Independence Bank of Kentucky
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 46.8%; sector active share 23.8% 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.
View clone backtestPortfolio Concentration
589 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.1% | $309,223,084 |
| Technology | 19.6% | $172,740,629 |
| Financial Services | 9.8% | $86,690,339 |
| Communication Services | 7.1% | $62,565,909 |
| Healthcare | 6.9% | $61,077,897 |
| Industrials | 6.6% | $57,937,250 |
| Consumer Cyclical | 5.5% | $48,521,014 |
| Consumer Defensive | 4.8% | $41,873,202 |
| Energy | 2.7% | $23,752,595 |
| Utilities | 0.9% | $7,953,121 |
| Basic Materials | 0.6% | $5,068,716 |
| Real Estate | 0.4% | $3,673,609 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +28,482 | 88,081 | $6,288,983 | |
| AVDE | Avantis International Equity ETF | +27,292 | 208,983 | $18,641,283 | |
| IWF | iShares Russell 1000 Growth ETF | +24,778 | 32,781 | $4,070,416 | |
| AVEM | Avantis Emerging Markets Equity ETF | +22,913 | 81,226 | $7,837,496 | |
| NOW | ServiceNow, Inc. | +15,352 | 30,632 | $3,041,144 | |
| VUG | VANGUARD GROWTH INDEX FUND | +14,714 | 17,708 | $1,525,367 | |
| BSCZ | +11,478 | 29,023 | $594,100 | ||
| BSCY | +10,313 | 39,461 | $815,461 | ||
| BSCX | +10,114 | 67,942 | $1,430,518 | ||
| BSCV | +9,550 | 94,920 | $1,555,264 | ||
| IVW | iShares S&P 500 Growth ETF | +8,617 | 9,142 | $1,257,299 | |
| VO | VANGUARD MID-CAP INDEX FUND | +7,925 | 10,386 | $836,800 | |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | +7,852 | 84,827 | $1,411,945 | |
| BSCW | +7,629 | 75,703 | $1,552,668 | ||
| 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 | |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | +4,521 | 67,186 | $1,247,979 | |
| 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 | +3,613 | 4,504 | $2,237,271 | |
| AMZN | Amazon Com Inc | +3,142 | 96,122 | $22,909,717 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | +3,011 | 59,723 | $1,171,466 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | +2,880 | 59,070 | $1,203,255 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SM | SM Energy Co | −12,542 | 21 | $548 | |
| PGX | Invesco Ltd. | −11,575 | 8,010 | $86,828 | |
| 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 | |
| PFF | iShares Preferred and Income Securities ETF | −5,500 | 17,794 | $542,539 | |
| 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 | |
| IWR | iShares Russell Mid-Cap ETF | −3,556 | 85,740 | $9,458,836 | |
| DNP | Dnp Select Income Fund Inc | −3,450 | 3,802 | $41,023 | |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | −3,063 | 41,857 | $2,121,312 | |
| 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 | |
| DES | WisdomTree U.S. SmallCap Dividend Fund | −2,200 | 33,451 | $1,360,786 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 9,284 | $2,098,462 | |
| MZTI | Marzetti Co | 2,457 | $339,876 | |
| 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 | 1,200 | $50,520 | |
| UNF | Unifirst Corp | 200 | $50,318 | |
| RSG | Republic Services, Inc. | 225 | $49,279 | |
| DAR | Darling Ingredients Inc. | 670 | $41,439 | |
| GSIE | Goldman Sachs ActiveBeta(R) International Equity ETF | 900 | $38,817 | |
| AZO | Autozone Inc | 10 | $33,777 | |
| MRTN | Marten Transport Ltd | 2,536 | $33,297 | |
| GEM | Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | 750 | $32,400 | |
| SNX | Td Synnex Corp | 190 | $32,054 | |
| TDC | Teradata Corp | 1,200 | $30,756 | |
| HTH | Hilltop Holdings Inc. | 830 | $29,730 | |
| SNY | Sanofi | 517 | $24,909 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 50 | $16,543 | |
| SUI | Sun Communities Inc | 125 | $15,745 | |
| GDV | Gabelli Dividend & Income Trust | 333 | $8,967 | |
| ROP | Roper Technologies Inc | 25 | $8,846 | |
| MTD | Mettler Toledo International Inc | 7 | $8,828 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 126,901 | $94,765,859 | 10.76% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 113,982 | $32,981,831 | 3.74% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 83,304 | $31,074,058 | 3.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 92,790 | $30,372,950 | 3.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 84,951 | $30,358,938 | 3.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 141,669 | $28,346,550 | 3.22% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 62,906 | $23,277,736 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 96,122 | $22,909,717 | 2.60% | |
| AVDE |
Avantis International Equity ETF
|
Added | 208,983 | $18,641,283 | 2.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 14,360 | $17,223,816 | 1.95% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 45,817 | $15,340,447 | 1.74% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 127,608 | $13,255,919 | 1.50% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 19,262 | $13,229,334 | 1.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 20,483 | $11,898,779 | 1.35% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 31,033 | $10,647,111 | 1.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 18,198 | $10,250,751 | 1.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 39,479 | $10,026,481 | 1.14% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 85,740 | $9,458,836 | 1.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 33,967 | $8,547,455 | 0.97% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 27,712 | $8,326,070 | 0.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 21,226 | $8,018,121 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,982 | $7,921,949 | 0.90% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 81,226 | $7,837,496 | 0.89% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 6,736 | $7,775,297 | 0.88% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 52,509 | $7,699,919 | 0.87% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 40,508 | $6,714,606 | 0.76% | |
| OEF |
iShares S&P 100 ETF
|
Reduced | 17,669 | $6,464,557 | 0.73% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 40,656 | $6,424,867 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 88,081 | $6,288,983 | 0.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,439 | $6,214,479 | 0.71% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 17,550 | $6,189,534 | 0.70% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Added | 63,882 | $6,162,057 | 0.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 52,400 | $5,934,824 | 0.67% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 15,695 | $5,545,514 | 0.63% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 39,901 | $5,455,264 | 0.62% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 7,196 | $5,389,012 | 0.61% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 37,438 | $5,069,105 | 0.58% | |
| ORCL |
Oracle Corp
Technology
|
Added | 34,161 | $5,006,294 | 0.57% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Reduced | 16,488 | $4,827,851 | 0.55% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 69,085 | $4,726,104 | 0.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,211 | $4,609,092 | 0.52% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 10,928 | $4,450,537 | 0.51% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 54,648 | $4,441,242 | 0.50% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 8,162 | $4,192,003 | 0.48% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 12,275 | $4,186,020 | 0.48% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 18,319 | $4,082,938 | 0.46% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 32,781 | $4,070,416 | 0.46% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 17,795 | $3,985,190 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 30,740 | $3,950,090 | 0.45% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 21,108 | $3,818,648 | 0.43% |
Showing the top 50 of 589 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.