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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
-1.56%
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
$2.81B
AUM Growth
-$107M
Cap. Flow
-$26M
Cap. Flow %
-0.93%
Top 10 Hldgs %
31.59%
Holding
387
New
22
Increased
99
Reduced
204
Closed
8

Top Buys

Rank Stock Value
1
SRE icon
Sempra
SRE
+$19.2M
2
PWR icon
Quanta Services
PWR
+$15.4M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$13.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
NVDA icon
NVIDIA
NVDA
+$3.88M

Top Sells

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$18.5M
2
DHR icon
Danaher
DHR
+$12.9M
3
AWK icon
American Water Works
AWK
+$10.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.89M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$6.41M

Sector Composition

Rank Sector Weight
1 Technology 20.17%
2 Financials 14.86%
3 Healthcare 10.93%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
276
Welltower
WELL
$165B
$456K 0.02%
2,975
– –
XLC icon
277
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$452K 0.02%
4,686
– –
YUMC icon
278
Yum China
YUMC
$16.3B
$449K 0.02%
8,628
– –
C icon
279
Citigroup
C
$232B
$445K 0.02%
6,270
-6
-0.1% -$458
FDS icon
280
Factset
FDS
$9.89B
$445K 0.02%
978
-13
-1% -$5.92K
NET icon
281
Cloudflare
NET
$114B
$443K 0.02%
3,934
+215
+6% +$28.5K
GLPI icon
282
Gaming and Leisure Properties
GLPI
$12.6B
$443K 0.02%
8,696
– –
CRM icon
283
Salesforce
CRM
$158B
$438K 0.02%
1,632
-50
-3% -$15.6K
UI icon
284
Ubiquiti
UI
$35.4B
$436K 0.02%
1,407
+122
+9% +$43.1K
NOC icon
285
Northrop Grumman
NOC
$81.5B
$436K 0.02%
852
-5
-0.6% -$2.39K
CHD icon
286
Church & Dwight Co
CHD
$24B
$436K 0.02%
3,958
-61
-2% -$6.53K
PEG icon
287
Public Service Enterprise Group
PEG
$37.8B
$431K 0.02%
5,238
– –
XEL icon
288
Xcel Energy
XEL
$48.8B
$425K 0.02%
6,009
+25
+0.4% +$1.7K
JEPI icon
289
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$421K 0.02%
7,364
+675
+10% +$39.3K
VGK icon
290
Vanguard FTSE Europe ETF
VGK
$31B
$418K 0.01%
+5,959
New +$411K
IVZ icon
291
Invesco
IVZ
$13.9B
$417K 0.01%
27,492
-200
-0.7% -$3.41K
BDX icon
292
Becton Dickinson
BDX
$48.9B
$407K 0.01%
1,777
-275
-13% -$63.8K
PGR icon
293
Progressive
PGR
$123B
$404K 0.01%
1,428
– –
LNG icon
294
Cheniere Energy
LNG
$55.2B
$400K 0.01%
1,727
+564
+48% +$127K
FSFG
295
DELISTED
First Savings Financial Group
FSFG
$399K 0.01%
15,500
– –
ESGU icon
296
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$399K 0.01%
3,269
– –
NOW icon
297
ServiceNow
NOW
$128B
$395K 0.01%
2,480
+1,100
+80% +$212K
HCA icon
298
HCA Healthcare
HCA
$88.7B
$394K 0.01%
+1,139
New +$366K
FITB
299
Fifth Third Bancorp
FITB
$52.3B
$391K 0.01%
9,970
+200
+2% +$8.43K
BUFR icon
300
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$387K 0.01%
+13,048
New +$399K
10 11
12
13 14

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Stock Yards Bank & Trust held 387 positions worth $2.81B, down 3.7% from $2.91B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Stock Yards Bank & Trust's Q1 2025 filing shows 22 new, 99 increased, 204 reduced and 8 closed positions. Its largest new stake was Quanta Services: 53,387 shares worth $13.6M. The largest sale was Caterpillar, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • Stock Yards Bank & Trust's largest Q1 2025 buy was Quanta Services: 53,387 shares worth $13.6M.
  • Stock Yards Bank & Trust added most to Sempra in Q1 2025, an estimated $19.2M increase.
  • Stock Yards Bank & Trust's biggest Q1 2025 reduction was Caterpillar, cutting an estimated $18.5M.
  • Stock Yards Bank & Trust fully exited Landstar System in Q1 2025, selling an estimated $516K.
  • Stock Yards Bank & Trust's ten largest holdings make up 32% of its $2.81B portfolio in Q1 2025.
  • Stock Yards Bank & Trust opened 22 new positions and closed 8 in Q1 2025.
  • Stock Yards Bank & Trust's portfolio value fell 3.7% quarter-over-quarter to $2.81B.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2025, filed 16 Apr 2025.