§ 13F · FUND PROFILE
Independence Bank of Kentucky.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $705.8T (13F)Positions · 615Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 Tr UTS Unit 1 Ser | 128K | $87.4T | 10.9% | +1% |
| 2 | MSFT | Microsoft Corp | 78K | $37.5T | 4.7% | +4% |
| 3 | AAPL | Apple Incorporated | 119K | $32.5T | 4.0% | −1% |
| 4 | JPM | JP Morgan Chase & Co | 91K | $29.4T | 3.7% | ±0% |
| 5 | GOOGL | Alphabet Inc Class A | 87K | $27.1T | 3.4% | −3% |
| 6 | NVDA | Nvidia Corp Common | 129K | $24.0T | 3.0% | +1% |
| 7 | VTI | Vanguard Total Stock Market ETF | 63K | $21.0T | 2.6% | ±0% |
| 8 | AMZN | Amazon Com Inc | 89K | $20.5T | 2.6% | +1% |
| 9 | LLY | Lilly Eli & Co | 14K | $14.9T | 1.8% | −5% |
| 10 | META | Meta Platform, Inc. | 19K | $12.3T | 1.5% | +5% |
§ 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 $705779.7 trillion in assets. The fund runs a broad portfolio of 615 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed