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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
MDY icon
176
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$1.44M 0.05%
2,539
+68
+3% +$36.5K
ACWX icon
177
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.43M 0.05%
23,493
+12,516
+114% +$723K
ANET icon
178
Arista Networks
ANET
$246B
$1.43M 0.05%
13,993
+1,251
+10% +$108K
AMAT icon
179
Applied Materials
AMAT
$422B
$1.41M 0.05%
7,698
+858
+13% +$136K
NVS icon
180
Novartis
NVS
$298B
$1.41M 0.05%
11,641
-65
-0.6% -$7.33K
ALL icon
181
Allstate
ALL
$67.5B
$1.41M 0.05%
6,994
+605
+9% +$121K
VGT icon
182
Vanguard Information Technology ETF
VGT
$148B
$1.37M 0.05%
16,576
– –
FHLC icon
183
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$1.37M 0.05%
+21,351
New +$1.36M
VYM icon
184
Vanguard High Dividend Yield ETF
VYM
$83.8B
$1.35M 0.05%
10,161
-3,557
-26% -$451K
WEC icon
185
WEC Energy
WEC
$34.6B
$1.35M 0.05%
12,957
-72
-0.6% -$7.66K
SPHY icon
186
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$1.32M 0.04%
55,307
-4,963
-8% -$115K
CL icon
187
Colgate-Palmolive
CL
$74.2B
$1.28M 0.04%
14,123
-2,292
-14% -$209K
TRV icon
188
Travelers Companies
TRV
$78.1B
$1.28M 0.04%
4,781
+356
+8% +$93.8K
AZO icon
189
AutoZone
AZO
$50B
$1.28M 0.04%
344
– –
O icon
190
Realty Income
O
$58.3B
$1.25M 0.04%
21,775
-1,449
-6% -$81.9K
CB icon
191
Chubb
CB
$134B
$1.22M 0.04%
4,222
+1,288
+44% +$371K
CMCSA icon
192
Comcast
CMCSA
$89.1B
$1.21M 0.04%
33,865
+2,246
+7% +$77.7K
GS icon
193
Goldman Sachs
GS
$302B
$1.18M 0.04%
1,668
+33
+2% +$19.1K
MDT icon
194
Medtronic
MDT
$114B
$1.16M 0.04%
13,334
+2,045
+18% +$173K
SNPS icon
195
Synopsys
SNPS
$78B
$1.16M 0.04%
2,254
+28
+1% +$13K
ROP icon
196
Roper Technologies
ROP
$39.6B
$1.15M 0.04%
2,030
-7
-0.3% -$3.96K
VNQ icon
197
Vanguard Real Estate ETF
VNQ
$38.4B
$1.15M 0.04%
12,900
-4,555
-26% -$402K
EXR icon
198
Extra Space Storage
EXR
$30.9B
$1.15M 0.04%
7,778
-107
-1% -$15.6K
BP icon
199
BP
BP
$111B
$1.14M 0.04%
37,941
+592
+2% +$17.4K
RPM icon
200
RPM International
RPM
$14.8B
$1.1M 0.04%
10,046
-100
-1% -$11K
6 7
8
9 10

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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.