We are live on ! Find out more
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
MTD icon
251
Mettler-Toledo International
MTD
$28.8B
$646K 0.02%
526
-3
-0.6% -$3.76K
PLTR icon
252
Palantir
PLTR
$420B
$640K 0.02%
3,510
-300
-8% -$48.6K
NOC icon
253
Northrop Grumman
NOC
$81.8B
$634K 0.02%
1,040
+39
+4% +$22.1K
CTAS icon
254
Cintas
CTAS
$82.1B
$628K 0.02%
3,060
– –
XLE icon
255
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$628K 0.02%
14,056
+298
+2% +$13K
VRSK icon
256
Verisk Analytics
VRSK
$23.6B
$623K 0.02%
2,478
-24
-1% -$6.59K
XLC icon
257
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$623K 0.02%
5,263
-255
-5% -$28.3K
FFBC icon
258
First Financial Bancorp
FFBC
$3.57B
$612K 0.02%
24,223
– –
KLAC icon
259
KLA
KLAC
$262B
$605K 0.02%
5,610
-580
-9% -$54.1K
DD icon
260
DuPont de Nemours
DD
$19.5B
$600K 0.02%
6,138
+42
+0.7% +$3.96K
IVZ icon
261
Invesco
IVZ
$13.8B
$597K 0.02%
26,042
-240
-0.9% -$4.98K
SPDW icon
262
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$597K 0.02%
13,953
– –
CF icon
263
CF Industries
CF
$17.8B
$594K 0.02%
6,621
-2,600
-28% -$232K
MU icon
264
Micron Technology
MU
$981B
$585K 0.02%
3,496
+68
+2% +$8.7K
MET icon
265
MetLife
MET
$61.5B
$585K 0.02%
7,101
– –
ACWI icon
266
iShares MSCI ACWI ETF
ACWI
$33.3B
$581K 0.02%
4,200
– –
XLY icon
267
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$579K 0.02%
4,832
-254
-5% -$29.1K
SJM icon
268
J.M. Smucker
SJM
$12.5B
$573K 0.02%
5,279
-1,077
-17% -$117K
BA icon
269
Boeing
BA
$184B
$573K 0.02%
2,654
+166
+7% +$37.4K
CTBI icon
270
Community Trust Bancorp
CTBI
$1.42B
$563K 0.02%
10,058
– –
NXPI icon
271
NXP Semiconductors
NXPI
$59.6B
$562K 0.02%
2,466
-25
-1% -$5.62K
ETR icon
272
Entergy
ETR
$49.7B
$557K 0.02%
5,982
+206
+4% +$18.1K
BTI icon
273
British American Tobacco
BTI
$122B
$548K 0.02%
10,318
+250
+2% +$13.6K
AZN icon
274
AstraZeneca
AZN
$246B
$546K 0.02%
3,557
+216
+6% +$32.7K
AEP icon
275
American Electric Power
AEP
$67.3B
$539K 0.02%
4,795
+175
+4% +$19.1K
9 10
11
12 13

Similar funds

EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
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.