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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
GIS icon
276
General Mills
GIS
$20.3B
$500K 0.02%
9,654
-33
-0.3% -$1.82K
SPGI icon
277
S&P Global
SPGI
$121B
$497K 0.02%
943
-221
-19% -$110K
VWID
278
DELISTED
Virtus WMC International Dividend ETF
VWID
$493K 0.02%
15,500
– –
IEF icon
279
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$486K 0.02%
5,080
– –
XLI icon
280
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$486K 0.02%
3,294
+930
+39% +$127K
ETR icon
281
Entergy
ETR
$49.7B
$480K 0.02%
5,776
– –
AEP icon
282
American Electric Power
AEP
$67.4B
$479K 0.02%
4,620
+110
+2% +$11.4K
BTI icon
283
British American Tobacco
BTI
$122B
$477K 0.02%
10,068
+3,904
+63% +$173K
WELL icon
284
Welltower
WELL
$163B
$473K 0.02%
3,074
+99
+3% +$14.8K
AZN icon
285
AstraZeneca
AZN
$247B
$467K 0.02%
3,341
-725
-18% -$102K
IEX icon
286
IDEX
IEX
$17.5B
$458K 0.02%
2,609
-13
-0.5% -$2.31K
CHD icon
287
Church & Dwight Co
CHD
$24.4B
$453K 0.02%
4,714
+756
+19% +$74.6K
CRM icon
288
Salesforce
CRM
$162B
$449K 0.02%
1,645
+13
+0.8% +$3.48K
VRT icon
289
Vertiv
VRT
$108B
$443K 0.01%
3,452
+581
+20% +$56.5K
PEG icon
290
Public Service Enterprise Group
PEG
$37.5B
$441K 0.01%
5,238
– –
FDS icon
291
Factset
FDS
$10.1B
$437K 0.01%
978
– –
RBCAA icon
292
Republic Bancorp
RBCAA
$1.96B
$434K 0.01%
5,933
– –
DEO icon
293
Diageo
DEO
$52.8B
$433K 0.01%
4,295
-329
-7% -$35.7K
HCA icon
294
HCA Healthcare
HCA
$89.3B
$433K 0.01%
1,130
-9
-0.8% -$3.24K
ESGU icon
295
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$432K 0.01%
3,192
-77
-2% -$9.61K
XYL icon
296
Xylem
XYL
$28.7B
$431K 0.01%
3,333
-1,024
-24% -$124K
MU icon
297
Micron Technology
MU
$974B
$423K 0.01%
3,428
+805
+31% +$75.2K
NET icon
298
Cloudflare
NET
$110B
$418K 0.01%
2,133
-1,801
-46% -$261K
COR icon
299
Cencora
COR
$63.3B
$416K 0.01%
1,387
+64
+5% +$18.4K
BUFR icon
300
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$415K 0.01%
13,048
– –
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 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.