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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
QQQ icon
76
Invesco QQQ Trust
QQQ
$478B
$7.13M 0.22%
11,884
-63
-0.5% -$36.1K
DHR icon
77
Danaher
DHR
$146B
$7.06M 0.22%
35,623
-6,678
-16% -$1.33M
ACN icon
78
Accenture
ACN
$110B
$7.05M 0.22%
28,599
-68,536
-71% -$17.9M
MSI icon
79
Motorola Solutions
MSI
$77.3B
$6.79M 0.21%
14,840
-387
-3% -$174K
AWK icon
80
American Water Works
AWK
$27B
$6.3M 0.2%
45,272
-3,907
-8% -$552K
MS icon
81
Morgan Stanley
MS
$338B
$6.2M 0.19%
38,985
-123
-0.3% -$18.2K
TJX icon
82
TJX Companies
TJX
$172B
$6.13M 0.19%
42,394
-912
-2% -$121K
SHY icon
83
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$5.98M 0.19%
72,139
-13,270
-16% -$1.1M
SBUX icon
84
Starbucks
SBUX
$122B
$5.86M 0.18%
69,311
-5,631
-8% -$504K
QCOM icon
85
Qualcomm
QCOM
$171B
$5.5M 0.17%
33,080
-360
-1% -$57.1K
LMT icon
86
Lockheed Martin
LMT
$138B
$5.19M 0.16%
10,394
-325
-3% -$147K
XLK icon
87
State Street Technology Select Sector SPDR ETF
XLK
$122B
$5.14M 0.16%
36,486
-190
-0.5% -$25.2K
DE icon
88
Deere & Co
DE
$167B
$4.81M 0.15%
10,513
+668
+7% +$329K
IWO icon
89
iShares Russell 2000 Growth ETF
IWO
$14.9B
$4.79M 0.15%
14,979
+897
+6% +$271K
AMGN icon
90
Amgen
AMGN
$224B
$4.77M 0.15%
16,888
+53
+0.3% +$15.4K
IWD icon
91
iShares Russell 1000 Value ETF
IWD
$84B
$4.65M 0.15%
22,843
-1,941
-8% -$386K
ITW icon
92
Illinois Tool Works
ITW
$83.5B
$4.62M 0.15%
17,736
-294
-2% -$76.6K
ANET icon
93
Arista Networks
ANET
$250B
$4.55M 0.14%
31,229
+17,236
+123% +$2.22M
BX icon
94
Blackstone
BX
$118B
$4.53M 0.14%
26,526
+751
+3% +$129K
MO icon
95
Altria Group
MO
$109B
$4.38M 0.14%
66,320
-2,440
-4% -$155K
TSLA icon
96
Tesla
TSLA
$1.31T
$4.34M 0.14%
9,762
-20
-0.2% -$6.94K
T icon
97
AT&T
T
$168B
$4.25M 0.13%
150,380
+5,903
+4% +$168K
VEA icon
98
Vanguard FTSE Developed Markets ETF
VEA
$236B
$4.19M 0.13%
70,001
+4,291
+7% +$250K
VZ icon
99
Verizon
VZ
$196B
$4.14M 0.13%
94,197
+6,361
+7% +$275K
NSC icon
100
Norfolk Southern
NSC
$75.2B
$4.02M 0.13%
13,390
-319
-2% -$88.6K
2 3
4
5 6

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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.