Independence Bank of Kentucky
625 holdingsFiling period: 2026-03-31Current AUM: $897.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 Tr UTS Unit 1 Ser | 130.5K | $84.9M | $97.5M | 10.86% | +2.4K | 2026-03-31 |
| 2 | MSFT | Microsoft Corp | 80.9K | $29.9M | $37.6M | 4.19% | +3.4K | 2026-03-31 |
| 3 | AAPL | Apple Incorporated | 116.1K | $29.5M | $35.9M | 3.99% | -3,407 | 2026-03-31 |
| 4 | JPM | JP Morgan Chase & Co | 93.1K | $27.4M | $32.8M | 3.65% | +1.9K | 2026-03-31 |
| 5 | GOOGL | Alphabet Inc Class A | 84.5K | $24.3M | $30.1M | 3.35% | -2,164 | 2026-03-31 |
| 6 | NVDA | Nvidia Corp Common | 134.1K | $23.4M | $26.9M | 3.00% | +5.5K | 2026-03-31 |
| 7 | VTI | Vanguard Total Stock Market ETF | 62.7K | $20.1M | $23.1M | 2.57% | -31 | 2026-03-31 |
| 8 | AMZN | Amazon Com Inc | 93.0K | $19.4M | $25.3M | 2.81% | +4.0K | 2026-03-31 |
| 9 | AVDE | Avantis International Equity ETF | 181.7K | $15.4M | $16.6M | 1.85% | +61.1K | 2026-03-31 |
| 10 | LLY | Lilly Eli & Co | 14.3K | $13.1M | $16.4M | 1.83% | +460 | 2026-03-31 |
| 11 | EFA | Ishares Tr MSCI EAFE Index | 128.7K | $12.5M | $13.6M | 1.51% | +6.2K | 2026-03-31 |
| 12 | VRT | Vertiv Holdings Co Cl A | 47.7K | $12.0M | $11.5M | 1.28% | -8,896 | 2026-03-31 |
| 13 | VOO | Vanguard S&P 500 Index ETF | 18.9K | $11.3M | $13.0M | 1.44% | +2.0K | 2026-03-31 |
| 14 | META | Meta Platform, Inc. | 18.0K | $10.3M | $10.0M | 1.12% | -635 | 2026-03-31 |
| 15 | JNJ | Johnson & Johnson | 39.8K | $9.7M | $10.2M | 1.14% | -2,600 | 2026-03-31 |
| 16 | V | Visa Inc | 31.2K | $9.4M | $11.4M | 1.27% | -691 | 2026-03-31 |
| 17 | IWR | Ishares Russell Midcap Index | 89.3K | $8.7M | $9.8M | 1.09% | +1.6K | 2026-03-31 |
| 18 | CVX | Chevron Corporation | 40.9K | $8.5M | $8.1M | 0.90% | -3,011 | 2026-03-31 |
| 19 | PG | Procter & Gamble Co | 53.6K | $7.7M | $7.7M | 0.86% | -3,054 | 2026-03-31 |
| 20 | XOM | Exxon Mobil Corp | 40.4K | $6.9M | $6.3M | 0.70% | -3,536 | 2026-03-31 |
| 21 | XOM | Exxon Mobil Corp | 40.4K | $6.9M | $6.3M | 0.70% | -3,536 | 2026-03-31 |
| 22 | IWM | Russell 2000 Index Fund | 27.3K | $6.8M | $7.9M | 0.88% | -422 | 2026-03-31 |
| 23 | WMT | Wal Mart Inc | 52.9K | $6.6M | $5.9M | 0.66% | -1,785 | 2026-03-31 |
| 24 | ABBV | Abbvie Inc Com | 29.8K | $6.5M | $7.5M | 0.83% | +2.6K | 2026-03-31 |
| 25 | AVGO | Broadcom Inc | 20.7K | $6.4M | $8.0M | 0.90% | +1.0K | 2026-03-31 |
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