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
+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
HD icon
26
Home Depot
HD
$350B
$37.2M 1.14%
108,110
-1,164
-1% -$426K
BLK icon
27
Blackrock
BLK
$175B
$37M 1.13%
34,567
-677
-2% -$740K
WM icon
28
Waste Management
WM
$90.6B
$36.9M 1.13%
167,763
+15,232
+10% +$3.25M
PANW icon
29
Palo Alto Networks
PANW
$314B
$36.1M 1.1%
195,721
+3,325
+2% +$671K
CHDN icon
30
Churchill Downs
CHDN
$6.02B
$33.7M 1.03%
296,371
-62,287
-17% -$6.46M
XOM icon
31
ExxonMobil
XOM
$657B
$29.3M 0.9%
243,355
-2,791
-1% -$324K
PWR icon
32
Quanta Services
PWR
$99.4B
$28.9M 0.88%
68,485
+7,912
+13% +$3.48M
LIN icon
33
Linde
LIN
$227B
$27.1M 0.83%
63,613
-149
-0.2% -$63.8K
SRE icon
34
Sempra
SRE
$55.1B
$25.6M 0.78%
289,447
+3,775
+1% +$344K
MRSH
35
Marsh
MRSH
$91B
$24.7M 0.76%
133,179
-3,314
-2% -$619K
PM icon
36
Philip Morris
PM
$290B
$23.7M 0.73%
147,787
+41,005
+38% +$6.35M
PG icon
37
Procter & Gamble
PG
$340B
$23.2M 0.71%
162,094
-81
-0% -$11.9K
BRK.A icon
38
Berkshire Hathaway Class A
BRK.A
$1.13T
$22.6M 0.69%
30
– –
JNJ icon
39
Johnson & Johnson
JNJ
$631B
$22.3M 0.68%
107,810
-805
-0.7% -$159K
FTGC icon
40
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
$21.8M 0.67%
936,915
+422,534
+82% +$11M
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.13T
$21.5M 0.66%
42,747
-3,013
-7% -$1.5M
UNH icon
42
UnitedHealth
UNH
$371B
$20.6M 0.63%
62,341
-3,430
-5% -$1.16M
GOOG icon
43
Alphabet (Google) Class C
GOOG
$4.35T
$19.8M 0.61%
63,115
-1,576
-2% -$451K
APO icon
44
Apollo Global Management
APO
$76B
$19M 0.58%
131,085
+6,377
+5% +$847K
AVUV icon
45
Avantis US Small Cap Value ETF
AVUV
$30.8B
$17.9M 0.55%
175,425
+5,900
+3% +$590K
EQIX icon
46
Equinix
EQIX
$103B
$17.4M 0.53%
22,729
-80
-0.4% -$62.7K
SYK icon
47
Stryker
SYK
$133B
$17.3M 0.53%
49,186
-32,355
-40% -$11.8M
AMT icon
48
American Tower
AMT
$78.8B
$16.4M 0.5%
93,236
-5,065
-5% -$922K
KO icon
49
Coca-Cola
KO
$374B
$15.7M 0.48%
224,346
-1,281
-0.6% -$89.3K
MDLZ icon
50
Mondelez International
MDLZ
$78.5B
$14.3M 0.44%
266,286
-47,428
-15% -$2.73M
1
2
3 4 5

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 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.