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SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.21B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
+10.46%
1 Year Est. Return
+22.76%
3 Year Est. Return
+70.18%
5 Year Est. Return
+91.44%
10 Year Est. Return
+323.38%
AUM
$2.99B
AUM Growth
+$187M
Cap. Flow
-$21.1M
Cap. Flow %
-0.71%
Top 10 Hldgs %
33.14%
Holding
396
New
17
Increased
130
Reduced
200
Closed
15

Top Buys

Rank Stock Value
1
CHDN icon
Churchill Downs
CHDN
+$10.7M
2
PANW icon
Palo Alto Networks
PANW
+$8.96M
3
META icon
Meta Platforms (Facebook)
META
+$7.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.25M
5
MRSH
Marsh
MRSH
+$3.32M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14M
2
DIS icon
Walt Disney
DIS
+$8.51M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$6.87M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.77M

Sector Composition

Rank Sector Weight
1 Technology 23.38%
2 Financials 14.36%
3 Healthcare 9.24%
4 Consumer Discretionary 7.88%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNG icon
226
Cheniere Energy
LNG
$55.4B
$849K 0.03%
3,485
+1,758
+102% +$407K
CF icon
227
CF Industries
CF
$17.9B
$848K 0.03%
9,221
+339
+4% +$28.9K
CDW icon
228
CDW
CDW
$16.9B
$836K 0.03%
4,679
-465
-9% -$79K
VTR icon
229
Ventas
VTR
$45.3B
$823K 0.03%
13,033
+5,566
+75% +$363K
ANSS
230
DELISTED
Ansys
ANSS
$783K 0.03%
2,229
+4
+0.2% +$1.31K
SHEL icon
231
Shell
SHEL
$250B
$781K 0.03%
11,093
+1,754
+19% +$118K
VRSK icon
232
Verisk Analytics
VRSK
$23.7B
$779K 0.03%
2,502
– –
WAT icon
233
Waters Corp
WAT
$40.5B
$777K 0.03%
2,226
+55
+3% +$18.9K
SDY icon
234
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$771K 0.03%
5,684
-273
-5% -$36.2K
VUG icon
235
Vanguard Morningstar Growth ETF
VUG
$229B
$755K 0.03%
10,332
– –
DFAI
236
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$745K 0.02%
21,561
-1,100
-5% -$36K
STT icon
237
State Street
STT
$51.6B
$740K 0.02%
6,957
-541
-7% -$50K
JCI icon
238
Johnson Controls International
JCI
$93.3B
$736K 0.02%
6,972
-327
-4% -$30.1K
AJG icon
239
Arthur J. Gallagher & Co
AJG
$65.4B
$728K 0.02%
2,275
+6
+0.3% +$1.98K
XLU icon
240
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$727K 0.02%
17,812
+3,294
+23% +$131K
SUSC icon
241
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$710K 0.02%
30,550
– –
APO icon
242
Apollo Global Management
APO
$80.7B
$709K 0.02%
+4,998
New +$663K
EFAV icon
243
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
$697K 0.02%
8,293
+807
+11% +$66K
CTAS icon
244
Cintas
CTAS
$82.4B
$682K 0.02%
3,060
+1,220
+66% +$263K
FDX icon
245
FedEx
FDX
$76.1B
$667K 0.02%
2,936
-161
-5% -$35.3K
EAGG icon
246
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$658K 0.02%
13,835
– –
MCHP icon
247
Microchip Technology
MCHP
$44B
$626K 0.02%
8,892
-3,437
-28% -$189K
SJM icon
248
J.M. Smucker
SJM
$12.7B
$624K 0.02%
6,356
-387
-6% -$42.5K
MTD icon
249
Mettler-Toledo International
MTD
$28.7B
$621K 0.02%
529
+1
+0.2% +$1.12K
GD icon
250
General Dynamics
GD
$107B
$620K 0.02%
2,126
+148
+7% +$40.7K
8 9
10
11 12

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Stock Yards Bank & Trust's Q2 2025 Portfolio in Review

As of Q2 2025, Stock Yards Bank & Trust held 396 positions worth $2.99B, up 6.7% from $2.81B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Stock Yards Bank & Trust's Q2 2025 filing shows 17 new, 130 increased, 200 reduced and 15 closed positions. Its largest new stake was Fidelity MSCI Health Care Index ETF: 21,351 shares worth $1.37M. The largest sale was Berkshire Hathaway Class B, an estimated $14M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 20% a quarter earlier, followed by Financials and Healthcare.

  • Stock Yards Bank & Trust's largest Q2 2025 buy was Fidelity MSCI Health Care Index ETF: 21,351 shares worth $1.37M.
  • Stock Yards Bank & Trust added most to Churchill Downs in Q2 2025, an estimated $10.7M increase.
  • Stock Yards Bank & Trust's biggest Q2 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $14M.
  • Stock Yards Bank & Trust fully exited Discover Financial Services in Q2 2025, selling an estimated $1.25M.
  • Stock Yards Bank & Trust's ten largest holdings make up 33% of its $2.99B portfolio in Q2 2025.
  • Stock Yards Bank & Trust opened 17 new positions and closed 15 in Q2 2025.
  • Stock Yards Bank & Trust's portfolio value rose 6.7% quarter-over-quarter to $2.99B.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.