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Independence Bank of Kentucky
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 Holdings
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
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