Independence Bank of Kentucky has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the bank’s total ownership of 642 separate equity securities held in a trust managed by Kathryn Wilson, the Trust Operations Officer.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. The top holdings include Apple Inc., with 37,066,791 shares, and Microsoft Corporation, with 42,769,192 shares. Other significant positions include Visa Inc., with 11,049,038 shares, and JPMorgan Chase & Co., with 30,215,696 shares.
The filing also reveals substantial exposure to exchange-traded funds (ETFs). The bank holds significant stakes in the Vanguard Total Stock Market ETF, with 23,542,170 shares, and the iShares Russell 1000 Index ETF, with 902,170 shares. Additionally, the bank holds shares in the iShares S&P 500 Trust, with 95,243,335 shares.
The bank’s portfolio includes a mix of sectors, including financials, technology, healthcare, and consumer goods. Notable positions include UnitedHealth Group Inc., with 2,506,789 shares, and Procter & Gamble Co., with 7,553,252 shares.
The filing does not disclose any short positions or options activity for the period covered.
