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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
+8.01%
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
$3.19B
AUM Growth
+$196M
Cap. Flow
-$2.44M
Cap. Flow %
-0.08%
Top 10 Hldgs %
34.32%
Holding
399
New
18
Increased
118
Reduced
191
Closed
10

Top Buys

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$16.9M
2
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$13M
3
EQIX icon
Equinix
EQIX
+$6.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.85M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$17.9M
2
ORCL icon
Oracle
ORCL
+$7.24M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.98M

Sector Composition

Rank Sector Weight
1 Technology 24.03%
2 Financials 13.76%
3 Healthcare 8.61%
4 Consumer Discretionary 7.73%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
226
Hershey
HSY
$36.6B
$908K 0.03%
4,853
-374
-7% -$68K
BP icon
227
BP
BP
$111B
$900K 0.03%
26,115
-11,826
-31% -$396K
VRT icon
228
Vertiv
VRT
$108B
$883K 0.03%
5,850
+2,398
+69% +$320K
TXN icon
229
Texas Instruments
TXN
$257B
$875K 0.03%
4,761
+3
+0.1% +$587
CMCSA icon
230
Comcast
CMCSA
$91B
$867K 0.03%
27,607
-6,258
-18% -$210K
WSO icon
231
Watsco Inc
WSO
$13.2B
$842K 0.03%
2,083
-119
-5% -$50.9K
UI icon
232
Ubiquiti
UI
$34.7B
$830K 0.03%
1,257
-150
-11% -$74.9K
VUG icon
233
Vanguard Morningstar Growth ETF
VUG
$228B
$826K 0.03%
10,332
– –
XLU icon
234
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$786K 0.02%
18,014
+202
+1% +$8.54K
STT icon
235
State Street
STT
$51.4B
$784K 0.02%
6,758
-199
-3% -$22.2K
DFAI
236
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$784K 0.02%
21,561
– –
SDY icon
237
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$781K 0.02%
5,575
-109
-2% -$15.2K
ECL icon
238
Ecolab
ECL
$79.8B
$765K 0.02%
2,793
-400
-13% -$109K
GD icon
239
General Dynamics
GD
$106B
$751K 0.02%
2,201
+75
+4% +$23.6K
CDW icon
240
CDW
CDW
$16.9B
$745K 0.02%
4,679
– –
JCI icon
241
Johnson Controls International
JCI
$93.7B
$727K 0.02%
6,611
-361
-5% -$38.6K
SUSC icon
242
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$720K 0.02%
30,550
– –
SHEL icon
243
Shell
SHEL
$250B
$716K 0.02%
10,014
-1,079
-10% -$77.7K
AJG icon
244
Arthur J. Gallagher & Co
AJG
$65B
$705K 0.02%
2,275
– –
EFAV icon
245
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
$699K 0.02%
8,244
-49
-0.6% -$4.14K
WAT icon
246
Waters Corp
WAT
$40.7B
$667K 0.02%
2,226
– –
EAGG icon
247
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$664K 0.02%
13,835
– –
C icon
248
Citigroup
C
$228B
$664K 0.02%
6,546
-72
-1% -$6.83K
FDX icon
249
FedEx
FDX
$76.3B
$653K 0.02%
2,770
-166
-6% -$38.3K
IWB icon
250
iShares Russell 1000 ETF
IWB
$50B
$648K 0.02%
1,774
– –
8 9
10
11 12

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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Stock Yards Bank & Trust's Q3 2025 Portfolio in Review

As of Q3 2025, Stock Yards Bank & Trust held 399 positions worth $3.19B, up 6.6% from $2.99B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Stock Yards Bank & Trust's Q3 2025 filing shows 18 new, 118 increased, 191 reduced and 10 closed positions. Its largest new stake was First Trust Global Tactical Commodity Strategy Fund: 514,381 shares worth $13.3M. The largest sale was Accenture, an estimated $17.9M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

  • Stock Yards Bank & Trust's largest Q3 2025 buy was First Trust Global Tactical Commodity Strategy Fund: 514,381 shares worth $13.3M.
  • Stock Yards Bank & Trust added most to Apollo Global Management in Q3 2025, an estimated $16.9M increase.
  • Stock Yards Bank & Trust's biggest Q3 2025 reduction was Accenture, cutting an estimated $17.9M.
  • Stock Yards Bank & Trust fully exited Ansys in Q3 2025, selling an estimated $783K.
  • Stock Yards Bank & Trust's ten largest holdings make up 34% of its $3.19B portfolio in Q3 2025.
  • Stock Yards Bank & Trust opened 18 new positions and closed 10 in Q3 2025.
  • Stock Yards Bank & Trust's portfolio value rose 6.6% quarter-over-quarter to $3.19B.

Based on Stock Yards Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.