Independence-Bank-Of-Kentucky

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MGY",
  null,
  "TROW",
  "AR",
  "HUM",
  "AAXJ",
  "RF",
  "BCE",
  "SNOW",
  "MU",
  "LBRT",
  "ACN",
  null,
  "OTTR",
  "MMM",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "APD",
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  "ALL",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "GS",
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  "INTC",
  "LDOS",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "DGX",
  "PPG",
  "REGN",
  null,
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SHEL",
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  "GLD",
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  null,
  null,
  null,
  "SPYG",
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  null,
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  "SNPS",
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  "TGT",
  "TM",
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  "TFC",
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  "VNQ",
  "VO",
  "NEM",
  "PNFP",
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  "VXF",
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  "IVOO",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "X",
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  "FI",
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  null,
  "WAB",
  "IP",
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  "F",
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  "WEC",
  "EQR",
  "DEO",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "VLTO",
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  "WU",
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  "WMB",
  null,
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  null,
  null,
  "WPC",
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  null,
  "ET",
  "BIIB",
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  null,
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  null,
  "SO",
  null,
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  null,
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  null,
  "LYB",
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  "ZBH",
  "DGRO",
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  null,
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  "NUE",
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  "FDX",
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  null,
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  "ADP",
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  "BRBR",
  "BBY",
  "BA",
  null,
  "MHD",
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  "BMY",
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  "BF-B",
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  "BR",
  "CZR",
  "CM",
  "CDNS",
  "CARR",
  "CCL",
  "CNC",
  "CC",
  "CVX",
  "LNG",
  "CB",
  "CHDN",
  "CMG",
  "CTAS",
  "CSCO",
  "CIVI",
  "NET",
  "C",
  "CLX",
  "CME",
  "COKE",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CMP",
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  "CNXC",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CSGS",
  "DHR",
  "DAR",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DFS",
  "DLR",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
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  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 613
Total Value: 639589274
Accession Number: 0001730479-25-000002
Form Type: 13F-HR
CIK: independence-bank-of-kentucky
Manager Name: Independence-Bank-Of-Kentucky

Data Enrichment

82% identified

503 identified110 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

613 positions • $639.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:131.2K

Value:$73.4M

% of Portfolio:11.5% ($73.4M/$639.6M)

MICROSOFT CORP

MSFT|594918104

Shares:71.4K

Value:$26.8M

% of Portfolio:4.2% ($26.8M/$639.6M)

Apple Inc.

AAPL|037833100

Shares:117.5K

Value:$26.1M

% of Portfolio:4.1% ($26.1M/$639.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:92.8K

Value:$22.8M

% of Portfolio:3.6% ($22.8M/$639.6M)

922908769

VTI|922908769

Shares:62.9K

Value:$17.3M

% of Portfolio:2.7% ($17.3M/$639.6M)

AMAZON COM INC

AMZN|023135106

Shares:81.3K

Value:$15.5M

% of Portfolio:2.4% ($15.5M/$639.6M)

NVIDIA CORP

NVDA|67066G104

Shares:128.3K

Value:$13.9M

% of Portfolio:2.2% ($13.9M/$639.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:89.7K

Value:$13.9M

% of Portfolio:2.2% ($13.9M/$639.6M)

VISA INC.

V|92826C839

Shares:31.4K

Value:$11.0M

% of Portfolio:1.7% ($11.0M/$639.6M)

Meta Platforms, Inc.

META|30303M102

Shares:17.6K

Value:$10.2M

% of Portfolio:1.6% ($10.2M/$639.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:49.3K

Value:$8.4M

% of Portfolio:1.3% ($8.4M/$639.6M)

464287499

IWR|464287499

Shares:88.2K

Value:$7.5M

% of Portfolio:1.2% ($7.5M/$639.6M)

922908363

VOO|922908363

Shares:14.4K

Value:$7.4M

% of Portfolio:1.2% ($7.4M/$639.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:44.4K

Value:$7.4M

% of Portfolio:1.2% ($7.4M/$639.6M)

464287465

EFA|464287465

Shares:88.9K

Value:$7.3M

% of Portfolio:1.1% ($7.3M/$639.6M)

ELI LILLY & Co

LLY|532457108

Shares:8.3K

Value:$6.9M

% of Portfolio:1.1% ($6.9M/$639.6M)

CHEVRON CORP

CVX|166764100

Shares:40.6K

Value:$6.8M

% of Portfolio:1.1% ($6.8M/$639.6M)

HOME DEPOT, INC.

HD|437076102

Shares:17.9K

Value:$6.6M

% of Portfolio:1.0% ($6.6M/$639.6M)

46429B697

USMV|46429B697

Shares:67.6K

Value:$6.3M

% of Portfolio:1.0% ($6.3M/$639.6M)

PEPSICO INC

PEP|713448108

Shares:39.1K

Value:$5.9M

% of Portfolio:0.9% ($5.9M/$639.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	131.2K	QoQ +4.66% (-5.8K) YoY +240.73% (+92.7K)	All Managers (Combined)	$73.4M	11.5% ($73.4M/$639.6M)	QoQ -0.10% (-$76.2K) YoY +264.39% (+$53.3M)
MICROSOFT CORP(MSFTcusip594918104)	71.4K	QoQ +5.71% (-3.9K) YoY +150.33% (+42.9K)	All Managers (Combined)	$26.8M	4.2% ($26.8M/$639.6M)	QoQ -5.84% (-$1.7M) YoY +123.36% (+$14.8M)
Apple Inc.(AAPLcusip037833100)	117.5K	QoQ -2.68% (-3.2K) YoY +58.66% (+43.4K)	All Managers (Combined)	$26.1M	4.1% ($26.1M/$639.6M)	QoQ -13.68% (-$4.1M) YoY +105.53% (+$13.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	92.8K	QoQ +2.11% (+1.9K) YoY +106.10% (+47.8K)	All Managers (Combined)	$22.8M	3.6% ($22.8M/$639.6M)	QoQ +4.49% (+$978.9K) YoY +152.40% (+$13.7M)
(VTIcusip922908769)	62.9K	QoQ 0.00% (-0) YoY +2540.30% (+60.5K)	All Managers (Combined)	$17.3M	2.7% ($17.3M/$639.6M)	QoQ -5.16% (-$941.5K) YoY +2692.07% (+$16.7M)
AMAZON COM INC(AMZNcusip023135106)	81.3K	QoQ +6.68% (-5.1K) YoY +66.74% (+32.5K)	All Managers (Combined)	$15.5M	2.4% ($15.5M/$639.6M)	QoQ -7.48% (-$1.3M) YoY +75.87% (+$6.7M)
NVIDIA CORP(NVDAcusip67066G104)	128.3K	QoQ +34.09% (+32.6K) YoY +2182.21% (+122.7K)	All Managers (Combined)	$13.9M	2.2% ($13.9M/$639.6M)	QoQ +8.22% (+$1.1M) YoY +173.74% (+$8.8M)
Alphabet Inc.(GOOGLcusip02079K305)	89.7K	QoQ +6.14% (-5.2K) YoY +62.48% (+34.5K)	All Managers (Combined)	$13.9M	2.2% ($13.9M/$639.6M)	QoQ -13.29% (-$2.1M) YoY +66.47% (+$5.5M)
VISA INC.(Vcusip92826C839)	31.4K	QoQ -2.18% (-702) YoY +44.53% (+9.7K)	All Managers (Combined)	$11.0M	1.7% ($11.0M/$639.6M)	QoQ +8.46% (-$860.5K) YoY +81.50% (+$4.9M)
Meta Platforms, Inc.(METAcusip30303M102)	17.6K	QoQ -1.48% (-266) YoY +52.04% (+6.0K)	All Managers (Combined)	$10.2M	1.6% ($10.2M/$639.6M)	QoQ -3.02% (-$317.0K) YoY +80.47% (+$4.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	49.3K	QoQ -2.21% (-1.1K) YoY +68.93% (+20.1K)	All Managers (Combined)	$8.4M	1.3% ($8.4M/$639.6M)	QoQ -0.60% (-$50.9K) YoY +77.43% (+$3.7M)
(IWRcusip464287499)	88.2K	QoQ -4.26% (-3.9K) YoY +27.70% (+19.1K)	All Managers (Combined)	$7.5M	1.2% ($7.5M/$639.6M)	QoQ -7.87% (-$641.7K) YoY +29.18% (+$1.7M)
(VOOcusip922908363)	14.4K	QoQ +0.86% (-124) YoY +87.50% (+6.7K)	All Managers (Combined)	$7.4M	1.2% ($7.4M/$639.6M)	QoQ -3.79% (-$291.9K) YoY +100.45% (+$3.7M)
JOHNSON & JOHNSON(JNJcusip478160104)	44.4K	QoQ -2.33% (-1.1K) YoY +97.14% (+21.9K)	All Managers (Combined)	$7.4M	1.2% ($7.4M/$639.6M)	QoQ +11.99% (-$788.5K) YoY +106.67% (+$3.8M)
(EFAcusip464287465)	88.9K	QoQ -7.29% (-7.0K) YoY +2.51% (+2.2K)	All Managers (Combined)	$7.3M	1.1% ($7.3M/$639.6M)	QoQ +0.20% (-$14.8K) YoY +4.91% (+$340.3K)
ELI LILLY & Co(LLYcusip532457108)	8.3K	QoQ +8.29% (+637) YoY +60.03% (+3.1K)	All Managers (Combined)	$6.9M	1.1% ($6.9M/$639.6M)	QoQ +15.85% (+$940.1K) YoY +69.89% (+$2.8M)
CHEVRON CORP(CVXcusip166764100)	40.6K	QoQ -4.20% (-1.8K) YoY +24.27% (+7.9K)	All Managers (Combined)	$6.8M	1.1% ($6.8M/$639.6M)	QoQ +10.64% (-$653.5K) YoY +31.79% (+$1.6M)
HOME DEPOT, INC.(HDcusip437076102)	17.9K	QoQ -0.94% (-171) YoY +286.62% (+13.3K)	All Managers (Combined)	$6.6M	1.0% ($6.6M/$639.6M)	QoQ -6.67% (-$469.1K) YoY +269.37% (+$4.8M)
(USMVcusip46429B697)	67.6K	QoQ -1.40% (-964) YoY +1219.05% (+62.5K)	All Managers (Combined)	$6.3M	1.0% ($6.3M/$639.6M)	QoQ +4.00% (-$243.8K) YoY +1378.13% (+$5.9M)
PEPSICO INC(PEPcusip713448108)	39.1K	QoQ -2.34% (-936) YoY +141.84% (+22.9K)	All Managers (Combined)	$5.9M	0.9% ($5.9M/$639.6M)	QoQ -3.70% (-$225.1K) YoY +107.19% (+$3.0M)