Independence Bank of Kentucky

Bank

CIK

1730479

Location

OWENSBORO, KY

Portfolio Value

Small $672,642,218

Diversification

Diversified

Filing Date

Global Rank

#155 / 1,060 ▲ 2206

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-2.8%

Period ended 16 days ago

Filed Jul 13, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.1%

SPY

+73.9%

Annualised alpha

-2.6%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

14.1%

−0.0 pts

Top 5

32.6%

+0.1 pts

Top 10

46.9%

+1.3 pts

HHI

361

Diversified+7

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
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
ABT	Abbott Laboratories	−1,767	29,469	$2,674,017
AWK	American Water Works Company, Inc.	−1,693	1,153	$151,711
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	$2,200,800
DD	DuPont de Nemours, Inc.	4,483	$615,964
MZTI	Marzetti Co	2,457	$339,876
CSGS	Csg Systems International Inc	1,570	$125,505
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
CTRA	Coterra Energy Inc.	1,202	$42,238
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

411 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	Added	84,951	+494	$30,358,938	+25.0%	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	−16.3%	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%