Independence Bank of Kentucky

Est. AUM

$788.5M

13F long equity, this entity only

Positions

621

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	S&P 500 Tr UTS Unit 1 Ser	TR UNIT	$84.9M	130525	10.77%	SOLE
2	Microsoft Corp	COM	$29.9M	80904	3.80%	SOLE
3	Apple Incorporated	COM	$29.5M	116073	3.74%	SOLE
4	JP Morgan Chase & Co	COM	$27.4M	93122	3.47%	SOLE
5	Alphabet Inc Class A	CAP STK CL A	$24.3M	84457	3.08%	SOLE
6	Nvidia Corp Common	COM	$23.4M	134131	2.97%	SOLE
7	Vanguard Total Stock Market ETF	TOTAL STK MKT	$20.1M	62713	2.55%	SOLE
8	Amazon Com Inc	COM	$19.4M	92980	2.46%	SOLE
9	Avantis International Equity ETF	INTL EQT ETF	$15.4M	181691	1.95%	SOLE
10	Lilly Eli & Co	COM	$13.1M	14293	1.67%	SOLE
11	Ishares Tr MSCI EAFE Index	MSCI EAFE ETF	$12.5M	128670	1.58%	SOLE
12	Vertiv Holdings Co Cl A	COM CL A	$12.0M	47697	1.52%	SOLE
13	Vanguard S&P 500 Index ETF	S&P 500 ETF SHS	$11.3M	18872	1.43%	SOLE
14	Meta Platform, Inc.	CL A	$10.3M	18043	1.31%	SOLE
15	Johnson & Johnson	COM	$9.7M	39773	1.23%	SOLE
16	Visa Inc	COM CL A	$9.4M	31240	1.20%	SOLE
17	Ishares Russell Midcap Index	RUS MID CAP ETF	$8.7M	89296	1.10%	SOLE
18	Chevron Corporation	COM	$8.5M	40925	1.07%	SOLE
19	Procter & Gamble Co	COM	$7.7M	53594	0.98%	SOLE
20	Exxon Mobil Corp	COM	$6.9M	40438	0.87%	SOLE
21	Russell 2000 Index Fund	RUSSELL 2000 ETF	$6.8M	27258	0.86%	SOLE
22	Wal Mart Inc	COM	$6.6M	52932	0.83%	SOLE
23	Abbvie Inc Com	COM	$6.5M	29847	0.82%	SOLE
24	Broadcom Inc	COM	$6.4M	20674	0.81%	SOLE
25	ASML Holding NV	N Y REGISTRY SHS	$6.1M	4629	0.78%	SOLE
26	Vanguard High Dividend Yield ETF	HIGH DIV YLD	$6.1M	41227	0.77%	SOLE
27	Home Depot Inc	COM	$5.9M	17985	0.75%	SOLE
28	iShares MSCI USA Min Vol Factor ETF	MSCI USA MIN VOL	$5.9M	63517	0.75%	SOLE
29	Pepsico Inc	COM	$5.9M	37848	0.75%	SOLE
30	Netflix Inc Common	COM	$5.7M	59599	0.73%	SOLE
31	Ishares S&P 100 Index Fund ETF	S&P 100 ETF	$5.6M	17699	0.71%	SOLE
32	S&P Global Inc Common	COM	$5.3M	12506	0.67%	SOLE
33	Oracle Corp	COM	$5.0M	34099	0.64%	SOLE
34	Invesco QQQ Tr Unit Ser 1	UNIT SER 1	$5.0M	8605	0.63%	SOLE
35	Advanced Micro Devices Inc	COM	$4.8M	23495	0.61%	SOLE
36	Ishares Tr Core S&P 500 ETF	CORE S&P500 ETF	$4.7M	7269	0.60%	SOLE
37	Avantis Emerging Markets Equity ETF	AVANTIS EMGMKT	$4.7M	58313	0.60%	SOLE
38	Alphabet Inc Class C	CAP STK CL C	$4.6M	15910	0.58%	SOLE
39	Waste Management Inc New	COM	$4.4M	19305	0.56%	SOLE
40	Berkshire Hathaway Inc Del Cl B New	CL B NEW	$4.4M	9255	0.56%	SOLE
41	Nextera Energy Inc	COM	$4.3M	46800	0.55%	SOLE
42	Coca Cola Co	COM	$4.2M	55546	0.54%	SOLE
43	Merck & Co Inc New Com	COM	$4.2M	34770	0.53%	SOLE
44	Ishares MSCI Emerging Mkts Index Fund	MSCI EMG MKT ETF	$3.9M	69500	0.50%	SOLE
45	Mastercard Inc	CL A	$3.9M	7817	0.50%	SOLE
46	Lowes Cos Inc	COM	$3.6M	15421	0.46%	SOLE
47	Automatic Data Processing	COM	$3.6M	17865	0.46%	SOLE
48	TJX Companies Inc	COM	$3.6M	22623	0.46%	SOLE
49	SPDR S&P Dividend ETF	STATE STREET SPD	$3.6M	24517	0.45%	SOLE
50	Philip Morris Int Inc	COM	$3.6M	21569	0.45%	SOLE

1–50 of 621

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.