We are live on ! Find out more
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
VRSN icon
376
VeriSign
VRSN
$26.3B
$200K 0.01%
+694
New +$188K
F icon
377
Ford
F
$55.9B
$184K 0.01%
16,980
-7,063
-29% -$71.9K
WU icon
378
Western Union
WU
$2.19B
$159K 0.01%
18,927
+4,000
+27% +$38K
VALE icon
379
Vale
VALE
$61.1B
$155K 0.01%
16,000
+6,000
+60% +$56.5K
AEG icon
380
Aegon
AEG
$14B
$151K 0.01%
20,859
-48
-0.2% -$321
GALT icon
381
Galectin Therapeutics
GALT
$315M
$22.2K ﹤0.01%
10,500
– –
CME icon
382
CME Group
CME
$93.6B
– –
-792
Closed -$210K
CNI icon
383
Canadian National Railway
CNI
$76.2B
– –
-2,100
Closed -$205K
DFS
384
DELISTED
Discover Financial Services
DFS
– –
-7,339
Closed -$1.25M
DLN icon
385
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
– –
-6,230
Closed -$494K
DOW icon
386
Dow Inc
DOW
$22.6B
– –
-7,439
Closed -$260K
FISV
387
Fiserv Inc
FISV
$28B
– –
-964
Closed -$213K
GHC icon
388
Graham Holdings Company
GHC
$4.95B
– –
-215
Closed -$207K
GSK icon
389
GSK
GSK
$102B
– –
-5,180
Closed -$201K
HYG icon
390
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-4,719
Closed -$372K
KEY icon
391
KeyCorp
KEY
$24.4B
– –
-12,172
Closed -$195K
MAR icon
392
Marriott International
MAR
$91B
– –
-1,081
Closed -$257K
NOK icon
393
Nokia
NOK
$52.8B
– –
-12,875
Closed -$67.9K
PLD icon
394
Prologis
PLD
$133B
– –
-1,881
Closed -$210K
VT icon
395
Vanguard Total World Stock ETF
VT
$81B
– –
-2,550
Closed -$296K
WTRG icon
396
Essential Utilities
WTRG
$11.4B
– –
-5,205
Closed -$206K
12 13 14 15
16

Similar funds

EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
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 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.