Independence Bank of Kentucky

Bank

CIK

1730479

Location

OWENSBORO, KY

Portfolio Value

Small $672,642,218

Diversification

Diversified

Filing Date

Global Rank

#2,359 / 8,517 ▲ 66

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

+11.1%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+128.7%

SPY

+75.3%

Annualised alpha

+11.2%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

411 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.1%

+0.2 pts

Top 5

32.6%

−0.1 pts

Top 10

46.9%

+1.3 pts

HHI

361

Diversified+12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.5%	$171,674,332	56
Unclassified	16.2%	$108,637,913	10
Financial Services	12.8%	$85,934,899	67
Healthcare	9.1%	$61,077,897	50
Industrials	8.6%	$57,937,250	46
Communication Services	8.5%	$57,020,395	20
Consumer Cyclical	7.2%	$48,521,014	41
Consumer Defensive	6.2%	$41,379,005	36
Energy	3.5%	$23,764,067	30
Utilities	1.2%	$7,953,121	20
Basic Materials	0.8%	$5,068,716	18
Real Estate	0.5%	$3,673,609	17

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+28,482	88,081	$6,288,983
NOW	ServiceNow, Inc.	+15,352	30,632	$3,041,144
NVDA	Nvidia Corp	+7,538	141,669	$28,346,550
IAU	Ishares Gold Trust	+5,702	6,602	$498,517
EQT	EQT Corp	+5,030	20,727	$1,102,054
ABBV	AbbVie Inc.	+4,120	33,967	$8,547,455
SPOT	Spotify Technology S.A.	+3,828	4,303	$1,975,636
WMB	Williams Companies, Inc.	+3,641	32,566	$2,420,956
VRTX	Vertex Pharmaceuticals Inc / Ma	+3,613	4,504	$2,237,271
AMZN	Amazon Com Inc	+3,142	96,122	$22,909,717
RTX	RTX Corp	+2,818	11,318	$2,147,364
PLTR	Palantir Technologies Inc.	+2,438	5,663	$660,702
MSFT	Microsoft Corp	+2,400	83,304	$31,074,058
BA	Boeing Co	+2,092	3,230	$699,198
MCD	Mcdonalds Corp	+1,600	10,629	$2,873,124
SLB	Slb Limited/Nv	+1,449	10,629	$494,142
TTWO	Take Two Interactive Software Inc	+1,407	2,725	$681,195
RDDT	Reddit, Inc.	+1,107	11,735	$2,036,961
SE	Sea Ltd	+1,100	1,280	$122,662
TJX	Tjx Companies Inc /De/	+965	23,588	$3,573,582
VG	Venture Global, Inc.	+900	2,020	$22,482
HSY	Hershey Co	+720	3,303	$579,511
DVN	Devon Energy Corp/De	+701	3,735	$154,330
LOW	Lowes Companies Inc	+669	16,090	$3,547,684
GLD	Spdr Gold Trust	+628	7,540	$2,777,585
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BF-A	Brown Forman Corp	−18,979	5,828	$159,454
GOOGL	Alphabet Inc.	−15,416	84,951	$30,358,938
SM	SM Energy Co	−12,542	21	$548
FISV	Fiserv Inc	−10,200	5,375	$263,643
FLUT	Flutter Entertainment plc	−7,920	10,080	$1,029,873
ELF	e.l.f. Beauty, Inc.	−5,760	1,075	$79,550
NEE	Nextera Energy Inc	−5,366	41,434	$3,636,662
TMUS	T-Mobile US, Inc.	−4,954	8,582	$1,439,458
USB	US Bancorp De	−4,812	39,417	$2,380,786
MRK	Merck & Co., Inc.	−4,030	30,740	$3,950,090
SPY	Spdr S&P 500 ETF Trust	−3,624	126,901	$94,765,859
CRM	Salesforce, Inc.	−3,597	7,956	$1,246,386
DNP	Dnp Select Income Fund Inc	−3,450	3,802	$41,023
AMD	Advanced Micro Devices Inc	−3,012	20,483	$11,898,779
IBIT	iShares Bitcoin Trust ETF	−2,870	1,836	$61,120
CPRT	Copart Inc	−2,749	2,770	$78,086
EPD	Enterprise Products Partners L.P.	−2,650	3,125	$114,875
BRBR	Bellring Brands, Inc.	−2,225	69	$892
PFE	Pfizer Inc	−2,135	62,267	$1,499,389
AAPL	Apple Inc.	−2,091	113,982	$32,981,831
C	Citigroup Inc	−1,953	14,427	$2,019,202
VRT	Vertiv Holdings Co	−1,880	45,817	$15,340,447
DKNG	DraftKings Inc.	−1,870	3,829	$96,720
KHC	Kraft Heinz Co	−1,833	108	$2,550
CSX	Csx Corp	−1,794	23,337	$1,109,207
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ARES	Ares Management Corp	29,042	$3,232,665
TDG	TransDigm Group INC	180	$239,767
VRSN	Verisign Inc/Ca	330	$83,014
AHR	American Healthcare REIT, Inc.	1,583	$82,553
SUNB	Sunbelt Rentals Holdings, Inc.	8	$598
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	9,284	$2,098,462
VB	Vanguard Morningstar Small-Cap ETF	6,050	$1,584,616
VEA	Vanguard FTSE Developed Markets ETF	12,775	$818,622
VXUS	Vanguard Total International Stock ETF	9,484	$731,311
VIG	Vanguard Dividend Appreciation ETF	3,302	$710,128
MZTI	Marzetti Co	2,457	$339,876
XLB	State Street Materials Select Sector SPDR ETF	6,169	$308,264
VEU	Vanguard FTSE All-World Ex-US ETF	3,089	$231,983
DD	DuPont de Nemours, Inc.	4,483	$205,321
MCRI	Monarch Casino & Resort Inc	1,173	$112,138
SONY	Sony Group Corp	5,000	$103,500
HIG	Hartford Insurance Group, Inc.	700	$94,661
TRV	Travelers Companies, Inc.	247	$72,044
SUN	Sunoco LP	1,022	$66,399
TDS	Telephone & Data Systems Inc /De/	1,200	$50,520
UNF	Unifirst Corp	200	$50,318
RSG	Republic Services, Inc.	225	$49,279
DAR	Darling Ingredients Inc.	670	$41,439
AZO	Autozone Inc	10	$33,777
MRTN	Marten Transport Ltd	2,536	$33,297
SNX	Td Synnex Corp	190	$32,054
TDC	Teradata Corp /De/	1,200	$30,756
HTH	Hilltop Holdings Inc.	830	$29,730
QABA	First Trust NASDAQ ABA Community Bank Index Fund	500	$29,120
SNY	Sanofi	517	$24,909
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

411 tracked positions · $672,642,218 total · as of Jun 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 411 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	126,901	-3,624	$94,765,859	+11.6%	14.09%
AAPL	Apple Inc. Technology	Reduced	113,982	-2,091	$32,981,831	+12.0%	4.90%
MSFT	Microsoft Corp Technology	Added	83,304	+2,400	$31,074,058	+3.8%	4.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	92,790	-332	$30,372,950	+10.9%	4.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	84,951	-15,416	$30,358,938	+5.2%	4.51%
NVDA	Nvidia Corp Technology	Added	141,669	+7,538	$28,346,550	+21.2%	4.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	96,122	+3,142	$22,909,717	+18.3%	3.41%
LLY	ELI LILLY & Co Healthcare	Added	14,360	+67	$17,223,816	+31.0%	2.56%
VRT	Vertiv Holdings Co Industrials	Reduced	45,817	-1,880	$15,340,447	+28.4%	2.28%
AMD	Advanced Micro Devices Inc Technology	Reduced	20,483	-3,012	$11,898,779	+148.9%	1.77%
V	Visa Inc. Financial Services	Reduced	31,033	-207	$10,647,111	+12.8%	1.58%
META	Meta Platforms, Inc. Communication Services	Added	18,198	+155	$10,250,751	−0.7%	1.52%
JNJ	Johnson & Johnson Healthcare	Reduced	39,479	-294	$10,026,481	+3.1%	1.49%
ABBV	AbbVie Inc. Healthcare	Added	33,967	+4,120	$8,547,455	+31.7%	1.27%
AVGO	Broadcom Inc. Technology	Added	21,226	+552	$8,018,121	+25.3%	1.19%
ASML	Asml Holding NV Technology	Reduced	3,982	-647	$7,921,949	+29.6%	1.18%
MU	Micron Technology Inc Technology	Reduced	6,736	-1,426	$7,775,297	+182.0%	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	52,509	-1,085	$7,699,919	−0.5%	1.14%
CVX	Chevron Corp Energy	Reduced	40,508	-417	$6,714,606	−20.7%	1.00%
NFLX	Netflix Inc Communication Services	Added	88,081	+28,482	$6,288,983	+9.7%	0.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,439	-166	$6,214,479	+25.1%	0.92%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	17,550	-435	$6,189,534	+4.6%	0.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	52,400	-532	$5,934,824	−9.8%	0.88%
XOM	ExxonMobil Holdings Corp Energy	Reduced	39,901	-537	$5,455,264	−20.5%	0.81%
PEP	Pepsico Inc Consumer Defensive	Reduced	37,438	-410	$5,069,105	−13.8%	0.75%
ORCL	Oracle Corp Technology	Added	34,161	+62	$5,006,294	−0.2%	0.74%
GNRC	Generac Holdings Inc. Industrials	Reduced	16,488	-222	$4,827,851	+47.9%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,211	-44	$4,609,092	+3.9%	0.69%
KO	Coca Cola Co Consumer Defensive	Reduced	54,648	-898	$4,441,242	+5.1%	0.66%
SPGI	S&P Global Inc. Financial Services	Reduced	10,928	-1,578	$4,210,536	−20.8%	0.63%
MA	Mastercard Inc Financial Services	Added	8,162	+345	$4,192,003	+7.3%	0.62%
PANW	Palo Alto Networks Inc Technology	Reduced	12,275	-1,352	$4,186,020	+91.6%	0.62%
WM	Waste Management Inc Industrials	Reduced	18,319	-986	$4,082,938	−8.0%	0.61%
ADP	Automatic Data Processing Inc Technology	Reduced	17,795	-70	$3,985,190	+9.8%	0.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	30,740	-4,030	$3,950,090	−5.6%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	21,108	-461	$3,818,648	+7.1%	0.57%
NEE	Nextera Energy Inc Utilities	Reduced	41,434	-5,366	$3,636,662	−16.3%	0.54%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	23,588	+965	$3,573,582	−1.1%	0.53%
LOW	Lowes Companies Inc Consumer Cyclical	Added	16,090	+669	$3,547,684	−2.6%	0.53%
SNOW	Snowflake Inc. Technology	Added	13,864	+573	$3,528,388	+76.0%	0.52%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	4,809	0	$3,382,362	+14.0%	0.50%
ARES	Ares Management Corp Financial Services	NEW	29,042	NEW	$3,232,665	NEW	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,284	-52	$3,072,083	−7.6%	0.46%
NOW	ServiceNow, Inc. Technology	Added	30,632	+15,352	$3,041,144	+90.4%	0.45%
PWR	Quanta Services, Inc. Industrials	Reduced	4,105	-24	$2,955,764	+30.4%	0.44%
ETN	Eaton Corp plc Industrials	Reduced	6,795	-342	$2,895,485	+13.4%	0.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,629	+1,600	$2,873,124	+2.4%	0.43%
BAC	Bank Of America Corp /De/ Financial Services	Added	49,888	+57	$2,842,618	+17.0%	0.42%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,828	-349	$2,837,921	+46.1%	0.42%
CAT	Caterpillar Inc Industrials	Added	2,623	+251	$2,793,232	+66.2%	0.42%

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.