Independence Bank of Kentucky
โขCIK: 1730479โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other35.8%
Technology22.1%
ETF13.6%
Financial8.0%
Healthcare6.3%
Consumer6.0%
Consumer Staples2.2%
Industrial1.9%
๐ช Exited Positionssold since Q3 2025
+420 more exited positions
Changes from Q3 2025
NEW2 new positions
โ92 increased
โ94 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022