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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
+8.77%
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
$406M
AUM Growth
-$61.9M
(-13%)
Cap. Flow
-$92.2M
Cap. Flow
% of AUM
-22.7%
Top 10 Holdings %
Top 10 Hldgs %
57.98%
Holding
68
New
–
Increased
–
Reduced
7
Closed
10
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$20M |
| 2 |
Broadcom
AVGO
|
+$10.4M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$10.1M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$7.33M |
| 5 |
HDV
iShares Core High Dividend ETF
HDV
|
+$5.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.59% |
| 2 | Healthcare | 8.24% |
| 3 | Financials | 7.42% |
| 4 | Consumer Discretionary | 7.14% |
| 5 | Industrials | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Union Pacific
UNP
$179B
| $4.25M | 1.05% |
18,000
| – | – |
|
27
Procter & Gamble
PG
$336B
| $4.15M | 1.02% |
27,000
| – | – |
|
28
Philip Morris
PM
$296B
| $4.05M | 1% |
25,000
| – | – |
|
29
AbbVie
ABBV
$470B
| $3.94M | 0.97% |
17,000
| – | – |
|
30
S&P Global
SPGI
$126B
| $3.89M | 0.96% |
8,000
| – | – |
|
31
Salesforce
CRM
$169B
| $3.79M | 0.93% |
16,000
| – | – |
|
32
Lockheed Martin
LMT
$136B
| $3.49M | 0.86% |
7,000
| – | – |
|
33
Thermo Fisher Scientific
TMO
$227B
| $3.4M | 0.84% |
7,000
| – | – |
|
34
Churchill Downs
CHDN
$6.39B
| $3.1M | 0.76% |
32,000
| – | – |
|
35
McDonald's
MCD
$189B
| $3.04M | 0.75% |
10,000
| – | – |
|
36
NextEra Energy
NEE
$179B
| $3.02M | 0.74% |
40,000
| – | – |
|
37
Chevron
CVX
$404B
| $2.95M | 0.73% |
19,000
| – | – |
|
38
Marathon Petroleum
MPC
$101B
| $2.89M | 0.71% |
15,000
-15,000
| -50% | -$2.64M |
|
39
ConocoPhillips
COP
$157B
| $2.84M | 0.7% |
30,000
-10,000
| -25% | -$945K |
|
40
Home Depot
HD
$343B
| $2.84M | 0.7% |
7,000
| – | – |
|
41
Amgen
AMGN
$239B
| $2.82M | 0.69% |
10,000
| – | – |
|
42
American Electric Power
AEP
$68.7B
| $2.81M | 0.69% |
25,000
| – | – |
|
43
Intuit
INTU
$99.1B
| $2.73M | 0.67% |
4,000
| – | – |
|
44
Merck
MRK
$376B
| $2.66M | 0.66% |
31,718
| – | – |
|
45
Elevance Health
ELV
$86.4B
| $2.58M | 0.64% |
8,000
| – | – |
|
46
Carrier Global
CARR
$50.4B
| $2.39M | 0.59% |
40,000
| – | – |
|
47
Hershey
HSY
$37.9B
| $2.34M | 0.58% |
12,500
| – | – |
|
48
Microchip Technology
MCHP
$41.9B
| $2.31M | 0.57% |
36,000
| – | – |
|
49
ServiceNow
NOW
$132B
| $2.3M | 0.57% |
12,500
| – | – |
|
50
Adobe
ADBE
$108B
| $2.12M | 0.52% |
6,000
| – | – |
|
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Kentucky Farm Bureau Mutual Insurance's Q3 2025 Portfolio in Review
As of Q3 2025, Kentucky Farm Bureau Mutual Insurance held 68 positions worth $406M, down 13% from $468M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Kentucky Farm Bureau Mutual Insurance withdrew a net $92.2M in Q3 2025, closing 10 positions and reducing 7 holdings. Its most notable exit was Invesco S&P 500 Equal Weight ETF, an estimated $20M position sold in full.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Healthcare and Financials.
- Kentucky Farm Bureau Mutual Insurance's biggest Q3 2025 reduction was Broadcom, cutting an estimated $10.4M.
- Kentucky Farm Bureau Mutual Insurance fully exited Invesco S&P 500 Equal Weight ETF in Q3 2025, selling an estimated $20M.
- Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 58% of its $406M portfolio in Q3 2025.
- Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 10 in Q3 2025.
- Kentucky Farm Bureau Mutual Insurance's portfolio value fell 13% quarter-over-quarter to $406M.
Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q3 2025, filed 15 May 2026.