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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
-3.12%
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
$426M
AUM Growth
-$19.1M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
47.42%
Holding
68
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 15.21%
2 Healthcare 8.53%
3 Financials 7.67%
4 Consumer Staples 6.6%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
51
American Electric Power
AEP
$68.7B
$2.73M 0.64%
25,000
– –
HD icon
52
Home Depot
HD
$343B
$2.57M 0.6%
7,000
– –
CARR icon
53
Carrier Global
CARR
$50.4B
$2.54M 0.6%
40,000
– –
INTU icon
54
Intuit
INTU
$99.1B
$2.46M 0.58%
4,000
– –
ADBE icon
55
Adobe
ADBE
$108B
$2.3M 0.54%
6,000
– –
PEP icon
56
PepsiCo
PEP
$195B
$2.25M 0.53%
15,000
– –
GIS icon
57
General Mills
GIS
$21.4B
$2.24M 0.53%
37,500
– –
IGV icon
58
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
$2.22M 0.52%
25,000
– –
KO icon
59
Coca-Cola
KO
$389B
$2.15M 0.5%
30,000
– –
XOM icon
60
ExxonMobil
XOM
$678B
$2.14M 0.5%
18,000
– –
HSY icon
61
Hershey
HSY
$37.9B
$2.14M 0.5%
12,500
– –
DHR icon
62
Danaher
DHR
$149B
$2.05M 0.48%
10,000
– –
NOW icon
63
ServiceNow
NOW
$132B
$1.99M 0.47%
12,500
– –
AWK icon
64
American Water Works
AWK
$27.6B
$1.77M 0.42%
12,000
– –
MCHP icon
65
Microchip Technology
MCHP
$41.9B
$1.74M 0.41%
36,000
– –
IDEV icon
66
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$1.38M 0.32%
20,000
– –
BF.B icon
67
Brown-Forman Class B
BF.B
$13B
$747K 0.18%
22,000
– –
VLTO icon
68
Veralto
VLTO
$24.4B
$325K 0.08%
3,333
– –
1 2
3

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Kentucky Farm Bureau Mutual Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Kentucky Farm Bureau Mutual Insurance held 68 positions worth $426M, down 4.3% from $445M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Trading was light in Q1 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 Technology at 15% of assets, down from 17% a quarter earlier, followed by Healthcare and Financials.

  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 47% of its $426M portfolio in Q1 2025.
  • Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 0 in Q1 2025.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value fell 4.3% quarter-over-quarter to $426M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q1 2025, filed 15 May 2026.