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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
IJR icon
201
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.09M 0.04%
9,950
-1,174
-11% -$121K
KMB icon
202
Kimberly-Clark
KMB
$35.9B
$1.09M 0.04%
8,418
-1,432
-15% -$194K
D icon
203
Dominion Energy
D
$59.1B
$1.06M 0.04%
18,786
-806
-4% -$44.2K
LECO icon
204
Lincoln Electric
LECO
$15.1B
$1.05M 0.04%
5,072
-218
-4% -$41.7K
CP icon
205
Canadian Pacific Kansas City
CP
$79.6B
$1.04M 0.03%
13,070
– –
DNP icon
206
DNP Select Income Fund
DNP
$4.09B
$1.03M 0.03%
105,716
+5,805
+6% +$55.8K
TMO icon
207
Thermo Fisher Scientific
TMO
$222B
$1.03M 0.03%
2,541
-428
-14% -$179K
FAST icon
208
Fastenal
FAST
$59.8B
$1.02M 0.03%
24,402
+682
+3% +$27.7K
INTC icon
209
Intel
INTC
$492B
$998K 0.03%
44,563
+2,169
+5% +$44.9K
TXN icon
210
Texas Instruments
TXN
$256B
$988K 0.03%
4,758
-6
-0.1% -$1.06K
TIP icon
211
iShares TIPS Bond ETF
TIP
$14.7B
$980K 0.03%
8,908
-38
-0.4% -$4.14K
IVW icon
212
iShares S&P 500 Growth ETF
IVW
$77.4B
$974K 0.03%
8,846
-75
-0.8% -$7.42K
WSO icon
213
Watsco Inc
WSO
$13.5B
$973K 0.03%
2,202
-10
-0.5% -$4.64K
SYY icon
214
Sysco
SYY
$40.1B
$959K 0.03%
12,665
-84
-0.7% -$6.1K
VWO icon
215
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$959K 0.03%
19,385
-15,434
-44% -$716K
CIVI
216
DELISTED
Civitas Resources
CIVI
$939K 0.03%
34,129
+2,526
+8% +$73.1K
EEMV icon
217
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.54B
$923K 0.03%
14,700
– –
WFC icon
218
Wells Fargo
WFC
$265B
$915K 0.03%
11,420
-752
-6% -$54.2K
FNDX icon
219
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$893K 0.03%
36,384
+6,546
+22% +$152K
AMD icon
220
Advanced Micro Devices
AMD
$767B
$879K 0.03%
6,192
-1,077
-15% -$117K
EL icon
221
Estee Lauder
EL
$31.5B
$877K 0.03%
10,850
-7
-0.1% -$450
HSY icon
222
Hershey
HSY
$36.7B
$867K 0.03%
5,227
-695
-12% -$115K
ECL icon
223
Ecolab
ECL
$79.7B
$860K 0.03%
3,193
+400
+14% +$102K
NOW icon
224
ServiceNow
NOW
$132B
$855K 0.03%
4,160
+1,680
+68% +$317K
IWV icon
225
iShares Russell 3000 ETF
IWV
$20.4B
$854K 0.03%
2,432
– –
7 8
9
10 11

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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 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.