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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
+12.6%
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
$468M
AUM Growth
+$42.4M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
50.84%
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 17.88%
2 Financials 7.44%
3 Healthcare 6.65%
4 Consumer Staples 6.06%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$659B
$4.58M 0.98%
30,000
– –
PM icon
27
Philip Morris
PM
$296B
$4.55M 0.97%
25,000
– –
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$112B
$4.37M 0.93%
40,000
– –
CRM icon
29
Salesforce
CRM
$169B
$4.36M 0.93%
16,000
– –
PG icon
30
Procter & Gamble
PG
$336B
$4.3M 0.92%
27,000
– –
LHX icon
31
L3Harris
LHX
$51.6B
$4.26M 0.91%
17,000
– –
SPGI icon
32
S&P Global
SPGI
$126B
$4.22M 0.9%
8,000
– –
UNP icon
33
Union Pacific
UNP
$179B
$4.14M 0.88%
18,000
– –
UNH icon
34
UnitedHealth
UNH
$349B
$4.06M 0.87%
13,000
– –
LOW icon
35
Lowe's Companies
LOW
$123B
$3.99M 0.85%
18,000
– –
VGK icon
36
Vanguard FTSE Europe ETF
VGK
$31B
$3.88M 0.83%
50,000
– –
BX icon
37
Blackstone
BX
$109B
$3.74M 0.8%
25,000
– –
COP icon
38
ConocoPhillips
COP
$157B
$3.59M 0.77%
40,000
– –
XLE icon
39
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$3.39M 0.72%
80,000
– –
LMT icon
40
Lockheed Martin
LMT
$136B
$3.24M 0.69%
7,000
– –
CHDN icon
41
Churchill Downs
CHDN
$6.39B
$3.23M 0.69%
32,000
– –
VWO icon
42
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$3.21M 0.69%
65,000
– –
ABBV icon
43
AbbVie
ABBV
$470B
$3.16M 0.67%
17,000
– –
INTU icon
44
Intuit
INTU
$99.1B
$3.15M 0.67%
4,000
– –
ELV icon
45
Elevance Health
ELV
$86.4B
$3.11M 0.66%
8,000
– –
CARR icon
46
Carrier Global
CARR
$50.4B
$2.93M 0.63%
40,000
– –
MCD icon
47
McDonald's
MCD
$189B
$2.92M 0.62%
10,000
– –
TMO icon
48
Thermo Fisher Scientific
TMO
$227B
$2.84M 0.61%
7,000
– –
AMGN icon
49
Amgen
AMGN
$239B
$2.79M 0.6%
10,000
– –
NEE icon
50
NextEra Energy
NEE
$179B
$2.78M 0.59%
40,000
– –
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Kentucky Farm Bureau Mutual Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Kentucky Farm Bureau Mutual Insurance held 68 positions worth $468M, up 10% from $426M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Trading was light in Q2 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 18% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 51% of its $468M portfolio in Q2 2025.
  • Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 0 in Q2 2025.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value rose 10% quarter-over-quarter to $468M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q2 2025, filed 15 May 2026.