Independence Bank Of Kentucky Portfolio Stock Holdings

Independence Bank Of Kentucky disclosed 589 stock positions valued at approximately $887.6 million in its latest SEC 13F filing. The largest holdings include S&P 500 Tr UTS Unit 1 Ser, Apple Incorporated, and Microsoft Corp. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.

Report Period
June 30, 2026
No. of Stocks
589
Portfolio Value
$887.6M
Holdings by Sector
Independence Bank Of Kentucky Portfolio Holdings in Q2 2026

574 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
S&P 500 Tr UTS Unit 1 SerSPYOther10.68%126,901-3,624-2.78%$94,765,860
Apple IncorporatedAAPLTechnology3.72%113,982-2,091-1.80%$32,981,832
Microsoft CorpMSFTTechnology3.50%83,304+2,400+2.97%$31,074,058
JP Morgan Chase & CoJPMFinancial Services3.42%92,790-332-0.36%$30,372,951
Alphabet Inc Class AGOOGLCommunication Services3.42%84,951+494+0.58%$30,358,939
Nvidia Corp CommonNVDATechnology3.19%141,669+7,538+5.62%$28,346,550
Vanguard Total Stock Market ETFVTIOther2.62%62,906+193+0.31%$23,277,817
Amazon Com IncAMZNConsumer Cyclical2.58%96,122+3,142+3.38%$22,909,717
Avantis International Equity ETFAVDEOther2.10%208,983+27,292+15.02%$18,641,284
Lilly Eli & CoLLYHealthcare1.94%14,360+67+0.47%$17,223,815
Vertiv Holdings Co Cl AVRTIndustrials1.73%45,817-1,880-3.94%$15,340,448
Ishares Tr MSCI EAFE IndexEFAOther1.49%127,608-1,062-0.83%$13,255,919
Vanguard S&P 500 Index ETFVOOOther1.49%19,262+390+2.07%$13,229,334
Advanced Micro Devices IncAMDTechnology1.34%20,483-3,012-12.82%$11,898,780
Visa IncVFinancial Services1.20%31,033-207-0.66%$10,647,112
Meta Platform, Inc. METACommunication Services1.15%18,198+155+0.86%$10,250,751
Johnson & JohnsonJNJHealthcare1.13%39,479-294-0.74%$10,026,482
Ishares Russell Midcap IndexIWROther1.07%85,740-3,556-3.98%$9,458,837
Abbvie Inc ComABBVHealthcare0.96%33,967+4,120+13.80%$8,547,456
Russell 2000 Index FundIWMOther0.94%27,712+454+1.67%$8,326,070
Broadcom IncAVGOTechnology0.90%21,226+552+2.67%$8,018,122
ASML Holding NVASMLOther0.89%3,982-647-13.98%$7,921,950
Avantis Emerging Markets Equity ETFAVEMOther0.88%81,226+22,913+39.29%$7,837,497
Micron Technology Inc CommonMUTechnology0.88%6,736-1,426-17.47%$7,775,297
Procter & Gamble CoPGConsumer Defensive0.87%52,509-1,085-2.02%$7,699,920
Chevron CorporationCVXEnergy0.76%40,508-417-1.02%$6,714,606
Ishares S&P 100 Index Fund ETFOEFOther0.73%17,669-30-0.17%$6,464,557
Vanguard High Dividend Yield ETFVYMOther0.72%40,656-571-1.39%$6,424,868
Netflix Inc CommonNFLXCommunication Services0.71%88,081+28,482+47.79%$6,288,983
Invesco QQQ Tr Unit Ser 1QQQOther0.70%8,439-166-1.93%$6,214,480
Home Depot IncHDConsumer Cyclical0.70%17,550-435-2.42%$6,189,534
iShares MSCI USA Min Vol Factor ETFUSMVOther0.69%63,882+365+0.57%$6,162,058
Wal Mart IncWMTConsumer Defensive0.67%52,400-532-1.01%$5,934,824
Alphabet Inc Class CGOOGCommunication Services0.62%15,695-215-1.35%$5,545,514
Exxon Mobil CorpXOMEnergy0.61%39,901-537-1.33%$5,455,265
Ishares Tr Core S&P 500 ETFIVVOther0.61%7,196-73-1.00%$5,389,012
Pepsico IncPEPConsumer Defensive0.57%37,438-410-1.08%$5,069,105
Oracle CorpORCLTechnology0.56%34,161+62+0.18%$5,006,295
Generac Holdings Inc GNRCIndustrials0.54%16,488-222-1.33%$4,827,851
Ishares MSCI Emerging Mkts Index FundEEMOther0.53%69,085-415-0.60%$4,726,105
Berkshire Hathaway Inc Del Cl B NewBRK-BFinancial Services0.52%9,211-44-0.48%$4,609,092
S&P Global Inc CommonSPGIFinancial Services0.50%10,928-1,578-12.62%$4,450,537
Coca Cola CoKOConsumer Defensive0.50%54,648-898-1.62%$4,441,243
Mastercard IncMAFinancial Services0.47%8,162+345+4.41%$4,192,003
Palo Alto Networks Inc CommonPANWTechnology0.47%12,275-1,352-9.92%$4,186,021
Waste Management Inc NewWMIndustrials0.46%18,319-986-5.11%$4,082,939
Ishares Tr Russell 1000 GrowthIWFOther0.46%32,781+24,778+309.61%$4,070,417
Automatic Data ProcessingADPTechnology0.45%17,795-70-0.39%$3,985,190
Merck & Co Inc New ComMRKHealthcare0.45%30,740-4,030-11.59%$3,950,090
Philip Morris Int IncPMConsumer Defensive0.43%21,108-461-2.14%$3,818,648
SPDR S&P Dividend ETFSDYOther0.42%24,517--$3,730,997
Wisdomtree US Midcap Dividend Fund ETFDONOther0.41%65,149+80+0.12%$3,682,221
Nextera Energy IncNEEUtilities0.41%41,434-5,366-11.47%$3,636,662
TJX Companies IncTJXConsumer Cyclical0.40%23,588+965+4.27%$3,573,582
Lowes Cos IncLOWConsumer Cyclical0.40%16,090+669+4.34%$3,547,684
Snowflake Inc. Class ASNOWTechnology0.40%13,864+573+4.31%$3,528,388
Spdr State St Global Adv S&P Midcap 400 ETFMDYOther0.38%4,809--$3,382,362
Ishares Tr Core MSCI EAFE ETFIEFAOther0.37%33,744+1,944+6.11%$3,258,996
Ares Management Corp Class AARESFinancial Services0.36%29,042+29,042+100.00%$3,232,665
Costco Wholesale Corp ComCOSTConsumer Defensive0.35%3,284-52-1.56%$3,072,083
Servicenow Inc CommonNOWTechnology0.34%30,632+15,352+100.47%$3,041,145
Quanta Services, Inc.PWRIndustrials0.33%4,105-24-0.58%$2,955,764
Eaton Corporation PLCETNOther0.33%6,795-342-4.79%$2,895,485
McDonalds CorpMCDConsumer Cyclical0.32%10,629+1,600+17.72%$2,873,125
Bank of America CorporationBACFinancial Services0.32%49,888+57+0.11%$2,842,618
United Health Group IncUNHHealthcare0.32%6,828-349-4.86%$2,837,922
Caterpillar IncCATIndustrials0.31%2,623+251+10.58%$2,793,233
PNC Financial Services GroupPNCFinancial Services0.31%11,304-369-3.16%$2,783,271
SPDR Gold TrGLDOther0.31%7,540+628+9.09%$2,777,585
General Dynamics CorpGDIndustrials0.31%7,750-210-2.64%$2,745,360
Abbott LabsABTHealthcare0.30%29,469-1,767-5.66%$2,674,017
Energy - SPDR Select Sector ETFXLEOther0.30%49,649+420+0.85%$2,636,858
iShares Select Dividend ETFDVYOther0.27%15,570--$2,433,591
The Williams Co IncWMBEnergy0.27%32,566+3,641+12.59%$2,420,956
US Bancorp DelUSBFinancial Services0.27%39,417-4,812-10.88%$2,380,787
MongoDB, Inc. - Class AMDBTechnology0.26%6,962+450+6.91%$2,338,536
Sysco CorpSYYConsumer Defensive0.26%27,913-766-2.67%$2,332,969
Blackrock, Inc.BLKOther0.26%2,419+4+0.17%$2,326,014
Morgan StanleyMSFinancial Services0.26%10,923-197-1.77%$2,283,344
Vertex Pharmaceuticals Inc VRTXHealthcare0.25%4,504+3,613+405.50%$2,237,272
Stryker CorpSYKHealthcare0.25%7,065-68-0.95%$2,224,345
Ishares Tr Russell 3000 ETFIWVOther0.24%5,094-359-6.58%$2,172,082
Texas Instruments IncTXNTechnology0.24%7,259-287-3.80%$2,163,690
Altria Group IncMOConsumer Defensive0.24%30,063-785-2.54%$2,163,033
Intercontinental Exchange Inc ICEFinancial Services0.24%17,479-103-0.59%$2,151,840
Air Products and ChemicalsAPDBasic Materials0.24%7,327+4+0.05%$2,148,130
Raytheon Technologies Corp CommonRTXIndustrials0.24%11,318+2,818+33.15%$2,147,364
Avantis US Small Cap Value ETFAVUVOther0.24%17,134-737-4.12%$2,137,638
iShares Semiconductor ETFSOXXOther0.23%3,194-47-1.45%$2,046,587
Reddit Inc. Ordinary Shares - Class ARDDTCommunication Services0.23%11,735+1,107+10.42%$2,036,961
Citigroup Inc Com NewCFinancial Services0.23%14,427-1,953-11.92%$2,019,203
Disney (Walt) CompanyDISCommunication Services0.23%20,930-993-4.53%$2,014,513
Technology - SPDR Select Sector ETFXLKOther0.22%10,480-1,157-9.94%$1,996,650
GE Vernova Inc ComGEVUtilities0.22%1,685+180+11.96%$1,979,639
Spotify Technology SASPOTOther0.22%4,303+3,828+805.89%$1,975,636
Union Pacific CorporationUNPIndustrials0.22%7,052-323-4.38%$1,918,144
Goldman Sachs Group IncGSFinancial Services0.21%1,866-83-4.26%$1,887,216
Cummins IncCMIIndustrials0.21%2,602-45-1.70%$1,855,772
Vanguard Small Cap ETFVBOther0.21%6,020-30-0.50%$1,824,782
United Parcel ServiceUPSIndustrials0.20%16,456-923-5.31%$1,769,020