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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 | |
|---|---|---|---|---|---|---|
26
Amgen
AMGN
$239B
| $3.62M | 1% |
10,000
| – | – |
|
27
Citigroup
C
$223B
| $3.59M | 1% |
25,630
| – | – |
|
28
Lockheed Martin
LMT
$136B
| $3.57M | 0.99% |
7,000
| – | – |
|
29
NextEra Energy
NEE
$179B
| $3.51M | 0.97% |
40,000
| – | – |
|
30
Thermo Fisher Scientific
TMO
$227B
| $3.51M | 0.97% |
7,000
| – | – |
|
31
American Electric Power
AEP
$68.7B
| $3.42M | 0.95% |
25,000
| – | – |
|
32
Costco
COST
$424B
| $3.4M | 0.94% |
3,637
| – | – |
|
33
TJX Companies
TJX
$160B
| $3.33M | 0.92% |
21,971
| – | – |
|
34
Microchip Technology
MCHP
$41.9B
| $3.28M | 0.91% |
36,000
| – | – |
|
35
S&P Global
SPGI
$126B
| $3.26M | 0.9% |
8,000
| – | – |
|
36
Chevron
CVX
$404B
| $3.15M | 0.87% |
19,000
| – | – |
|
37
ConocoPhillips
COP
$157B
| $3.12M | 0.87% |
30,000
| – | – |
|
38
Elevance Health
ELV
$86.4B
| $3.09M | 0.86% |
8,000
| – | – |
|
39
Blackstone
BX
$109B
| $2.94M | 0.82% |
25,000
| – | – |
|
40
Carrier Global
CARR
$50.4B
| $2.93M | 0.81% |
40,000
| – | – |
|
41
Churchill Downs
CHDN
$6.39B
| $2.87M | 0.8% |
32,000
| – | – |
|
42
Broadcom
AVGO
$1.72T
| $2.84M | 0.79% |
7,505
| – | – |
|
43
McDonald's
MCD
$189B
| $2.7M | 0.75% |
10,000
| – | – |
|
44
Capital One
COF
$135B
| $2.6M | 0.72% |
12,960
| – | – |
|
45
Salesforce
CRM
$169B
| $2.51M | 0.7% |
16,000
| – | – |
|
46
Lowe's Companies
LOW
$123B
| $2.48M | 0.69% |
11,264
| – | – |
|
47
Home Depot
HD
$343B
| $2.47M | 0.69% |
7,000
| – | – |
|
48
ExxonMobil
XOM
$678B
| $2.46M | 0.68% |
18,000
| – | – |
|
49
Coca-Cola
KO
$389B
| $2.44M | 0.68% |
30,000
| – | – |
|
50
Dominion Energy
D
$60.1B
| $2.33M | 0.65% |
34,128
| – | – |
|
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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.