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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
-3.12%
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
$426M
AUM Growth
-$19.1M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
47.42%
Holding
68
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
26.7 quarters
Top 10 Avg Time Held
15.4 quarters
Top 20 Avg Time Held
17.4 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 40.18%
2 Technology 15.21%
3 Healthcare 8.53%
4 Financials 7.67%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PG icon
26
Procter & Gamble
PG
$350B
$4.6M 1.08%
27,000
– –
2016 Q1
36 quarters
RTX icon
27
RTX Corp
RTX
$248B
$4.42M 1.04%
33,348
– –
2020 Q3
18 quarters
MPC icon
28
Marathon Petroleum
MPC
$130B
$4.37M 1.03%
30,000
– –
2016 Q1
36 quarters
CRM icon
29
Salesforce
CRM
$187B
$4.29M 1.01%
16,000
– –
2017 Q4
29 quarters
UNP icon
30
Union Pacific
UNP
$165B
$4.25M 1%
18,000
– –
2016 Q1
36 quarters
COP icon
31
ConocoPhillips
COP
$161B
$4.2M 0.99%
40,000
– –
2016 Q1
36 quarters
LOW icon
32
Lowe's Companies
LOW
$106B
$4.2M 0.99%
18,000
– –
2016 Q1
36 quarters
IJR icon
33
iShares Core S&P Small-Cap ETF
IJR
$104B
$4.18M 0.98%
40,000
– –
2021 Q3
14 quarters
SPGI icon
34
S&P Global
SPGI
$119B
$4.06M 0.96%
8,000
– –
2019 Q4
21 quarters
PM icon
35
Philip Morris
PM
$313B
$3.97M 0.93%
25,000
– –
2016 Q1
36 quarters
XLE icon
36
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
$3.74M 0.88%
80,000
– –
2021 Q1
16 quarters
ABBV icon
37
AbbVie
ABBV
$481B
$3.56M 0.84%
17,000
– –
2020 Q4
17 quarters
LHX icon
38
L3Harris
LHX
$44.1B
$3.56M 0.84%
17,000
– –
2019 Q4
21 quarters
CHDN icon
39
Churchill Downs
CHDN
$5.31B
$3.55M 0.84%
32,000
– –
2016 Q1
36 quarters
VGK icon
40
Vanguard FTSE Europe ETF
VGK
$29B
$3.51M 0.82%
50,000
– –
2017 Q1
32 quarters
BX icon
41
Blackstone
BX
$84.6B
$3.49M 0.82%
25,000
– –
2020 Q3
18 quarters
TMO icon
42
Thermo Fisher Scientific
TMO
$241B
$3.48M 0.82%
7,000
– –
2016 Q1
36 quarters
ELV icon
43
Elevance Health
ELV
$87B
$3.48M 0.82%
8,000
– –
2016 Q1
36 quarters
CVX icon
44
Chevron
CVX
$415B
$3.18M 0.75%
19,000
– –
2016 Q1
36 quarters
LMT icon
45
Lockheed Martin
LMT
$117B
$3.13M 0.73%
7,000
– –
2016 Q1
36 quarters
MCD icon
46
McDonald's
MCD
$168B
$3.12M 0.73%
10,000
– –
2016 Q1
36 quarters
AMGN icon
47
Amgen
AMGN
$220B
$3.12M 0.73%
10,000
– –
2016 Q1
36 quarters
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$2.94M 0.69%
65,000
– –
2017 Q1
32 quarters
MRK icon
49
Merck
MRK
$351B
$2.85M 0.67%
31,718
– –
2016 Q1
36 quarters
NEE icon
50
NextEra Energy
NEE
$161B
$2.84M 0.67%
40,000
– –
2020 Q3
18 quarters
1
2
3

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Kentucky Farm Bureau Mutual Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Kentucky Farm Bureau Mutual Insurance held 68 positions worth $426M, down 4.3% from $445M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 0%. Kentucky Farm Bureau Mutual Insurance opened no new positions and made no exits, leaving the 68-position portfolio largely intact.

By sector, the portfolio is most concentrated in Miscellaneous at 40% of assets, up from 40% a quarter earlier, followed by Technology and Healthcare.

  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 47% of its $426M portfolio in Q1 2025.
  • Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 0 in Q1 2025.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value fell 4.3% quarter-over-quarter to $426M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q1 2025, filed 15 May 2026.