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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
IEX icon
301
IDEX
IEX
$17.5B
$425K 0.01%
2,609
– –
TSCO icon
302
Tractor Supply
TSCO
$18.4B
$420K 0.01%
7,390
+640
+9% +$37.7K
XEL icon
303
Xcel Energy
XEL
$48.5B
$417K 0.01%
5,171
– –
JEPI icon
304
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$413K 0.01%
7,229
– –
HWM icon
305
Howmet Aerospace
HWM
$112B
$398K 0.01%
+2,030
New +$370K
SDCI icon
306
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$599M
$391K 0.01%
+17,012
New +$379K
DFAX icon
307
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$381K 0.01%
12,130
– –
MCK icon
308
McKesson
MCK
$105B
$380K 0.01%
492
– –
UBER icon
309
Uber
UBER
$160B
$380K 0.01%
3,875
-100
-3% -$9.35K
CRM icon
310
Salesforce
CRM
$162B
$379K 0.01%
1,601
-44
-3% -$11.1K
FSTA icon
311
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$378K 0.01%
+7,578
New +$387K
CHD icon
312
Church & Dwight Co
CHD
$24.4B
$377K 0.01%
4,298
-416
-9% -$39K
WST icon
313
West Pharmaceutical
WST
$24.7B
$364K 0.01%
1,387
-100
-7% -$24.3K
IEF icon
314
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$363K 0.01%
3,760
-1,320
-26% -$126K
ATO icon
315
Atmos Energy
ATO
$28.6B
$362K 0.01%
2,120
– –
ED icon
316
Consolidated Edison
ED
$39.8B
$358K 0.01%
3,560
+91
+3% +$9.13K
PAAS icon
317
Pan American Silver
PAAS
$21.8B
$349K 0.01%
9,000
– –
TT icon
318
Trane Technologies
TT
$106B
$343K 0.01%
814
+48
+6% +$20.5K
YUMC icon
319
Yum China
YUMC
$16.3B
$342K 0.01%
7,977
-960
-11% -$43.6K
DIA icon
320
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$342K 0.01%
738
+50
+7% +$22.5K
TMUS icon
321
T-Mobile US
TMUS
$192B
$342K 0.01%
1,427
– –
PBA icon
322
Pembina Pipeline
PBA
$28.3B
$335K 0.01%
8,270
– –
BSX icon
323
Boston Scientific
BSX
$74.2B
$334K 0.01%
+3,416
New +$354K
LOB icon
324
Live Oak Bancshares
LOB
$1.98B
$333K 0.01%
9,450
-250
-3% -$8.61K
VV icon
325
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$332K 0.01%
1,080
– –
11 12
13
14 15

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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
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.