Independence Bank of Kentucky

Q4 2025 13F-HR Holdings

Location
Owensboro, KY
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
724
Total value ($000)
$803,900
Net value change ($000)
+25,931 (3.3%)
New positions
134
Sold out positions
33
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 5,436 25.1%
LLY 3,786 34.2%
AVDE 3,785 61.6%
SPY 3,177 3.8%
AVEM 2,278 346.7%
AAPL 1,597 5.2%
AMZN 1,280 6.6%
GOOGL 1,170 29.5%
VOO 1,157 12.3%
RDDT 1,111 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,555 -28.2%
ELF -1,291 -52.4%
HD -1,122 -14.9%
MSFT -1,070 -2.8%
FISV -974 -57.5%
BRBR -791 -76.9%
META -704 -5.4%
JEPI -604 -83.1%
ADP -601 -12.3%
TSLA -583 -55.1%
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