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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
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 15.21%
2 Healthcare 8.53%
3 Financials 7.67%
4 Consumer Staples 6.6%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$336B
$4.6M 1.08%
27,000
– –
RTX icon
27
RTX Corp
RTX
$297B
$4.42M 1.04%
33,348
– –
MPC icon
28
Marathon Petroleum
MPC
$101B
$4.37M 1.03%
30,000
– –
CRM icon
29
Salesforce
CRM
$169B
$4.29M 1.01%
16,000
– –
UNP icon
30
Union Pacific
UNP
$179B
$4.25M 1%
18,000
– –
COP icon
31
ConocoPhillips
COP
$157B
$4.2M 0.99%
40,000
– –
LOW icon
32
Lowe's Companies
LOW
$123B
$4.2M 0.99%
18,000
– –
IJR icon
33
iShares Core S&P Small-Cap ETF
IJR
$112B
$4.18M 0.98%
40,000
– –
SPGI icon
34
S&P Global
SPGI
$126B
$4.06M 0.96%
8,000
– –
PM icon
35
Philip Morris
PM
$296B
$3.97M 0.93%
25,000
– –
XLE icon
36
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$3.74M 0.88%
80,000
– –
ABBV icon
37
AbbVie
ABBV
$470B
$3.56M 0.84%
17,000
– –
LHX icon
38
L3Harris
LHX
$51.6B
$3.56M 0.84%
17,000
– –
CHDN icon
39
Churchill Downs
CHDN
$6.39B
$3.55M 0.84%
32,000
– –
VGK icon
40
Vanguard FTSE Europe ETF
VGK
$31B
$3.51M 0.82%
50,000
– –
BX icon
41
Blackstone
BX
$109B
$3.49M 0.82%
25,000
– –
TMO icon
42
Thermo Fisher Scientific
TMO
$227B
$3.48M 0.82%
7,000
– –
ELV icon
43
Elevance Health
ELV
$86.4B
$3.48M 0.82%
8,000
– –
CVX icon
44
Chevron
CVX
$404B
$3.18M 0.75%
19,000
– –
LMT icon
45
Lockheed Martin
LMT
$136B
$3.13M 0.73%
7,000
– –
MCD icon
46
McDonald's
MCD
$189B
$3.12M 0.73%
10,000
– –
AMGN icon
47
Amgen
AMGN
$239B
$3.12M 0.73%
10,000
– –
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$2.94M 0.69%
65,000
– –
MRK icon
49
Merck
MRK
$376B
$2.85M 0.67%
31,718
– –
NEE icon
50
NextEra Energy
NEE
$179B
$2.84M 0.67%
40,000
– –
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LKIM
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MFA
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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 Technology at 15% of assets, down from 17% a quarter earlier, followed by Healthcare and Financials.

  • 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.