Independence Bank of Kentucky

Q1 2026 13F-HR Holdings

Location
Owensboro, KY
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
623
Total value ($000)
$789,355
Net value change ($000)
-14,545 (-1.8%)
New positions
18
Sold out positions
119
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVDE 5,487 55.3%
VRT 2,783 30.4%
NFLX 2,708 89.6%
CVX 1,771 26.4%
AVEM 1,764 60.1%
XOM 1,569 29.6%
FLUT 1,119 156.3%
JNJ 953 10.9%
NOW 952 147.4%
XLE 786 35.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,539 -20.1%
AAPL -3,024 -9.3%
GOOGL -2,826 -10.4%
SPY -2,488 -2.8%
META -2,006 -16.3%
JPM -1,991 -6.8%
V -1,757 -15.7%
PINNACLE FINANCIAL PARTNERS INC -1,738 -100.0%
LLY -1,720 -11.6%
ORCL -1,492 -22.9%
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