Independence Bank of Kentucky

Q3 2026 13F-HR Holdings

Location
Owensboro, KY
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
642
Total value ($000)
$895,265
Net value change ($000)
+7,700 (0.9%)
New positions
63
Sold out positions
10
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 11,695 37.6%
NVDA 5,186 18.3%
AAPL 4,085 12.4%
META 2,493 24.3%
IAU 1,887 378.2%
AVDE 1,721 9.2%
CVX 1,510 22.5%
SNOW 986 27.9%
GLD 853 30.7%
VOO 755 5.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,455 -100.0%
VRT -4,067 -26.5%
NFLX -1,433 -22.8%
HD -1,157 -18.7%
MU -1,066 -13.7%
GOOGL -1,031 -3.4%
IWM -900 -10.8%
GNRC -857 -17.8%
LLY -782 -4.5%
IWR -673 -7.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type