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Home > Institutional Investor > Independence Bank Of Kentucky > Profile

Instuitional Investor - Independence Bank Of Kentucky

Fund Profile
Filing Period:
Fund Name: Independence Bank Of Kentucky
Portfolio Value $639,589,274
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 131,205 $73,394,765 11.48%
2.
Microsoft Corp
 MSFT 71,431 $26,814,483 4.19%
3.
Apple Inc.
 AAPL 117,455 $26,090,279 4.08%
4.
Jpmorgan Chase & Co
 JPM 92,782 $22,759,425 3.56%
5.
Vanguard Total Stock Market Etf
 62,892 $17,285,237 2.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)