STOCK YARDS BANK & TRUST CO

CIK 741073 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$3.5B
#1.049 dari 9.443 berdasarkan nilai 13F · top 11.1%
Posisi
397
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +28.2% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
35,24%
Bobot 25 kepemilikan teratas
60,02%
Posisi di atas 1%
28
Jumlah posisi efektif
52,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,91% Perkiraan pembelian $521.979.941 · penjualan $59.284.432

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,9% masih dipegang

Posisi baru
17
Meningkat
278
Menurun
69
Tertutup
16
Di halaman ini

Rincian sektor

Technology
22,0%
Healthcare
8,4%
Financials
7,1%
Industrials
6,7%
Communication Services
6,6%
Retail
5,8%
Financial Services
4,1%
Energy
3,5%
Consumer Discretionary
2,8%
Consumer Staples
2,5%
Utilities
2,3%
Materials
1,3%
Real Estate
1,3%
Consumer products
0,8%
Communications
0,7%
Telecommunication
0,2%
Logistics & Transportation
0,1%
Lainnya/Tidak terpetakan
24,0%

Portofolio lengkap 397 posisi

Tipe Rentetan Tren 8 kuartal
GOOGL Alphabet Inc. - Class A Common Stock $162.438.646 4,65% 454.539 $42.713.616 Naik ×1
AAPL Apple Inc. - Common Stock $148.438.210 4,25% 512.988 $35.454.650 Naik ×1
IVV $144.516.333 4,14% 192.974 $27.130.563 Naik ×6
LLY Eli Lilly and Company Common Stock $138.920.399 3,98% 115.822 $43.099.659 Naik ×4
MSFT Microsoft Corporation - Common Stock $126.097.592 3,61% 338.045 $18.865.251 Naik ×2
JPM JP Morgan Chase & Co. Common Stock $112.105.014 3,21% 342.484 $38.578.243 Naik ×2
AVGO Broadcom Inc. - Common Stock $105.861.598 3,03% 280.242 $26.604.370 Naik ×1
ASML ASML Holding N.V. - New York Registry Shares $99.937.529 2,86% 50.234 $39.955.990 Naik ×1
NVDA NVIDIA Corporation - Common Stock $96.289.151 2,76% 481.229 $33.217.734 Naik ×6
SYBT Stock Yards Bancorp, Inc. - Common Stock $95.973.924 2,75% 1.255.054 $17.824.833 Naik ×1
EFA $90.795.077 2,60% 874.038 $15.543.460 Naik ×6
AMZN Amazon.com, Inc. - Common Stock $90.549.951 2,59% 379.919 $19.806.436 Naik ×3
PANW Palo Alto Networks, Inc. - Common Stock $71.201.251 2,04% 208.789 $41.149.271 Naik ×6
V Visa Inc. $68.473.951 1,96% 199.580 $14.731.738 Naik ×2
IWR $64.723.084 1,85% 586.685 $15.840.184 Naik ×6
IWM $60.728.815 1,74% 202.126 $15.714.087 Naik ×5
SPY SPY $53.169.296 1,52% 71.199 $11.902.623 Naik ×1
NEE NextEra Energy, Inc. Common Stock $52.186.321 1,49% 594.580 $8.085.133 Naik ×1
PWR Quanta Services, Inc. Common Stock $47.807.758 1,37% 66.396 $12.380.023 Naik ×5
EME EMCOR Group, Inc. Common Stock $47.294.029 1,35% 56.989 $6.835.360 Naik ×1
COST Costco Wholesale Corporation - Common Stock $47.158.458 1,35% 50.411 $2.443.192 Naik ×3
EXPE Expedia Group, Inc. - Common Stock $46.092.439 1,32% 180.133 $9.347.876 Naik ×2
TFLO $45.076.760 1,29% 890.317 $947.902 Naik ×2
ORCL Oracle Corporation Common Stock $40.663.450 1,16% 277.471 $3.843.244 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $39.149.803 1,12% 69.502 $7.954.386 Naik ×6
FTGC First Trust Global Tactical Commodity Strategy Fund $37.519.596 1,07% 1.387.044 $994.744 Naik ×3
WM Waste Management, Inc. Common Stock $36.679.145 1,05% 164.569 $2.996.491 Naik ×1
PM Philip Morris International Inc Common Stock $35.746.225 1,02% 197.591 $15.433.523 Naik ×4
HD Home Depot, Inc. (The) Common Stock $34.706.880 0,99% 98.409 $4.552.587 Naik ×2
LIN Linde plc - Ordinary Shares $32.137.467 0,92% 61.929 $4.474.039 Naik ×1
XOM Exxon Mobil Corporation Common Stock $31.777.968 0,91% 232.431 $13.236.154 Naik ×1
BLK BlackRock, Inc. Common Stock $30.669.913 0,88% 31.896 $3.519.860 Naik ×1
CVX Chevron Corporation Common Stock $26.880.628 0,77% 162.167 $-2.699.500 Naik ×1
CHDN Churchill Downs, Incorporated - Common Stock $25.485.189 0,73% 284.306 $17.114.559 Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $24.037.562 0,69% 57.834 $9.038.456 Naik ×1
JNJ Johnson & Johnson Common Stock $23.987.605 0,69% 94.450 $7.466.281 Naik ×1
PG Procter & Gamble Company (The) Common Stock $23.454.925 0,67% 159.949 $9.070.430 Naik ×1
EQIX Equinix, Inc. - Common Stock $23.386.078 0,67% 22.435 $3.338.236 Naik ×1
LNG Cheniere Energy, Inc. Common Stock $22.737.010 0,65% 95.130 $4.450.383 Naik ×6
AVUV $22.598.022 0,65% 181.132 $5.181.082 Naik ×3
GOOG Alphabet Inc. - Class C Capital Stock $22.009.999 0,63% 62.293 $6.362.067 Naik ×1
BRKA $21.716.650 0,62% 29 $3.045.010 Naik ×1
NOW ServiceNow, Inc. Common Stock $21.414.602 0,61% 215.699 $5.190.483 Naik ×6
SYK Stryker Corporation Common Stock $21.308.381 0,61% 67.680 $10.226.327 Naik ×1
BRKB $19.003.833 0,54% 37.978 $3.375.687 Naik ×1
EEM $18.629.483 0,53% 272.321 $4.984.257 Naik ×4
APO Apollo Global Management, Inc. (New) Common Stock $18.446.321 0,53% 155.915 $4.861.196 Naik ×4
KO Coca-Cola Company (The) Common Stock $17.675.422 0,51% 217.490 $8.438.067 Naik ×1
CAT Caterpillar, Inc. Common Stock $17.464.380 0,50% 16.400 $7.294.428 Naik ×2
SLB SLB Limited Common Shares $16.305.037 0,47% 350.721 $76.410 Naik ×2
ABBV AbbVie Inc. Common Stock $14.594.613 0,42% 57.998 $4.051.560 Naik ×1
VOO $14.246.740 0,41% 20.743 $2.101.919 Naik ×4
ABT Abbott Laboratories Common Stock $13.930.052 0,40% 153.516 $-12.558.018 Turun ×1
GLD $12.907.315 0,37% 35.038 $-1.126.598 Naik ×3
PEP PepsiCo, Inc. - Common Stock $12.812.631 0,37% 94.628 $937.278 Naik ×1
CSCO Cisco Systems, Inc. - Common Stock $12.415.172 0,36% 105.697 $4.803.891 Naik ×2
SRE DBA Sempra Common Stock $12.090.524 0,35% 130.412 $-13.424.294 Turun ×1
MCD McDonald's Corporation Common Stock $12.054.763 0,35% 44.596 $1.332.809 Naik ×1
AMT American Tower Corporation (REIT) Common Stock $12.005.257 0,34% 73.395 $-405.181 Naik ×1
IWF $11.411.098 0,33% 91.899 $1.777.018 Naik ×4
ISRG Intuitive Surgical, Inc. - Common Stock $11.137.417 0,32% 28.006 $7.783.239 Naik ×6
VTI $10.981.780 0,31% 29.677 $1.689.751 Naik ×2
OEF $10.609.503 0,30% 28.998 $2.318.050 Naik ×1
ADI Analog Devices, Inc. - Common Stock $10.457.492 0,30% 26.330 $2.887.983 Naik ×1
MRK Merck & Company, Inc. Common Stock (new) $10.221.427 0,29% 79.544 $2.518.892 Naik ×1
IWP $10.180.775 0,29% 69.536 $2.221.446 Naik ×2
WMT Walmart Inc. - Common Stock $9.395.375 0,27% 82.954 $1.517.017 Naik ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $9.256.891 0,27% 37.596 $4.063.586 Naik ×1
STZ Constellation Brands, Inc. Common Stock $9.196.780 0,26% 66.121 $71.680 Naik ×1
QQQ Invesco QQQ Trust, Series 1 $8.632.813 0,25% 11.723 $1.740.705 Turun ×1
MRSH Marsh Common Stock $8.430.299 0,24% 50.581 $-11.566.939 Turun ×4
ETN Eaton Corporation, PLC Ordinary Shares $7.921.576 0,23% 18.590 $1.929.167 Naik ×2
USMV $7.572.027 0,22% 78.499 $499.666 Naik ×1
IBM International Business Machines Corporation Common Stock $7.476.260 0,21% 26.586 $3.188.376 Naik ×2
MS Morgan Stanley Common Stock $7.455.616 0,21% 35.666 $2.147.561 Naik ×1
DE Deere & Company Common Stock $7.266.883 0,21% 11.456 $2.233.792 Naik ×2
INTC Intel Corporation - Common Stock $6.867.148 0,20% 49.181 $5.061.124 Naik ×1
IEFA $6.768.709 0,19% 70.084 $2.393.303 Naik ×6
IWO $6.623.656 0,19% 16.813 $2.038.574 Naik ×4
SPHY $6.555.862 0,19% 279.687 $1.643.808 Naik ×4
GE GE Aerospace Common Stock $6.421.801 0,18% 17.183 $3.354.527 Naik ×2
CLOA iShares AAA CLO Active ETF $6.395.106 0,18% 123.196 Naik ×1
MA Mastercard Incorporated Common Stock $6.295.708 0,18% 12.258 $357.740 Naik ×1
EFV $6.269.484 0,18% 81.900 $742.711 Naik ×6
XLK XLK $6.207.901 0,18% 32.584 $2.262.626 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $5.974.115 0,17% 39.433 $-295.079 Naik ×1
ANET Arista Networks, Inc. Common Stock $5.879.548 0,17% 34.610 $2.187.917 Naik ×6
AMAT Applied Materials, Inc. - Common Stock $5.849.070 0,17% 8.090 $3.090.485 Naik ×3
IWD $5.556.738 0,16% 22.921 $955.352 Naik ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $5.321.976 0,15% 92.012 $-6.074.085 Turun ×5
MSI Motorola Solutions, Inc. Common Stock $5.250.094 0,15% 12.642 $-610.673 Turun ×4
LMT Lockheed Martin Corporation Common Stock $5.037.047 0,14% 9.887 $124.557 Naik ×1
GEV GE Vernova Inc. Common Stock $5.035.448 0,14% 4.286 $2.775.510 Naik ×2
VEA $4.999.059 0,14% 70.162 $565.171 Naik ×5
EFG $4.750.842 0,14% 38.184 $867.493 Naik ×4
MO Altria Group, Inc. $4.623.583 0,13% 64.261 $1.742.062 Naik ×1
BX Blackstone Inc. Common Stock $4.620.082 0,13% 39.263 $946.017 Naik ×2
ZTS Zoetis Inc. Class A Common Stock $4.586.476 0,13% 63.825 $-2.634.264 Naik ×1
IYW $4.487.930 0,13% 17.793 $1.752.116 Naik ×4
AGG $4.461.923 0,13% 45.079 $672.783 Naik ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
IVV $144.516.333 4,14% naik ×6
LLY $138.920.399 3,98% naik ×4
NVDA $96.289.151 2,76% naik ×6
EFA $90.795.077 2,60% naik ×6
AMZN $90.549.951 2,59% naik ×3
PANW $71.201.251 2,04% naik ×6
IWR $64.723.084 1,85% naik ×6
IWM $60.728.815 1,74% naik ×5
PWR $47.807.758 1,37% naik ×5
COST $47.158.458 1,35% naik ×3
META $39.149.803 1,12% naik ×6
FTGC $37.519.596 1,07% naik ×3
PM $35.746.225 1,02% naik ×4
LNG $22.737.010 0,65% naik ×6
AVUV $22.598.022 0,65% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
CLOA $6.395.106 123.196 0,18%
Penerbit tidak dikenal (CUSIP: 438516205) $2.091.679 9.353 0,06%
Penerbit tidak dikenal (CUSIP: 43849R105) $2.065.333 9.353 0,06%
PDBC $787.136 49.568 0,02%
PAAA $652.463 12.726 0,02%
SHOP $530.367 4.645 0,02%
Penerbit tidak dikenal (CUSIP: 84615Q103) $452.269 2.647 0,01%
Penerbit tidak dikenal (CUSIP: 26614N201) $380.063 2.802 0,01%
WOR $298.153 5.546 0,01%
GLDM $266.771 3.359 0,01%
GDX $222.804 2.953 0,01%
MRVL $218.055 732 0,01%
VEU $212.725 2.540 0,01%
AMKR $209.970 2.435 0,01%
BND $206.736 2.816 0,01%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
LLY Beli lebih banyak +12K +$43.1M
GOOGL Beli lebih banyak +38K +$42.7M
PANW Beli lebih banyak +21K +$41.1M
ASML Beli lebih banyak +5K +$40.0M
JPM Beli lebih banyak +93K +$38.6M
AAPL Beli lebih banyak +68K +$35.5M
NVDA Beli lebih banyak +120K +$33.2M
IVV Beli lebih banyak +13K +$27.1M
AVGO Beli lebih banyak +24K +$26.6M
AMZN Beli lebih banyak +40K +$19.8M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
HON 30 Juni 2026 17.430 $3.939.703 -1,9%
DFS 30 Juni 2025 5.999 $1.024.035 Tidak lagi dilacak
IWV 30 Juni 2026 2.172 $805.117 Tidak lagi dilacak
ANSS 30 Sep. 2025 2.229 $782.870 Tidak lagi dilacak
GVI 31 Maret 2026 5.464 $586.560 Tidak lagi dilacak
PZZA 30 Sep. 2025 11.682 $571.717 -50,7%
LSTR 31 Maret 2025 3.000 $515.580 22,6%
DLN 30 Juni 2025 6.230 $494.475 Tidak lagi dilacak
FSFG 31 Maret 2026 15.500 $493.830 Tidak lagi dilacak
VWID 30 Juni 2026 12.800 $476.110 Tidak lagi dilacak
AMKR 31 Maret 2025 16.100 $413.609 181,9%
HYG 30 Juni 2025 4.719 $372.282 Tidak lagi dilacak
BSX 31 Des. 2025 3.323 $324.426 -48,2%
CIVI 31 Maret 2026 11.348 $307.417 Tidak lagi dilacak
BSV 31 Des. 2025 3.863 $304.829 Tidak lagi dilacak
VT 30 Juni 2025 2.550 $295.673 Tidak lagi dilacak
CRM 31 Maret 2026 1.061 $281.071 10,1%
DD 30 Juni 2026 6.114 $280.022 3,3%
FCOM 31 Maret 2026 3.796 $278.172 Tidak lagi dilacak
GVI 31 Maret 2025 2.603 $271.311 Tidak lagi dilacak
SOLS 30 Juni 2026 3.491 $265.874 -35,5%
IBIT 30 Juni 2026 6.878 $264.253
PYPL 31 Maret 2026 4.374 $255.356 37,6%
VLO 30 Juni 2026 1.016 $251.034 32,8%
VCSH 31 Maret 2026 3.115 $248.360
XDTE 30 Juni 2026 6.700 $246.024 Tidak lagi dilacak
CRWD 31 Maret 2025 708 $242.249 -46,9%
CEG 31 Maret 2026 677 $239.165 -2,4%
IEF 31 Maret 2026 2.450 $235.592
MAR 30 Juni 2025 985 $234.628 30,7%
IBIT 31 Des. 2025 3.570 $232.050
BDX 30 Juni 2026 1.450 $227.984 24,8%
RACE 31 Maret 2025 535 $227.289 1,0%
GWW 31 Des. 2025 237 $225.852 29,5%
CMG 30 Sep. 2025 3.983 $223.647 -8,4%
XLRE 31 Des. 2025 5.223 $220.045 Tidak lagi dilacak
CPNG 31 Maret 2026 9.258 $218.398 -14,7%
VDC 31 Maret 2025 1.022 $216.030 Tidak lagi dilacak
FISV 30 Juni 2025 964 $212.881 -70,1%
SM 30 Juni 2026 6.799 $211.993 44,8%
FSCO 31 Des. 2025 30.576 $211.280 -17,9%
CME 30 Juni 2025 792 $210.110 -0,9%
GHC 30 Juni 2025 215 $206.585 29,2%
KKR 30 Juni 2026 2.228 $206.090 18,4%
WTRG 30 Juni 2025 5.205 $205.753 8,9%
CNI 30 Juni 2025 2.100 $204.666 24,7%
CG 31 Maret 2026 3.425 $202.452 0,9%
OTIS 30 Sep. 2025 2.043 $202.300 -21,3%
ADM 31 Des. 2025 3.376 $201.683 43,7%
PYPL 30 Sep. 2025 2.701 $200.740 -7,2%
VRSN 30 Sep. 2025 694 $200.427 -0,8%
SPHQ 30 Juni 2026 2.595 $195.118 Tidak lagi dilacak
KEY 30 Juni 2025 12.172 $194.631 26,7%
DOW 30 Juni 2025 5.549 $193.773 24,0%
ULXXXX 31 Des. 2025 3.207 $190.110 Tidak lagi dilacak
KHC 30 Sep. 2025 7.280 $187.970 -2,1%
UL 31 Maret 2026 2.847 $186.195 11,5%
FPX 31 Des. 2025 1.100 $182.776 Tidak lagi dilacak
PLD 30 Juni 2025 1.584 $177.074 34,4%
DOW 30 Juni 2026 4.036 $168.100 20,0%
FBIN 30 Sep. 2025 3.222 $165.869 -15,5%
CI 31 Des. 2025 563 $162.287 0,6%
BKNG 30 Juni 2026 38 $159.991 16,1%
VALE 30 Sep. 2025 16.000 $155.360 33,6%
GPC 31 Maret 2026 1.022 $125.666 26,7%
FCX 31 Maret 2025 3.050 $116.144 103,7%
GIS 31 Maret 2026 2.392 $111.229 5,7%
NVO 30 Sep. 2025 1.396 $96.352 -15,8%
DEO 31 Maret 2026 866 $74.712 25,3%
NOK 30 Juni 2025 12.875 $67.851 97,4%
ZBH 30 Juni 2026 666 $60.220 15,4%
GSK 30 Juni 2025 1.291 $50.013 34,7%
EL 30 Juni 2026 450 $32.297 24,5%
PH 31 Maret 2025 43 $27.349 66,5%
FXL 31 Maret 2026 150 $25.242 Tidak lagi dilacak
CPB 31 Maret 2026 637 $17.753 6,4%