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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
+3.38%
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
$3.27B
AUM Growth
+$77.3M
Cap. Flow
+$17.7M
Cap. Flow %
0.54%
Top 10 Hldgs %
35.96%
Holding
406
New
17
Increased
108
Reduced
215
Closed
9

Top Buys

Rank Stock Value
1
SYBT icon
Stock Yards Bancorp
SYBT
+$24.6M
2
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$11M
3
NOW icon
ServiceNow
NOW
+$8.51M
4
PM icon
Philip Morris
PM
+$6.35M
5
LNG icon
Cheniere Energy
LNG
+$4.97M

Top Sells

Rank Stock Value
1
SYK icon
Stryker
SYK
+$11.8M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$6.66M
3
CHDN icon
Churchill Downs
CHDN
+$6.46M
4
AAPL icon
Apple
AAPL
+$5.16M
5
ORCL icon
Oracle
ORCL
+$4.58M

Sector Composition

Rank Sector Weight
1 Technology 22.68%
2 Financials 13.94%
3 Healthcare 9.1%
4 Consumer Discretionary 7.77%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
401
Cigna
CI
$72.4B
– –
-714
Closed -$206K
FPX icon
402
First Trust US Equity Opportunities ETF
FPX
$1.49B
– –
-1,290
Closed -$214K
FSCO
403
FS Credit Opportunities Corp
FSCO
$1.02B
– –
-30,576
Closed -$211K
GWW icon
404
W.W. Grainger
GWW
$61.3B
– –
-237
Closed -$226K
IBIT icon
405
iShares Bitcoin Trust
IBIT
$47.2B
– –
-3,570
Closed -$232K
XLRE icon
406
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
– –
-5,223
Closed -$220K
13 14 15 16
17

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Stock Yards Bank & Trust held 406 positions worth $3.27B, up 2.4% from $3.19B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Stock Yards Bank & Trust's Q4 2025 filing shows 17 new, 108 increased, 215 reduced and 9 closed positions. Its largest new stake was iShares MSCI Japan ETF: 9,541 shares worth $770K. The largest sale was Stryker, an estimated $11.8M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Stock Yards Bank & Trust's largest Q4 2025 buy was iShares MSCI Japan ETF: 9,541 shares worth $770K.
  • Stock Yards Bank & Trust added most to Stock Yards Bancorp in Q4 2025, an estimated $24.6M increase.
  • Stock Yards Bank & Trust's biggest Q4 2025 reduction was Stryker, cutting an estimated $11.8M.
  • Stock Yards Bank & Trust fully exited Boston Scientific in Q4 2025, selling an estimated $334K.
  • Stock Yards Bank & Trust's ten largest holdings make up 36% of its $3.27B portfolio in Q4 2025.
  • Stock Yards Bank & Trust opened 17 new positions and closed 9 in Q4 2025.
  • Stock Yards Bank & Trust's portfolio value rose 2.4% quarter-over-quarter to $3.27B.

Based on Stock Yards Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.