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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
LECO icon
201
Lincoln Electric
LECO
$15.5B
$1.19M 0.04%
5,052
-20
-0.4% -$4.68K
IJR icon
202
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.19M 0.04%
10,006
+56
+0.6% +$6.44K
RPM icon
203
RPM International
RPM
$14.9B
$1.18M 0.04%
9,996
-50
-0.5% -$6K
FMB icon
204
First Trust Managed Municipal ETF
FMB
$2.06B
$1.15M 0.04%
22,638
-7,336
-24% -$367K
CL icon
205
Colgate-Palmolive
CL
$73.6B
$1.13M 0.04%
14,162
+39
+0.3% +$3.33K
D icon
206
Dominion Energy
D
$59.9B
$1.11M 0.03%
18,186
-600
-3% -$35.7K
ELV icon
207
Elevance Health
ELV
$84.7B
$1.07M 0.03%
3,320
-616
-16% -$192K
EXR icon
208
Extra Space Storage
EXR
$31B
$1.07M 0.03%
7,604
-174
-2% -$25K
VWO icon
209
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.07M 0.03%
19,755
+370
+2% +$19.1K
DNP icon
210
DNP Select Income Fund
DNP
$4.1B
$1.06M 0.03%
105,716
– –
AMD icon
211
Advanced Micro Devices
AMD
$774B
$1.02M 0.03%
6,299
+107
+2% +$17.3K
KMB icon
212
Kimberly-Clark
KMB
$36.1B
$1.01M 0.03%
8,148
-270
-3% -$34.9K
SYY icon
213
Sysco
SYY
$40.3B
$1.01M 0.03%
12,290
-375
-3% -$30K
IVW icon
214
iShares S&P 500 Growth ETF
IVW
$76.9B
$1.01M 0.03%
8,371
-475
-5% -$54.6K
WFC icon
215
Wells Fargo
WFC
$264B
$1M 0.03%
11,977
+557
+5% +$45.2K
VTR icon
216
Ventas
VTR
$44.6B
$987K 0.03%
14,101
+1,068
+8% +$71.8K
CP icon
217
Canadian Pacific Kansas City
CP
$80.8B
$974K 0.03%
13,070
– –
ROP icon
218
Roper Technologies
ROP
$39.5B
$966K 0.03%
1,938
-92
-5% -$49.1K
O icon
219
Realty Income
O
$58.6B
$959K 0.03%
15,775
-6,000
-28% -$350K
FNDX icon
220
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$957K 0.03%
36,384
– –
EL icon
221
Estee Lauder
EL
$31.8B
$956K 0.03%
10,850
– –
TIP icon
222
iShares TIPS Bond ETF
TIP
$14.7B
$955K 0.03%
8,586
-322
-4% -$35.6K
TMO icon
223
Thermo Fisher Scientific
TMO
$224B
$939K 0.03%
1,936
-605
-24% -$282K
EEMV icon
224
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
$938K 0.03%
14,700
– –
IWV icon
225
iShares Russell 3000 ETF
IWV
$20.4B
$922K 0.03%
2,432
– –
7 8
9
10 11

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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
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.