§ 13F · FUND PROFILE
Independence Bank of Kentucky.
AUM · $888M (13F)Positions · 589Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 Tr UTS Unit 1 Ser | 127K | $95M | 10.7% | −3% |
| 2 | AAPL | Apple Incorporated | 114K | $33M | 3.7% | −2% |
| 3 | MSFT | Microsoft Corp | 83K | $31M | 3.5% | +3% |
| 4 | JPM | JP Morgan Chase & Co | 93K | $30M | 3.4% | ±0% |
| 5 | GOOGL | Alphabet Inc Class A | 85K | $30M | 3.4% | +1% |
| 6 | NVDA | Nvidia Corp Common | 142K | $28M | 3.2% | +6% |
| 7 | VTI | Vanguard Total Stock Market ETF | 63K | $23M | 2.6% | ±0% |
| 8 | AMZN | Amazon Com Inc | 96K | $23M | 2.6% | +3% |
| 9 | AVDE | Avantis International Equity ETF | 209K | $19M | 2.1% | +15% |
| 10 | LLY | Lilly Eli & Co | 14K | $17M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENCE SIGNAL
AC read
Independence Bank of Kentucky is a Dealer / Bank fund managing $888 million in assets. The fund runs a broad portfolio of 589 positions.
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