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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
PGR icon
351
Progressive
PGR
$122B
$271K 0.01%
1,099
-50
-4% -$12.3K
UL icon
352
Unilever
UL
$133B
$271K 0.01%
4,069
-49
-1% -$3.38K
FIX icon
353
Comfort Systems
FIX
$61.7B
$266K 0.01%
+322
New +$218K
FDS icon
354
Factset
FDS
$9.95B
$264K 0.01%
922
-56
-6% -$21.4K
KKR icon
355
KKR & Co
KKR
$98.8B
$264K 0.01%
2,028
-3
-0.1% -$426
VGK icon
356
Vanguard FTSE Europe ETF
VGK
$31B
$263K 0.01%
3,293
+266
+9% +$20.8K
PPL
357
PPL Corp
PPL
$26.5B
$257K 0.01%
6,924
+300
+5% +$10.8K
ULTA icon
358
Ulta Beauty
ULTA
$22.9B
$256K 0.01%
469
– –
VCSH icon
359
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$255K 0.01%
3,193
– –
GSK icon
360
GSK
GSK
$101B
$250K 0.01%
+5,783
New +$226K
PRU icon
361
Prudential Financial
PRU
$42.1B
$248K 0.01%
2,387
-514
-18% -$54.1K
TXRH icon
362
Texas Roadhouse
TXRH
$13.8B
$246K 0.01%
1,479
+325
+28% +$57.3K
SPG icon
363
Simon Property Group
SPG
$71.4B
$244K 0.01%
1,298
-285
-18% -$49.2K
SPSM icon
364
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$243K 0.01%
5,255
– –
MEDP icon
365
Medpace
MEDP
$16.8B
$241K 0.01%
+468
New +$204K
AMP icon
366
Ameriprise Financial
AMP
$49.4B
$239K 0.01%
486
– –
IBIT icon
367
iShares Bitcoin Trust
IBIT
$47.2B
$232K 0.01%
3,570
+295
+9% +$19.2K
FCX icon
368
Freeport-McMoran
FCX
$96.7B
$229K 0.01%
5,830
+1,128
+24% +$48.9K
GPC icon
369
Genuine Parts
GPC
$18.4B
$226K 0.01%
1,632
-114
-7% -$15.3K
GWW icon
370
W.W. Grainger
GWW
$61.5B
$226K 0.01%
237
– –
QUAL icon
371
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$224K 0.01%
1,152
– –
CEG icon
372
Constellation Energy
CEG
$99.8B
$223K 0.01%
677
+9
+1% +$2.9K
XLRE icon
373
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$220K 0.01%
5,223
– –
TD icon
374
Toronto Dominion Bank
TD
$203B
$219K 0.01%
2,744
– –
GM icon
375
General Motors
GM
$76.7B
$217K 0.01%
+3,553
New +$198K
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 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.