STOCK YARDS BANK & TRUST CO

CIK 0000741073 · Q1 2026

13F Equity AUM

$3.2B

-1.6% QoQ

Positions

396

-1 QoQ

AUM Rank

#1,322

Top 11%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #2,921 · Top 36%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 19.8%Top 10: 33.4%Top 20: 50.9%

AAPL4.4%

GOOGL4.1%

MSFT4.1%

IVV3.8%

LLY3.3%

JPM3.2%

SYBT2.7%

AVGO2.7%

EFA2.6%

AMZN2.5%

Others (386)66.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services34.0%

Technology20.8%

Healthcare8.2%

Communication Services7.0%

Industrials6.7%

Consumer Cyclical6.2%

Consumer Defensive5.0%

Energy4.5%

Other7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 396Median: 0.04%Avg: 0.25%

0–0.5%

347(23.7%)

0.5–1%

18(12.6%)

1–3%

25(40.8%)

3–5%

6(22.9%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 394Unique: 2vs 20 funds

5.4%Low

396

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.5%

BANK OF AMERICA CORP /DE/

8.2%

12.8%

9.2%

8.6%

VANGUARD CAPITAL MANAGEMENT LLC

7.9%

GEODE CAPITAL MANAGEMENT, LLC

7.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased152Decreased172Exited18

New Positions

AZN0.0%

+4K

FRME0.0%

+13K

NU0.0%

+44K

DOW0.0%

+6K

XLRE0.0%

+5K

IBIT0.0%

+7K

GEHC0.0%

+4K

CMS0.0%

+3K

VXF0.0%

+995

WAB0.0%

+1K

Increased

FTGC1.2%

+389K(+42%)

NOW0.6%

+109K(+179%)

SPHY0.2%

+99K(+56%)

EFA2.6%

+76K(+10%)

LNG0.6%

+37K(+110%)

IWR1.7%

+36K(+7%)

NVDA2.4%

+29K(+7%)

EFV0.2%

+20K(+31%)

EEM0.5%

+17K(+7%)

PANW1.1%

+16K(+8%)

Decreased

CHV1.2%

-84,513(-31%)

MDLZ0.4%

-42,847(-16%)

SYBT2.7%

-19,733(-1%)

AAPL4.4%

-14,784(-3%)

T0.1%

-11,832(-9%)

SHY0.1%

-11,510(-18%)

ZTS0.3%

-10,409(-13%)

XOM1.2%

-9,224(-4%)

SYK0.4%

-8,900(-18%)

ASML2.1%

-7,162(-12%)

Exited

-5,464

-7,114

-15,500

-3,250

-9,258

-4,749

-1,632

-13,477

-2,476

-3,425

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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