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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
ISRG icon
151
Intuitive Surgical
ISRG
$139B
$1.97M 0.07%
3,619
+532
+17% +$278K
DLTR icon
152
Dollar Tree
DLTR
$24.9B
$1.93M 0.06%
19,523
+20
+0.1% +$1.73K
CMI icon
153
Cummins
CMI
$87.4B
$1.93M 0.06%
5,893
+439
+8% +$136K
COF icon
154
Capital One
COF
$134B
$1.92M 0.06%
9,019
+7,359
+443% +$1.37M
SO icon
155
Southern Company
SO
$105B
$1.89M 0.06%
20,632
-528
-2% -$47.4K
EFG icon
156
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$1.88M 0.06%
16,770
-1,170
-7% -$123K
USB icon
157
US Bancorp
USB
$100B
$1.88M 0.06%
41,473
-4,445
-10% -$187K
ORLY icon
158
O'Reilly Automotive
ORLY
$74.6B
$1.83M 0.06%
20,295
-1,125
-5% -$103K
DVY icon
159
iShares Select Dividend ETF
DVY
$23.6B
$1.78M 0.06%
13,432
+2,430
+22% +$315K
SCZ icon
160
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1.74M 0.06%
23,946
-1,575
-6% -$107K
CINF icon
161
Cincinnati Financial
CINF
$26.7B
$1.72M 0.06%
11,527
-630
-5% -$90.2K
CCI icon
162
Crown Castle
CCI
$31.3B
$1.69M 0.06%
16,447
-1,704
-9% -$172K
IDXX icon
163
Idexx Laboratories
IDXX
$46.9B
$1.68M 0.06%
3,135
-64
-2% -$30.6K
TGT icon
164
Target
TGT
$69B
$1.67M 0.06%
16,962
-2,913
-15% -$280K
MUB icon
165
iShares National Muni Bond ETF
MUB
$45.8B
$1.64M 0.05%
15,663
-3,780
-19% -$393K
MKC icon
166
McCormick & Company Non-Voting
MKC
$14.3B
$1.62M 0.05%
21,404
-592
-3% -$44.4K
PPG icon
167
PPG Industries
PPG
$25.7B
$1.62M 0.05%
14,236
-494
-3% -$53.4K
IAU icon
168
iShares Gold Trust
IAU
$65.1B
$1.59M 0.05%
25,530
-82
-0.3% -$5.08K
TSM icon
169
TSMC
TSM
$2.17T
$1.59M 0.05%
7,025
+545
+8% +$101K
EPD icon
170
Enterprise Products Partners
EPD
$82B
$1.55M 0.05%
49,864
-1,825
-4% -$56.9K
MPC icon
171
Marathon Petroleum
MPC
$90B
$1.54M 0.05%
9,242
-1,224
-12% -$183K
ELV icon
172
Elevance Health
ELV
$86.2B
$1.53M 0.05%
3,936
-814
-17% -$327K
GEV icon
173
GE Vernova
GEV
$264B
$1.5M 0.05%
2,844
+163
+6% +$67.9K
FMB icon
174
First Trust Managed Municipal ETF
FMB
$2.06B
$1.49M 0.05%
29,974
-1,057
-3% -$52.6K
CSX icon
175
CSX Corp
CSX
$92.8B
$1.49M 0.05%
45,558
+400
+0.9% +$12K
5 6
7
8 9

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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.