Stock Yards Bank & Trust Co.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Stock Yards Bank & Trust Co. reported 381 stock positions worth $3.0 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Apple (AAPL, 4.2%) and JPMorgan Chase (JPM, 3.5%). Compared with Q1 2025, it opened 17 new positions, sold out of 15, added to 130 and reduced 200. The biggest buy was Oracle (ORCL, shares +1%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0000741073
Portfolio Value
$3.0B (Q2 2025)
SEC Filing
0000892303-25-000005 ↗ filed Jul 21, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $3.0B Q1 2024 Q2 2024: $3.0B Q2 2024 Q3 2024: $3.1B Q3 2024 Q4 2024: $2.9B Q4 2024 Q1 2025: $2.8B Q1 2025 Q2 2025: $3.0B $3.0B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.3B Q4 2025 Q1 2026: $3.2B Q1 2026 Q2 2026: $3.5B Q2 2026

Holdings 381 stocks · $3.0B

MSFT Microsoft Corp. 5.78% 348,064 $173.1M Reduce -0.5%
AAPL Apple Inc. 4.16% 607,181 $124.6M Reduce -2.2%
JPM JPMorgan Chase & Co. 3.50% 361,583 $104.8M Add +1.5%
IVV iShares Core S&P 500 ETF 3.41% 164,383 $102.1M Add +5.9%
LLY Eli Lilly & Co. 2.87% 110,170 $85.9M Reduce -0.7%
GOOGL Alphabet Inc. Class A 2.82% 478,989 $84.4M Add +1.3%
AMZN Amazon.com Inc. 2.76% 376,866 $82.7M Reduce -0.9%
AVGO Broadcom Inc. 2.68% 291,564 $80.4M Reduce -1.1%
SYBT Stock Yards Bancorp Inc. 2.63% 995,766 $78.6M Reduce -3.9%
V Visa Inc. Class A 2.52% 212,276 $75.4M Reduce -1.9%
ORCL Oracle Corp. 2.41% 329,839 $72.1M Add +1.5%
EFA iShares MSCI Eafe ETF 2.13% 712,635 $63.7M Reduce -0.2%
NVDA Nvidia Corp. 2.11% 399,532 $63.1M Add +1.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.96% 94,884 $58.6M Reduce -1.8%
COST Costco Wholesale Corp. 1.67% 50,364 $49.9M Reduce -3.6%
IWR iShares Russell Mid-Cap ETF 1.54% 501,728 $46.1M Add +2.7%
ASML ASML Holding NV-NY Reg SHS 1.52% 56,767 $45.5M Add +1.7%
TFLO iShares Treasury Floating Ra 1.51% 891,461 $45.2M Add +1.7%
ABT Abbott Laboratories 1.40% 307,843 $41.9M Reduce -1.7%
HD Home Depot Inc. 1.39% 113,731 $41.7M Reduce -1.9%
CVX Chevron Corp. 1.35% 282,492 $40.5M Reduce -1.1%
IWM iShares Russell 2000 ETF 1.26% 175,320 $37.8M Add +0.7%
BLK BlackRock Inc. 1.25% 35,707 $37.5M Reduce -1.7%
META Meta Platforms Inc. Class A 1.22% 49,600 $36.6M Add +30.9%
CHDN Churchill Downs Inc. 1.22% 361,940 $36.6M Add +43.5%
PANW Palo Alto Networks Inc. 1.22% 178,496 $36.5M Add +37.0%
WM Waste Management Inc. 1.15% 150,023 $34.3M Reduce -1.4%
NEE Nextera Energy Inc. 1.15% 493,891 $34.3M Add +0.9%
EME Emcor Group Inc. 1.08% 60,185 $32.2M Add +1.1%
SYK Stryker Corp. 1.07% 80,769 $32.0M Reduce -4.5%
EXPE Expedia Group Inc. 1.02% 181,199 $30.6M Reduce -5.9%
MRSH Marsh & McLennan Cos 1.00% 137,283 $30.0M Add +12.0%
LIN Linde PLC 1.00% 63,811 $29.9M Reduce -1.7%
ACN Accenture PLC Class A 0.97% 97,135 $29.0M Reduce -2.5%
PG The Procter & Gamble Co. 0.94% 176,361 $28.1M Reduce -2.7%
XOM Exxon Mobil Corp. 0.93% 258,378 $27.9M Reduce -3.0%
BRK.B Berkshire Hathaway Inc. Class B 0.88% 54,190 $26.3M Reduce -33.7%
UNH Unitedhealth Group Inc. 0.79% 75,996 $23.7M Reduce -1.3%
AMT American Tower Corp. 0.74% 100,777 $22.3M Reduce -3.3%
PWR Quanta Services Inc. 0.74% 58,353 $22.1M Add +9.3%
BRK.A Berkshire Hathaway Inc. Class A 0.73% 30 $21.9M No change
MDLZ Mondelez International Inc. Class A 0.72% 318,451 $21.5M Reduce -1.5%
SRE Sempra 0.70% 275,305 $20.9M Add +3.7%
PM Philip Morris International 0.64% 104,563 $19.0M Reduce -3.2%
JNJ Johnson & Johnson 0.57% 112,266 $17.1M Reduce -8.7%
KO The Coca-Cola Co. 0.57% 239,821 $17.0M Reduce -2.1%
STZ Constellation Brands Inc. Class A 0.56% 102,662 $16.7M Add +1.1%
ZTS Zoetis Inc. 0.53% 101,561 $15.8M Reduce -3.6%
AVUV Avantis US Small Cap Value 0.51% 168,591 $15.4M Reduce -7.2%
MCD McDonald's Corp. 0.47% 48,351 $14.1M Reduce -0.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.46% 410,091 $13.9M Reduce -7.9%
PEP Pepsico Inc. 0.46% 104,474 $13.8M Reduce -0.0%
ADBE Adobe Inc. 0.42% 32,365 $12.5M Reduce -9.4%
GOOG Alphabet Inc. Class C 0.40% 66,984 $11.9M Reduce -3.1%
EQIX Equinix Inc. 0.39% 14,846 $11.8M Add +0.9%
ABBV Abbvie Inc. 0.39% 62,815 $11.7M Add +0.9%
EEM iShares MSCI Emerging Market 0.35% 217,439 $10.5M Reduce -3.6%
VTI VG Morningstar TS MKT ETF-US 0.34% 33,648 $10.2M Reduce -42.1%
GLD SPDR Gold Shares 0.33% 32,625 $9.9M Add +6.3%
ADI Analog Devices Inc. 0.33% 41,628 $9.9M Reduce -3.6%
VOO Vanguard S&P 500 ETF 0.33% 17,198 $9.8M Reduce -2.0%
ODFL Old Dominion Freight Line 0.32% 58,737 $9.5M Reduce -10.2%
OEF iShares S&P 100 ETF 0.32% 31,153 $9.5M Add +2.3%
USMV iShares MSCI USA Min Vol Fac 0.31% 98,004 $9.2M Reduce -5.8%
IWF iShares Russell 1000 Growth 0.29% 20,601 $8.7M Reduce -1.5%
IWP iShares Russell Mid-Cap Grow 0.29% 61,653 $8.6M No change
WMT Walmart Inc. 0.28% 86,785 $8.5M Add +0.3%
DHR Danaher Corp. 0.28% 42,301 $8.4M Reduce -17.9%
PNC PNC Financial Services Group 0.27% 43,550 $8.1M Reduce -1.4%
ETN Eaton Corp. PLC 0.27% 22,366 $8.0M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.26% 26,279 $7.7M Add +3.7%
MA Mastercard Inc. Class A 0.26% 13,701 $7.7M Add +9.1%
CSCO Cisco Systems Inc. 0.25% 109,359 $7.6M Reduce -0.3%
MRK Merck & Co. Inc. 0.25% 95,292 $7.5M Reduce -2.3%
CAT Caterpillar Inc. 0.24% 18,680 $7.3M Reduce -18.1%
SHY iShares 1-3 Year Treasury Bo 0.24% 85,409 $7.1M Reduce -22.1%
SBUX Starbucks Corp. 0.23% 74,942 $6.9M Reduce -3.4%
AWK American Water Works Co. Inc. 0.23% 49,179 $6.8M Reduce -14.0%
QQQ Invesco QQQ Trust Series 1 0.22% 11,947 $6.6M Add +0.3%
MSI Motorola Solutions Inc. 0.21% 15,227 $6.4M Add +17.2%
MS Morgan Stanley 0.18% 39,108 $5.5M Add +2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.18% 43,306 $5.3M Add +4.0%
QCOM Qualcomm Inc. 0.18% 33,440 $5.3M Reduce -0.6%
DE Deere & Co. 0.17% 9,845 $5.0M Add +5.9%
LMT Lockheed Martin Corp. 0.17% 10,719 $5.0M Add +3.5%
IWD iShares Russell 1000 Value E 0.16% 24,784 $4.8M Reduce -8.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 38,720 $4.8M Reduce -67.9%
AMGN Amgen Inc. 0.16% 16,835 $4.7M Reduce -1.5%
XLK SS Technology Select Sector 0.16% 18,338 $4.6M Add +4.3%
HON Honeywell International Inc. 0.15% 19,352 $4.5M Reduce -3.4%
ITW Illinois Tool Works 0.15% 18,030 $4.5M Add +2.6%
T AT&T Inc. 0.14% 144,477 $4.2M Reduce -1.5%
MO Altria Group Inc. 0.13% 68,760 $4.0M Reduce -7.3%
IWO iShares Russell 2000 Growth 0.13% 14,082 $4.0M Reduce -0.7%
RSP Invesco S&P 500 Equal Weight 0.13% 22,083 $4.0M Add +8.8%
BMY Bristol-Myers Squibb Co. 0.13% 84,712 $3.9M Reduce -3.5%
SHW The Sherwin-Williams Co. 0.13% 11,419 $3.9M Reduce -6.1%
UNP Union Pacific Corp. 0.13% 16,764 $3.9M Reduce -1.4%
BX Blackstone Inc. 0.13% 25,775 $3.9M Reduce -0.7%
VZ Verizon Communications Inc. 0.13% 87,836 $3.8M Reduce -7.6%

Show all 381 holdings

Portfolio Sells Q1 2025 → Q2 2025

AAPL Apple Inc. Reduce -2.2% 4.16% −0.75
BRK.B Berkshire Hathaway Inc. Class B Reduce -33.7% 0.88% −0.67
UNH Unitedhealth Group Inc. Reduce -1.3% 0.79% −0.65
LLY Eli Lilly & Co. Reduce -0.7% 2.87% −0.40
CVX Chevron Corp. Reduce -1.1% 1.35% −0.35
DIS The Walt Disney Co. Reduce -67.9% 0.16% −0.26
VTI VG Morningstar TS MKT ETF-US Reduce -42.1% 0.34% −0.23
SLB SLB Ltd. Reduce -7.9% 0.46% −0.20
XOM Exxon Mobil Corp. Reduce -3.0% 0.93% −0.20
V Visa Inc. Class A Reduce -1.9% 2.52% −0.18
PG The Procter & Gamble Co. Reduce -2.7% 0.94% −0.16
JNJ Johnson & Johnson Reduce -8.7% 0.57% −0.15
ACN Accenture PLC Class A Reduce -2.5% 0.97% −0.14
EXPE Expedia Group Inc. Reduce -5.9% 1.02% −0.13
HD Home Depot Inc. Reduce -1.9% 1.39% −0.12
WM Waste Management Inc. Reduce -1.4% 1.15% −0.11
PEP Pepsico Inc. Reduce -0.0% 0.46% −0.10
DHR Danaher Corp. Reduce -17.9% 0.28% −0.10
COST Costco Wholesale Corp. Reduce -3.6% 1.67% −0.09
ZTS Zoetis Inc. Reduce -3.6% 0.53% −0.09
SHY iShares 1-3 Year Treasury Bo Reduce -22.1% 0.24% −0.09
ABT Abbott Laboratories Reduce -1.7% 1.40% −0.08
LIN Linde PLC Reduce -1.7% 1.00% −0.08
AWK American Water Works Co. Inc. Reduce -14.0% 0.23% −0.07
MCD McDonald's Corp. Reduce -0.7% 0.47% −0.07
ADBE Adobe Inc. Reduce -9.4% 0.42% −0.07
ODFL Old Dominion Freight Line Reduce -10.2% 0.32% −0.07
MDLZ Mondelez International Inc. Class A Reduce -1.5% 0.72% −0.06
AMT American Tower Corp. Reduce -3.3% 0.74% −0.06
MRK Merck & Co. Inc. Reduce -2.3% 0.25% −0.06
BMY Bristol-Myers Squibb Co. Reduce -3.5% 0.13% −0.06
KO The Coca-Cola Co. Reduce -2.1% 0.57% −0.06
SYK Stryker Corp. Reduce -4.5% 1.07% −0.05
AVUV Avantis US Small Cap Value Reduce -7.2% 0.51% −0.05
DFS Discover Financial Services Sold out 0.00% −0.04
SBUX Starbucks Corp. Reduce -3.4% 0.23% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -5.8% 0.31% −0.04
AMGN Amgen Inc. Reduce -1.5% 0.16% −0.03
AGG iShares Core U.S. Aggregate Reduce -15.6% 0.11% −0.03
VZ Verizon Communications Inc. Reduce -7.6% 0.13% −0.03
BF.B Brown-Forman Corp. Class B Reduce -3.9% 0.07% −0.03
CAT Caterpillar Inc. Reduce -18.1% 0.24% −0.03
BF.A Brown-Forman Corp. Class A Reduce -0.7% 0.08% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -44.3% 0.03% −0.02
MO Altria Group Inc. Reduce -7.3% 0.13% −0.02
DUK Duke Energy Corp. Reduce -7.1% 0.13% −0.02
SU Suncor Energy Inc. Reduce -10.7% 0.10% −0.02
ELV Elevance Health Inc. Reduce -17.1% 0.05% −0.02
IWD iShares Russell 1000 Value E Reduce -8.8% 0.16% −0.02
SHW The Sherwin-Williams Co. Reduce -6.1% 0.13% −0.02

Portfolio Buys Q1 2025 → Q2 2025

ORCL Oracle Corp. Add +1.5% 2.41% +0.79
NVDA Nvidia Corp. Add +1.7% 2.11% +0.59
META Meta Platforms Inc. Class A Add +30.9% 1.22% +0.45
PANW Palo Alto Networks Inc. Add +37.0% 1.22% +0.43
JPM JPMorgan Chase & Co. Add +1.5% 3.50% +0.39
IVV iShares Core S&P 500 ETF Add +5.9% 3.41% +0.30
EME Emcor Group Inc. Add +1.1% 1.08% +0.29
PWR Quanta Services Inc. Add +9.3% 0.74% +0.25
CHDN Churchill Downs Inc. Add +43.5% 1.22% +0.22
GOOGL Alphabet Inc. Class A Add +1.3% 2.82% +0.21
ASML ASML Holding NV-NY Reg SHS Add +1.7% 1.52% +0.20
GILD Gilead Sciences Inc. Add +1069.8% 0.09% +0.08
IWR iShares Russell Mid-Cap ETF Add +2.7% 1.54% +0.06
COF Capital One Financial Corp. Add +443.3% 0.06% +0.05
FHLC Fidelity MSCI Health Care New 0.05% +0.05
IBM Intl Business Machines Corp. Add +3.7% 0.26% +0.03
ACWX iShares MSCI Acwi Ex US ETF Add +114.0% 0.05% +0.03
MS Morgan Stanley Add +2.9% 0.18% +0.03
IWM iShares Russell 2000 ETF Add +0.7% 1.26% +0.03
XLK SS Technology Select Sector Add +4.3% 0.16% +0.03
APO Apollo Global Management Inc. New 0.02% +0.02
OEF iShares S&P 100 ETF Add +2.3% 0.32% +0.02
SRE Sempra Add +3.7% 0.70% +0.02
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.22% +0.02
GEV GE Vernova Inc. Add +6.1% 0.05% +0.02
GE General Electric Add +3.5% 0.10% +0.02
TSLA Tesla Inc. Add +6.2% 0.10% +0.02
CVS CVS Health Corp. Add +33.2% 0.08% +0.02
EFV iShares MSCI Eafe Value ETF Add +18.1% 0.11% +0.02
GLD SPDR Gold Shares Add +6.3% 0.33% +0.02
VEA Vanguard Ftse Developed ETF Add +9.1% 0.13% +0.02
TSM Taiwan Semiconductor-SP ADR Add +8.4% 0.05% +0.01
NOW ServiceNow Inc. Add +67.7% 0.03% +0.01
LNG Cheniere Energy Inc. Add +101.8% 0.03% +0.01
EMR Emerson Electric Co. Add +3.9% 0.08% +0.01
WMT Walmart Inc. Add +0.3% 0.28% +0.01
ANET Arista Networks Inc. Add +9.8% 0.05% +0.01
DLTR Dollar Tree Inc. Add +0.1% 0.06% +0.01
MA Mastercard Inc. Class A Add +9.1% 0.26% +0.01
TSCO Tractor Supply Company New 0.01% +0.01
AMAT Applied Materials Inc. Add +12.5% 0.05% +0.01
DE Deere & Co. Add +5.9% 0.17% +0.01
ED Consolidated Edison Inc. New 0.01% +0.01
DLR Digital Realty Trust Inc. Add +1.9% 0.08% +0.01
ISRG Intuitive Surgical Inc. Add +17.2% 0.07% +0.01
MSI Motorola Solutions Inc. Add +17.2% 0.21% +0.01
BKNG Booking Holdings Inc. New 0.01% +0.01
CI The Cigna Group New 0.01% +0.01
CTAS Cintas Corp. Add +66.3% 0.02% +0.01
CB Chubb Ltd. Add +43.9% 0.04% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 397$3.5BGOOGL, AAPL, IVV, LLY, MSFT
Q1 2026 396$3.2BAAPL, GOOGL, MSFT, IVV, LLY
Q4 2025 397$3.3BMSFT, AAPL, GOOGL, LLY, IVV
Q3 2025 389$3.2BMSFT, AAPL, GOOGL, IVV, JPM
Q2 2025 381$3.0BMSFT, AAPL, JPM, IVV, LLY
Q1 2025 379$2.8BAAPL, MSFT, LLY, JPM, IVV
Q4 2024 365$2.9BAAPL, MSFT, JPM, GOOGL, IVV
Q3 2024 373$3.1BMSFT, AAPL, SPY, LLY, JPM
Q2 2024 376$3.0BMSFT, AAPL, SPY, LLY, GOOGL
Q1 2024 392$3.0BMSFT, AAPL, SPY, JPM, LLY