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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
+4.87%
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
$439M
AUM Growth
+$16.1M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
48.22%
Holding
73
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 17.94%
2 Healthcare 8.28%
3 Consumer Discretionary 6.89%
4 Consumer Staples 6.51%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
51
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$2.84M 0.65%
65,000
– –
NEE icon
52
NextEra Energy
NEE
$179B
$2.83M 0.64%
40,000
– –
INTU icon
53
Intuit
INTU
$99.1B
$2.63M 0.6%
4,000
– –
MCD icon
54
McDonald's
MCD
$189B
$2.55M 0.58%
10,000
– –
PM icon
55
Philip Morris
PM
$296B
$2.53M 0.58%
25,000
– –
CARR icon
56
Carrier Global
CARR
$50.4B
$2.52M 0.57%
40,000
– –
DHR icon
57
Danaher
DHR
$149B
$2.5M 0.57%
10,000
– –
PEP icon
58
PepsiCo
PEP
$195B
$2.47M 0.56%
15,000
– –
HD icon
59
Home Depot
HD
$343B
$2.41M 0.55%
7,000
– –
GIS icon
60
General Mills
GIS
$21.4B
$2.37M 0.54%
37,500
– –
HSY icon
61
Hershey
HSY
$37.9B
$2.3M 0.52%
12,500
– –
AEP icon
62
American Electric Power
AEP
$68.7B
$2.19M 0.5%
25,000
– –
IGV icon
63
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
$2.17M 0.49%
25,000
– –
XOM icon
64
ExxonMobil
XOM
$678B
$2.07M 0.47%
18,000
– –
YUM icon
65
Yum! Brands
YUM
$39.8B
$1.99M 0.45%
15,000
– –
NOW icon
66
ServiceNow
NOW
$132B
$1.97M 0.45%
12,500
– –
KO icon
67
Coca-Cola
KO
$389B
$1.91M 0.43%
30,000
– –
NKE icon
68
Nike
NKE
$60.9B
$1.88M 0.43%
25,000
– –
DE icon
69
Deere & Co
DE
$157B
$1.87M 0.43%
5,000
– –
AWK icon
70
American Water Works
AWK
$27.6B
$1.55M 0.35%
12,000
– –
IDEV icon
71
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$1.31M 0.3%
20,000
– –
BF.B icon
72
Brown-Forman Class B
BF.B
$13B
$950K 0.22%
22,000
– –
VLTO icon
73
Veralto
VLTO
$24.4B
$318K 0.07%
3,333
– –
1 2
3

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Kentucky Farm Bureau Mutual Insurance's Q2 2024 Portfolio in Review

As of Q2 2024, Kentucky Farm Bureau Mutual Insurance held 73 positions worth $439M, up 3.8% from $423M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Trading was light in Q2 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 Technology at 18% of assets, up from 16% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 48% of its $439M portfolio in Q2 2024.
  • Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 0 in Q2 2024.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value rose 3.8% quarter-over-quarter to $439M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q2 2024, filed 15 May 2026.