Independence Bank of Kentucky
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Independence Bank of Kentucky reported 589 stock positions worth $887.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.7% of the portfolio, followed by Apple (AAPL, 3.7%) and Microsoft (MSFT, 3.5%). Compared with Q1 2026, it opened 6 new positions, sold out of 40, added to 91 and reduced 238. The biggest buy was a new position in Ares Management Class A (ARES) and the biggest sale Chevron (CVX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OWENSBORO, KY
- CIK
- 0001730479
- Portfolio Value
- $887.6M (Q2 2026)
- SEC Filing
- 0001730479-26-000003 ↗ filed Jul 13, 2026
Holdings Value
Holdings 589 stocks · $887.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.68% | 126,901 | $94.8M | Reduce -2.8% |
| AAPL Apple Inc. | 3.72% | 113,982 | $33.0M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.50% | 83,304 | $31.1M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 3.42% | 92,790 | $30.4M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 3.42% | 84,951 | $30.4M | Add +0.6% |
| NVDA Nvidia Corp. | 3.19% | 141,669 | $28.3M | Add +5.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.62% | 62,906 | $23.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.58% | 96,122 | $22.9M | Add +3.4% |
| AVDE Avantis International Equity | 2.10% | 208,983 | $18.6M | Add +15.0% |
| LLY Eli Lilly & Co. | 1.94% | 14,360 | $17.2M | Add +0.5% |
| VRT Vertiv Holdings Co. Class A | 1.73% | 45,817 | $15.3M | Reduce -3.9% |
| EFA iShares MSCI Eafe ETF | 1.49% | 127,608 | $13.3M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.49% | 19,262 | $13.2M | Add +2.1% |
| AMD Advanced Micro Devices | 1.34% | 20,483 | $11.9M | Reduce -12.8% |
| V Visa Inc. Class A | 1.20% | 31,033 | $10.6M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.15% | 18,198 | $10.3M | Add +0.9% |
| JNJ Johnson & Johnson | 1.13% | 39,479 | $10.0M | Reduce -0.7% |
| IWR iShares Russell Mid-Cap ETF | 1.07% | 85,740 | $9.5M | Reduce -4.0% |
| ABBV Abbvie Inc. | 0.96% | 33,967 | $8.5M | Add +13.8% |
| IWM iShares Russell 2000 ETF | 0.94% | 27,712 | $8.3M | Add +1.7% |
| AVGO Broadcom Inc. | 0.90% | 21,226 | $8.0M | Add +2.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.89% | 3,982 | $7.9M | Reduce -14.0% |
| AVEM Avantis Emerging Markets Eq | 0.88% | 81,226 | $7.8M | Add +39.3% |
| MU Micron Technology Inc. | 0.88% | 6,736 | $7.8M | Reduce -17.5% |
| PG The Procter & Gamble Co. | 0.87% | 52,509 | $7.7M | Reduce -2.0% |
| CVX Chevron Corp. | 0.76% | 40,508 | $6.7M | Reduce -1.0% |
| OEF iShares S&P 100 ETF | 0.73% | 17,669 | $6.5M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.72% | 40,656 | $6.4M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.71% | 88,081 | $6.3M | Add +47.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 8,439 | $6.2M | Reduce -1.9% |
| HD Home Depot Inc. | 0.70% | 17,550 | $6.2M | Reduce -2.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.69% | 63,882 | $6.2M | Add +0.6% |
| WMT Walmart Inc. | 0.67% | 52,400 | $5.9M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.62% | 15,695 | $5.5M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.61% | 39,901 | $5.5M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.61% | 7,196 | $5.4M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.57% | 37,438 | $5.1M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.56% | 34,161 | $5.0M | Add +0.2% |
| GNRC Generac Holdings Inc. | 0.54% | 16,488 | $4.8M | Reduce -1.3% |
| EEM iShares MSCI Emerging Market | 0.53% | 69,085 | $4.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 9,211 | $4.6M | Reduce -0.5% |
| SPGI S&P Global Inc. | 0.50% | 10,928 | $4.5M | Reduce -12.6% |
| KO The Coca-Cola Co. | 0.50% | 54,648 | $4.4M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.47% | 8,162 | $4.2M | Add +4.4% |
| PANW Palo Alto Networks Inc. | 0.47% | 12,275 | $4.2M | Reduce -9.9% |
| WM Waste Management Inc. | 0.46% | 18,319 | $4.1M | Reduce -5.1% |
| IWF iShares Russell 1000 Growth | 0.46% | 32,781 | $4.1M | Add +2.4% |
| ADP Automatic Data Processing | 0.45% | 17,795 | $4.0M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.45% | 30,740 | $4.0M | Reduce -11.6% |
| PM Philip Morris International | 0.43% | 21,108 | $3.8M | Reduce -2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.42% | 24,517 | $3.7M | No change |
| DON Wisdomtree US Midcap Dividen | 0.41% | 65,149 | $3.7M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.41% | 41,434 | $3.6M | Reduce -11.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 23,588 | $3.6M | Add +4.3% |
| LOW Lowe's Cos Inc. | 0.40% | 16,090 | $3.5M | Add +4.3% |
| SNOW Snowflake Inc. | 0.40% | 13,864 | $3.5M | Add +4.3% |
| MDY State Street SPDR S&P Midcap | 0.38% | 4,809 | $3.4M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 33,744 | $3.3M | Add +6.1% |
| ARES Ares Management Corp. Class A | 0.36% | 29,042 | $3.2M | New |
| COST Costco Wholesale Corp. | 0.35% | 3,284 | $3.1M | Reduce -1.6% |
| NOW ServiceNow Inc. | 0.34% | 30,632 | $3.0M | Add +100.5% |
| PWR Quanta Services Inc. | 0.33% | 4,105 | $3.0M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.33% | 6,795 | $2.9M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.32% | 10,629 | $2.9M | Add +17.7% |
| BAC Bank of America Corp. | 0.32% | 49,888 | $2.8M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.32% | 6,828 | $2.8M | Reduce -4.9% |
| CAT Caterpillar Inc. | 0.31% | 2,623 | $2.8M | Add +10.6% |
| PNC PNC Financial Services Group | 0.31% | 11,304 | $2.8M | Reduce -3.2% |
| GLD SPDR Gold Shares | 0.31% | 7,540 | $2.8M | Add +9.1% |
| GD General Dynamics Corp. | 0.31% | 7,750 | $2.7M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.30% | 29,469 | $2.7M | Reduce -5.7% |
| XLE SS Energy Select Sector | 0.30% | 49,649 | $2.6M | Add +0.8% |
| DVY iShares Select Dividend ETF | 0.27% | 15,570 | $2.4M | No change |
| WMB Williams Cos Inc. | 0.27% | 32,566 | $2.4M | Add +12.6% |
| USB US Bancorp | 0.27% | 39,417 | $2.4M | Reduce -10.9% |
| MDB Mongodb Inc. | 0.26% | 6,962 | $2.3M | Add +6.9% |
| SYY Sysco Corp. | 0.26% | 27,913 | $2.3M | Reduce -2.7% |
| BLK BlackRock Inc. | 0.26% | 2,419 | $2.3M | Add +0.2% |
| MS Morgan Stanley | 0.26% | 10,923 | $2.3M | Reduce -1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 4,504 | $2.2M | Add +405.5% |
| SYK Stryker Corp. | 0.25% | 7,065 | $2.2M | Reduce -0.9% |
| IWV iShares Russell 3000 ETF | 0.24% | 5,094 | $2.2M | Reduce -6.6% |
| TXN Texas Instruments Inc. | 0.24% | 7,259 | $2.2M | Reduce -3.8% |
| MO Altria Group Inc. | 0.24% | 30,063 | $2.2M | Reduce -2.5% |
| ICE Intercontinental Exchange Inc. | 0.24% | 17,479 | $2.2M | Reduce -0.6% |
| APD Air Products & Chemicals Inc. | 0.24% | 7,327 | $2.1M | Add +0.1% |
| RTX RTX Corp. | 0.24% | 11,318 | $2.1M | Add +33.1% |
| AVUV Avantis US Small Cap Value | 0.24% | 17,134 | $2.1M | Reduce -4.1% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 41,857 | $2.1M | Reduce -6.8% |
| SOXX iShares Semiconductor ETF | 0.23% | 3,194 | $2.0M | Reduce -1.4% |
| RDDT Reddit Inc. Class A | 0.23% | 11,735 | $2.0M | Add +10.4% |
| C Citigroup Inc. | 0.23% | 14,427 | $2.0M | Reduce -11.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 20,930 | $2.0M | Reduce -4.5% |
| XLK SS Technology Select Sector | 0.23% | 10,480 | $2.0M | Reduce -9.9% |
| GEV GE Vernova Inc. | 0.22% | 1,685 | $2.0M | Add +12.0% |
| SPOT Spotify Technology SA | 0.22% | 4,303 | $2.0M | Add +805.9% |
| UNP Union Pacific Corp. | 0.22% | 7,052 | $1.9M | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.21% | 1,866 | $1.9M | Reduce -4.3% |
| CMI Cummins Inc. | 0.21% | 2,602 | $1.9M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 6,020 | $1.8M | Reduce -0.5% |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -1.0% | 0.76% | −0.32 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.61% | −0.25 |
| TMUS T-Mobile US Inc. | Reduce -36.6% | 0.16% | −0.20 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.57% | −0.17 |
| SPGI S&P Global Inc. | Reduce -12.6% | 0.50% | −0.17 |
| WMT Walmart Inc. | Reduce -1.0% | 0.67% | −0.16 |
| NEE Nextera Energy Inc. | Reduce -11.5% | 0.41% | −0.14 |
| CRM Salesforce Inc. | Reduce -31.1% | 0.14% | −0.13 |
| FLUT Flutter Entertainment PLC-Di | Reduce -44.0% | 0.12% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.87% | −0.11 |
| ICE Intercontinental Exchange Inc. | Reduce -0.6% | 0.24% | −0.11 |
| ABT Abbott Laboratories | Reduce -5.7% | 0.30% | −0.10 |
| JNJ Johnson & Johnson | Reduce -0.7% | 1.13% | −0.10 |
| WM Waste Management Inc. | Reduce -5.1% | 0.46% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 1.49% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -11.6% | 0.45% | −0.08 |
| FISV Fiserv Inc. | Reduce -65.5% | 0.03% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 10.68% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.35% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -15.1% | 0.12% | −0.07 |
| EQIX Equinix Inc. | Reduce -37.4% | 0.09% | −0.06 |
| PFE Pfizer Inc. | Reduce -3.3% | 0.17% | −0.06 |
| HD Home Depot Inc. | Reduce -2.4% | 0.70% | −0.05 |
| JMTG Mortgage-Backed Securities | Reduce -6.8% | 0.24% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -41.5% | 0.06% | −0.05 |
| SM SM Energy Co. | Reduce -99.8% | 0.00% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.4% | 0.72% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 0.15% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 3.42% | −0.05 |
| SYK Stryker Corp. | Reduce -0.9% | 0.25% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -16.2% | 0.15% | −0.05 |
| COP Conocophillips | Reduce -3.7% | 0.10% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -0.8% | 0.12% | −0.04 |
| ELF Elf Beauty Inc. | Reduce -84.3% | 0.01% | −0.04 |
| MZTI The Marzetti Company | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.52% | −0.04 |
| DHR Danaher Corp. | Reduce -25.9% | 0.08% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.5% | 0.23% | −0.04 |
| EXE Expand Energy Corp. | Reduce -13.6% | 0.07% | −0.04 |
| GD General Dynamics Corp. | Reduce -2.6% | 0.31% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -9.6% | 0.15% | −0.04 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.50% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.0% | 1.07% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -59.5% | 0.02% | −0.03 |
| NKE Nike Inc. Class B | Reduce -0.7% | 0.07% | −0.03 |
| COKE Coca-Cola Consolidated Inc. | Reduce -13.6% | 0.10% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.9% | 0.17% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.0% | 0.15% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -3.8% | 0.04% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| ARES Ares Management Corp. Class A | New | 0.36% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 3.42% | +0.34 |
| AVEM Avantis Emerging Markets Eq | Add +39.3% | 0.88% | +0.29 |
| LLY Eli Lilly & Co. | Add +0.5% | 1.94% | +0.28 |
| NVDA Nvidia Corp. | Add +5.6% | 3.19% | +0.23 |
| VRTX Vertex Pharmaceuticals Inc. | Add +405.5% | 0.25% | +0.20 |
| SPOT Spotify Technology SA | Add +805.9% | 0.22% | +0.19 |
| AVDE Avantis International Equity | Add +15.0% | 2.10% | +0.15 |
| SNOW Snowflake Inc. | Add +4.3% | 0.40% | +0.14 |
| ABBV Abbvie Inc. | Add +13.8% | 0.96% | +0.14 |
| NOW ServiceNow Inc. | Add +100.5% | 0.34% | +0.14 |
| IVW iShares S&P 500 Growth ETF | Add +1641.3% | 0.14% | +0.13 |
| AMZN Amazon.com Inc. | Add +3.4% | 2.58% | +0.13 |
| IWB iShares Russell 1000 ETF | Add +491.9% | 0.13% | +0.11 |
| CAT Caterpillar Inc. | Add +10.6% | 0.31% | +0.10 |
| AVGO Broadcom Inc. | Add +2.7% | 0.90% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +1.7% | 0.94% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 2.62% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 1.49% | +0.06 |
| MDB Mongodb Inc. | Add +6.9% | 0.26% | +0.06 |
| GEV GE Vernova Inc. | Add +12.0% | 0.22% | +0.06 |
| BA The Boeing Co. | Add +183.8% | 0.08% | +0.05 |
| RDDT Reddit Inc. Class A | Add +10.4% | 0.23% | +0.05 |
| IAU iShares Gold Trust | Add +633.6% | 0.06% | +0.05 |
| TTWO Take-Two Interactive Softwre | Add +106.8% | 0.08% | +0.04 |
| RTX RTX Corp. | Add +33.1% | 0.24% | +0.03 |
| TDG Transdigm Group Inc. | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +2.4% | 0.46% | +0.03 |
| MELI MercadoLibre Inc. | Add +30.5% | 0.20% | +0.02 |
| BSCZ Invesco Bulletshares 2035 CB | Add +65.4% | 0.07% | +0.02 |
| MLM Martin Marietta Materials | Add +44.1% | 0.08% | +0.02 |
| BSCY Invesco Bulletshares 2034 CB | Add +35.4% | 0.09% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +75.6% | 0.07% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.32% | +0.01 |
| SE Sea Ltd.-ADR | Add +611.1% | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +2.5% | 0.14% | +0.01 |
| VRSN Verisign Inc. | New | 0.01% | +0.01 |
| AHR American Healthcare REIT Inc. | New | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +3.4% | 0.05% | +0.01 |
| COF Capital One Financial Corp. | Add +6.0% | 0.19% | +0.01 |
| BSCX Invesco Bulletshares 2033 CB | Add +17.5% | 0.16% | +0.01 |
| WMB Williams Cos Inc. | Add +12.6% | 0.27% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.5% | 0.09% | +0.00 |
| WFC Wells Fargo & Co. | Add +52.8% | 0.01% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.1% | 0.37% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | New | 0.00% | +0.00 |
| BOOT Boot Barn Holdings Inc. | Add +17.9% | 0.01% | +0.00 |
| ET Energy Transfer LP | Add +200.0% | 0.00% | +0.00 |
| VMC Vulcan Materials Co. | Add +10.2% | 0.01% | +0.00 |
| IQV Iqvia Holdings Inc. | Add +1.6% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 589 | $887.6M | SPY, AAPL, MSFT, JPM, GOOGL |
| Q1 2026 | 623 | $789.4M | SPY, MSFT, AAPL, JPM, GOOGL |
| Q4 2025 | 724 | $803.9M | SPY, MSFT, AAPL, JPM, GOOGL |
| Q3 2025 | 623 | $778.0M | SPY, MSFT, AAPL, JPM, NVDA |
| Q2 2025 | 615 | $705.8M | SPY, MSFT, JPM, AAPL, NVDA |
| Q1 2025 | 613 | $639.6M | SPY, MSFT, AAPL, JPM, VTI |
| Q4 2024 | 623 | $649.8M | SPY, AAPL, MSFT, JPM, VTI |
| Q3 2024 | 586 | $465.1M | AAPL, SPY, MSFT, GOOGL, AMZN |
| Q2 2024 | 539 | $377.2M | SPY, AAPL, MSFT, GOOGL, AMZN |
| Q1 2024 | 517 | $333.9M | SPY, AAPL, MSFT, JPM, AMZN |