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Kathryn Wilson

Independence Bank Of Kentucky

Assets Managed
$887.565M
Holdings
589
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.45%(2Q avg: 5.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Independence Bank Of Kentucky's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 589 positions.

Assets under management

The assets under management (AUM) of Independence Bank Of Kentucky over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 887.565M in assets, with a quarterly growth rate of 12.45% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Kathryn Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.77%
10.68%
$94.766M
126,901 shares@ $746.78 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.8%
3.72%
$32.982M
113,982 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.97%
3.51%
$31.074M
83,304 shares@ $373.02 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.35%
3.43%
$30.373M
92,790 shares@ $327.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.59%
3.43%
$30.359M
84,951 shares@ $357.38 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.62%
3.2%
$28.347M
141,669 shares@ $200.09 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.31%
2.63%
$23.278M
62,906 shares@ $370.05 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.38%
2.59%
$22.91M
96,122 shares@ $238.34 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 15.03%
2.11%
$18.641M
208,983 shares@ $89.21 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.47%
1.95%
$17.224M
14,360 shares@ $1199.44 avg price

1-10 of 589