Latest imported 13F data

Independence Bank of Kentucky

โ€ขCIK: 1730479โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

AVDE
Avantis International Equity ETF
+54.9%
1.2% of portfolio
NFLX
Netflix Inc Common
+1651.4%
0.4% of portfolio
AVEM
Avantis Emerging Markets Equity ETF
+335.7%
0.4% of portfolio
MSFT
Microsoft Corp
+4.1%
4.7% of portfolio
SPY
S&P 500 Tr UTS Unit 1 Ser
+1.4%
10.9% of portfolio

๐Ÿ“‰ Biggest Sells

GOOGL
Alphabet Inc Class A
-2.9%
3.4% of portfolio
ASML
ASML Holding NV
-12.6%
0.7% of portfolio
LLY
Lilly Eli & Co
-4.7%
1.8% of portfolio
CHR
Churchill Downs Inc
-29.7%
0.2% of portfolio
AAPL
Apple Incorporated
-1.5%
4.0% of portfolio

Sector Breakdown

Other35.8%
Technology22.1%
ETF13.6%
Financial8.0%
Healthcare6.3%
Consumer6.0%
Consumer Staples2.2%
Industrial1.9%

๐Ÿšช Exited Positionssold since Q3 2025

TSLA
Tesla Inc
SOLD
$1.1M
BRBR
BellRing Brands, Inc.
SOLD
$1.0M
JEPI
JP Morgan Premium Income ETF
SOLD
$726.7K
BF.B
Brown Forman Corp Class B
SOLD
$701.6K
HUM
Humana Inc
SOLD
$662.9K
+420 more exited positions

Changes from Q3 2025

NEW2 new positions
โ†‘92 increased
โ†“94 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022