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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
EMR icon
126
Emerson Electric
EMR
$90.3B
$2.53M 0.08%
19,012
+716
+4% +$82.1K
VIG icon
127
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.5M 0.08%
12,212
+700
+6% +$136K
BF.A icon
128
Brown-Forman Class A
BF.A
$13B
$2.48M 0.08%
90,263
-639
-0.7% -$20.5K
INTU icon
129
Intuit
INTU
$91.2B
$2.43M 0.08%
3,079
-309
-9% -$209K
CVS icon
130
CVS Health
CVS
$120B
$2.41M 0.08%
34,955
+8,716
+33% +$572K
DLR icon
131
Digital Realty Trust
DLR
$71.2B
$2.41M 0.08%
13,830
+264
+2% +$43.2K
IRM icon
132
Iron Mountain
IRM
$36.4B
$2.39M 0.08%
23,270
– –
NKE icon
133
Nike
NKE
$61.2B
$2.32M 0.08%
32,599
-2,634
-7% -$158K
AXP icon
134
American Express
AXP
$230B
$2.27M 0.08%
7,106
-295
-4% -$83K
PFE icon
135
Pfizer
PFE
$153B
$2.26M 0.08%
93,054
+551
+0.6% +$12.8K
PSX icon
136
Phillips 66
PSX
$87.3B
$2.25M 0.08%
18,880
+224
+1% +$25.1K
TFC icon
137
Truist Financial
TFC
$63.3B
$2.25M 0.08%
52,230
-3,665
-7% -$143K
APD icon
138
Air Products & Chemicals
APD
$69.1B
$2.24M 0.07%
7,937
-508
-6% -$139K
DES icon
139
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
$2.22M 0.07%
69,787
+9,438
+16% +$291K
LHX icon
140
L3Harris
LHX
$53.7B
$2.2M 0.07%
8,768
-441
-5% -$101K
IJH icon
141
iShares Core S&P Mid-Cap ETF
IJH
$127B
$2.17M 0.07%
34,997
-4,711
-12% -$277K
VB icon
142
Vanguard Morningstar Small-Cap ETF
VB
$83B
$2.15M 0.07%
9,090
+402
+5% +$89.7K
IEMG icon
143
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$2.14M 0.07%
35,672
-4,747
-12% -$265K
DON icon
144
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$2.09M 0.07%
41,741
-2,055
-5% -$99.2K
IYW icon
145
iShares US Technology ETF
IYW
$25.4B
$2.09M 0.07%
12,042
-1,134
-9% -$172K
KR icon
146
Kroger
KR
$34.4B
$2.07M 0.07%
28,889
+1,800
+7% +$124K
UPS icon
147
United Parcel Service
UPS
$89.1B
$2.06M 0.07%
20,414
-1,727
-8% -$170K
IWN icon
148
iShares Russell 2000 Value ETF
IWN
$14.6B
$2M 0.07%
12,659
+827
+7% +$123K
BF.B icon
149
Brown-Forman Class B
BF.B
$12.8B
$1.98M 0.07%
73,590
-2,976
-4% -$95.5K
HUM icon
150
Humana
HUM
$45.6B
$1.97M 0.07%
8,069
-263
-3% -$65.6K
4 5
6
7 8

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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.