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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
+323.36%
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
MSFT icon
1
Microsoft
MSFT
$3.37T
$173M 5.78%
348,064
-1,796
-0.5% -$780K
AAPL icon
2
Apple
AAPL
$4.45T
$125M 4.16%
607,181
-13,732
-2% -$2.77M
JPM icon
3
JPMorgan Chase
JPM
$940B
$105M 3.5%
361,583
+5,264
+1% +$1.34M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$872B
$102M 3.41%
164,383
+9,142
+6% +$5.25M
LLY icon
5
Eli Lilly
LLY
$1.01T
$85.9M 2.87%
110,170
-787
-0.7% -$612K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.27T
$84.4M 2.82%
478,989
+6,134
+1% +$1M
AMZN icon
7
Amazon
AMZN
$2.91T
$82.7M 2.76%
376,866
-3,282
-0.9% -$649K
AVGO icon
8
Broadcom
AVGO
$1.83T
$80.4M 2.68%
291,564
-3,227
-1% -$701K
SYBT icon
9
Stock Yards Bancorp
SYBT
$2.67B
$78.6M 2.63%
995,766
-40,147
-4% -$2.93M
V icon
10
Visa
V
$680B
$75.4M 2.52%
212,276
-4,096
-2% -$1.43M
ORCL icon
11
Oracle
ORCL
$365B
$72.1M 2.41%
329,839
+4,742
+1% +$766K
EFA icon
12
iShares MSCI EAFE ETF
EFA
$77.9B
$63.7M 2.13%
712,635
-1,713
-0.2% -$146K
NVDA icon
13
NVIDIA
NVDA
$4.76T
$63.1M 2.11%
399,532
+6,532
+2% +$822K
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$58.6M 1.96%
94,884
-1,751
-2% -$1M
COST icon
15
Costco
COST
$421B
$49.9M 1.67%
50,364
-1,861
-4% -$1.85M
IWR icon
16
iShares Russell Mid-Cap ETF
IWR
$55.8B
$46.1M 1.54%
501,728
+13,187
+3% +$1.14M
ASML icon
17
ASML
ASML
$633B
$45.5M 1.52%
56,767
+960
+2% +$689K
TFLO icon
18
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$45.2M 1.51%
891,461
+15,195
+2% +$768K
ABT icon
19
Abbott
ABT
$181B
$41.9M 1.4%
307,843
-5,314
-2% -$701K
HD icon
20
Home Depot
HD
$330B
$41.7M 1.39%
113,731
-2,237
-2% -$810K
CVX icon
21
Chevron
CVX
$387B
$40.5M 1.35%
282,492
-3,189
-1% -$450K
IWM icon
22
iShares Russell 2000 ETF
IWM
$79.5B
$37.8M 1.26%
175,320
+1,163
+0.7% +$234K
BLK icon
23
Blackrock
BLK
$170B
$37.5M 1.25%
35,707
-618
-2% -$584K
META icon
24
Meta Platforms (Facebook)
META
$1.39T
$36.6M 1.22%
49,600
+11,721
+31% +$7.24M
CHDN icon
25
Churchill Downs
CHDN
$5.88B
$36.6M 1.22%
361,940
+109,787
+44% +$10.7M
1
2 3 4 5

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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.