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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 10 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 Canadian Pacific Kansas City Ltd Corp 8,119.0 $639K 0.08% -810.0 -9.1% $78.66
182 CEG Constellation Energy Corp Common Utilities 2,270.0 $634K 0.08% +1K +100.0% $279.25 +2.4%
183 VLO Valero Energy Corp Energy 2,543.0 $628K 0.08% -103.0 -3.9% $247.08 +2.7%
184 IRM Iron Mountain Inc Real Estate 6,124.0 $626K 0.08% -2K -21.0% $102.14 +24.7%
185 MPC Marathon Petroleum Corp Energy 2,557.0 $624K 0.08% -106.0 -4.0% $244.18 +1.7%
186 NET Cloudflare Inc Class A Common Technology 3,020.0 $623K 0.08% $206.34 +3.1%
187 CL Colgate Palmolive Co Consumer Defensive 7,235.0 $617K 0.08% -228.0 -3.1% $85.23 +6.1%
188 ADI Analog Devices Inc Corp Com Technology 1,930.0 $614K 0.08% +38.0 +2.0% $318.14 +20.8%
189 ISRG Intuitive Surgical Inc Corp Healthcare 1,330.0 $613K 0.08% +49.0 +3.8% $460.99 -4.6%
190 BSCY Invesco Bulletshares 2034 Corp Bd ETF 29,148.0 $603K 0.08% +17K +145.6% $20.70 -0.8%
191 PSX Phillips 66 Com Energy 3,241.0 $590K 0.07% $182.18 -1.6%
192 EFG Ishares MSCI EAFE Growth Index Fund 5,266.0 $586K 0.07% $111.37 +9.0%
193 TSM Taiwan Semicondutor Mfg Technology 1,718.0 $581K 0.07% -336.0 -16.4% $337.95 +18.8%
194 BSX Boston Scientific Corp Healthcare 9,252.0 $581K 0.07% +2K +36.1% $62.75 -8.9%
195 SGOL Abrdn ETF Physical Gold Shares Financial Services 12,950.0 $578K 0.07% NEW $44.62 -3.1%
196 AMT American Tower REIT Real Estate 3,328.0 $574K 0.07% -1K -25.1% $172.58 +6.5%
197 CAH Cardinal Health Inc Healthcare 2,700.0 $571K 0.07% -25.0 -0.9% $211.31 -5.1%
198 LIN Linde PLC Corp Basic Materials 1,149.0 $570K 0.07% -68.0 -5.6% $495.76 +3.8%
199 ALL Allstate Corp Financial Services 2,728.0 $566K 0.07% -67.0 -2.4% $207.34 +3.4%
200 EMR Emerson Electric Company Industrials 4,288.0 $562K 0.07% -25.0 -0.6% $131.02 +3.0%
Page 10 of 32  ·  623 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%