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.
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%