Independence Bank of Kentucky
•CIK: 1730479•Filing: Q4 2025
**Independence Bank of Kentucky** manages $804M across a diversified portfolio of 724 positions. The fund maintains significant exposure to mega-cap technology and financial names, highlighted by a $37.5M position in Microsoft and a $29.4M allocation to JPMorgan Chase. Top holdings also include Apple ($32.5M), Google ($27.1M), and Nvidia ($24.0M), indicating a core focus on established growth leaders. This concentrated approach suggests a conviction in large-cap market leaders across technology and finance sectors.
Total AUM
$803.9M
QoQ Performance
+3.3%
Positions
724
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY10.9%
MSFT4.7%
AAPL4.0%
JPM3.7%
GOOGL3.4%
NVDA3.0%
VTI2.6%
AMZN2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.1%
Technology22.1%
ETF13.6%
Financial8.1%
Healthcare6.3%
Consumer5.9%
Industrial1.9%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
+420 more exited positions
Changes from Q3 2025
NEW2 new positions
↑92 increased
↓94 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023