Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independence Bank of Kentucky (CIK 1730479) reported $789.4M across 621 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($84.9M, 10.75%), MSFT ($29.9M, 3.79%), AAPL ($29.5M, 3.73%), JPM ($27.4M, 3.47%), GOOGL ($24.3M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 Tr UTS Unit 1 Ser | $84.9M | 10.75% | 130,525 | Added |
| 2 | MSFT | Microsoft Corp | $29.9M | 3.79% | 80,904 | Added |
| 3 | AAPL | Apple Incorporated | $29.5M | 3.73% | 116,073 | Trimmed |
| 4 | JPM | JP Morgan Chase & Co | $27.4M | 3.47% | 93,122 | Added |
| 5 | GOOGL | Alphabet Inc Class A | $24.3M | 3.08% | 84,457 | Trimmed |
| 6 | NVDA | Nvidia Corp Common | $23.4M | 2.96% | 134,131 | Added |
| 7 | VTI | Vanguard Total Stock Market ETF | $20.1M | 2.55% | 62,713 | Trimmed |
| 8 | AMZN | Amazon Com Inc | $19.4M | 2.45% | 92,980 | Added |
| 9 | AVDE | Avantis International Equity ETF | $15.4M | 1.95% | 181,691 | Added |
| 10 | LLY | Lilly Eli & Co | $13.1M | 1.67% | 14,293 | Added |
| 11 | EFA | Ishares Tr MSCI EAFE Index | $12.5M | 1.58% | 128,670 | Added |
| 12 | VRT | Vertiv Holdings Co Cl A | $12.0M | 1.51% | 47,697 | Trimmed |
| 13 | VOO | Vanguard S&P 500 Index ETF | $11.3M | 1.43% | 18,872 | Added |
| 14 | META | Meta Platform, Inc. | $10.3M | 1.31% | 18,043 | Trimmed |
| 15 | JNJ | Johnson & Johnson | $9.7M | 1.23% | 39,773 | Trimmed |
| 16 | V | Visa Inc | $9.4M | 1.20% | 31,240 | Trimmed |
| 17 | IWR | Ishares Russell Midcap Index | $8.7M | 1.10% | 89,296 | Added |
| 18 | CVX | Chevron Corporation | $8.5M | 1.07% | 40,925 | Trimmed |
| 19 | PG | Procter & Gamble Co | $7.7M | 0.98% | 53,594 | Trimmed |
| 20 | XOM | Exxon Mobil Corp | $6.9M | 0.87% | 40,438 | Trimmed |
| 21 | IWM | Russell 2000 Index Fund | $6.8M | 0.86% | 27,258 | Trimmed |
| 22 | WMT | Wal Mart Inc | $6.6M | 0.83% | 52,932 | Trimmed |
| 23 | ABBV | Abbvie Inc Com | $6.5M | 0.82% | 29,847 | Added |
| 24 | AVGO | Broadcom Inc | $6.4M | 0.81% | 20,674 | Added |
| 25 | ASML | ASML Holding NV | $6.1M | 0.77% | 4,629 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31