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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
VO icon
101
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$3.97M 0.12%
54,056
+3,776
+8% +$271K
RSP icon
102
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$3.97M 0.12%
20,924
-1,159
-5% -$216K
UNP icon
103
Union Pacific
UNP
$174B
$3.96M 0.12%
16,769
+5
+0% +$1.13K
ENB icon
104
Enbridge
ENB
$113B
$3.88M 0.12%
76,920
+4,150
+6% +$195K
HON icon
105
Honeywell
HON
$72.9B
$3.87M 0.12%
19,481
-1,051
-5% -$220K
DUK icon
106
Duke Energy
DUK
$96.1B
$3.86M 0.12%
31,220
-717
-2% -$87K
SHW icon
107
Sherwin-Williams
SHW
$88.5B
$3.84M 0.12%
11,091
-328
-3% -$116K
IEFA icon
108
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.78M 0.12%
43,323
+1,593
+4% +$135K
EFV icon
109
iShares MSCI EAFE Value ETF
EFV
$30B
$3.75M 0.12%
55,283
+5,572
+11% +$367K
COP icon
110
ConocoPhillips
COP
$151B
$3.61M 0.11%
38,200
-289
-0.8% -$27.3K
RTX icon
111
RTX Corp
RTX
$302B
$3.6M 0.11%
21,521
-990
-4% -$154K
YUM icon
112
Yum! Brands
YUM
$39.5B
$3.56M 0.11%
23,446
-1,580
-6% -$233K
LOW icon
113
Lowe's Companies
LOW
$124B
$3.56M 0.11%
14,147
+140
+1% +$34.4K
BMY icon
114
Bristol-Myers Squibb
BMY
$130B
$3.51M 0.11%
77,860
-6,852
-8% -$320K
GE icon
115
GE Aerospace
GE
$382B
$3.43M 0.11%
11,409
-628
-5% -$172K
DIS icon
116
Walt Disney
DIS
$179B
$3.43M 0.11%
29,967
-8,753
-23% -$1.03M
DOV icon
117
Dover
DOV
$28.1B
$3.43M 0.11%
20,545
-10
-0% -$1.79K
SU icon
118
Suncor Energy
SU
$74B
$3.25M 0.1%
77,820
-1,950
-2% -$78.2K
MMM icon
119
3M
MMM
$94.4B
$3.2M 0.1%
20,627
+607
+3% +$93.6K
ADP icon
120
Automatic Data Processing
ADP
$108B
$3.19M 0.1%
10,883
+45
+0.4% +$13.5K
AGG icon
121
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.15M 0.1%
31,430
-512
-2% -$50.8K
IWS icon
122
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.92M 0.09%
20,883
+37
+0.2% +$5.06K
NFLX icon
123
Netflix
NFLX
$311B
$2.81M 0.09%
23,410
-610
-3% -$74.5K
WMB icon
124
Williams Companies
WMB
$88.4B
$2.8M 0.09%
44,221
-1,256
-3% -$73.7K
VIG icon
125
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.79M 0.09%
12,916
+704
+6% +$148K
3 4
5
6 7

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KIM
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YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
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.