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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
IWB icon
251
iShares Russell 1000 ETF
IWB
$50B
$602K 0.02%
1,774
-96
-5% -$30.1K
XLC icon
252
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$599K 0.02%
5,518
+832
+18% +$82K
FFBC icon
253
First Financial Bancorp
FFBC
$3.58B
$588K 0.02%
24,223
-1,754
-7% -$41.6K
XLE icon
254
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$583K 0.02%
13,758
+978
+8% +$40.7K
UI icon
255
Ubiquiti
UI
$34.8B
$579K 0.02%
1,407
– –
XLV icon
256
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$572K 0.02%
4,247
+948
+29% +$128K
PZZA icon
257
Papa John's
PZZA
$802M
$572K 0.02%
11,682
– –
MET icon
258
MetLife
MET
$61.7B
$571K 0.02%
7,101
+638
+10% +$49.2K
IEI icon
259
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$568K 0.02%
4,770
-187
-4% -$22.1K
CAH icon
260
Cardinal Health
CAH
$56.2B
$567K 0.02%
3,377
– –
SPDW icon
261
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$565K 0.02%
13,953
-11,691
-46% -$448K
C icon
262
Citigroup
C
$228B
$563K 0.02%
6,618
+348
+6% +$25.2K
KLAC icon
263
KLA
KLAC
$259B
$554K 0.02%
6,190
-1,750
-22% -$132K
XLY icon
264
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$553K 0.02%
5,086
+1,258
+33% +$129K
AIG icon
265
American International
AIG
$40.6B
$548K 0.02%
6,400
+23
+0.4% +$1.92K
NXPI icon
266
NXP Semiconductors
NXPI
$59B
$544K 0.02%
2,491
-1,683
-40% -$329K
AFL icon
267
Aflac
AFL
$61B
$541K 0.02%
5,130
+450
+10% +$47.3K
ACWI icon
268
iShares MSCI ACWI ETF
ACWI
$33.2B
$540K 0.02%
4,200
– –
CTBI icon
269
Community Trust Bancorp
CTBI
$1.42B
$532K 0.02%
10,058
– –
DD icon
270
DuPont de Nemours
DD
$19.4B
$525K 0.02%
6,096
-37
-0.6% -$3.08K
BA icon
271
Boeing
BA
$185B
$521K 0.02%
2,488
-706
-22% -$133K
PLTR icon
272
Palantir
PLTR
$420B
$519K 0.02%
3,810
-115
-3% -$13.5K
ICE icon
273
Intercontinental Exchange
ICE
$84.6B
$506K 0.02%
2,756
-125
-4% -$21.5K
IVE icon
274
iShares S&P 500 Value ETF
IVE
$49.9B
$505K 0.02%
2,586
– –
NOC icon
275
Northrop Grumman
NOC
$81.8B
$500K 0.02%
1,001
+149
+17% +$73.2K
9 10
11
12 13

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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
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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.