Independence Bank of Kentucky
CIK:0001730479
Bank
$778M AUM
623 holdings
Owensboro, KY, USA
Independence Bank of Kentucky is a commercial bank offering financial services such as small business solutions, local home loans, and community support.
Investment Strategy
The bank invests in a diversified stock portfolio including major holdings like SPY, MSFT, AAPL, JPM, and NVDA.
Latest 13F Filing Activity
Independence Bank of Kentucky filed their most recent 13F report on Sep 30, 2025 disclosing 619 equity positions with a total 13F market value of $778M. The fund increased holdings in Apple Incorporated, Alphabet Inc. Class A, S&P 500 TR Uts Unit 1 Ser among other positions. Independence Bank of Kentucky reduced exposure to Altria Group Inc., Vanguard Gov't Long-term Treasury Etf, Viper Energy Inc. Ordinary Shares Class A among others.
Top Buys
A
AAPLApple Incorporated+$6.4M
G
GOOGLAlphabet Inc Class A+$5.5M
S
SPYS&P 500 Tr UTS Unit 1 Ser+$5.3M
A
AVDEAvantis International Equity ETF+$4.0M
N
NVDANvidia Corp Common+$3.1M
Top Sells
M
MOAltria Group Inc-$977.4K
V
VGLTVanguard Gov't Long-Term Treasury ETF-$938.1K
V
VNOMViper Energy Inc Ordinary Shares Class A-$937.7K
U
UPSUnited Parcel Service-$471.6K
C
CRMSalesforce Common Inc-$377.7K
Top Holdings
S
SPYS&P 500 Tr UTS Unit 1 Ser+10.8%$84.2M
M
MSFTMicrosoft Corp+5.0%$38.6M
A
AAPLApple Incorporated+4.0%$30.9M
J
JPMJP Morgan Chase & Co+3.7%$28.7M
N
NVDANvidia Corp Common+3.1%$23.9M
Equity Positions (619)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | S&P 500 Tr UTS Unit 1 Ser | 10.82% | $84.2M | 126,388 | $535.19 | $666.18 | +$5.3M |
M MSFT | Microsoft Corp | 4.96% | $38.6M | 74,441 | $362.20 | $517.95 | +$2.8M |
A AAPL | Apple Incorporated | 3.97% | $30.9M | 121,294 | $133.51 | $254.63 | +$6.4M |
J JPM | JP Morgan Chase & Co | 3.69% | $28.7M | 90,990 | $189.50 | $315.43 | +$2.0M |
N NVDA | Nvidia Corp Common | 3.07% | $23.9M | 127,844 | $81.30 | $186.58 | +$3.1M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+7.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.6%
NATIONAL COMMERCIAL BANKS
+5.5%
SEMICONDUCTORS & RELATED DEVICES
+5.3%
PHARMACEUTICAL PREPARATIONS
+4.8%