Stock Yards Bank & Trust Company is based out of Louisville. Their last reported 13F filing for Q4 2023 included $2,805,076,380 in managed 13F securities
and a top 10 holdings concentration of 30.48%. Stock Yards Bank & Trust Company's largest holding is Microsoft Corp. with shares held of 400,049. Whalewisdom has at least 93 13F filings, and 19 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ODFL Old Dominion Freight | 0.53% |
EME EMCOR Group, Inc. | 0.42% |
NEE NextEra Energy Inc. | 0.26% |
AVGO Broadcom Ltd. (Avago | 0.24% |
AMT American Tower Corp. | 0.19% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
HON Honeywell Internatio | 0.58% |
UPS United Parcel Servic | 0.51% |
BRK.B Berkshire Hathaway I | 0.18% |
DHR Danaher Corp. | 0.18% |
PG Procter & Gamble Co. | 0.15% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 5.36% |
AAPL Apple Inc | 5.02% |
SPY SPDR S&P 500 ETF TRU | 3.38% |
GOOGL Alphabet Inc. Class | 2.56% |
IVV iShares Core S&P 500 | 2.47% |
2023-12-31
13F Activity
Market Value | $2.81b, Prior: $2.59b |
New Purchases | 17 stocks |
Added To | 82 stocks |
Sold out of | 23 stocks |
Reduced holdings in | 246 stocks |
Top 10 Holdings % | 30.48% |
Turnover %[1] | 10.58% |
Turnover Alt %[2] | 2.69% |
Time Held Top 20 | 19 quarters |
Time Held Top 10 | 10 quarters |
Time Held All | 29.13 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31