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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 15 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLY Consumer Discretionary - SPDR Select Sector ETF 1,871.0 $204K 0.03% -118.0 -5.9% $108.98 +8.9%
282 SPYG SPDR Portfolio S&P 500 Growth ETF 2,075.0 $203K 0.03% +600.0 +40.7% $97.91 +20.8%
283 VGT Vanguard Information Technology ETF 291.0 $203K 0.03% -25.0 -7.9% $697.72 -83.6%
284 CARR Carrier Global Corp Common Industrials 3,481.0 $196K 0.03% -359.0 -9.3% $56.31 +10.4%
285 EME Emcor Group Inc Common Industrials 265.0 $196K 0.03% -28.0 -9.6% $738.31 +15.0%
286 LRCX Lam Research Corp Technology 910.0 $194K 0.03% -150.0 -14.2% $213.66 +41.5%
287 ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 1,331.0 $190K 0.02% $142.43 +13.8%
288 CPRT Copart Inc Industrials 5,519.0 $183K 0.02% -1K -19.2% $33.20 +3.6%
289 UBS UBS Group AG Financial Services 4,766.0 $182K 0.02% $38.28 +23.5%
290 IBIT iShares Bitcoin Trust ETF Financial Services 4,706.0 $181K 0.02% -12K -72.5% $38.42 +14.5%
291 SLV Ishares Silver Tr Financial Services 2,620.0 $179K 0.02% -100.0 -3.7% $68.14 +1.9%
292 GOVT Ishares US Treasury Bond ETF 7,689.0 $176K 0.02% -548.0 -6.7% $22.91 -1.2%
293 KRE Spdr Ser Tr S&P Regl Bkg ETF 2,665.0 $174K 0.02% $65.15 +6.2%
294 ECL Ecolab Inc Basic Materials 650.0 $173K 0.02% +34.0 +5.5% $266.02 -6.0%
295 BBY Best Buy Inc Consumer Cyclical 2,675.0 $172K 0.02% $64.20 -4.8%
296 VCLT Vanguard Long-Term Corp Bond Index Fund 2,292.0 $171K 0.02% $74.72 -0.7%
297 DWM Wisdomtree International Equity Fund Eqy ETF 2,415.0 $169K 0.02% $69.89 +5.9%
298 IWB Ishares Russell 1000 Index 468.0 $167K 0.02% -100.0 -17.6% $356.56 +13.6%
299 VNOM Viper Energy Inc Energy 3,455.0 $162K 0.02% -975.0 -22.0% $46.99 +1.5%
300 MNST Monster Beverage Corp Consumer Defensive 2,239.0 $162K 0.02% $72.46 +19.1%
Page 15 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%