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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
DON icon
151
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$2.17M 0.07%
41,416
-325
-0.8% -$16.8K
EFG icon
152
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$2.13M 0.07%
18,746
+1,976
+12% +$220K
DES icon
153
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$2.13M 0.07%
63,283
-6,504
-9% -$216K
NOW icon
154
ServiceNow
NOW
$132B
$2.12M 0.07%
11,500
+7,340
+176% +$1.37M
INTU icon
155
Intuit
INTU
$92B
$2.11M 0.07%
3,093
+14
+0.5% +$10.1K
HUM icon
156
Humana
HUM
$44.8B
$2.06M 0.06%
7,908
-161
-2% -$42.3K
DVY icon
157
iShares Select Dividend ETF
DVY
$23.7B
$2.05M 0.06%
14,396
+964
+7% +$134K
APD icon
158
Air Products & Chemicals
APD
$68.9B
$2.04M 0.06%
7,478
-459
-6% -$133K
TSM icon
159
TSMC
TSM
$2.19T
$2.03M 0.06%
7,273
+248
+4% +$60.6K
SO icon
160
Southern Company
SO
$106B
$2.01M 0.06%
21,253
+621
+3% +$58K
IDXX icon
161
Idexx Laboratories
IDXX
$46.2B
$2M 0.06%
3,135
– –
SCZ icon
162
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1.97M 0.06%
25,738
+1,792
+7% +$134K
KR icon
163
Kroger
KR
$34.5B
$1.95M 0.06%
28,941
+52
+0.2% +$3.62K
BF.B icon
164
Brown-Forman Class B
BF.B
$12.9B
$1.95M 0.06%
72,002
-1,588
-2% -$46K
USB icon
165
US Bancorp
USB
$100B
$1.89M 0.06%
39,008
-2,465
-6% -$117K
IAU icon
166
iShares Gold Trust
IAU
$64.8B
$1.88M 0.06%
25,805
+275
+1% +$17.9K
SNPS icon
167
Synopsys
SNPS
$78.7B
$1.86M 0.06%
3,765
+1,511
+67% +$854K
COF icon
168
Capital One
COF
$134B
$1.83M 0.06%
8,627
-392
-4% -$85.8K
INTC icon
169
Intel
INTC
$493B
$1.83M 0.06%
54,513
+9,950
+22% +$241K
CINF icon
170
Cincinnati Financial
CINF
$26.6B
$1.77M 0.06%
11,219
-308
-3% -$46.7K
DLTR icon
171
Dollar Tree
DLTR
$24.6B
$1.77M 0.06%
18,703
-820
-4% -$87.8K
MPC icon
172
Marathon Petroleum
MPC
$94.5B
$1.74M 0.05%
9,037
-205
-2% -$36.1K
GEV icon
173
GE Vernova
GEV
$269B
$1.67M 0.05%
2,711
-133
-5% -$80.6K
FHLC icon
174
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
$1.64M 0.05%
24,539
+3,188
+15% +$206K
SPHQ icon
175
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.62M 0.05%
22,066
+17,571
+391% +$1.27M
5 6
7
8 9

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EWA
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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
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
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BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

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.