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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
AMGN icon
26
Amgen
AMGN
$220B
$3.62M 1%
10,000
– –
2016 Q1
41 quarters
C icon
27
Citigroup
C
$215B
$3.59M 1%
25,630
– –
2026 Q1
1 quarter
LMT icon
28
Lockheed Martin
LMT
$117B
$3.57M 0.99%
7,000
– –
2016 Q1
41 quarters
NEE icon
29
NextEra Energy
NEE
$161B
$3.51M 0.97%
40,000
– –
2020 Q3
23 quarters
TMO icon
30
Thermo Fisher Scientific
TMO
$241B
$3.51M 0.97%
7,000
– –
2016 Q1
41 quarters
AEP icon
31
American Electric Power
AEP
$66.6B
$3.42M 0.95%
25,000
– –
2023 Q1
13 quarters
COST icon
32
Costco
COST
$420B
$3.4M 0.94%
3,637
– –
2016 Q1
41 quarters
TJX icon
33
TJX Companies
TJX
$153B
$3.33M 0.92%
21,971
– –
2016 Q1
41 quarters
MCHP icon
34
Microchip Technology
MCHP
$41B
$3.28M 0.91%
36,000
– –
2023 Q2
12 quarters
SPGI icon
35
S&P Global
SPGI
$119B
$3.26M 0.9%
8,000
– –
2019 Q4
26 quarters
CVX icon
36
Chevron
CVX
$415B
$3.15M 0.87%
19,000
– –
2016 Q1
41 quarters
COP icon
37
ConocoPhillips
COP
$161B
$3.12M 0.87%
30,000
– –
2016 Q1
41 quarters
ELV icon
38
Elevance Health
ELV
$87B
$3.09M 0.86%
8,000
– –
2016 Q1
41 quarters
BX icon
39
Blackstone
BX
$84.6B
$2.94M 0.82%
25,000
– –
2020 Q3
23 quarters
CARR icon
40
Carrier Global
CARR
$46B
$2.93M 0.81%
40,000
– –
2020 Q2
24 quarters
CHDN icon
41
Churchill Downs
CHDN
$5.31B
$2.87M 0.8%
32,000
– –
2016 Q1
41 quarters
AVGO icon
42
Broadcom
AVGO
$1.72T
$2.84M 0.79%
7,505
– –
2018 Q2
32 quarters
MCD icon
43
McDonald's
MCD
$168B
$2.7M 0.75%
10,000
– –
2016 Q1
41 quarters
COF icon
44
Capital One
COF
$122B
$2.6M 0.72%
12,960
– –
2026 Q1
1 quarter
CRM icon
45
Salesforce
CRM
$187B
$2.51M 0.7%
16,000
– –
2017 Q4
34 quarters
LOW icon
46
Lowe's Companies
LOW
$106B
$2.48M 0.69%
11,264
– –
2016 Q1
41 quarters
HD icon
47
Home Depot
HD
$295B
$2.47M 0.69%
7,000
– –
2016 Q1
41 quarters
XOM icon
48
ExxonMobil
XOM
$693B
$2.46M 0.68%
18,000
– –
2023 Q1
13 quarters
KO icon
49
Coca-Cola
KO
$378B
$2.44M 0.68%
30,000
– –
2022 Q2
16 quarters
D icon
50
Dominion Energy
D
$54.3B
$2.33M 0.65%
34,128
– –
2025 Q4
2 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.