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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
SHY icon
76
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$7.08M 0.24%
85,409
-24,204
-22% -$2M
SBUX icon
77
Starbucks
SBUX
$119B
$6.87M 0.23%
74,942
-2,640
-3% -$229K
AWK icon
78
American Water Works
AWK
$26.9B
$6.84M 0.23%
49,179
-8,016
-14% -$1.15M
QQQ icon
79
Invesco QQQ Trust
QQQ
$479B
$6.59M 0.22%
11,947
+38
+0.3% +$18.9K
MSI icon
80
Motorola Solutions
MSI
$76.5B
$6.4M 0.21%
15,227
+2,232
+17% +$934K
MS icon
81
Morgan Stanley
MS
$338B
$5.51M 0.18%
39,108
+1,111
+3% +$136K
TJX icon
82
TJX Companies
TJX
$175B
$5.35M 0.18%
43,306
+1,677
+4% +$213K
QCOM icon
83
Qualcomm
QCOM
$170B
$5.33M 0.18%
33,440
-188
-0.6% -$27.7K
DE icon
84
Deere & Co
DE
$164B
$5.01M 0.17%
9,845
+545
+6% +$267K
LMT icon
85
Lockheed Martin
LMT
$139B
$4.96M 0.17%
10,719
+362
+3% +$169K
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$84.2B
$4.81M 0.16%
24,784
-2,393
-9% -$443K
DIS icon
87
Walt Disney
DIS
$178B
$4.8M 0.16%
38,720
-81,926
-68% -$8.51M
AMGN icon
88
Amgen
AMGN
$226B
$4.7M 0.16%
16,835
-250
-1% -$70.8K
XLK icon
89
State Street Technology Select Sector SPDR ETF
XLK
$122B
$4.64M 0.16%
36,676
+1,506
+4% +$167K
HON icon
90
Honeywell
HON
$77B
$4.51M 0.15%
20,532
-726
-3% -$147K
ITW icon
91
Illinois Tool Works
ITW
$83.9B
$4.46M 0.15%
18,030
+461
+3% +$111K
T icon
92
AT&T
T
$165B
$4.18M 0.14%
144,477
-2,256
-2% -$62.2K
MO icon
93
Altria Group
MO
$109B
$4.03M 0.13%
68,760
-5,404
-7% -$317K
IWO icon
94
iShares Russell 2000 Growth ETF
IWO
$14.9B
$4.03M 0.13%
14,082
-97
-0.7% -$25.5K
RSP icon
95
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$4.01M 0.13%
22,083
+1,778
+9% +$307K
BMY icon
96
Bristol-Myers Squibb
BMY
$132B
$3.92M 0.13%
84,712
-3,027
-3% -$149K
SHW icon
97
Sherwin-Williams
SHW
$88.1B
$3.92M 0.13%
11,419
-736
-6% -$255K
UNP icon
98
Union Pacific
UNP
$174B
$3.86M 0.13%
16,764
-233
-1% -$51.7K
BX icon
99
Blackstone
BX
$113B
$3.86M 0.13%
25,775
-178
-0.7% -$24.5K
VZ icon
100
Verizon
VZ
$195B
$3.8M 0.13%
87,836
-7,229
-8% -$313K
2 3
4
5 6

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YCM
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HCM
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BIG
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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.