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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
Cap. Flow
+$5.28M
Cap. Flow %
1.47%
Top 10 Hldgs %
51.59%
Holding
69
New
4
Increased
–
Reduced
–
Closed
–
Avg Time Held
25.8 quarters
Top 10 Avg Time Held
12.9 quarters
Top 20 Avg Time Held
12.2 quarters

Top Buys

Rank Stock Value
1
GM icon
General Motors
GM
+$1.96M
2
HAL icon
Halliburton
HAL
+$1.17M
3
BKR icon
Baker Hughes
BKR
+$1.07M
4
SLB icon
SLB Ltd
SLB
+$1.07M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 22.59%
2 Industrials 12.58%
3 Technology 11.75%
4 Financials 11.67%
5 Healthcare 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$828B
$81.4M 22.59%
109,000
– –
2018 Q4
30 quarters
CAT icon
2
Caterpillar
CAT
$366B
$16M 4.43%
15,000
– –
2018 Q1
33 quarters
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.26T
$15.7M 4.34%
43,800
– –
2018 Q2
32 quarters
AAPL icon
4
Apple
AAPL
$4.97T
$15.5M 4.3%
53,601
– –
2016 Q1
41 quarters
MSFT icon
5
Microsoft
MSFT
$3.88T
$14.7M 4.08%
39,435
– –
2016 Q1
41 quarters
AMZN icon
6
Amazon
AMZN
$2.74T
$10.8M 3.01%
45,500
– –
2018 Q4
30 quarters
JPM icon
7
JPMorgan Chase
JPM
$881B
$10.8M 3%
33,000
– –
2016 Q1
41 quarters
JNJ icon
8
Johnson & Johnson
JNJ
$618B
$7.62M 2.11%
30,000
– –
2016 Q1
41 quarters
META icon
9
Meta Platforms (Facebook)
META
$1.84T
$6.98M 1.94%
12,400
– –
2016 Q1
41 quarters
DAL icon
10
Delta Air Lines
DAL
$54B
$6.41M 1.78%
68,492
– –
2026 Q1
1 quarter
RTX icon
11
RTX Corp
RTX
$248B
$6.33M 1.76%
33,348
– –
2020 Q3
23 quarters
V icon
12
Visa
V
$704B
$5.77M 1.6%
16,804
– –
2016 Q1
41 quarters
UNH icon
13
UnitedHealth
UNH
$333B
$5.4M 1.5%
13,000
– –
2016 Q1
41 quarters
WMT icon
14
Walmart Inc
WMT
$877B
$5.35M 1.48%
47,213
– –
2020 Q2
24 quarters
MA icon
15
Mastercard
MA
$503B
$5.24M 1.45%
10,207
– –
2016 Q1
41 quarters
LHX icon
16
L3Harris
LHX
$44.1B
$4.94M 1.37%
17,000
– –
2019 Q4
26 quarters
UNP icon
17
Union Pacific
UNP
$165B
$4.9M 1.36%
18,000
– –
2016 Q1
41 quarters
KMI icon
18
Kinder Morgan
KMI
$71.8B
$4.74M 1.32%
148,347
– –
2025 Q4
2 quarters
PM icon
19
Philip Morris
PM
$313B
$4.52M 1.26%
25,000
– –
2016 Q1
41 quarters
ABBV icon
20
AbbVie
ABBV
$481B
$4.28M 1.19%
17,000
– –
2020 Q4
22 quarters
ABT icon
21
Abbott
ABT
$170B
$4.08M 1.13%
45,000
– –
2019 Q1
29 quarters
MRK icon
22
Merck
MRK
$351B
$4.08M 1.13%
31,718
– –
2016 Q1
41 quarters
AXP icon
23
American Express
AXP
$208B
$3.96M 1.1%
11,713
– –
2026 Q1
1 quarter
PG icon
24
Procter & Gamble
PG
$350B
$3.96M 1.1%
27,000
– –
2016 Q1
41 quarters
MPC icon
25
Marathon Petroleum
MPC
$130B
$3.84M 1.06%
15,000
– –
2016 Q1
41 quarters
1
2 3

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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 Miscellaneous at 23% of assets, up from 22% a quarter earlier, followed by Industrials and Technology.

  • 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.