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Portfolio (Quarterly) Guide ↗

Independence Bank of Kentucky

· CIK 0001730479
13F Portfolio $789M AUM 623 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 97 Added 278 Reduced 119 Exited
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Brown Forman Corp Class B 18,979.0 $502K 0.06% +320.0 +1.7% $26.44
62 XLRE Real Estate - Select Sector ETF 10,078.0 $411K 0.05% +355.0 +3.6% $40.83 +7.6%
63 VRTX Vertex Pharmaceuticals Inc Healthcare 891.0 $398K 0.05% +15.0 +1.7% $446.54 -2.2%
64 XLF Financials - SPDR Select Sector ETF 7,945.0 $392K 0.05% +135.0 +1.7% $49.37 +3.5%
65 CI Cigna Corp Common Healthcare 1,446.0 $386K 0.05% +31.0 +2.2% $266.75 +9.2%
66 IWO Ishares Russell 2000 Growth ETF 1,175.0 $369K 0.05% +38.0 +3.3% $313.81 +12.6%
67 MCO Moody's Corp. Financial Services 775.0 $338K 0.04% +6.0 +0.8% $436.25 +1.6%
68 IWP iShares Russell Mid Cap Growth ETF 2,597.0 $333K 0.04% +153.0 +6.3% $128.12 +5.4%
69 IWN Ishares Russell 2000 Val Ind 1,585.0 $300K 0.04% +101.0 +6.8% $189.59 +7.7%
70 CVS CVS Health Corporation Healthcare 3,804.0 $273K 0.04% +483.0 +14.5% $71.82 +33.7%
71 NRG NRG Energy Inc Utilities 1,843.0 $269K 0.03% +45.0 +2.5% $146.14 -14.1%
72 SAP SAP SE ADR Technology 1,350.0 $231K 0.03% +861.0 +176.1% $171.21 +2.0%
73 SPOT Spotify Technology SA Communication Services 475.0 $230K 0.03% +470.0 +9400.0% $484.91 -8.2%
74 SHOP Shopify Inc Technology 1,850.0 $219K 0.03% +100.0 +5.7% $118.62 -13.7%
75 Iqvia Holdings Inc. 1,225.0 $209K 0.03% +21.0 +1.7% $170.54
76 LNG Cheniere Energy Inc Common New Energy 725.0 $206K 0.03% +46.0 +6.8% $283.76 -12.7%
77 SPYG SPDR Portfolio S&P 500 Growth ETF 2,075.0 $203K 0.03% +600.0 +40.7% $97.91 +18.9%
78 ECL Ecolab Inc Basic Materials 650.0 $173K 0.02% +34.0 +5.5% $266.02 -6.3%
79 VVV Valvoline Inc Energy 4,103.0 $138K 0.02% +100.0 +2.5% $33.68 -1.3%
80 SNPS Synopsys, Inc Common Technology 337.0 $134K 0.02% +81.0 +31.6% $396.48 +25.7%
Page 4 of 5  ·  97 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.4%
Technology 22.1%
Communication Services 9.1%
Industrials 9.0%
Healthcare 8.9%
Consumer Cyclical 7.3%
Consumer Defensive 7.1%
Energy 4.8%
Utilities 1.7%
Basic Materials 0.9%