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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
+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
PANW icon
26
Palo Alto Networks
PANW
$314B
$36.5M 1.22%
178,496
+48,232
+37% +$8.96M
WM icon
27
Waste Management
WM
$90.6B
$34.3M 1.15%
150,023
-2,150
-1% -$499K
NEE icon
28
NextEra Energy
NEE
$177B
$34.3M 1.15%
493,891
+4,368
+0.9% +$303K
EME icon
29
Emcor
EME
$35.7B
$32.2M 1.08%
60,185
+624
+1% +$275K
SYK icon
30
Stryker
SYK
$133B
$32M 1.07%
80,769
-3,842
-5% -$1.44M
EXPE icon
31
Expedia Group
EXPE
$37.7B
$30.6M 1.02%
181,199
-11,287
-6% -$1.83M
MRSH
32
Marsh
MRSH
$91B
$30M 1%
137,283
+14,685
+12% +$3.32M
LIN icon
33
Linde
LIN
$227B
$29.9M 1%
63,811
-1,126
-2% -$514K
ACN icon
34
Accenture
ACN
$109B
$29M 0.97%
97,135
-2,523
-3% -$768K
PG icon
35
Procter & Gamble
PG
$340B
$28.1M 0.94%
176,361
-4,880
-3% -$797K
XOM icon
36
ExxonMobil
XOM
$662B
$27.9M 0.93%
258,378
-8,139
-3% -$870K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.14T
$26.3M 0.88%
54,190
-27,598
-34% -$14M
UNH icon
38
UnitedHealth
UNH
$371B
$23.7M 0.79%
75,996
-1,026
-1% -$392K
AMT icon
39
American Tower
AMT
$78.8B
$22.3M 0.74%
100,777
-3,478
-3% -$751K
PWR icon
40
Quanta Services
PWR
$99.4B
$22.1M 0.74%
58,353
+4,966
+9% +$1.59M
BRK.A icon
41
Berkshire Hathaway Class A
BRK.A
$1.14T
$21.9M 0.73%
30
– –
MDLZ icon
42
Mondelez International
MDLZ
$78.5B
$21.5M 0.72%
318,451
-4,979
-2% -$332K
SRE icon
43
Sempra
SRE
$55.1B
$20.9M 0.7%
275,305
+9,820
+4% +$729K
PM icon
44
Philip Morris
PM
$290B
$19M 0.64%
104,563
-3,415
-3% -$586K
JNJ icon
45
Johnson & Johnson
JNJ
$631B
$17.1M 0.57%
112,266
-10,729
-9% -$1.65M
KO icon
46
Coca-Cola
KO
$374B
$17M 0.57%
239,821
-5,140
-2% -$366K
STZ icon
47
Constellation Brands
STZ
$22.8B
$16.7M 0.56%
102,662
+1,110
+1% +$199K
ZTS icon
48
Zoetis
ZTS
$30.9B
$15.8M 0.53%
101,561
-3,764
-4% -$597K
AVUV icon
49
Avantis US Small Cap Value ETF
AVUV
$30.8B
$15.4M 0.51%
168,591
-13,052
-7% -$1.12M
MCD icon
50
McDonald's
MCD
$194B
$14.1M 0.47%
48,351
-362
-0.7% -$112K
1
2
3 4 5

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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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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.