account_balance
Investment manager · 13F filer · SEC CIK 1768763
Bank of the Bluegrass & Trust Co.
Reported value$325Mas of Jun 30, 2026
Positions240
Top 10 weight51.6%VGT alone is 11%
FiledOct 28120 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
VGTVanguard Information Technology
10.7%
FTECFidelity Information Technology ETF
10.4%
XLCCommunications Services Select Sector SPD
5.5%
VHTVanguard Healthcare ETF
4.5%
IBDTiShares Ibonds Dec 2028 Term
4.4%
AVDEAvantis International Equityetf
4.0%
AGGiShares Core US Aggregate Bond Fund
3.6%
XLFFinancial Select Sector SPDR
3.4%
AAPLApple Inc.
2.6%
XLYConsumer Discretionary SLCT Sector SPDR
2.5%
MYCJState St My 2030 Corp Bd ETF
2.5%
IYJiShares US Industrials ETF
2.4%
VGTVanguard Information Technology
10.7%
FTECFidelity Information Technology ETF
10.4%
XLCCommunications Services Select Sector SPD
5.5%
VHTVanguard Healthcare ETF
4.5%
IBDTiShares Ibonds Dec 2028 Term
4.4%
AVDEAvantis International Equityetf
4.0%
AGGiShares Core US Aggregate Bond Fund
3.6%
XLFFinancial Select Sector SPDR
3.4%
XLY2.5%
MYCJ2.5%
IYJ2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGT Vanguard Information Technology 10.7%
FTEC Fidelity Information Technology ETF 10.4%
XLC Communications Services Select Sector SPD 5.5%
VHT Vanguard Healthcare ETF 4.5%
IBDT iShares Ibonds Dec 2028 Term 4.4%
AVDE Avantis International Equityetf 4.0%
AGG iShares Core US Aggregate Bond Fund 3.6%
XLF Financial Select Sector SPDR 3.4%
AAPL Apple Inc. 2.6% XLY Consumer Discretionary SLCT Sector SPDR 2.5%
MYCJ State St My 2030 Corp Bd ETF 2.5%
IYJ iShares US Industrials ETF 2.4%
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.