Independence Bank Of Kentucky Portfolio Stock Holdings

Independence Bank Of Kentucky disclosed 623 stock positions valued at approximately $789.4 million in its latest SEC 13F filing. The largest holdings include S&P 500 Tr UTS Unit 1 Ser, Microsoft Corp, and Apple Incorporated. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.

Report Period
March 31, 2026
No. of Stocks
623
Portfolio Value
$789.4M
Holdings by Sector
Independence Bank Of Kentucky Portfolio Holdings in Q1 2026

609 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
S&P 500 Tr UTS Unit 1 SerSPYOther10.75%130,525+2,396+1.87%$84,885,629
Microsoft CorpMSFTTechnology3.79%80,904+3,391+4.37%$29,948,234
Apple IncorporatedAAPLTechnology3.73%116,073-3,407-2.85%$29,458,167
JP Morgan Chase & CoJPMFinancial Services3.47%93,122+1,929+2.12%$27,392,768
Alphabet Inc Class AGOOGLCommunication Services3.08%84,457-2,164-2.50%$24,286,455
Nvidia Corp CommonNVDATechnology2.96%134,131+5,518+4.29%$23,392,446
Vanguard Total Stock Market ETFVTIOther2.55%62,713-31-0.05%$20,118,958
Amazon Com IncAMZNConsumer Cyclical2.45%92,980+3,979+4.47%$19,364,945
Avantis International Equity ETFAVDEOther1.95%181,691+61,094+50.66%$15,414,664
Lilly Eli & CoLLYHealthcare1.67%14,293+460+3.33%$13,146,273
Ishares Tr MSCI EAFE IndexEFAOther1.58%128,670+6,244+5.10%$12,497,717
Vertiv Holdings Co Cl AVRTIndustrials1.51%47,697-8,896-15.72%$11,951,914
Vanguard S&P 500 Index ETFVOOOther1.43%18,872+2,038+12.11%$11,276,964
Meta Platform, Inc. METACommunication Services1.31%18,043-635-3.40%$10,322,942
Johnson & JohnsonJNJHealthcare1.23%39,773-2,600-6.14%$9,722,112
Visa IncVFinancial Services1.20%31,240-691-2.16%$9,441,978
Ishares Russell Midcap IndexIWROther1.10%89,296+1,619+1.85%$8,682,250
Chevron CorporationCVXEnergy1.07%40,925-3,011-6.85%$8,467,383
Procter & Gamble CoPGConsumer Defensive0.98%53,594-3,054-5.39%$7,741,117
Exxon Mobil CorpXOMEnergy0.87%40,438-3,536-8.04%$6,860,711
Russell 2000 Index FundIWMOther0.86%27,258-422-1.52%$6,759,984
Wal Mart IncWMTConsumer Defensive0.83%52,932-1,785-3.26%$6,578,389
Abbvie Inc ComABBVHealthcare0.82%29,847+2,572+9.43%$6,491,424
Broadcom IncAVGOTechnology0.81%20,674+1,034+5.26%$6,398,810
ASML Holding NVASMLOther0.77%4,629-490-9.57%$6,114,122
Vanguard High Dividend Yield ETFVYMOther0.77%41,227-50-0.12%$6,105,719
Home Depot IncHDConsumer Cyclical0.75%17,985-594-3.20%$5,915,087
iShares MSCI USA Min Vol Factor ETFUSMVOther0.75%63,517-1,326-2.04%$5,890,567
Pepsico IncPEPConsumer Defensive0.74%37,848-1,840-4.64%$5,877,416
Netflix Inc CommonNFLXCommunication Services0.73%59,599+27,373+84.94%$5,730,444
Ishares S&P 100 Index Fund ETFOEFOther0.71%17,699+2+0.01%$5,629,521
S&P Global Inc CommonSPGIFinancial Services0.67%12,506+2,160+20.88%$5,319,302
Oracle CorpORCLTechnology0.64%34,099+710+2.13%$5,016,304
Invesco QQQ Tr Unit Ser 1QQQOther0.63%8,605+414+5.05%$4,966,634
Advanced Micro Devices IncAMDTechnology0.61%23,495+1,722+7.91%$4,779,588
Ishares Tr Core S&P 500 ETFIVVOther0.60%7,269+21+0.29%$4,748,183
Avantis Emerging Markets Equity ETFAVEMOther0.60%58,313+20,211+53.04%$4,698,862
Alphabet Inc Class CGOOGCommunication Services0.58%15,910-464-2.83%$4,563,943
Waste Management Inc NewWMIndustrials0.56%19,305-365-1.86%$4,436,096
Berkshire Hathaway Inc Del Cl B NewBRK-BFinancial Services0.56%9,255-100-1.07%$4,434,996
Nextera Energy IncNEEUtilities0.55%46,800-4,531-8.83%$4,346,784
Coca Cola CoKOConsumer Defensive0.54%55,546+85+0.15%$4,224,273
Merck & Co Inc New ComMRKHealthcare0.53%34,770-4,076-10.49%$4,182,483
Ishares MSCI Emerging Mkts Index FundEEMOther0.50%69,500+6,515+10.34%$3,946,905
Mastercard IncMAFinancial Services0.49%7,817-44-0.56%$3,905,842
Lowes Cos IncLOWConsumer Cyclical0.46%15,421+678+4.60%$3,643,674
Automatic Data ProcessingADPTechnology0.46%17,865+1,189+7.13%$3,629,811
TJX Companies IncTJXConsumer Cyclical0.46%22,623-41-0.18%$3,612,893
SPDR S&P Dividend ETFSDYOther0.45%24,517--$3,578,011
Philip Morris Int IncPMConsumer Defensive0.45%21,569+215+1.01%$3,566,218
Wisdomtree US Midcap Dividend Fund ETFDONOther0.43%65,069-765-1.16%$3,418,725
Ishares Tr Russell 1000 GrowthIWFOther0.43%8,003+950+13.47%$3,412,479
Costco Wholesale Corp ComCOSTConsumer Defensive0.42%3,336-45-1.33%$3,324,090
Generac Holdings Inc GNRCIndustrials0.41%16,710-1,753-9.49%$3,263,964
Abbott LabsABTHealthcare0.41%31,236-1,304-4.01%$3,207,000
Energy - SPDR Select Sector ETFXLEOther0.38%49,229-645-1.29%$3,015,769
SPDR Gold TrGLDOther0.38%6,912-756-9.86%$2,974,164
Spdr State St Global Adv S&P Midcap 400 ETFMDYOther0.38%4,809--$2,965,999
Ishares Tr Core MSCI EAFE ETFIEFAOther0.36%31,800+4,404+16.08%$2,878,854
T-mobile US Inc CommonTMUSCommunication Services0.36%13,536-482-3.44%$2,842,966
McDonalds CorpMCDConsumer Cyclical0.36%9,029+3+0.03%$2,806,123
Intercontinental Exchange Inc ICEFinancial Services0.35%17,582+51+0.29%$2,765,297
Micron Technology Inc CommonMUTechnology0.35%8,162-2,795-25.51%$2,757,450
General Dynamics CorpGDIndustrials0.35%7,960-399-4.77%$2,732,031
Eaton Corporation PLCETNOther0.32%7,137+260+3.78%$2,552,691
Bank of America CorporationBACFinancial Services0.31%49,831-1,743-3.38%$2,429,261
PNC Financial Services GroupPNCFinancial Services0.31%11,673-61-0.52%$2,429,035
iShares Select Dividend ETFDVYOther0.30%15,570-2,400-13.36%$2,357,454
Stryker CorpSYKHealthcare0.30%7,133-273-3.69%$2,343,832
Blackrock, Inc.BLKOther0.29%2,415+8+0.33%$2,322,530
US Bancorp DelUSBFinancial Services0.29%44,229-3,177-6.70%$2,300,350
Quanta Services, Inc.PWRIndustrials0.29%4,129-543-11.62%$2,266,904
Palo Alto Networks Inc CommonPANWTechnology0.28%13,627-931-6.40%$2,184,681
Salesforce Common IncCRMTechnology0.27%11,553-949-7.59%$2,156,599
Air Products and ChemicalsAPDBasic Materials0.27%7,323-323-4.22%$2,127,258
Disney (Walt) CompanyDISCommunication Services0.27%21,923-1,234-5.33%$2,112,939
The Williams Co IncWMBEnergy0.27%28,925+383+1.34%$2,105,162
Honeywell, IncHONIndustrials0.27%9,284-691-6.93%$2,098,463
Sysco CorpSYYConsumer Defensive0.26%28,679-87-0.30%$2,045,673
Altria Group IncMOConsumer Defensive0.26%30,848-154-0.50%$2,035,660
Ishares Tr Russell 3000 ETFIWVOther0.26%5,453-26-0.47%$2,021,318
Snowflake Inc. Class ASNOWTechnology0.25%13,291+5,776+76.86%$2,004,549
Avantis US Small Cap Value ETFAVUVOther0.25%17,871-2,844-13.73%$1,974,209
United Health Group IncUNHHealthcare0.25%7,177-1,264-14.97%$1,942,024
Citigroup Inc Com NewCFinancial Services0.24%16,380-339-2.03%$1,857,656
Flutter Entertainment PLCFLUTOther0.23%18,000+14,670+440.54%$1,835,100
Morgan StanleyMSFinancial Services0.23%11,120-186-1.65%$1,830,018
Pfizer IncPFEHealthcare0.23%64,402-3,763-5.52%$1,808,408
Union Pacific CorporationUNPIndustrials0.23%7,375-313-4.07%$1,789,322
United Parcel ServiceUPSIndustrials0.22%17,379-1,084-5.87%$1,709,746
Caterpillar IncCATIndustrials0.21%2,372-11-0.46%$1,680,467
Goldman Sachs Group IncGSFinancial Services0.21%1,949-51-2.55%$1,648,835
Raytheon Technologies Corp CommonRTXIndustrials0.21%8,500-1,636-16.14%$1,639,650
Paychex IncPAYXTechnology0.21%17,711+4,845+37.66%$1,631,537
Mondelez International IncMDLZConsumer Defensive0.21%28,079-1,184-4.05%$1,618,474
Ishares MSCI EAFE Value Index FundEFVOther0.20%21,504-75-0.35%$1,598,822
Servicenow Inc CommonNOWTechnology0.20%15,280+11,065+262.51%$1,597,524
MongoDB, Inc. - Class AMDBTechnology0.20%6,512+3,420+110.61%$1,593,942
Vanguard Small Cap ETFVBOther0.20%6,050+258+4.45%$1,584,616
Technology - SPDR Select Sector ETFXLKOther0.20%11,637+1,625+16.23%$1,546,557