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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
MELI icon
326
Mercado Libre
MELI
$98.4B
$332K 0.01%
+142
New +$341K
RMD icon
327
ResMed
RMD
$32.6B
$331K 0.01%
1,211
– –
IJS icon
328
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$323K 0.01%
2,920
-586
-17% -$62.2K
XLP icon
329
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$320K 0.01%
4,083
-149
-4% -$12K
DEO icon
330
Diageo
DEO
$52.8B
$316K 0.01%
3,313
-982
-23% -$103K
GGG icon
331
Graco
GGG
$13.5B
$313K 0.01%
3,685
– –
VRTX icon
332
Vertex Pharmaceuticals
VRTX
$134B
$309K 0.01%
789
-20
-2% -$8.36K
BNY
333
Bank of New York Mellon
BNY
$109B
$308K 0.01%
2,826
-506
-15% -$51.6K
IWY icon
334
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$305K 0.01%
1,114
– –
BSV icon
335
Vanguard Short-Term Bond ETF
BSV
$45.6B
$305K 0.01%
+3,863
New +$304K
CPB icon
336
Campbell Soup
CPB
$6.78B
$302K 0.01%
9,553
– –
MGY icon
337
Magnolia Oil & Gas
MGY
$6.16B
$301K 0.01%
12,600
– –
GLW icon
338
Corning
GLW
$137B
$299K 0.01%
3,646
-217
-6% -$14.2K
GVI icon
339
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$297K 0.01%
2,767
+675
+32% +$72.1K
VTV icon
340
Vanguard Morningstar Value ETF
VTV
$192B
$291K 0.01%
1,559
+1
+0.1% +$181
VLO icon
341
Valero Energy
VLO
$93.3B
$288K 0.01%
1,689
-203
-11% -$30.3K
CRWD icon
342
CrowdStrike
CRWD
$226B
$287K 0.01%
2,344
+240
+11% +$27.3K
NET icon
343
Cloudflare
NET
$109B
$287K 0.01%
1,338
-795
-37% -$162K
CARR icon
344
Carrier Global
CARR
$52.4B
$283K 0.01%
4,746
-250
-5% -$17K
SPYG icon
345
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$281K 0.01%
2,693
– –
DGRO icon
346
iShares Core Dividend Growth ETF
DGRO
$43.7B
$281K 0.01%
4,123
– –
ZBH icon
347
Zimmer Biomet
ZBH
$18.5B
$278K 0.01%
2,821
-20
-0.7% -$1.98K
BKNG icon
348
Booking.com
BKNG
$160B
$275K 0.01%
1,275
+75
+6% +$16.7K
BDX icon
349
Becton Dickinson
BDX
$49.4B
$275K 0.01%
1,471
– –
IJJ icon
350
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$275K 0.01%
2,122
– –
12 13
14
15 16

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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
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.