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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
DUK icon
101
Duke Energy
DUK
$94.5B
$3.77M 0.13%
31,937
-2,430
-7% -$287K
DOV icon
102
Dover
DOV
$28.3B
$3.77M 0.13%
20,555
-584
-3% -$102K
VEA icon
103
Vanguard FTSE Developed Markets ETF
VEA
$236B
$3.75M 0.13%
65,710
+5,493
+9% +$294K
YUM icon
104
Yum! Brands
YUM
$39.7B
$3.71M 0.12%
25,026
-676
-3% -$98.7K
VO icon
105
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$3.52M 0.12%
50,280
+548
+1% +$36K
NSC icon
106
Norfolk Southern
NSC
$75B
$3.51M 0.12%
13,709
-1,069
-7% -$252K
IEFA icon
107
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.48M 0.12%
41,730
+1,247
+3% +$99K
COP icon
108
ConocoPhillips
COP
$148B
$3.45M 0.12%
38,489
+3,813
+11% +$343K
ADP icon
109
Automatic Data Processing
ADP
$109B
$3.34M 0.11%
10,838
-181
-2% -$55.6K
ENB icon
110
Enbridge
ENB
$112B
$3.3M 0.11%
72,770
+1,804
+3% +$81.8K
RTX icon
111
RTX Corp
RTX
$302B
$3.29M 0.11%
22,511
+445
+2% +$59.3K
NFLX icon
112
Netflix
NFLX
$318B
$3.22M 0.11%
24,020
-1,050
-4% -$119K
AGG icon
113
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.17M 0.11%
31,942
-5,920
-16% -$580K
EFV icon
114
iShares MSCI EAFE Value ETF
EFV
$30B
$3.16M 0.11%
49,711
+7,630
+18% +$467K
LOW icon
115
Lowe's Companies
LOW
$123B
$3.11M 0.1%
14,007
-395
-3% -$88.2K
TSLA icon
116
Tesla
TSLA
$1.31T
$3.11M 0.1%
9,782
+573
+6% +$173K
GE icon
117
GE Aerospace
GE
$380B
$3.1M 0.1%
12,037
+412
+4% +$90.4K
MMM icon
118
3M
MMM
$93.9B
$3.05M 0.1%
20,020
-2,116
-10% -$302K
SU icon
119
Suncor Energy
SU
$73.4B
$2.99M 0.1%
79,770
-9,584
-11% -$347K
WMB icon
120
Williams Companies
WMB
$87.9B
$2.86M 0.1%
45,477
-4,356
-9% -$257K
BAC icon
121
Bank of America
BAC
$447B
$2.8M 0.09%
59,138
-439
-0.7% -$18.5K
PAYX icon
122
Paychex
PAYX
$43.1B
$2.8M 0.09%
19,223
-228
-1% -$34.3K
GILD icon
123
Gilead Sciences
GILD
$165B
$2.8M 0.09%
25,220
+23,064
+1,070% +$2.45M
IWS icon
124
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.75M 0.09%
20,846
+61
+0.3% +$7.65K
CLX icon
125
Clorox
CLX
$13B
$2.57M 0.09%
21,423
+300
+1% +$40K
3 4
5
6 7

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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 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.