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KFBMI
Kentucky Farm Bureau Mutual Insurance Portfolio holdings
AUM
$360M
1-Year Est. Return
22.47%
This Fund
S&P 500
This Quarter
Est. Return
+10.11%
1 Year Est. Return
+22.47%
3 Year Est. Return
+83.27%
5 Year Est. Return
+108.4%
10 Year Est. Return
+409.03%
AUM
$360M
AUM Growth
+$31M
(+9.4%)
Cap. Flow
+$5.28M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
51.59%
Holding
69
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
General Motors
GM
|
+$1.96M |
| 2 |
Halliburton
HAL
|
+$1.17M |
| 3 |
Baker Hughes
BKR
|
+$1.07M |
| 4 |
SLB Ltd
SLB
|
+$1.07M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 12.58% |
| 2 | Technology | 11.75% |
| 3 | Financials | 11.67% |
| 4 | Healthcare | 10.43% |
| 5 | Consumer Discretionary | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
State Street SPDR S&P 500 ETF Trust
SPY
$812B
| $81.4M | 22.59% |
109,000
| – | – |
|
2
Caterpillar
CAT
$375B
| $16M | 4.43% |
15,000
| – | – |
|
3
Alphabet (Google) Class A
GOOGL
$4.22T
| $15.7M | 4.34% |
43,800
| – | – |
|
4
Apple
AAPL
$4.62T
| $15.5M | 4.3% |
53,601
| – | – |
|
5
Microsoft
MSFT
$3.6T
| $14.7M | 4.08% |
39,435
| – | – |
|
6
Amazon
AMZN
$2.87T
| $10.8M | 3.01% |
45,500
| – | – |
|
7
JPMorgan Chase
JPM
$950B
| $10.8M | 3% |
33,000
| – | – |
|
8
Johnson & Johnson
JNJ
$659B
| $7.62M | 2.11% |
30,000
| – | – |
|
9
Meta Platforms (Facebook)
META
$1.39T
| $6.98M | 1.94% |
12,400
| – | – |
|
10
Delta Air Lines
DAL
$54.8B
| $6.41M | 1.78% |
68,492
| – | – |
|
11
RTX Corp
RTX
$297B
| $6.33M | 1.76% |
33,348
| – | – |
|
12
Visa
V
$682B
| $5.77M | 1.6% |
16,804
| – | – |
|
13
UnitedHealth
UNH
$349B
| $5.4M | 1.5% |
13,000
| – | – |
|
14
Walmart Inc
WMT
$910B
| $5.35M | 1.48% |
47,213
| – | – |
|
15
Mastercard
MA
$503B
| $5.24M | 1.45% |
10,207
| – | – |
|
16
L3Harris
LHX
$51.6B
| $4.94M | 1.37% |
17,000
| – | – |
|
17
Union Pacific
UNP
$179B
| $4.9M | 1.36% |
18,000
| – | – |
|
18
Kinder Morgan
KMI
$71.4B
| $4.74M | 1.32% |
148,347
| – | – |
|
19
Philip Morris
PM
$296B
| $4.52M | 1.26% |
25,000
| – | – |
|
20
AbbVie
ABBV
$470B
| $4.28M | 1.19% |
17,000
| – | – |
|
21
Abbott
ABT
$198B
| $4.08M | 1.13% |
45,000
| – | – |
|
22
Merck
MRK
$376B
| $4.08M | 1.13% |
31,718
| – | – |
|
23
American Express
AXP
$230B
| $3.96M | 1.1% |
11,713
| – | – |
|
24
Procter & Gamble
PG
$336B
| $3.96M | 1.1% |
27,000
| – | – |
|
25
Marathon Petroleum
MPC
$101B
| $3.84M | 1.06% |
15,000
| – | – |
|
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Kentucky Farm Bureau Mutual Insurance's Q2 2026 Portfolio in Review
As of Q2 2026, Kentucky Farm Bureau Mutual Insurance held 69 positions worth $360M, up 9.4% from $329M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Kentucky Farm Bureau Mutual Insurance's Q2 2026 filing shows 4 new positions. Its largest new stake was General Motors: 25,000 shares worth $1.93M.
By sector, the portfolio is most concentrated in Industrials at 13% of assets, up from 12% a quarter earlier, followed by Technology and Financials.
- Kentucky Farm Bureau Mutual Insurance's largest Q2 2026 buy was General Motors: 25,000 shares worth $1.93M.
- Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 52% of its $360M portfolio in Q2 2026.
- Kentucky Farm Bureau Mutual Insurance opened 4 new positions and closed 0 in Q2 2026.
- Kentucky Farm Bureau Mutual Insurance's portfolio value rose 9.4% quarter-over-quarter to $360M.
Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q2 2026, filed 10 Aug 2026.