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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
PANW icon
26
Palo Alto Networks
PANW
$314B
$39.2M 1.23%
192,396
+13,900
+8% +$2.66M
EXPE icon
27
Expedia Group
EXPE
$37.7B
$38.6M 1.21%
180,672
-527
-0.3% -$106K
NEE icon
28
NextEra Energy
NEE
$177B
$37.8M 1.19%
500,797
+6,906
+1% +$505K
CHDN icon
29
Churchill Downs
CHDN
$6.02B
$34.8M 1.09%
358,658
-3,282
-0.9% -$338K
WM icon
30
Waste Management
WM
$90.6B
$33.7M 1.06%
152,531
+2,508
+2% +$565K
LIN icon
31
Linde
LIN
$227B
$30.3M 0.95%
63,762
-49
-0.1% -$23.2K
SYK icon
32
Stryker
SYK
$133B
$30.1M 0.95%
81,541
+772
+1% +$298K
XOM icon
33
ExxonMobil
XOM
$657B
$27.8M 0.87%
246,146
-12,232
-5% -$1.36M
MRSH
34
Marsh
MRSH
$91B
$27.5M 0.86%
136,493
-790
-0.6% -$162K
SRE icon
35
Sempra
SRE
$55.1B
$25.7M 0.81%
285,672
+10,367
+4% +$840K
PWR icon
36
Quanta Services
PWR
$99.4B
$25.1M 0.79%
60,573
+2,220
+4% +$863K
PG icon
37
Procter & Gamble
PG
$340B
$24.9M 0.78%
162,175
-14,186
-8% -$2.22M
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.13T
$23M 0.72%
45,760
-8,430
-16% -$4.08M
UNH icon
39
UnitedHealth
UNH
$371B
$22.7M 0.71%
65,771
-10,225
-13% -$3.09M
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.13T
$22.6M 0.71%
30
– –
JNJ icon
41
Johnson & Johnson
JNJ
$631B
$20.1M 0.63%
108,615
-3,651
-3% -$626K
MDLZ icon
42
Mondelez International
MDLZ
$78.5B
$19.6M 0.61%
313,714
-4,737
-1% -$306K
AMT icon
43
American Tower
AMT
$78.8B
$18.9M 0.59%
98,301
-2,476
-2% -$516K
EQIX icon
44
Equinix
EQIX
$103B
$17.9M 0.56%
22,809
+7,963
+54% +$6.22M
PM icon
45
Philip Morris
PM
$290B
$17.3M 0.54%
106,782
+2,219
+2% +$373K
AVUV icon
46
Avantis US Small Cap Value ETF
AVUV
$30.8B
$16.9M 0.53%
169,525
+934
+0.6% +$90.3K
APO icon
47
Apollo Global Management
APO
$76B
$16.6M 0.52%
124,708
+119,710
+2,395% +$16.9M
GOOG icon
48
Alphabet (Google) Class C
GOOG
$4.35T
$15.8M 0.49%
64,691
-2,293
-3% -$482K
KO icon
49
Coca-Cola
KO
$374B
$15M 0.47%
225,627
-14,194
-6% -$977K
MCD icon
50
McDonald's
MCD
$194B
$14.4M 0.45%
47,419
-932
-2% -$284K
1
2
3 4 5

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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.