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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
–
Avg Time Held
26.7 quarters
Top 10 Avg Time Held
15.4 quarters
Top 20 Avg Time Held
17.4 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 40.18%
2 Technology 15.21%
3 Healthcare 8.53%
4 Financials 7.67%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AEP icon
51
American Electric Power
AEP
$66.6B
$2.73M 0.64%
25,000
– –
2023 Q1
8 quarters
HD icon
52
Home Depot
HD
$295B
$2.57M 0.6%
7,000
– –
2016 Q1
36 quarters
CARR icon
53
Carrier Global
CARR
$46B
$2.54M 0.6%
40,000
– –
2020 Q2
19 quarters
INTU icon
54
Intuit
INTU
$81.2B
$2.46M 0.58%
4,000
– –
2020 Q3
18 quarters
ADBE icon
55
Adobe
ADBE
$95.8B
$2.3M 0.54%
6,000
– –
2017 Q2
31 quarters
PEP icon
56
PepsiCo
PEP
$175B
$2.25M 0.53%
15,000
– –
2016 Q1
36 quarters
GIS icon
57
General Mills
GIS
$17.4B
$2.24M 0.53%
37,500
– –
2023 Q1
8 quarters
IGV icon
58
iShares Expanded Tech-Software Sector ETF
IGV
$14.5B
$2.22M 0.52%
25,000
– –
2018 Q1
28 quarters
KO icon
59
Coca-Cola
KO
$378B
$2.15M 0.5%
30,000
– –
2022 Q2
11 quarters
XOM icon
60
ExxonMobil
XOM
$693B
$2.14M 0.5%
18,000
– –
2023 Q1
8 quarters
HSY icon
61
Hershey
HSY
$32.7B
$2.14M 0.5%
12,500
– –
2023 Q1
8 quarters
DHR icon
62
Danaher
DHR
$153B
$2.05M 0.48%
10,000
– –
2016 Q1
36 quarters
NOW icon
63
ServiceNow
NOW
$144B
$1.99M 0.47%
12,500
– –
2023 Q3
6 quarters
AWK icon
64
American Water Works
AWK
$25.5B
$1.77M 0.42%
12,000
– –
2016 Q1
36 quarters
MCHP icon
65
Microchip Technology
MCHP
$41B
$1.74M 0.41%
36,000
– –
2023 Q2
7 quarters
IDEV icon
66
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
$1.38M 0.32%
20,000
– –
2022 Q3
10 quarters
BF.B icon
67
Brown-Forman Class B
BF.B
$12.2B
$747K 0.18%
22,000
– –
2016 Q1
36 quarters
VLTO icon
68
Veralto
VLTO
$23.5B
$325K 0.08%
3,333
– –
2023 Q4
5 quarters
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 Miscellaneous at 40% of assets, up from 40% a quarter earlier, followed by Technology and Healthcare.

  • 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.