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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
ISRG icon
126
Intuitive Surgical
ISRG
$142B
$2.78M 0.09%
6,212
+2,593
+72% +$1.24M
IEMG icon
127
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$2.77M 0.09%
42,095
+6,423
+18% +$401K
BAC icon
128
Bank of America
BAC
$448B
$2.76M 0.09%
53,404
-5,734
-10% -$280K
GILD icon
129
Gilead Sciences
GILD
$168B
$2.75M 0.09%
24,770
-450
-2% -$51.1K
LHX icon
130
L3Harris
LHX
$53.3B
$2.63M 0.08%
8,609
-159
-2% -$43.5K
VB icon
131
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$2.62M 0.08%
10,307
+1,217
+13% +$302K
EMR icon
132
Emerson Electric
EMR
$91.7B
$2.52M 0.08%
19,235
+223
+1% +$30.4K
CMI icon
133
Cummins
CMI
$87.1B
$2.5M 0.08%
5,917
+24
+0.4% +$9.2K
SPHY icon
134
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$2.49M 0.08%
103,835
+48,528
+88% +$1.15M
CLX icon
135
Clorox
CLX
$13.1B
$2.47M 0.08%
20,047
-1,376
-6% -$171K
IWN icon
136
iShares Russell 2000 Value ETF
IWN
$14.6B
$2.44M 0.08%
13,772
+1,113
+9% +$188K
BF.A icon
137
Brown-Forman Class A
BF.A
$13B
$2.43M 0.08%
90,284
+21
+0% +$610
IYW icon
138
iShares US Technology ETF
IYW
$25.2B
$2.38M 0.07%
12,177
+135
+1% +$24.7K
IRM icon
139
Iron Mountain
IRM
$36.4B
$2.35M 0.07%
23,047
-223
-1% -$21.5K
AXP icon
140
American Express
AXP
$230B
$2.34M 0.07%
7,045
-61
-0.9% -$19.4K
LNG icon
141
Cheniere Energy
LNG
$54.8B
$2.32M 0.07%
9,885
+6,400
+184% +$1.5M
IJH icon
142
iShares Core S&P Mid-Cap ETF
IJH
$127B
$2.32M 0.07%
35,513
+516
+1% +$33.2K
PAYX icon
143
Paychex
PAYX
$43.1B
$2.31M 0.07%
18,189
-1,034
-5% -$143K
PSX icon
144
Phillips 66
PSX
$89.5B
$2.3M 0.07%
16,945
-1,935
-10% -$248K
CVS icon
145
CVS Health
CVS
$120B
$2.26M 0.07%
29,935
-5,020
-14% -$344K
TFC icon
146
Truist Financial
TFC
$63.9B
$2.24M 0.07%
48,965
-3,265
-6% -$147K
DLR icon
147
Digital Realty Trust
DLR
$70.6B
$2.19M 0.07%
12,696
-1,134
-8% -$194K
NKE icon
148
Nike
NKE
$61.3B
$2.19M 0.07%
31,456
-1,143
-4% -$85.2K
ORLY icon
149
O'Reilly Automotive
ORLY
$74.9B
$2.19M 0.07%
20,295
– –
PFE icon
150
Pfizer
PFE
$152B
$2.18M 0.07%
85,673
-7,381
-8% -$182K
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 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.