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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 $649,820,095
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 125,360 $73,470,989 11.3%
2.
Apple Inc.
 AAPL 120,698 $30,225,193 4.65%
3.
Microsoft Corp
 MSFT 67,569 $28,480,333 4.38%
4.
Jpmorgan Chase & Co
 JPM 90,862 $21,780,530 3.35%
5.
Vanguard Total Stock Market Etf
 62,892 $18,226,731 2.8%
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)