Independence Bank of Kentucky holds a diversified book of 589 stocks worth $887.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Ares Management Corp - A and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 11% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Independence Bank of Kentucky
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.6T |
| FMR LLC | 80 / 80 | $866.8B |
| Morgan Stanley | 80 / 80 | $689.2B |
| JPMorgan Chase & Co | 80 / 80 | $645.0B |
| Bank Of America Corp | 80 / 80 | $486.4B |
| Goldman Sachs Group Inc | 80 / 80 | $314.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $242.2B |
| Bank of New York Mellon Corp | 80 / 80 | $235.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Independence Bank of Kentucky: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | S&P 500 Tr UTS Unit 1 Ser TR UNIT | $94.8M | 126.9K | 10.7% | ▼−2.8% Reduced · −4K sh | |
| 2 | Apple Incorporated COM | $33.0M | 114.0K | 3.7% | ▼−1.8% Reduced · −2K sh | |
| 3 | Microsoft Corp COM | $31.1M | 83.3K | 3.5% | ▲+3.0% Added · +2K sh | |
| 4 | JP Morgan Chase & Co COM | $30.4M | 92.8K | 3.4% | ▼−0.3% Reduced · −332 sh | |
| 5 | Alphabet Inc Class A CAP STK CL A | $30.4M | 85.0K | 3.4% | ▲+0.6% Added · +494 sh | |
| 6 | Nvidia Corp Common COM | $28.3M | 141.7K | 3.2% | ▲+5.6% Added · +8K sh | |
| 7 | Vanguard Total Stock Market ETF TOTAL STK MKT | $23.3M | 62.9K | 2.6% | ▲+0.3% Added · +193 sh | |
| 8 | Amazon Com Inc COM | $22.9M | 96.1K | 2.6% | ▲+3.4% Added · +3K sh | |
| 9 | Avantis International Equity ETF INTL EQT ETF | $18.6M | 209.0K | 2.1% | ▲+15% Added · +27K sh | |
| 10 | Lilly Eli & Co COM | $17.2M | 14.4K | 1.9% | ▲+0.5% Added · +67 sh | |
| 11 | Vertiv Holdings Co Cl A COM CL A | $15.3M | 45.8K | 1.7% | ▼−3.9% Reduced · −2K sh | |
| 12 | Ishares Tr MSCI EAFE Index MSCI EAFE ETF | $13.3M | 127.6K | 1.5% | ▼−0.8% Reduced · −1K sh | |
| 13 | Vanguard S&P 500 Index ETF S&P 500 ETF SHS | $13.2M | 19.3K | 1.5% | ▲+2.1% Added · +390 sh | |
| 14 | Advanced Micro Devices Inc COM | $11.9M | 20.5K | 1.3% | ▼−13% Reduced · −3K sh | |
| 15 | Visa Inc COM CL A | $10.6M | 31.0K | 1.2% | ▼−0.7% Reduced · −207 sh | |
| 16 | Meta Platform, Inc. CL A | $10.3M | 18.2K | 1.2% | ▲+0.8% Added · +155 sh | |
| 17 | Johnson & Johnson COM | $10.0M | 39.5K | 1.1% | ▼−0.7% Reduced · −294 sh | |
| 18 | Ishares Russell Midcap Index RUS MID CAP ETF | $9.5M | 85.7K | 1.1% | ▼−4.0% Reduced · −4K sh | |
| 19 | Abbvie Inc Com COM | $8.5M | 34.0K | 1.0% | ▲+14% Added · +4K sh | |
| 20 | Russell 2000 Index Fund RUSSELL 2000 ETF | $8.3M | 27.7K | 0.9% | ▲+1.7% Added · +454 sh | |
| 21 | Broadcom Inc COM | $8.0M | 21.2K | 0.9% | ▲+2.7% Added · +552 sh | |
| 22 | ASML Holding NV N Y REGISTRY SHS | $7.9M | 4.0K | 0.9% | ▼−14% Reduced · −647 sh | |
| 23 | Avantis Emerging Markets Equity ETF AVANTIS EMGMKT | $7.8M | 81.2K | 0.9% | ▲+39% Added · +23K sh | |
| 24 | Micron Technology Inc Common COM | $7.8M | 6.7K | 0.9% | ▼−17% Reduced · −1K sh | |
| 25 | Procter & Gamble Co COM | $7.7M | 52.5K | 0.9% | ▼−2.0% Reduced · −1K sh | |
| 26 | Chevron Corporation COM | $6.7M | 40.5K | 0.8% | ▼−1.0% Reduced · −417 sh | |
| 27 | Ishares S&P 100 Index Fund ETF S&P 100 ETF | $6.5M | 17.7K | 0.7% | ▼−0.2% Reduced · −30 sh | |
| 28 | Vanguard High Dividend Yield ETF HIGH DIV YLD | $6.4M | 40.7K | 0.7% | ▼−1.4% Reduced · −571 sh | |
| 29 | Netflix Inc Common COM | $6.3M | 88.1K | 0.7% | ▲+48% Added · +28K sh | |
| 30 | Invesco QQQ Tr Unit Ser 1 UNIT SER 1 | $6.2M | 8.4K | 0.7% | ▼−1.9% Reduced · −166 sh | |
| 31 | Home Depot Inc COM | $6.2M | 17.6K | 0.7% | ▼−2.4% Reduced · −435 sh | |
| 32 | iShares MSCI USA Min Vol Factor ETF MSCI USA MIN VOL | $6.2M | 63.9K | 0.7% | ▲+0.6% Added · +365 sh | |
| 33 | Wal Mart Inc COM | $5.9M | 52.4K | 0.7% | ▼−1.0% Reduced · −532 sh | |
| 34 | Alphabet Inc Class C CAP STK CL C | $5.5M | 15.7K | 0.6% | ▼−1.4% Reduced · −215 sh | |
| 35 | Exxon Mobil Corp COM | $5.5M | 39.9K | 0.6% | ▼−1.3% Reduced · −537 sh | |
| 36 | Ishares Tr Core S&P 500 ETF CORE S&P500 ETF | $5.4M | 7.2K | 0.6% | ▼−1.0% Reduced · −73 sh | |
| 37 | Pepsico Inc COM | $5.1M | 37.4K | 0.6% | ▼−1.1% Reduced · −410 sh | |
| 38 | Oracle Corp COM | $5.0M | 34.2K | 0.6% | ▲+0.2% Added · +62 sh | |
| 39 | Generac Holdings Inc COM | $4.8M | 16.5K | 0.5% | ▼−1.3% Reduced · −222 sh | |
| 40 | Ishares MSCI Emerging Mkts Index Fund MSCI EMG MKT ETF | $4.7M | 69.1K | 0.5% | ▼−0.6% Reduced · −415 sh | |
| 41 | Berkshire Hathaway Inc Del Cl B New CL B NEW | $4.6M | 9.2K | 0.5% | ▼−0.5% Reduced · −44 sh | |
| 42 | S&P Global Inc Common COM | $4.5M | 10.9K | 0.5% | ▼−13% Reduced · −2K sh | |
| 43 | Coca Cola Co COM | $4.4M | 54.6K | 0.5% | ▼−1.6% Reduced · −898 sh | |
| 44 | Mastercard Inc CL A | $4.2M | 8.2K | 0.5% | ▲+4.4% Added · +345 sh | |
| 45 | Palo Alto Networks Inc Common COM | $4.2M | 12.3K | 0.5% | ▼−9.9% Reduced · −1K sh | |
| 46 | Waste Management Inc New COM | $4.1M | 18.3K | 0.5% | ▼−5.1% Reduced · −986 sh | |
| 47 | Ishares Tr Russell 1000 Growth RUS 1000 GRW ETF | $4.1M | 32.8K | 0.5% | ▲+310% Added · +25K sh | |
| 48 | Automatic Data Processing COM | $4.0M | 17.8K | 0.4% | ▼−0.4% Reduced · −70 sh | |
| 49 | Merck & Co Inc New Com COM | $4.0M | 30.7K | 0.4% | ▼−12% Reduced · −4K sh | |
| 50 | Philip Morris Int Inc COM | $3.8M | 21.1K | 0.4% | ▼−2.1% Reduced · −461 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730479/holdings"
Use Arkolith to show Independence Bank of Kentucky's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 589 | $887.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 623 | $789.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 724 | $803.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 623 | $778.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 615 | $705.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 613 | $639.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 623 | $649.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 586 | $465.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.