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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
CCI icon
176
Crown Castle
CCI
$31.3B
$1.61M 0.05%
16,681
+234
+1% +$23.7K
AMAT icon
177
Applied Materials
AMAT
$417B
$1.58M 0.05%
7,698
– –
VGT icon
178
Vanguard Information Technology ETF
VGT
$147B
$1.54M 0.05%
16,496
-80
-0.5% -$6.99K
ALL icon
179
Allstate
ALL
$66.3B
$1.52M 0.05%
7,087
+93
+1% +$18.8K
MDY icon
180
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.52M 0.05%
2,547
+8
+0.3% +$4.7K
VNQ icon
181
Vanguard Real Estate ETF
VNQ
$38.3B
$1.51M 0.05%
16,489
+3,589
+28% +$326K
ACWX icon
182
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.48M 0.05%
22,807
-686
-3% -$42.9K
PPG icon
183
PPG Industries
PPG
$25.8B
$1.47M 0.05%
13,964
-272
-2% -$30.2K
AZO icon
184
AutoZone
AZO
$49.7B
$1.46M 0.05%
341
-3
-0.9% -$12K
NVS icon
185
Novartis
NVS
$294B
$1.46M 0.05%
11,368
-273
-2% -$33.3K
WEC icon
186
WEC Energy
WEC
$34.8B
$1.44M 0.05%
12,558
-399
-3% -$43.2K
TGT icon
187
Target
TGT
$69.2B
$1.43M 0.04%
15,888
-1,074
-6% -$106K
MKC icon
188
McCormick & Company Non-Voting
MKC
$14.2B
$1.43M 0.04%
21,299
-105
-0.5% -$7.35K
VYM icon
189
Vanguard High Dividend Yield ETF
VYM
$83.8B
$1.41M 0.04%
10,005
-156
-2% -$21.4K
CIVI
190
DELISTED
Civitas Resources
CIVI
$1.4M 0.04%
43,071
+8,942
+26% +$286K
RIO icon
191
Rio Tinto
RIO
$164B
$1.39M 0.04%
21,099
+16,961
+410% +$1.05M
CSX icon
192
CSX Corp
CSX
$92.5B
$1.32M 0.04%
37,197
-8,361
-18% -$286K
GS icon
193
Goldman Sachs
GS
$301B
$1.3M 0.04%
1,634
-34
-2% -$25.2K
MDT icon
194
Medtronic
MDT
$116B
$1.28M 0.04%
13,487
+153
+1% +$14.1K
TRV icon
195
Travelers Companies
TRV
$78.3B
$1.27M 0.04%
4,531
-250
-5% -$66.9K
EPD icon
196
Enterprise Products Partners
EPD
$81.8B
$1.26M 0.04%
40,289
-9,575
-19% -$302K
FAST icon
197
Fastenal
FAST
$60.1B
$1.25M 0.04%
25,402
+1,000
+4% +$47.2K
UPS icon
198
United Parcel Service
UPS
$88.8B
$1.24M 0.04%
14,846
-5,568
-27% -$504K
CB icon
199
Chubb
CB
$134B
$1.23M 0.04%
4,363
+141
+3% +$38.8K
MUB icon
200
iShares National Muni Bond ETF
MUB
$45.8B
$1.22M 0.04%
11,491
-4,172
-27% -$437K
6 7
8
9 10

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KIM
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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.