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
$150B
$2.79 Million 0.44% of portfolio
7,507
Q1 2025 Added 0.58%
$146B
$2.69 Million 0.43% of portfolio
22,088
Q1 2025 Added 1.34%
$216B
$2.68 Million 0.42% of portfolio
8,584
Q1 2025 Reduced 3.17%
$277B
$2.59 Million 0.41% of portfolio
16,297
Q1 2025 Reduced 6.67%
$226B
$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%
$437B
$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%
$80.9B
$2.39 Million 0.38% of portfolio
8,782
Q1 2025 Reduced 0.57%
$1.1T
$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%
$71.2B
$2.25 Million 0.36% of portfolio
53,275
Q1 2025 Reduced 1.78%
$76B
$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%
$300B
$2.19 Million 0.35% of portfolio
8,211
Q1 2025 Reduced 1.02%
$60.4B
$2.14 Million 0.34% of portfolio
12,536
Q1 2025 Reduced 6.49%
$3.94B
$2.05 Million 0.33% of portfolio
18,489
Q1 2025 Added 13.5%
$192B
$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%
$64.7B
$2.02 Million 0.32% of portfolio
6,837
Q1 2025 Reduced 17.39%
$214B
$1.93 Million 0.31% of portfolio
14,581
Q1 2025 Added 1.61%
$393B
$1.9 Million 0.3% of portfolio
45,650
Q1 2025 Added 14.9%
$183B
$1.82 Million 0.29% of portfolio
40,187
Q1 2025 Reduced 2.55%
$162B
$1.85 Million 0.29% of portfolio
8,745
Q1 2025 Reduced 4.25%
$9.73B
$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%
$142B
$1.76 Million 0.28% of portfolio
69,308
Q1 2025 Reduced 6.23%
$94.6B
$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%
$145B
$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%
$53B
$1.69 Million 0.27% of portfolio
10,936
Q1 2025 Reduced 2.15%
$144B
$1.7 Million 0.27% of portfolio
6,262
Q1 2025 Added 1.54%
$176B
$1.62 Million 0.26% of portfolio
4,213
Q1 2025 Reduced 2.57%
$60.4B
$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%
$19.7B
$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%
$60.8B
$1.5 Million 0.24% of portfolio
6,324
Q1 2025 Reduced 2.17%
$168B
$1.52 Million 0.24% of portfolio
3,047
Q1 2025 Reduced 20.34%
$79.4B
$1.54 Million 0.24% of portfolio
8,743
Q1 2025 Reduced 5.5%
$71.5B
$1.46 Million 0.23% of portfolio
24,377
Q1 2025 Reduced 7.69%
$121B
$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%
$244B
$1.37 Million 0.22% of portfolio
11,734
Q1 2025 Reduced 0.94%
$577B
$1.37 Million 0.22% of portfolio
1,474
Q1 2025 Added 8.54%
$148B
$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%
$84.5B
$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
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