Independence Bank Of Kentucky Portfolio Holdings

Independence Bank Of Kentucky

  • $631 Million
  • Q1 2025

Independence Bank Of Kentucky has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $631 Million distributed in 613 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $73.4M, Microsoft Corp with a value of $26.8M, Apple Inc. with a value of $26.1M, Jpmorgan Chase & CO with a value of $22.8M, and Vanguard Total Stock Market Et with a value of $17.2M.

Examining the 13F form we can see an decrease of $11.5M in the current position value, from $643M to 631M.

Below you can find more details about Independence Bank Of Kentucky portfolio as well as his latest detailed transactions.

Portfolio value $631 Million
ETFs: $209 Million
Technology: $105 Million
Financial Services: $70.8 Million
Healthcare: $47.7 Million
Consumer Defensive: $41.7 Million
Industrials: $41.6 Million
Consumer Cyclical: $40.9 Million
Communication Services: $35.5 Million
Other: $37.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.74T
$26.8 Million 4.25% of portfolio
71,431
Q1 2025 Added 5.72%
$3.17T
$26.1 Million 4.13% of portfolio
117,455
Q1 2025 Reduced 2.69%
$680B
$22.8 Million 3.61% of portfolio
92,782
Q1 2025 Added 2.11%
$1.76T
$15.5 Million 2.45% of portfolio
81,265
Q1 2025 Added 6.68%
$253B
$13.9 Million 2.2% of portfolio
128,306
Q1 2025 Added 34.1%
$903B
$13.8 Million 2.19% of portfolio
89,725
Q1 2025 Added 6.14%
$539B
$11 Million 1.75% of portfolio
31,447
Q1 2025 Reduced 2.18%
$1.13T
$10.2 Million 1.61% of portfolio
17,627
Q1 2025 Reduced 1.49%
$404B
$8.4 Million 1.33% of portfolio
49,306
Q1 2025 Reduced 2.22%
$412B
$7.36 Million 1.17% of portfolio
44,404
Q1 2025 Reduced 2.34%
$798B
$6.87 Million 1.09% of portfolio
8,317
Q1 2025 Added 8.29%
$270B
$6.79 Million 1.08% of portfolio
40,591
Q1 2025 Reduced 4.2%
$363B
$6.56 Million 1.04% of portfolio
17,893
Q1 2025 Reduced 0.95%
$197B
$5.86 Million 0.93% of portfolio
39,055
Q1 2025 Reduced 2.34%
$306B
$5.25 Million 0.83% of portfolio
25,052
Q1 2025 Reduced 2.99%
$122B
$5.09 Million 0.81% of portfolio
16,665
Q4 2024 Added 1,344.11%
$347B
$4.64 Million 0.74% of portfolio
33,207
Q1 2025 Added 5.07%
$674B
$4.59 Million 0.73% of portfolio
8,733
Q1 2025 Reduced 0.85%
$253B
$4.57 Million 0.72% of portfolio
52,056
Q1 2025 Added 0.38%
$32.7B
$4.57 Million 0.72% of portfolio
52,773
Q1 2025 Added 94.27%
$425B
$4.35 Million 0.69% of portfolio
8,310
Q1 2025 Reduced 22.15%
$229B
$4.37 Million 0.69% of portfolio
32,978
Q1 2025 Reduced 4.29%
$446B
$4.26 Million 0.68% of portfolio
35,852
Q1 2025 Reduced 2.68%
$130B
$3.84 Million 0.61% of portfolio
54,231
Q1 2025 Added 5.66%
$254B
$3.79 Million 0.6% of portfolio
5,726
Q1 2025 Reduced 1.8%
$493B
$3.73 Million 0.59% of portfolio
6,797
Q1 2025 Added 0.92%
$198B
$3.65 Million 0.58% of portfolio
40,647
Q1 2025 Reduced 2.36%
$136B
$3.42 Million 0.54% of portfolio
14,655
Q1 2025 Reduced 1.49%
$94.8B
$3.26 Million 0.52% of portfolio
14,068
Q1 2025 Reduced 6.79%
$104B
$3.19 Million 0.51% of portfolio
53,135
Q1 2025 Reduced 1.4%
$247B
$3.17 Million 0.5% of portfolio
11,799
Q1 2025 Reduced 5.15%
$69.3B
$3.14 Million 0.5% of portfolio
18,775
Q1 2025 Added 24.75%
$88.6B
$3 Million 0.47% of portfolio
17,363
Q1 2025 Reduced 1.14%
$141B
$2.99 Million 0.47% of portfolio
29,065
Q1 2025 Added 5.56%
$316B
$2.9 Million 0.46% of portfolio
40,430
Q1 2025 Reduced 3.25%
$131B
$2.79 Million 0.44% of portfolio
7,507
Q1 2025 Added 0.58%
$148B
$2.69 Million 0.43% of portfolio
22,088
Q1 2025 Added 1.34%
$229B
$2.68 Million 0.42% of portfolio
8,584
Q1 2025 Reduced 3.17%
$253B
$2.59 Million 0.41% of portfolio
16,297
Q1 2025 Reduced 6.67%
$155B
$2.56 Million 0.41% of portfolio
25,953
Q1 2025 Reduced 1.24%
$440B
$2.43 Million 0.38% of portfolio
2,566
Q1 2025 Added 9.89%
$75.8B
$2.39 Million 0.38% of portfolio
8,782
Q1 2025 Reduced 0.57%
$933B
$2.33 Million 0.37% of portfolio
14,907
Q1 2025 Added 10.17%
$56.8B
$2.25 Million 0.36% of portfolio
53,275
Q1 2025 Reduced 1.78%
$70.3B
$2.29 Million 0.36% of portfolio
20,782
Q1 2025 Reduced 1.26%
$326B
$2.19 Million 0.35% of portfolio
8,211
Q1 2025 Reduced 1.02%
$50.2B
$2.14 Million 0.34% of portfolio
12,536
Q1 2025 Reduced 6.49%
$36.4B
$2.16 Million 0.34% of portfolio
28,847
Q1 2025 Reduced 1.75%
$3.79B
$2.05 Million 0.33% of portfolio
18,489
Q1 2025 Added 13.5%

Summary

  • Portfolio
  • No. of Stocks 613
  • Current Value $631 Million
  • Prior Value $643 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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