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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
GILD icon
351
Gilead Sciences
GILD
$168B
$242K 0.01%
+2,156
New +$222K
AMP icon
352
Ameriprise Financial
AMP
$49.6B
$242K 0.01%
499
+13
+3% +$6.82K
F icon
353
Ford
F
$55.1B
$241K 0.01%
24,043
-5,558
-19% -$54.3K
OTIS icon
354
Otis Worldwide
OTIS
$28B
$233K 0.01%
2,253
-125
-5% -$12.2K
PAAS icon
355
Pan American Silver
PAAS
$22.1B
$232K 0.01%
+9,000
New +$215K
KKR icon
356
KKR & Co
KKR
$99.7B
$231K 0.01%
2,000
– –
TMUS icon
357
T-Mobile US
TMUS
$189B
$231K 0.01%
+866
New +$213K
SPYG icon
358
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$230K 0.01%
2,861
– –
MU icon
359
Micron Technology
MU
$1.05T
$228K 0.01%
+2,623
New +$252K
XLF icon
360
State Street Financial Select Sector SPDR ETF
XLF
$59B
$228K 0.01%
4,574
-943
-17% -$47.3K
IBIT icon
361
iShares Bitcoin Trust
IBIT
$47.2B
$225K 0.01%
+4,804
New +$254K
XLP icon
362
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$219K 0.01%
+2,679
New +$214K
FSCO
363
FS Credit Opportunities Corp
FSCO
$1.04B
$216K 0.01%
30,576
– –
FISV
364
Fiserv Inc
FISV
$27.2B
$213K 0.01%
+964
New +$211K
TXRH icon
365
Texas Roadhouse
TXRH
$14B
$212K 0.01%
1,275
– –
PLD icon
366
Prologis
PLD
$134B
$210K 0.01%
+1,881
New +$218K
BNY
367
Bank of New York Mellon
BNY
$110B
$210K 0.01%
2,506
-190
-7% -$16K
CME icon
368
CME Group
CME
$94.3B
$210K 0.01%
+792
New +$195K
VRT icon
369
Vertiv
VRT
$113B
$207K 0.01%
+2,871
New +$306K
GHC icon
370
Graham Holdings Company
GHC
$4.96B
$207K 0.01%
+215
New +$200K
WTRG icon
371
Essential Utilities
WTRG
$11.3B
$206K 0.01%
+5,205
New +$191K
CNI icon
372
Canadian National Railway
CNI
$76.3B
$205K 0.01%
2,100
– –
GSK icon
373
GSK
GSK
$101B
$201K 0.01%
+5,180
New +$190K
KEY icon
374
KeyCorp
KEY
$24.5B
$195K 0.01%
12,172
-7,860
-39% -$133K
WU icon
375
Western Union
WU
$2.2B
$158K 0.01%
14,927
– –
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
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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.