§ 13F · FUND PROFILE
Independence Bank of Kentucky.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $778M (13F)Positions · 623Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 Tr UTS Unit 1 Ser | 131K | $85M | 10.8% | +2% |
| 2 | MSFT | Microsoft Corp | 81K | $30M | 3.8% | +4% |
| 3 | AAPL | Apple Incorporated | 116K | $29M | 3.7% | −3% |
| 4 | JPM | JP Morgan Chase & Co | 93K | $27M | 3.5% | +2% |
| 5 | GOOGL | Alphabet Inc Class A | 84K | $24M | 3.1% | −2% |
| 6 | NVDA | Nvidia Corp Common | 134K | $23M | 3.0% | +4% |
| 7 | VTI | Vanguard Total Stock Market ETF | 63K | $20M | 2.5% | ±0% |
| 8 | AMZN | Amazon Com Inc | 93K | $19M | 2.5% | +4% |
| 9 | AVDE | Avantis International Equity ETF | 182K | $15M | 2.0% | +51% |
| 10 | LLY | Lilly Eli & Co | 14K | $13M | 1.7% | +3% |
§ 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 $778 million in assets. The fund runs a broad portfolio of 623 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed