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SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.82%
This Fund
S&P 500
This Quarter Est. Return
+15.01%
1 Year Est. Return
+27.82%
3 Year Est. Return
+82.8%
5 Year Est. Return
+104.83%
10 Year Est. Return
+370.85%
AUM
$3.49B
AUM Growth
+$277M
Cap. Flow
-$83.3M
Cap. Flow %
-2.39%
Top 10 Hldgs %
35.24%
Holding
411
New
15
Increased
100
Reduced
226
Closed
14

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$8.91M
2
SYK icon
Stryker
SYK
+$8.63M
3
ISRG icon
Intuitive Surgical
ISRG
+$8.44M
4
PM icon
Philip Morris
PM
+$7.71M
5
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$6.39M

Top Sells

Rank Stock Value
1
SRE icon
Sempra
SRE
+$14.9M
2
ABT icon
Abbott
ABT
+$14.5M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$13.7M
4
AAPL icon
Apple
AAPL
+$13.4M
5
MRSH
Marsh
MRSH
+$13.1M

Sector Composition

Rank Sector Weight
1 Technology 22.8%
2 Miscellaneous 22.53%
3 Financials 12.41%
4 Healthcare 8.45%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTGC icon
26
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.27B
$37.5M 1.07%
1,387,044
+61,043
+5% +$1.76M
WM icon
27
Waste Management
WM
$87.5B
$36.7M 1.05%
164,569
-4
-0% -$890
PM icon
28
Philip Morris
PM
$284B
$35.7M 1.02%
197,591
+44,461
+29% +$7.71M
HD icon
29
Home Depot
HD
$320B
$34.7M 0.99%
98,409
-9,519
-9% -$3.1M
LIN icon
30
Linde
LIN
$220B
$32.1M 0.92%
61,929
-1,360
-2% -$689K
XOM icon
31
ExxonMobil
XOM
$656B
$31.8M 0.91%
232,431
-1,700
-0.7% -$254K
BLK icon
32
Blackrock
BLK
$174B
$30.7M 0.88%
31,896
-2,406
-7% -$2.49M
CVX icon
33
Chevron
CVX
$409B
$26.9M 0.77%
162,167
-24,779
-13% -$4.61M
CHDN icon
34
Churchill Downs
CHDN
$6.07B
$25.5M 0.73%
284,306
-10,850
-4% -$972K
UNH icon
35
UnitedHealth
UNH
$356B
$24M 0.69%
57,834
-2,357
-4% -$874K
JNJ icon
36
Johnson & Johnson
JNJ
$663B
$24M 0.69%
94,450
-11,754
-11% -$2.74M
PG icon
37
Procter & Gamble
PG
$340B
$23.5M 0.67%
159,949
-873
-0.5% -$127K
EQIX icon
38
Equinix
EQIX
$102B
$23.4M 0.67%
22,435
-167
-0.7% -$179K
LNG icon
39
Cheniere Energy
LNG
$60.3B
$22.7M 0.65%
95,130
+24,790
+35% +$6.17M
AVUV icon
40
Avantis US Small Cap Value ETF
AVUV
$31.7B
$22.6M 0.65%
181,132
-1,064
-0.6% -$127K
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.1T
$22M 0.63%
62,293
+630
+1% +$225K
BRK.A icon
42
Berkshire Hathaway Class A
BRK.A
$1.08T
$21.7M 0.62%
29
– –
NOW icon
43
ServiceNow
NOW
$146B
$21.4M 0.61%
215,699
+45,231
+27% +$4.48M
SYK icon
44
Stryker
SYK
$116B
$21.3M 0.61%
67,680
+27,394
+68% +$8.63M
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.08T
$19M 0.54%
37,978
+361
+1% +$174K
EEM icon
46
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$18.6M 0.53%
272,321
+17,274
+7% +$1.13M
APO icon
47
Apollo Global Management
APO
$78.9B
$18.4M 0.53%
155,915
+24,463
+19% +$3.08M
KO icon
48
Coca-Cola
KO
$379B
$17.7M 0.51%
217,490
-6,143
-3% -$485K
CAT icon
49
Caterpillar
CAT
$374B
$17.5M 0.5%
16,400
-849
-5% -$746K
SLB icon
50
SLB Ltd
SLB
$85.3B
$16.3M 0.47%
350,721
-9,204
-3% -$493K
1
2
3 4 5

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TCG
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DCM
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HWAM
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Stock Yards Bank & Trust's Q2 2026 Portfolio in Review

As of Q2 2026, Stock Yards Bank & Trust held 411 positions worth $3.49B, up 8.6% from $3.21B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Stock Yards Bank & Trust's Q2 2026 filing shows 15 new, 100 increased, 226 reduced and 14 closed positions. Its largest new stake was BlackRock ETF Trust II iShares AAA CLO Active ETF: 123,196 shares worth $6.4M. The largest sale was Sempra, an estimated $14.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Miscellaneous and Financials.

  • Stock Yards Bank & Trust's largest Q2 2026 buy was BlackRock ETF Trust II iShares AAA CLO Active ETF: 123,196 shares worth $6.4M.
  • Stock Yards Bank & Trust added most to NVIDIA in Q2 2026, an estimated $8.91M increase.
  • Stock Yards Bank & Trust's biggest Q2 2026 reduction was Sempra, cutting an estimated $14.9M.
  • Stock Yards Bank & Trust fully exited iShares Russell 3000 ETF in Q2 2026, selling an estimated $805K.
  • Stock Yards Bank & Trust's ten largest holdings make up 35% of its $3.49B portfolio in Q2 2026.
  • Stock Yards Bank & Trust opened 15 new positions and closed 14 in Q2 2026.
  • Stock Yards Bank & Trust's portfolio value rose 8.6% quarter-over-quarter to $3.49B.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.