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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
+3.18%
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
$371M
AUM Growth
-$35.5M
Cap. Flow
-$46.9M
Cap. Flow %
-12.67%
Top 10 Hldgs %
55.84%
Holding
66
New
8
Increased
1
Reduced
7
Closed
3
Avg Time Held
26.8 quarters
Top 10 Avg Time Held
15 quarters
Top 20 Avg Time Held
12.6 quarters

Top Buys

Rank Stock Value
1
KMI icon
Kinder Morgan
KMI
+$4.01M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.9M
3
D icon
Dominion Energy
D
+$2.06M
4
BAC icon
Bank of America
BAC
+$1.95M
5
EQT icon
EQT Corp
EQT
+$1.89M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$15.7M
2
NVDA icon
NVIDIA
NVDA
+$13.8M
3
AVGO icon
Broadcom
AVGO
+$13.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.34M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.69M

Sector Composition

Rank Sector Weight
1 Miscellaneous 33.45%
2 Technology 12.11%
3 Healthcare 9.66%
4 Financials 9.29%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PG icon
26
Procter & Gamble
PG
$350B
$3.87M 1.04%
27,000
– –
2016 Q1
39 quarters
BX icon
27
Blackstone
BX
$84.6B
$3.85M 1.04%
25,000
– –
2020 Q3
21 quarters
CHDN icon
28
Churchill Downs
CHDN
$5.31B
$3.64M 0.98%
32,000
– –
2016 Q1
39 quarters
LMT icon
29
Lockheed Martin
LMT
$117B
$3.39M 0.91%
7,000
– –
2016 Q1
39 quarters
TJX icon
30
TJX Companies
TJX
$153B
$3.37M 0.91%
21,971
-16,029
-42% -$2.37M
2016 Q1
39 quarters
MRK icon
31
Merck
MRK
$351B
$3.34M 0.9%
31,718
– –
2016 Q1
39 quarters
AMGN icon
32
Amgen
AMGN
$220B
$3.27M 0.88%
10,000
– –
2016 Q1
39 quarters
NEE icon
33
NextEra Energy
NEE
$161B
$3.21M 0.87%
40,000
– –
2020 Q3
21 quarters
COST icon
34
Costco
COST
$420B
$3.14M 0.85%
3,637
-1,363
-27% -$1.24M
2016 Q1
39 quarters
MCD icon
35
McDonald's
MCD
$168B
$3.06M 0.82%
10,000
– –
2016 Q1
39 quarters
CVX icon
36
Chevron
CVX
$415B
$2.9M 0.78%
19,000
– –
2016 Q1
39 quarters
AEP icon
37
American Electric Power
AEP
$66.6B
$2.88M 0.78%
25,000
– –
2023 Q1
11 quarters
COP icon
38
ConocoPhillips
COP
$161B
$2.81M 0.76%
30,000
– –
2016 Q1
39 quarters
ELV icon
39
Elevance Health
ELV
$87B
$2.8M 0.76%
8,000
– –
2016 Q1
39 quarters
LOW icon
40
Lowe's Companies
LOW
$106B
$2.72M 0.73%
11,264
-6,736
-37% -$1.62M
2016 Q1
39 quarters
INTU icon
41
Intuit
INTU
$81.2B
$2.65M 0.72%
4,000
– –
2020 Q3
21 quarters
AVGO icon
42
Broadcom
AVGO
$1.72T
$2.6M 0.7%
7,505
-38,552
-84% -$13.8M
2018 Q2
30 quarters
MPC icon
43
Marathon Petroleum
MPC
$130B
$2.44M 0.66%
15,000
– –
2016 Q1
39 quarters
HD icon
44
Home Depot
HD
$295B
$2.41M 0.65%
7,000
– –
2016 Q1
39 quarters
MCHP icon
45
Microchip Technology
MCHP
$41B
$2.29M 0.62%
36,000
– –
2023 Q2
10 quarters
DHR icon
46
Danaher
DHR
$153B
$2.29M 0.62%
10,000
– –
2016 Q1
39 quarters
HSY icon
47
Hershey
HSY
$32.7B
$2.27M 0.61%
12,500
– –
2023 Q1
11 quarters
XOM icon
48
ExxonMobil
XOM
$693B
$2.17M 0.58%
18,000
– –
2023 Q1
11 quarters
PEP icon
49
PepsiCo
PEP
$175B
$2.15M 0.58%
15,000
– –
2016 Q1
39 quarters
CARR icon
50
Carrier Global
CARR
$46B
$2.11M 0.57%
40,000
– –
2020 Q2
22 quarters
1
2
3

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Kentucky Farm Bureau Mutual Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Kentucky Farm Bureau Mutual Insurance held 66 positions worth $371M, down 8.8% from $406M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kentucky Farm Bureau Mutual Insurance withdrew a net $46.9M in Q4 2025, closing 3 positions and reducing 7 holdings. Its most notable exit was NVIDIA, an estimated $13.8M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 33% of assets, down from 34% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Kentucky Farm Bureau Mutual Insurance opened a new position in Kinder Morgan worth $4.08M.

  • Kentucky Farm Bureau Mutual Insurance's largest Q4 2025 buy was Kinder Morgan: 148,347 shares worth $4.08M.
  • Kentucky Farm Bureau Mutual Insurance added most to Apple in Q4 2025, an estimated $967K increase.
  • Kentucky Farm Bureau Mutual Insurance's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $15.7M.
  • Kentucky Farm Bureau Mutual Insurance fully exited NVIDIA in Q4 2025, selling an estimated $13.8M.
  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 56% of its $371M portfolio in Q4 2025.
  • Kentucky Farm Bureau Mutual Insurance opened 8 new positions and closed 3 in Q4 2025.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value fell 8.8% quarter-over-quarter to $371M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q4 2025, filed 15 May 2026.