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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$2.79 Million 0.44% of portfolio
7,507
Q1 2025 Added 0.58%
$155B
$2.69 Million 0.43% of portfolio
22,088
Q1 2025 Added 1.34%
$234B
$2.68 Million 0.42% of portfolio
8,584
Q1 2025 Reduced 3.17%
$264B
$2.59 Million 0.41% of portfolio
16,297
Q1 2025 Reduced 6.67%
$207B
$2.56 Million 0.41% of portfolio
25,953
Q1 2025 Reduced 1.24%
$0
$2.55 Million 0.4% of portfolio
4,789
Q4 2024 Added 1,929.24%
$454B
$2.43 Million 0.38% of portfolio
2,566
Q1 2025 Added 9.89%
$0
$2.38 Million 0.38% of portfolio
25,760
Q1 2025 Reduced 2.29%
$77.1B
$2.39 Million 0.38% of portfolio
8,782
Q1 2025 Reduced 0.57%
$1.02T
$2.33 Million 0.37% of portfolio
14,907
Q1 2025 Added 10.17%
$0
$2.29 Million 0.36% of portfolio
6,363
Q4 2024 Added 17.23%
$66.7B
$2.25 Million 0.36% of portfolio
53,275
Q1 2025 Reduced 1.78%
$73.9B
$2.29 Million 0.36% of portfolio
20,782
Q1 2025 Reduced 1.26%
$0
$2.3 Million 0.36% of portfolio
26,420
Q1 2025 Reduced 0.44%
$302B
$2.19 Million 0.35% of portfolio
8,211
Q1 2025 Reduced 1.02%
$57.7B
$2.14 Million 0.34% of portfolio
12,536
Q1 2025 Reduced 6.49%
$3.68B
$2.05 Million 0.33% of portfolio
18,489
Q1 2025 Added 13.5%
$200B
$2 Million 0.32% of portfolio
6,406
Q1 2025 Reduced 5.6%
$0
$2.02 Million 0.32% of portfolio
15,215
Q4 2024 Added 71.82%
$61.9B
$2.02 Million 0.32% of portfolio
6,837
Q1 2025 Reduced 17.39%
$199B
$1.93 Million 0.31% of portfolio
14,581
Q1 2025 Added 1.61%
$359B
$1.9 Million 0.3% of portfolio
45,650
Q1 2025 Added 14.9%
$185B
$1.82 Million 0.29% of portfolio
40,187
Q1 2025 Reduced 2.55%
$150B
$1.85 Million 0.29% of portfolio
8,745
Q1 2025 Reduced 4.25%
$8.26B
$1.81 Million 0.29% of portfolio
14,276
Q1 2025 Added 107.05%
$0
$1.85 Million 0.29% of portfolio
32,298
Q1 2025 Reduced 3.87%
$128B
$1.76 Million 0.28% of portfolio
69,308
Q1 2025 Reduced 6.23%
$89.5B
$1.79 Million 0.28% of portfolio
26,375
Q1 2025 Reduced 2.13%
$0
$1.78 Million 0.28% of portfolio
5,638
Q1 2025 Reduced 3.34%
$142B
$1.78 Million 0.28% of portfolio
7,543
Q1 2025 Added 0.47%
$177B
$1.73 Million 0.27% of portfolio
8,873
Q1 2025 Added 0.32%
$56.2B
$1.69 Million 0.27% of portfolio
10,936
Q1 2025 Reduced 2.15%
$131B
$1.7 Million 0.27% of portfolio
6,262
Q1 2025 Added 1.54%
$194B
$1.62 Million 0.26% of portfolio
4,213
Q1 2025 Reduced 2.57%
$54.9B
$1.55 Million 0.25% of portfolio
37,611
Q1 2025 Reduced 3.98%
$0
$1.6 Million 0.25% of portfolio
20,957
Q1 2025 Added 7.2%
$19B
$1.61 Million 0.25% of portfolio
12,715
Q1 2025 Added 367.46%
$0
$1.49 Million 0.24% of portfolio
8,694
Q1 2025 Added 2.86%
$57B
$1.5 Million 0.24% of portfolio
6,324
Q1 2025 Reduced 2.17%
$161B
$1.52 Million 0.24% of portfolio
3,047
Q1 2025 Reduced 20.34%
$72.5B
$1.54 Million 0.24% of portfolio
8,743
Q1 2025 Reduced 5.5%
$71.6B
$1.46 Million 0.23% of portfolio
24,377
Q1 2025 Reduced 7.69%
$123B
$1.44 Million 0.23% of portfolio
3,231
Q1 2025 Reduced 0.77%
$0
$1.44 Million 0.23% of portfolio
17,675
Q1 2025 Added 1.07%
$224B
$1.37 Million 0.22% of portfolio
11,734
Q1 2025 Reduced 0.94%
$530B
$1.37 Million 0.22% of portfolio
1,474
Q1 2025 Added 8.54%
$143B
$1.41 Million 0.22% of portfolio
6,866
Q1 2025 Added 9.66%
$0
$1.39 Million 0.22% of portfolio
17,591
Q1 2025 Added 0.86%
$84.6B
$1.32 Million 0.21% of portfolio
9,011
Q1 2025 Reduced 12.48%

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
Track This Portfolio

Track Independence Bank Of Kentucky Portfolio

Follow Independence Bank Of Kentucky and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Bank Of Kentucky, based on Form 13F filings with the SEC.

News

Stay updated on Independence Bank Of Kentucky with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email