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 $887.6M across 589 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($94.8M, 10.68%), AAPL ($33.0M, 3.72%), MSFT ($31.1M, 3.50%), JPM ($30.4M, 3.42%), GOOGL ($30.4M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 Tr UTS Unit 1 Ser | $94.8M | 10.68% | 126,901 | Trimmed |
| 2 | AAPL | Apple Incorporated | $33.0M | 3.72% | 113,982 | Trimmed |
| 3 | MSFT | Microsoft Corp | $31.1M | 3.50% | 83,304 | Added |
| 4 | JPM | JP Morgan Chase & Co | $30.4M | 3.42% | 92,790 | Trimmed |
| 5 | GOOGL | Alphabet Inc Class A | $30.4M | 3.42% | 84,951 | Added |
| 6 | NVDA | Nvidia Corp Common | $28.3M | 3.19% | 141,669 | Added |
| 7 | VTI | Vanguard Total Stock Market ETF | $23.3M | 2.62% | 62,906 | Added |
| 8 | AMZN | Amazon Com Inc | $22.9M | 2.58% | 96,122 | Added |
| 9 | AVDE | Avantis International Equity ETF | $18.6M | 2.10% | 208,983 | Added |
| 10 | LLY | Lilly Eli & Co | $17.2M | 1.94% | 14,360 | Added |
| 11 | VRT | Vertiv Holdings Co Cl A | $15.3M | 1.73% | 45,817 | Trimmed |
| 12 | VOO | Vanguard S&P 500 Index ETF | $13.2M | 1.49% | 19,262 | Added |
| 13 | EFA | Ishares Tr MSCI EAFE Index | $13.3M | 1.49% | 127,608 | Trimmed |
| 14 | AMD | Advanced Micro Devices Inc | $11.9M | 1.34% | 20,483 | Trimmed |
| 15 | V | Visa Inc | $10.6M | 1.20% | 31,033 | Trimmed |
| 16 | META | Meta Platform, Inc. | $10.3M | 1.15% | 18,198 | Added |
| 17 | JNJ | Johnson & Johnson | $10.0M | 1.13% | 39,479 | Trimmed |
| 18 | IWR | Ishares Russell Midcap Index | $9.5M | 1.07% | 85,740 | Trimmed |
| 19 | ABBV | Abbvie Inc Com | $8.5M | 0.96% | 33,967 | Added |
| 20 | IWM | Russell 2000 Index Fund | $8.3M | 0.94% | 27,712 | Added |
| 21 | AVGO | Broadcom Inc | $8.0M | 0.90% | 21,226 | Added |
| 22 | ASML | ASML Holding NV | $7.9M | 0.89% | 3,982 | Trimmed |
| 23 | MU | Micron Technology Inc Common | $7.8M | 0.88% | 6,736 | Trimmed |
| 24 | AVEM | Avantis Emerging Markets Equity ETF | $7.8M | 0.88% | 81,226 | Added |
| 25 | PG | Procter & Gamble Co | $7.7M | 0.87% | 52,509 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30