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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
PBA icon
326
Pembina Pipeline
PBA
$28.3B
$310K 0.01%
8,270
-637
-7% -$24K
VV icon
327
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$308K 0.01%
1,080
– –
PGR icon
328
Progressive
PGR
$124B
$307K 0.01%
1,149
-279
-20% -$76.5K
BNY
329
Bank of New York Mellon
BNY
$109B
$304K 0.01%
3,332
+826
+33% +$70.1K
DIA icon
330
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$303K 0.01%
688
-49
-7% -$20.3K
EMB icon
331
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$297K 0.01%
3,210
-2,828
-47% -$255K
CPB icon
332
Campbell Soup
CPB
$6.76B
$293K 0.01%
9,553
-50
-0.5% -$1.76K
LOB icon
333
Live Oak Bancshares
LOB
$1.98B
$289K 0.01%
9,700
-2,100
-18% -$56.6K
UL icon
334
Unilever
UL
$134B
$283K 0.01%
4,118
-139
-3% -$9.75K
MGY icon
335
Magnolia Oil & Gas
MGY
$6.2B
$283K 0.01%
12,600
– –
BKNG icon
336
Booking.com
BKNG
$160B
$278K 0.01%
+1,200
New +$246K
CI icon
337
Cigna
CI
$71.8B
$277K 0.01%
+839
New +$270K
VTV icon
338
Vanguard Morningstar Value ETF
VTV
$192B
$275K 0.01%
1,558
-58
-4% -$9.8K
IWY icon
339
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$275K 0.01%
1,114
-135
-11% -$30.1K
KKR icon
340
KKR & Co
KKR
$99.3B
$270K 0.01%
2,031
+31
+2% +$3.63K
CRWD icon
341
CrowdStrike
CRWD
$225B
$268K 0.01%
+2,104
New +$228K
DGRO icon
342
iShares Core Dividend Growth ETF
DGRO
$43.7B
$264K 0.01%
4,123
-313
-7% -$19.1K
IJJ icon
343
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$262K 0.01%
2,122
-48
-2% -$5.65K
CMG icon
344
Chipotle Mexican Grill
CMG
$40.5B
$260K 0.01%
4,633
-200
-4% -$10.2K
AMP icon
345
Ameriprise Financial
AMP
$49.6B
$259K 0.01%
486
-13
-3% -$6.42K
ZBH icon
346
Zimmer Biomet
ZBH
$18.6B
$259K 0.01%
2,841
+208
+8% +$20.1K
SPYG icon
347
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$257K 0.01%
2,693
-168
-6% -$14.4K
PAAS icon
348
Pan American Silver
PAAS
$21.8B
$256K 0.01%
9,000
– –
NVO
349
Novo Nordisk
NVO
$207B
$255K 0.01%
3,696
-651
-15% -$44.3K
SPG icon
350
Simon Property Group
SPG
$72.2B
$254K 0.01%
1,583
+3
+0.2% +$474
12 13
14
15 16

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YCM
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HCM
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BIG
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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.