Independence Bank of Kentucky

Q3 2025 13F-HR Holdings

Location
Owensboro, KY
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
623
Total value ($000)
$777,969
Net value change ($000)
+72,189 (10.2%)
New positions
25
Sold out positions
17
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,381 26.0%
GOOGL 5,538 34.3%
SPY 5,299 6.7%
AVDE 3,991 185.5%
NVDA 3,135 15.1%
LLY 3,029 37.6%
MSFT 2,770 7.7%
JMTG 2,663 NEW
JPM 1,959 7.3%
ORCL 1,888 26.3%
Top Reduces (Value $000, Stocks/ETFs)
MO -977 -31.4%
VGLT -938 -45.6%
VNOM Sub, Inc. -938 -100.0%
UPS -472 -21.5%
CRM -378 -11.4%
CHDN -347 -18.0%
RTX -344 -16.1%
V -316 -2.8%
NSC -306 -19.1%
SPGI -300 -5.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type