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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
+12.6%
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
$468M
AUM Growth
+$42.4M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
50.84%
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 17.88%
2 Financials 7.44%
3 Healthcare 6.65%
4 Consumer Staples 6.06%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGV icon
51
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
$2.74M 0.58%
25,000
– –
CVX icon
52
Chevron
CVX
$404B
$2.72M 0.58%
19,000
– –
AEP icon
53
American Electric Power
AEP
$68.7B
$2.59M 0.55%
25,000
– –
NOW icon
54
ServiceNow
NOW
$132B
$2.57M 0.55%
12,500
– –
HD icon
55
Home Depot
HD
$343B
$2.57M 0.55%
7,000
– –
MCHP icon
56
Microchip Technology
MCHP
$41.9B
$2.53M 0.54%
36,000
– –
MRK icon
57
Merck
MRK
$376B
$2.51M 0.54%
31,718
– –
ADBE icon
58
Adobe
ADBE
$108B
$2.32M 0.5%
6,000
– –
KO icon
59
Coca-Cola
KO
$389B
$2.12M 0.45%
30,000
– –
HSY icon
60
Hershey
HSY
$37.9B
$2.07M 0.44%
12,500
– –
PEP icon
61
PepsiCo
PEP
$195B
$1.98M 0.42%
15,000
– –
DHR icon
62
Danaher
DHR
$149B
$1.98M 0.42%
10,000
– –
GIS icon
63
General Mills
GIS
$21.4B
$1.94M 0.42%
37,500
– –
XOM icon
64
ExxonMobil
XOM
$678B
$1.94M 0.41%
18,000
– –
AWK icon
65
American Water Works
AWK
$27.6B
$1.67M 0.36%
12,000
– –
IDEV icon
66
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$1.52M 0.32%
20,000
– –
BF.B icon
67
Brown-Forman Class B
BF.B
$13B
$592K 0.13%
22,000
– –
VLTO icon
68
Veralto
VLTO
$24.4B
$336K 0.07%
3,333
– –
1 2
3

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Kentucky Farm Bureau Mutual Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Kentucky Farm Bureau Mutual Insurance held 68 positions worth $468M, up 10% from $426M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Trading was light in Q2 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 18% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 51% of its $468M portfolio in Q2 2025.
  • Kentucky Farm Bureau Mutual Insurance opened 0 new positions and closed 0 in Q2 2025.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value rose 10% quarter-over-quarter to $468M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q2 2025, filed 15 May 2026.