 · as of Jun 2026

Top Industry

Semiconductors 11.6%

Period ended 29 days ago

Filed Oct 26, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.0%, 30.4 effective positions, active share 46.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

10.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.6 quarters (12+), a floor since 76.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 46.7%; sector active share 23.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

642 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.7%

+0.0 pts

Top 5

33.0%

+1.0 pts

Top 10

50.2%

+2.2 pts

HHI

341

Diversified+12

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.3%	$313,830,511	212
Technology	21.7%	$193,216,850	57
Financial Services	9.6%	$85,304,497	73
Communication Services	7.0%	$61,958,688	20
Healthcare	6.9%	$61,134,350	51
Industrials	5.7%	$50,737,585	52
Consumer Cyclical	5.2%	$46,500,831	42
Consumer Defensive	4.5%	$40,212,728	37
Energy	2.4%	$21,130,728	31
Utilities	0.8%	$6,991,615	24
Basic Materials	0.5%	$4,543,956	21
Real Estate	0.4%	$3,728,575	22

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+23,950	30,552	$2,386,111
AVDE	Avantis International Equity ETF	+16,985	225,968	$20,361,976
DKNG	DraftKings Inc.	+16,772	20,601	$391,419
AVEM	Avantis Emerging Markets Equity ETF	+9,015	90,241	$8,484,458
BSCZ		+7,453	36,476	$701,324
BSCW		+6,669	82,372	$1,613,255
BSCV		+6,566	101,486	$1,600,434
BSCY		+6,192	45,653	$891,009
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+6,139	90,966	$1,468,191
BSCX		+6,064	74,006	$1,480,045
NVDA	Nvidia Corp	+5,160	146,829	$33,532,807
CRWD	CrowdStrike Holdings, Inc.	+4,854	6,717	$1,778,325
FLUT	Flutter Entertainment plc	+4,535	14,615	$1,089,402
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+3,264	62,987	$1,231,080
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	+2,943	62,013	$1,248,321
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	+2,842	70,028	$1,274,509
GNRC	Generac Holdings Inc.	+2,702	19,190	$3,971,370
AVGO	Broadcom Inc.	+2,467	23,693	$8,320,744
IEFA	iShares Core MSCI EAFE ETF	+2,361	36,105	$3,497,852
KMI	Kinder Morgan, Inc.	+2,299	10,623	$320,283
MNST	Monster Beverage Corp	+2,239	4,478	$186,374
GLD	Spdr Gold Trust	+1,993	9,533	$3,630,547
TJX	Tjx Companies Inc	+1,637	25,225	$3,337,519
ABT	Abbott Laboratories	+1,535	31,004	$3,064,125
DNP	Dnp Select Income Fund Inc	+1,500	5,302	$50,740
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−18,285	69,796	$4,856,405
NOW	ServiceNow, Inc.	−5,038	25,594	$3,429,851
FISV	Fiserv Inc	−5,020	355	$16,038
KO	Coca Cola Co	−4,480	50,168	$4,318,461
PFE	Pfizer Inc	−3,635	58,632	$1,672,184
IWR	iShares Russell Mid-Cap ETF	−3,402	82,338	$8,786,287
PANW	Palo Alto Networks Inc	−3,031	9,244	$3,672,733
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−2,880	46,769	$2,876,293
EFA	iShares MSCI EAFE ETF	−2,875	124,733	$12,958,511
AAPL	Apple Inc.	−2,677	111,305	$37,066,791
BSX	Boston Scientific Corp	−2,630	6,275	$273,903
EEM	iShares MSCI Emerging Markets ETF	−2,607	66,478	$4,440,065
PAYX	Paychex Inc	−2,565	15,221	$1,499,268
VZ	Verizon Communications Inc	−2,157	28,348	$1,300,322
CVS	CVS HEALTH Corp	−2,124	1,628	$139,503
BAC	Bank Of America Corp	−2,080	47,808	$2,602,189
SPY	Spdr S&P 500 ETF Trust	−2,013	124,888	$95,243,335
JMTG	JPMorgan Mortgage-Backed Securities ETF	−1,914	39,943	$1,930,844
CHDN	Churchill Downs Inc	−1,757	6,593	$498,958
JPM	Jpmorgan Chase & Co	−1,457	91,333	$30,215,696
AEG	Aegon Ltd.	−1,400	4,000	$34,520
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	−1,400	13,389	$671,324
ACN	Accenture plc	−1,321	5,003	$917,400
PNC	Pnc Financial Services Group, Inc.	−1,300	10,004	$2,223,489
AMZN	Amazon Com Inc	−1,271	94,851	$23,632,126
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	3,161	$666,781
BSCA	Invesco Exchange-Traded Self-Indexed Fund Trust	9,398	$177,622
MBGL	Mobility Global Inc.	8,345	$143,116
IVT	InvenTrust Properties Corp.	3,508	$105,766
RDVY	First Trust Rising Dividend Achievers ETF	837	$65,528
KJAN		1,355	$61,713
NJAN		1,003	$60,862
APA	APA Corp	1,460	$60,648
TRV	Travelers Companies, Inc.	150	$53,476
IUSB	iShares Core Universal USD Bond ETF	1,136	$50,086
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	423	$42,777
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	678	$35,093
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	506	$31,898
GWW	W.W. Grainger, Inc.	25	$31,144
GAIN	Gladstone Investment Corporationde	1,974	$30,794
DFAT	Dimensional U.S. Targeted Value ETF	448	$29,765
FAST	Fastenal Co	600	$29,718
SNA	Snap-on Inc	80	$29,068
CMS	Cms Energy Corp	425	$26,809
TEL	TE Connectivity plc	125	$26,385
AIZ	Assurant, Inc.	100	$26,350
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	70	$25,527
BEP	Brookfield Renewable Partners L.P.	750	$21,105
RSG	Republic Services, Inc.	100	$20,987
CINF	Cincinnati Financial Corp	125	$19,921
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	39,901	$5,455,264
OMC	Omnicom Group Inc.	2,795	$203,559
ECL	Ecolab Inc.	600	$167,166
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	1,371	$131,095
VRSN	Verisign Inc	330	$83,014
EVRG	Evergy, Inc.	556	$48,055
MCHP	Microchip Technology Inc	500	$45,600
TEVA	Teva Pharmaceutical Industries Ltd	1,000	$33,880
ADM	Archer-Daniels-Midland Co	300	$22,920
ARLP	Alliance Resource Partners LP	175	$4,196
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

642 tracked positions · $889,290,914 total · filing declares 642 positions · $895,265,080 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 642 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	124,888	-2,013	$95,243,335	+0.5%	10.71%
MSFT	Microsoft Corp Technology	Added	83,387	+83	$42,769,192	+37.6%	4.81%
AAPL	Apple Inc. Technology	Reduced	111,305	-2,677	$37,066,791	+12.4%	4.17%
NVDA	Nvidia Corp Technology	Added	146,829	+5,160	$33,532,807	+18.3%	3.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	91,333	-1,457	$30,215,696	−0.5%	3.40%
GOOGL	Alphabet Inc. Communication Services	Added	85,236	+285	$29,328,002	−3.4%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	94,851	-1,271	$23,632,126	+3.2%	2.66%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	62,907	+1	$23,542,315	+1.1%	2.65%
AVDE	Avantis International Equity ETF	Added	225,968	+16,985	$20,361,976	+9.2%	2.29%
LLY	ELI LILLY & Co Healthcare	Reduced	14,210	-150	$16,442,106	−4.5%	1.85%
VOO	VANGUARD 500 INDEX FUND	Added	19,953	+691	$13,984,259	+5.7%	1.57%
EFA	iShares MSCI EAFE ETF	Reduced	124,733	-2,875	$12,958,511	−2.2%	1.46%
META	Meta Platforms, Inc. Communication Services	Reduced	17,573	-625	$12,743,588	+24.3%	1.43%
AMD	Advanced Micro Devices Inc Technology	Reduced	19,344	-1,139	$11,833,885	−0.5%	1.33%
VRT	Vertiv Holdings Co Industrials	Added	46,715	+898	$11,272,796	−26.5%	1.27%
V	Visa Inc. Financial Services	Reduced	30,749	-284	$11,049,038	+3.8%	1.24%
JNJ	Johnson & Johnson Healthcare	Reduced	38,272	-1,207	$10,132,129	+1.1%	1.14%
IWR	iShares Russell Mid-Cap ETF	Reduced	82,338	-3,402	$8,786,287	−7.1%	0.99%
ABBV	AbbVie Inc. Healthcare	Reduced	33,271	-696	$8,703,360	+1.8%	0.98%
AVEM	Avantis Emerging Markets Equity ETF	Added	90,241	+9,015	$8,484,458	+8.3%	0.95%
AVGO	Broadcom Inc. Technology	Added	23,693	+2,467	$8,320,744	+3.8%	0.94%
CVX	Chevron Corp Energy	Reduced	40,278	-230	$8,225,170	+22.5%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	51,991	-518	$7,553,252	−1.9%	0.85%
IWM	iShares Russell 2000 ETF	Reduced	26,723	-989	$7,426,054	−10.8%	0.84%
ASML	Asml Holding NV Technology	Added	4,034	+52	$7,308,276	−7.7%	0.82%
OEF	iShares S&P 100 ETF	Reduced	17,600	-69	$6,724,608	+4.0%	0.76%
MU	Micron Technology Inc Technology	Reduced	6,299	-437	$6,709,127	−13.7%	0.75%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	40,516	-140	$6,288,083	−2.1%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Added	8,473	+34	$6,268,071	+0.9%	0.70%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	63,602	-280	$6,197,378	+0.6%	0.70%
IVV	iShares Core S&P 500 ETF	Added	7,431	+235	$5,691,031	+5.6%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	52,080	-320	$5,412,153	−8.8%	0.61%
GOOG	Alphabet Inc. Communication Services	Reduced	15,560	-135	$5,301,914	−4.4%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,693	+143	$5,033,481	−18.7%	0.57%
NFLX	Netflix Inc Communication Services	Reduced	69,796	-18,285	$4,856,405	−22.8%	0.55%
ORCL	Oracle Corp Technology	Added	35,077	+916	$4,816,072	−3.8%	0.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	37,238	-200	$4,718,799	−6.9%	0.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,098	-113	$4,530,349	−1.7%	0.51%
SNOW	Snowflake Inc. Technology	Reduced	13,294	-570	$4,514,110	+27.9%	0.51%
MA	Mastercard Inc Financial Services	Added	8,177	+15	$4,509,370	+7.6%	0.51%
EEM	iShares MSCI Emerging Markets ETF	Reduced	66,478	-2,607	$4,440,065	−6.1%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	30,311	-429	$4,404,491	+11.5%	0.50%
ADP	Automatic Data Processing Inc Technology	Reduced	16,775	-1,020	$4,328,956	+8.6%	0.49%
KO	Coca Cola Co Consumer Defensive	Reduced	50,168	-4,480	$4,318,461	−2.8%	0.49%
IWF	iShares Russell 1000 Growth ETF	Reduced	32,601	-180	$4,083,601	+0.3%	0.46%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	21,061	-47	$4,018,860	+5.2%	0.45%
GNRC	Generac Holdings Inc. Industrials	Added	19,190	+2,702	$3,971,370	−17.7%	0.45%
SPGI	S&P Global Inc. Financial Services	Reduced	9,796	-1,132	$3,864,228	−13.2%	0.43%
WM	Waste Management Inc Industrials	Reduced	18,196	-123	$3,710,528	−9.1%	0.42%
PANW	Palo Alto Networks Inc Technology	Reduced	9,244	-3,031	$3,672,733	−12.3%	0.41%

Showing the top 50 of 642 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.