STOCK YARDS BANK & TRUST CO

RIA/Wealth

STOCK YARDS BANK & TRUST CO is a RIA/Wealth led by Benny Joe Heeb, managing $3.2B across 389 long positions as of Q3 2025 with MSFT as the largest holding (6% allocation).

PresidentBenny Joe Heeb

Portfolio Value: $3.2B
Positions: 389
Top Holding: MSFT at 5.61%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in STOCK YARDS BANK & TRUST CO's portfolio (34.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$178.9M	5.61%	-$1.4M Sold	0.00% 345.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$151.2M	4.74%	-$3.4M Sold	0.00% 594.0K shares	≤ Q2 2013 Held for 12y 5m+
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$116.3M	3.65%	-$146.1K Sold	0.00% 478.4K shares	≤ Q2 2013 Held for 12y 5m+
4 iShares Core S&P 500 ETF IVV	ETF ETF	$114.0M	3.57%	+$4.0M Bought	— 170.4K shares	≤ Q2 2013 Held for 12y 5m+
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$111.9M	3.51%	-$2.2M Sold	0.01% 354.7K shares	≤ Q2 2013 Held for 12y 5m+
6 Broadcom Inc. AVGO	Semiconductors Technology	$94.1M	2.95%	-$2.1M Sold	0.01% 285.3K shares	Q1 2022 Held for 3y 8m
7 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$85.0M	2.66%	+$913.3K Bought	0.01% 111.4K shares	≤ Q2 2013 Held for 12y 5m+
8 Oracle ORCL	Software - Infrastructure Technology	$84.8M	2.66%	-$8.0M Sold	0.01% 301.4K shares	≤ Q2 2013 Held for 12y 5m+
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$82.7M	2.59%	-$16.2K Sold	0.00% 376.8K shares	Q1 2016 Held for 9y 8m
10 Nvidia NVDA	Semiconductors Technology	$75.8M	2.38%	+$1.3M Bought	0.00% 406.5K shares	Q2 2018 Held for 7y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in STOCK YARDS BANK & TRUST CO's latest filing

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Market Value

$3.2B

Prior: $3.0B

Q/Q Change

+6.55%

+$196.2M

Net Flows % of MV

-0.124%

Turnover Ratio

2.76%

New Purchases

11 stocks

$16.1M

Added To

118 stocks

+$69.0M

Sold Out Of

10 stocks

$3.2M

Reduced Holdings

191 stocks

-$85.9M

Increased Positions

Position	Shares Δ	Change
1 First Trust Global Tactical Commodity Strategy Fund FTGC	New	0 → 514.4K +$13.3M
2 Howmet Aerospace HWM	New	0 → 2.0K +$398.4K
3 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI	New	0 → 17.0K +$391.3K
4 Fidelity MSCI Consumer Staples Index ETF FSTA	New	0 → 7.6K +$377.7K
5 Boston Scientific BSX	New	0 → 3.4K +$333.5K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	2.2K → 0 −$782.9K
2 Papa John's International PZZA	Sold	11.7K → 0 −$571.7K
3 Chipotle Mexican Grill CMG	Sold	4.6K → 0 −$260.1K
4 NVO Novo Nordisk NVO	Sold	3.7K → 0 −$255.1K
5 The Kraft Heinz Company KHC	Sold	9.8K → 0 −$252.3K

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Analytics

Portfolio insights and performance metrics for STOCK YARDS BANK & TRUST CO

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Sector Allocation

Technology

22.00%

ETF

19.00%

Financial Services

13.80%

Healthcare

8.50%

Consumer Cyclical

7.70%

Industrials

6.00%

Communication Services

5.90%

Consumer Defensive

5.60%

Energy

3.40%

Utilities

2.60%

Real Estate

1.50%

Basic Materials

1.30%

Market Cap Distribution

Mega Cap (> $200B)

50.20%

Large Cap ($10B - $200B)

24.69%

Mid Cap ($2B - $10B)

3.26%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.14%

N/A (ETF or Unknown)

21.64%

Portfolio Concentration

Top 10 Holdings %

34.32%

Top 20 Holdings %

51.83%

Top 50 Holdings %

77.58%

Top 100 Holdings %

89.72%