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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
+10.84%
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
$423M
AUM Growth
+$35.5M
(+9.2%)
Cap. Flow
$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
45.71%
Holding
73
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
22.6
quarters
Top 10 Avg Time Held
15.2
quarters
Top 20 Avg Time Held
13.8
quarters
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 38.36% |
| 2 | Technology | 16.01% |
| 3 | Healthcare | 8.77% |
| 4 | Consumer Discretionary | 7.22% |
| 5 | Consumer Staples | 6.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
McDonald's
MCD
$168B
| $2.82M | 0.67% |
10,000
| – | – |
2016 Q1
32 quarters
|
|
52
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $2.72M | 0.64% |
65,000
| – | – |
2017 Q1
28 quarters
|
|
53
Home Depot
HD
$295B
| $2.69M | 0.63% |
7,000
| – | – |
2016 Q1
32 quarters
|
|
54
PepsiCo
PEP
$175B
| $2.63M | 0.62% |
15,000
| – | – |
2016 Q1
32 quarters
|
|
55
General Mills
GIS
$17.4B
| $2.62M | 0.62% |
37,500
| – | – |
2023 Q1
4 quarters
|
|
56
Intuit
INTU
$81.2B
| $2.6M | 0.61% |
4,000
| – | – |
2020 Q3
14 quarters
|
|
57
NextEra Energy
NEE
$161B
| $2.56M | 0.6% |
40,000
| – | – |
2020 Q3
14 quarters
|
|
58
Danaher
DHR
$153B
| $2.5M | 0.59% |
10,000
| – | – |
2016 Q1
32 quarters
|
|
59
Hershey
HSY
$32.7B
| $2.43M | 0.57% |
12,500
| – | – |
2023 Q1
4 quarters
|
|
60
Nike
NKE
$51.6B
| $2.35M | 0.56% |
25,000
| – | – |
2016 Q1
32 quarters
|
|
61
Carrier Global
CARR
$46B
| $2.33M | 0.55% |
40,000
| – | – |
2020 Q2
15 quarters
|
|
62
Philip Morris
PM
$313B
| $2.29M | 0.54% |
25,000
| – | – |
2016 Q1
32 quarters
|
|
63
American Electric Power
AEP
$66.6B
| $2.15M | 0.51% |
25,000
| – | – |
2023 Q1
4 quarters
|
|
64
iShares Expanded Tech-Software Sector ETF
IGV
$14.5B
| $2.13M | 0.5% |
25,000
| – | – |
2018 Q1
24 quarters
|
|
65
ExxonMobil
XOM
$693B
| $2.09M | 0.49% |
18,000
| – | – |
2023 Q1
4 quarters
|
|
66
Yum! Brands
YUM
$39B
| $2.08M | 0.49% |
15,000
| – | – |
2016 Q1
32 quarters
|
|
67
Deere & Co
DE
$176B
| $2.05M | 0.49% |
5,000
| – | – |
2020 Q4
13 quarters
|
|
68
ServiceNow
NOW
$144B
| $1.91M | 0.45% |
12,500
| – | – |
2023 Q3
2 quarters
|
|
69
Coca-Cola
KO
$378B
| $1.84M | 0.43% |
30,000
| – | – |
2022 Q2
7 quarters
|
|
70
American Water Works
AWK
$25.5B
| $1.47M | 0.35% |
12,000
| – | – |
2016 Q1
32 quarters
|
|
71
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
| $1.34M | 0.32% |
20,000
| – | – |
2022 Q3
6 quarters
|
|
72
Brown-Forman Class B
BF.B
$12.2B
| $1.14M | 0.27% |
22,000
| – | – |
2016 Q1
32 quarters
|
|
73
Veralto
VLTO
$23.5B
| $296K | 0.07% |
3,333
| – | – |
2023 Q4
1 quarter
|
|
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Kentucky Farm Bureau Mutual Insurance's Q1 2024 Portfolio in Review
As of Q1 2024, Kentucky Farm Bureau Mutual Insurance held 73 positions worth $423M, up 9.2% from $388M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Trading was light in Q1 2024: portfolio turnover was 0%. Kentucky Farm Bureau Mutual Insurance opened no new positions and made no exits, leaving the 73-position portfolio largely intact.
By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, down from 39% a quarter earlier, followed by Technology and Healthcare.
- Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 46% of its $423M portfolio in Q1 2024.
- Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 0 in Q1 2024.
- Kentucky Farm Bureau Mutual Insurance's portfolio value rose 9.2% quarter-over-quarter to $423M.
Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q1 2024, filed 15 May 2026.