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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
+323.36%
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
MSFT icon
1
Microsoft
MSFT
$3.63T
$179M 5.61%
345,317
-2,747
-0.8% -$1.4M
AAPL icon
2
Apple
AAPL
$4.52T
$151M 4.74%
593,974
-13,207
-2% -$2.98M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.56T
$116M 3.65%
478,388
-601
-0.1% -$126K
IVV icon
4
iShares Core S&P 500 ETF
IVV
$878B
$114M 3.57%
170,359
+5,976
+4% +$3.85M
JPM icon
5
JPMorgan Chase
JPM
$937B
$112M 3.51%
354,677
-6,906
-2% -$2.05M
AVGO icon
6
Broadcom
AVGO
$1.79T
$94.1M 2.95%
285,293
-6,271
-2% -$1.92M
LLY icon
7
Eli Lilly
LLY
$998B
$85M 2.66%
111,367
+1,197
+1% +$891K
ORCL icon
8
Oracle
ORCL
$396B
$84.8M 2.66%
301,411
-28,428
-9% -$7.24M
AMZN icon
9
Amazon
AMZN
$3.06T
$82.7M 2.59%
376,792
-74
-0% -$16.8K
NVDA icon
10
NVIDIA
NVDA
$4.84T
$75.8M 2.38%
406,512
+6,980
+2% +$1.22M
V icon
11
Visa
V
$692B
$72.3M 2.27%
211,713
-563
-0.3% -$195K
EFA icon
12
iShares MSCI EAFE ETF
EFA
$78.2B
$68.8M 2.16%
736,495
+23,860
+3% +$2.17M
SYBT icon
13
Stock Yards Bancorp
SYBT
$2.67B
$68M 2.13%
971,902
-23,864
-2% -$1.84M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$801B
$61M 1.91%
91,593
-3,291
-3% -$2.11M
ASML icon
15
ASML
ASML
$618B
$56.8M 1.78%
58,674
+1,907
+3% +$1.5M
IWR icon
16
iShares Russell Mid-Cap ETF
IWR
$56.1B
$49.3M 1.55%
510,511
+8,783
+2% +$833K
TFLO icon
17
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$47.7M 1.5%
943,634
+52,173
+6% +$2.64M
COST icon
18
Costco
COST
$427B
$46.1M 1.44%
49,761
-603
-1% -$578K
HD icon
19
Home Depot
HD
$339B
$44.3M 1.39%
109,274
-4,457
-4% -$1.75M
IWM icon
20
iShares Russell 2000 ETF
IWM
$81B
$44.3M 1.39%
182,938
+7,618
+4% +$1.75M
CVX icon
21
Chevron
CVX
$387B
$42.4M 1.33%
273,095
-9,397
-3% -$1.46M
ABT icon
22
Abbott
ABT
$187B
$41.4M 1.3%
309,254
+1,411
+0.5% +$185K
BLK icon
23
Blackrock
BLK
$172B
$41.1M 1.29%
35,244
-463
-1% -$518K
META icon
24
Meta Platforms (Facebook)
META
$1.5T
$40.7M 1.28%
55,451
+5,851
+12% +$4.35M
EME icon
25
Emcor
EME
$34.6B
$39.4M 1.23%
60,614
+429
+0.7% +$260K
1
2 3 4 5

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KIM
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YCM
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SC
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RPGK
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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.