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",
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "PRCT",
  null,
  "VDE",
  null,
  "AXP",
  "UNIT",
  null,
  "SCHH",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "KMX",
  "CP.TO",
  "BOH",
  "BSX",
  "HRB",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "NUV",
  "MCRI",
  "NVAX",
  "D",
  "NLOP",
  null,
  "EBAY",
  "EOG",
  "TDS",
  "EXPE",
  "EXPD",
  "UNF",
  null,
  null,
  "BUSE",
  "FFBC",
  "FCX",
  "FITB",
  "RWAY",
  null,
  "GD",
  null,
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "CCD",
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "FBIN",
  null,
  "EH",
  "FE",
  "GABC",
  "UNP",
  "QCOM",
  "SYBT",
  "ISRG",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "AMAT",
  "INVZ",
  "IIPR",
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "LTBR",
  "MYGN",
  "MPAA",
  "IVW",
  null,
  "IJH",
  "RBCAA",
  null,
  null,
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "LAC.TO",
  "CXH",
  null,
  null,
  "CXE",
  "KMI",
  "LHX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  "MPC",
  "CMU",
  "MMC",
  "SLF",
  "PWR",
  "MRVL",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "ELF",
  "EQIX",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FTV",
  "GE",
  "NTRS",
  "HES",
  "NVS",
  "TEVA",
  "FMC",
  null,
  "OMC",
  null,
  "ADM",
  "PCAR",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  "MMU",
  "VHT",
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "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",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "PNFP",
  "MET",
  "VXF",
  "ASH",
  "RCL",
  "SCHW",
  "MNST",
  "PPC",
  "IVOO",
  null,
  "SPH",
  "SUN",
  "ACWV",
  null,
  null,
  null,
  null,
  "VWO",
  "IWV",
  "SBAC",
  "VCIT",
  null,
  "EME",
  "VIG",
  "MRTN",
  "TTE",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  "MTD",
  "IWN",
  "SNY",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  null,
  "FSK",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  "EW",
  "VRT",
  "ONB",
  "ATO",
  "ALGN",
  "ADSK",
  "VNOM",
  "GM",
  "HAL",
  null,
  "SNX",
  "AFL",
  "AMD",
  "VFC",
  "X",
  "SDY",
  "FI",
  "DRI",
  null,
  "WAB",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "DEO",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  "ES",
  "HTH",
  null,
  "LANC",
  null,
  "NVO",
  null,
  "AMZN",
  "MSI",
  null,
  "TTWO",
  "IVE",
  "LCID",
  "HCA",
  "SIRI",
  null,
  null,
  null,
  "HDB",
  "TDC",
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  null,
  "VXUS",
  null,
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  "WU",
  "WFC",
  "WST",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "XEL",
  "YUMC",
  "YUM",
  "SOLV",
  null,
  "ET",
  "BIIB",
  "DVY",
  null,
  "SCHA",
  "HIW",
  "MSCI",
  "NSC",
  "LUMN",
  "NDSN",
  "RDY",
  "JCI",
  "NXPI",
  "KDP",
  null,
  "SO",
  null,
  "SJM",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "SUI",
  "SYY",
  "DIA",
  "LYV",
  null,
  null,
  null,
  null,
  "LYB",
  "ZION",
  "IUSV",
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "GAP",
  null,
  "EXR",
  "GWW",
  "SYF",
  "NUE",
  "NRG",
  "FDX",
  "STLA",
  null,
  "KMB",
  "LULU",
  "ATNI",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BNS",
  "BRK-B",
  "BAX",
  "BDX",
  "BRBR",
  "BBY",
  "BA",
  null,
  "MHD",
  "BHF",
  "SAM",
  "BMY",
  "BTI",
  "BF-B",
  "BF-A",
  "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",
  "CTBI",
  "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",
  "USMV",
  "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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464287655

IWM|464287655

Shares:29.0K

Value:$5.8M

% of Portfolio:0.9% ($5.8M/$639.6M)

921946406

VYM|921946406

Shares:40.8K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$639.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:25.1K

Value:$5.2M

% of Portfolio:0.8% ($5.2M/$639.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:16.7K

Value:$5.1M

% of Portfolio:0.8% ($5.1M/$639.6M)

S&P Global Inc.

SPGI|78409V104

Shares:10.0K

Value:$5.1M

% of Portfolio:0.8% ($5.1M/$639.6M)

464287101

Shares:17.5K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$639.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.7K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$639.6M)

ORACLE CORP

ORCL|68389X105

Shares:33.2K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$639.6M)

Walmart Inc.

WMT|931142103

Shares:52.1K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$639.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:33.0K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$639.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:8.3K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$639.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:35.9K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$639.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:54.2K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$639.6M)

Vertiv Holdings Co

VRT|92537N108

Shares:52.8K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$639.6M)

ASML HOLDING NV

ASML|N07059210

Shares:5.7K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$639.6M)

Mastercard Inc

MA|57636Q104

Shares:6.8K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$639.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:40.6K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$639.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:14.7K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$639.6M)

78464A763

SDY|78464A763

Shares:24.5K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$639.6M)

97717W505

Shares:66.4K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$639.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	29.0K	QoQ -1.04% (-307) YoY +33.01% (+7.2K)	All Managers (Combined)	$5.8M	0.9% ($5.8M/$639.6M)	QoQ -10.66% (-$690.6K) YoY +26.17% (+$1.2M)
(VYMcusip921946406)	40.8K	QoQ +1.70% (+686) YoY +354.60% (+31.8K)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$639.6M)	QoQ +2.80% (+$143.4K) YoY +384.55% (+$4.2M)
AbbVie Inc.(ABBVcusip00287Y109)	25.1K	QoQ -2.98% (-771) YoY +60.31% (+9.4K)	All Managers (Combined)	$5.2M	0.8% ($5.2M/$639.6M)	QoQ +14.38% (-$660.1K) YoY +84.45% (+$2.4M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	16.7K	QoQ 0.00% (+0) YoY +1588.44% (+15.7K)	All Managers (Combined)	$5.1M	0.8% ($5.1M/$639.6M)	QoQ +4.37% (+$213.3K) YoY +1965.63% (+$4.8M)
S&P Global Inc.(SPGIcusip78409V104)	10.0K	QoQ -0.04% (-5) YoY +405.86% (+8.0K)	All Managers (Combined)	$5.1M	0.8% ($5.1M/$639.6M)	QoQ +1.97% (-$98.2K) YoY +504.13% (+$4.2M)
(cusip464287101)✕	17.5K	QoQ 0.00% (-0) YoY NEW(+17.5K)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$639.6M)	QoQ -6.23% (-$315.1K) YoY NEW(+$4.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.7K	QoQ -0.85% (-75) YoY +90.38% (+4.1K)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$639.6M)	QoQ +16.49% (-$658.5K) YoY +141.11% (+$2.7M)
ORACLE CORP(ORCLcusip68389X105)	33.2K	QoQ +5.06% (-1.6K) YoY +202.45% (+22.2K)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$639.6M)	QoQ -11.84% (-$624.0K) YoY +236.65% (+$3.3M)
Walmart Inc.(WMTcusip931142103)	52.1K	QoQ +0.37% (-197) YoY +98.43% (+25.8K)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$639.6M)	QoQ -2.46% (-$115.5K) YoY +189.52% (+$3.0M)
ABBOTT LABORATORIES(ABTcusip002824100)	33.0K	QoQ -4.28% (-1.5K) YoY +92.11% (+15.8K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$639.6M)	QoQ +12.24% (-$477.2K) YoY +124.20% (+$2.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	8.3K	QoQ -22.15% (-2.4K) YoY +32.59% (+2.0K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$639.6M)	QoQ -19.40% (-$1.0M) YoY +40.38% (+$1.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	35.9K	QoQ -2.68% (-989) YoY +23.44% (+6.8K)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$639.6M)	QoQ +7.59% (-$300.9K) YoY +26.30% (+$887.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	54.2K	QoQ +5.65% (+2.9K) YoY +9.06% (+4.5K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$639.6M)	QoQ +4.47% (+$164.7K) YoY +20.98% (+$666.7K)
Vertiv Holdings Co(VRTcusip92537N108)	52.8K	QoQ +94.26% (+25.6K) YoY +4488.95% (+51.6K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$639.6M)	QoQ +23.45% (+$724.0K) YoY +3956.82% (+$3.7M)
ASML HOLDING NV(ASMLcusipN07059210)	5.7K	QoQ -1.80% (-105) YoY +386.07% (+4.5K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$639.6M)	QoQ -6.11% (-$247.1K) YoY +231.89% (+$2.7M)
Mastercard Inc(MAcusip57636Q104)	6.8K	QoQ +0.92% (+62) YoY +170.36% (+4.3K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$639.6M)	QoQ +5.05% (+$179.1K) YoY +207.72% (+$2.5M)
Merck & Co., Inc.(MRKcusip58933Y105)	40.6K	QoQ -2.35% (-981) YoY +124.39% (+22.5K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$639.6M)	QoQ -11.89% (-$492.7K) YoY +52.64% (+$1.3M)
LOWES COMPANIES INC(LOWcusip548661107)	14.7K	QoQ -1.49% (-222) YoY -7.28% (-1.2K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$639.6M)	QoQ -6.90% (-$253.7K) YoY -15.10% (-$608.3K)
(SDYcusip78464A763)	24.5K	QoQ -0.91% (-227) YoY +1265.84% (+22.7K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$639.6M)	QoQ +1.76% (-$57.8K) YoY +1312.05% (+$3.1M)
(cusip97717W505)✕	66.4K	QoQ +0.27% (-185) YoY +167.63% (+41.6K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$639.6M)	QoQ -2.57% (-$86.9K) YoY +171.74% (+$2.1M)