Independence Bank of Kentucky

Q2 2026 13F-HR Holdings

Location
Owensboro, KY
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
589
Total value ($000)
$887,565
Net value change ($000)
+98,210 (12.4%)
New positions
6
Sold out positions
40
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 9,880 11.6%
AMD 7,119 148.9%
GOOGL 6,073 25.0%
MU 5,018 182.0%
NVDA 4,955 21.2%
LLY 4,078 31.0%
AMZN 3,545 18.3%
AAPL 3,524 12.0%
VRT 3,388 28.3%
ARES 3,233 NEW
Top Reduces (Value $000, Stocks/ETFs)
HON -2,098 -100.0%
CVX -1,752 -20.7%
XOM -1,406 -20.5%
TMUS -1,404 -49.4%
CRM -911 -42.2%
SPGI -868 -16.3%
PEP -808 -13.7%
FLUT -805 -43.9%
NEE -710 -16.3%
WMT -643 -9.8%
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