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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
–
Avg Time Held
27.7 quarters
Top 10 Avg Time Held
16.1 quarters
Top 20 Avg Time Held
16.6 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 40.67%
2 Technology 17.88%
3 Financials 7.44%
4 Healthcare 6.65%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
JNJ icon
26
Johnson & Johnson
JNJ
$618B
$4.58M 0.98%
30,000
– –
2016 Q1
37 quarters
PM icon
27
Philip Morris
PM
$313B
$4.55M 0.97%
25,000
– –
2016 Q1
37 quarters
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$104B
$4.37M 0.93%
40,000
– –
2021 Q3
15 quarters
CRM icon
29
Salesforce
CRM
$187B
$4.36M 0.93%
16,000
– –
2017 Q4
30 quarters
PG icon
30
Procter & Gamble
PG
$350B
$4.3M 0.92%
27,000
– –
2016 Q1
37 quarters
LHX icon
31
L3Harris
LHX
$44.1B
$4.26M 0.91%
17,000
– –
2019 Q4
22 quarters
SPGI icon
32
S&P Global
SPGI
$119B
$4.22M 0.9%
8,000
– –
2019 Q4
22 quarters
UNP icon
33
Union Pacific
UNP
$165B
$4.14M 0.88%
18,000
– –
2016 Q1
37 quarters
UNH icon
34
UnitedHealth
UNH
$333B
$4.06M 0.87%
13,000
– –
2016 Q1
37 quarters
LOW icon
35
Lowe's Companies
LOW
$106B
$3.99M 0.85%
18,000
– –
2016 Q1
37 quarters
VGK icon
36
Vanguard FTSE Europe ETF
VGK
$29B
$3.88M 0.83%
50,000
– –
2017 Q1
33 quarters
BX icon
37
Blackstone
BX
$84.6B
$3.74M 0.8%
25,000
– –
2020 Q3
19 quarters
COP icon
38
ConocoPhillips
COP
$161B
$3.59M 0.77%
40,000
– –
2016 Q1
37 quarters
XLE icon
39
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
$3.39M 0.72%
80,000
– –
2021 Q1
17 quarters
LMT icon
40
Lockheed Martin
LMT
$117B
$3.24M 0.69%
7,000
– –
2016 Q1
37 quarters
CHDN icon
41
Churchill Downs
CHDN
$5.31B
$3.23M 0.69%
32,000
– –
2016 Q1
37 quarters
VWO icon
42
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$3.21M 0.69%
65,000
– –
2017 Q1
33 quarters
ABBV icon
43
AbbVie
ABBV
$481B
$3.16M 0.67%
17,000
– –
2020 Q4
18 quarters
INTU icon
44
Intuit
INTU
$81.2B
$3.15M 0.67%
4,000
– –
2020 Q3
19 quarters
ELV icon
45
Elevance Health
ELV
$87B
$3.11M 0.66%
8,000
– –
2016 Q1
37 quarters
CARR icon
46
Carrier Global
CARR
$46B
$2.93M 0.63%
40,000
– –
2020 Q2
20 quarters
MCD icon
47
McDonald's
MCD
$168B
$2.92M 0.62%
10,000
– –
2016 Q1
37 quarters
TMO icon
48
Thermo Fisher Scientific
TMO
$241B
$2.84M 0.61%
7,000
– –
2016 Q1
37 quarters
AMGN icon
49
Amgen
AMGN
$220B
$2.79M 0.6%
10,000
– –
2016 Q1
37 quarters
NEE icon
50
NextEra Energy
NEE
$161B
$2.78M 0.59%
40,000
– –
2020 Q3
19 quarters
1
2
3

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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 Miscellaneous at 41% of assets, up from 40% a quarter earlier, followed by Technology and Financials.

  • 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.