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Portfolio (Quarterly) Guide ↗

STOCK YARDS BANK & TRUST CO

· CIK 0000741073
13F Portfolio $3.3B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 397 New
Page 2 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORP Consumer Defensive 49,870.0 $43.0M 1.32% NEW $862.35 +20.7%
22 CVX CHEVRON CORP Energy 271,459.0 $41.4M 1.27% NEW $152.41 +22.5%
23 ABT ABBOTT LABORATORIES Healthcare 310,304.0 $38.9M 1.19% NEW $125.29 -32.6%
24 META META PLATFORMS INC Communication Services 58,161.0 $38.4M 1.18% NEW $660.09 -6.3%
25 EME EMCOR GROUP INC Industrials 62,209.0 $38.1M 1.17% NEW $611.79 +52.0%
26 HD HOME DEPOT INC Consumer Cyclical 108,110.0 $37.2M 1.14% NEW $344.10 -11.6%
27 BLK BLACKROCK INC Financial Services 34,567.0 $37.0M 1.13% NEW $1070.34 +1.1%
28 WM WASTE MANAGEMENT INC Industrials 167,763.0 $36.9M 1.13% NEW $219.71 -0.4%
29 PANW PALO ALTO NETWORKS INC Technology 195,721.0 $36.1M 1.10% NEW $184.20 +29.3%
30 CHDN CHURCHILL DOWNS INC Consumer Cyclical 296,371.0 $33.7M 1.03% NEW $113.78 -23.8%
31 XOM EXXON MOBIL CORPORATION Energy 243,355.0 $29.3M 0.90% NEW $120.34 +27.0%
32 PWR QUANTA SERVICES Industrials 68,485.0 $28.9M 0.89% NEW $422.06 +84.8%
33 LIN LINDE PLC Basic Materials 63,613.0 $27.1M 0.83% NEW $426.39 +20.0%
34 SRE SEMPRA ENERGY Utilities 289,447.0 $25.6M 0.78% NEW $88.29 +5.2%
35 MRSH MARSH & MCLENNAN COMPANIES INC Financial Services 133,179.0 $24.7M 0.76% NEW $185.52 -13.7%
36 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 147,787.0 $23.7M 0.73% NEW $160.40 +19.6%
37 PG PROCTER & GAMBLE CO Consumer Defensive 162,094.0 $23.2M 0.71% NEW $143.31 -0.4%
38 BERKSHIRE HATHAWAY INC 30.0 $22.6M 0.69% NEW $754800.00
39 JNJ JOHNSON & JOHNSON Healthcare 107,810.0 $22.3M 0.68% NEW $206.95 +11.5%
40 FTGC FIRST TRUST 936,915.0 $21.8M 0.67% NEW $23.23 +28.1%
Page 2 of 20  ·  397 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Financial Services 18.8%
Healthcare 11.2%
Consumer Cyclical 9.6%
Communication Services 8.3%
Industrials 7.1%
Consumer Defensive 6.6%
Energy 4.2%
Utilities 3.3%
Real Estate 1.6%