Follow-The-Filings

Featured 13F manager

Kentucky Trust Co

Danville, KY 7 processed 13Fs on this site · 2024 Q4–2026 Q2

  • $208M
  • 315 Positions
  • 2026 Q2
  • +8.9% QoQ
  • Top 5 19.3%

Portfolio

2026 Q2 · filed 7/10/2026 · 315 long · top 12 shown

top 5 19.3% · top 10 32.9%

AUM over time

2026 Q2 $208M +8.9% QoQ
2024 Q4 · $170M 2024 Q4 · $170M
Q4 2024
2025 Q1 · $168M · −1.2% QoQ 2025 Q1 · $168M · −1.2% QoQ
Q1 2025
2025 Q2 · $174M · +3.6% QoQ 2025 Q2 · $174M · +3.6% QoQ
Q2
2025 Q3 · $185M · +6.3% QoQ 2025 Q3 · $185M · +6.3% QoQ
Q3
2025 Q4 · $189M · +2.2% QoQ 2025 Q4 · $189M · +2.2% QoQ
Q4
2026 Q1 · $191M · +1.1% QoQ 2026 Q1 · $191M · +1.1% QoQ
Q1 2026
2026 Q2 · $208M · +8.9% QoQ 2026 Q2 · $208M · +8.9% QoQ
Q2

Book

2025 Q3 2025 Q2 · filed 14 Oct · long equity

MSFT - Microsoft 5.08% Reduce −1.3% 18,104 $517.95 $9M −237 +$254K
AAPL - Apple 4.23% Reduce −0.3% 30,656 $254.63 $8M −80 +$2M
USB - US Bancorp 4.14% Add +0.1% 158,286 $48.33 $8M +230 +$498K
JPM - JPMorgan Chase 3.72% Reduce −3.5% 21,801 $315.43 $7M −796 +$326K
DNP - DNP Select Income 3.52% Reduce −0.5% 650,266 $10.01 $7M −3,485 +$109K
PFF — 3.20% Add +0.4% 187,086 $31.62 $6M +790 +$200K
SO - Southern 2.59% Reduce −0.6% 50,403 $94.77 $5M −295 +$121K
PG - Procter & Gamble 2.31% Reduce −0.9% 27,757 $153.65 $4M −250 −$197K
JNJ - Johnson & Johnson 2.13% Reduce −1.1% 21,230 $185.42 $4M −240 +$657K
ENB - Enbridge 2.08% Reduce −1.0% 76,114 $50.46 $4M −736 +$358K
GOOG - Alphabet · CL C 2.07% Reduce −0.6% 15,709 $243.55 $4M −100 +$1M
RTX - Raytheon 1.90% Reduce −0.5% 21,005 $167.33 $4M −115 +$431K
PNC - PNC Financial Services 1.90% Hold 17,430 $200.93 $4M
AMZN - Amazon 1.79% Reduce −1.0% 15,047 $219.57 $3M −150 −$30K
NVDA - NVIDIA 1.77% Reduce −1.8% 17,513 $186.58 $3M −313 +$451K
CVX - Chevron 1.59% Reduce −0.2% 18,860 $155.29 $3M −34 +$223K
NSC - Norfolk Southern 1.55% Reduce −0.5% 9,512 $300.41 $3M −50 +$410K
CAT - Caterpillar 1.55% Reduce −1.2% 5,983 $477.15 $3M −75 +$503K
ATO - Atmos Energy 1.53% Reduce −0.8% 16,504 $170.75 $3M −125 +$255K
DUK - Duke Energy 1.50% Reduce −0.3% 22,356 $123.75 $3M −75 +$120K
QQQ - Invesco Qqq 1.49% Add +0.5% 4,592 $600.37 $3M +24 +$237K
BRK.B - Berkshire Hathaway · CL B 1.49% Reduce −0.2% 5,458 $502.74 $3M −10 +$88K
WMT - Walmart 1.47% Reduce −0.7% 26,392 $103.06 $3M −199 +$120K
T - At T 1.45% Reduce −0.6% 94,926 $28.24 $3M −600 −$84K
EMR - Emerson Electric 1.41% Reduce −0.7% 19,823 $131.18 $3M −130 −$60K
SPHQ — 1.40% Reduce −0.3% 35,315 $73.29 $3M −115 +$63K
XOM - Exxon Mobil 1.39% Reduce −0.4% 22,795 $112.75 $3M −100 +$102K
LOW - Lowes 1.13% Reduce −0.1% 8,310 $251.31 $2M −10 +$242K
MMM - 3M 1.09% Reduce −2.2% 12,986 $155.18 $2M −293 −$6K
IRM - Iron Mountain 1.06% Reduce −4.0% 19,270 $101.94 $2M −795 −$94K
TFC - Truist Financial 0.98% Reduce −0.6% 39,443 $45.72 $2M −222 +$98K
CRM - Salesforce 0.95% Add +0.5% 7,370 $237.00 $2M +35 −$253K
AMAT - Applied Materials 0.93% Reduce −6.6% 8,365 $204.74 $2M −590 +$73K
KO - Coca Cola 0.91% Reduce −1.4% 25,224 $66.32 $2M −350 −$137K
ABBV - AbbVie 0.86% Hold 6,839 $231.54 $2M
PFE - Pfizer 0.85% Reduce −1.1% 61,951 $25.48 $2M −700 +$60K
NVS - Novartis 0.85% Hold 12,237 $128.24 $2M
MDT - Medtronic 0.83% Add +0.3% 16,118 $95.24 $2M +50 +$134K
AEE - Ameren 0.83% Reduce −0.6% 14,659 $104.38 $2M −83 +$114K
PEP - Pepsico 0.83% Reduce −0.1% 10,873 $140.44 $2M −15 +$89K
VTR - Ventas 0.81% Reduce −2.6% 21,255 $69.99 $1M −575 +$109K
CSCO - Cisco Systems 0.74% Reduce −0.7% 20,031 $68.42 $1M −145 −$29K
AMGN - Amgen 0.73% Hold 4,751 $282.20 $1M
HD - Home Depot 0.71% Reduce −1.3% 3,219 $405.19 $1M −42 +$109K
V - Visa · CL A 0.65% Reduce −2.8% 3,518 $341.38 $1M −100 −$84K
VZ - Verizon Communications 0.63% Reduce −0.3% 26,412 $43.95 $1M −83 +$14K
CVS - CVS Health 0.57% Reduce −2.1% 13,872 $75.39 $1M −300 +$68K
FITB - Fifth Third Bancorp 0.56% Hold 23,344 $44.55 $1M
SPDR S&P Dividend 0.55% Reduce −6.5% 7,300 $140.05 $1M −505 −$37K
GLW - Corning 0.55% Add +1.7% 12,282 $82.03 $1M +201 +$372K

Showing top 50 of 292 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Holding 0.01% Exit 0 $16.15 $14K −867 −$14K
ETN - Eaton 0.01% Exit 0 $10.02 $10K −998 −$10K
RSP — 0.01% Exit 0 $188.68 $10K −53 −$10K
K - W K Kellogg 0.01% Exit 0 $16.36 $9K −550 −$9K
ASH - Ashland Exit 0 $50.00 $5K −100 −$5K
Orion Properties Exit 0 −39 $—

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q2. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

7 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 316 $208M +8.9% 13F-HR 7/10/2026 000205410026000003
2026 Q1 311 $191M +1.1% 13F-HR 4/17/2026 000205410026000002
2025 Q4 304 $189M +2.2% 13F-HR 1/21/2026 000205410026000001
2025 Q3 294 $185M +6.3% 13F-HR 10/14/2025 000205410025000006
2025 Q2 297 $174M +3.6% 13F-HR 7/15/2025 000205410025000004
2025 Q1 299 $168M −1.2% 13F-HR 4/21/2025 000205410025000003
2024 Q4 303 $170M 13F-HR 1/29/2025 000205410025000002

About

Kentucky Trust Co

7 processed 13Fs on this site · 2024 Q4–2026 Q2

Entity
Kentucky Trust Co
Location
Danville, KY
All SEC filings
View on sec.gov