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Kentucky Trust Co.
Kentucky Trust Company, founded in 1995 and headquartered in Danville, Kentucky, is an independent trust company and a subsidiary of Whitaker Bank. It provides specialized financial services including wealth management, financial planning, investment management, retirement plan administration, and estate services for individual investors, small businesses, and professional service corporations. The firm prioritizes personalized, fiduciary-driven client service and, as of its most recent filings, employs a team dedicated to serving clients across the state.
Investment Strategy
Kentucky Trust Company focuses on fiduciary-based investment management, offering personalized financial planning and account administration tailored to individual and business client objectives. The firm does not earn income from product sales or transaction fees, which aligns its interests squarely with those of its clients. Investment strategies include managed accounts, IRAs, trust management, estate administration, and retirement solutions with a risk-aware, client-centric approach. The company also partners with community banks to extend its service reach.
Latest 13F Filing Activity
Kentucky Trust Co. filed their most recent 13F report on Sep 30, 2025 disclosing 287 equity positions with a total 13F market value of $185M. The fund increased holdings in Apple, Alphabet CL C, Johnson & Johnson among other positions. Kentucky Trust Co. reduced exposure to Salesforce, Inc., Procter & Gamble, Paychex among others.
Top Holdings
Equity Positions (287)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 5.08% | $9.4M | 18,104 | $421.50 | $517.95 | +$254.0K |
A AAPL | Apple | 4.22% | $7.8M | 30,656 | $249.97 | $254.63 | +$1.5M |
U USB | US Bancorp | 4.14% | $7.6M | 158,286 | $47.81 | $48.33 | +$497.9K |
J JPM | JPMorgan Chase | 3.72% | $6.9M | 21,801 | $239.71 | $315.43 | +$325.6K |
D DNP | DNP Select Income | 3.52% | $6.5M | 650,266 | $8.85 | $10.01 | +$108.9K |
Industry Allocation
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