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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
+3.18%
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
$371M
AUM Growth
-$35.5M
Cap. Flow
-$46.9M
Cap. Flow %
-12.67%
Top 10 Hldgs %
55.84%
Holding
66
New
8
Increased
1
Reduced
7
Closed
3
Avg Time Held
26.8 quarters
Top 10 Avg Time Held
15 quarters
Top 20 Avg Time Held
12.6 quarters

Top Buys

Rank Stock Value
1
KMI icon
Kinder Morgan
KMI
+$4.01M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.9M
3
D icon
Dominion Energy
D
+$2.06M
4
BAC icon
Bank of America
BAC
+$1.95M
5
EQT icon
EQT Corp
EQT
+$1.89M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$15.7M
2
NVDA icon
NVIDIA
NVDA
+$13.8M
3
AVGO icon
Broadcom
AVGO
+$13.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.34M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.69M

Sector Composition

Rank Sector Weight
1 Miscellaneous 33.45%
2 Technology 12.11%
3 Healthcare 9.66%
4 Financials 9.29%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ADBE icon
51
Adobe
ADBE
$95.8B
$2.1M 0.57%
6,000
– –
2017 Q2
34 quarters
KO icon
52
Coca-Cola
KO
$378B
$2.1M 0.57%
30,000
– –
2022 Q2
14 quarters
BAC icon
53
Bank of America
BAC
$375B
$2.03M 0.55%
+36,832
New +$1.95M
2025 Q4
0 quarters
WFC icon
54
Wells Fargo
WFC
$248B
$2.02M 0.54%
+21,634
New +$1.88M
2025 Q4
0 quarters
D icon
55
Dominion Energy
D
$54.3B
$2M 0.54%
+34,128
New +$2.06M
2025 Q4
0 quarters
NOW icon
56
ServiceNow
NOW
$144B
$1.91M 0.52%
12,500
– –
2023 Q3
9 quarters
FANG icon
57
Diamondback Energy
FANG
$53.7B
$1.9M 0.51%
+12,608
New +$1.86M
2025 Q4
0 quarters
EQT icon
58
EQT Corp
EQT
$33.1B
$1.81M 0.49%
+33,715
New +$1.89M
2025 Q4
0 quarters
GIS icon
59
General Mills
GIS
$17.4B
$1.74M 0.47%
37,500
– –
2023 Q1
11 quarters
AWK icon
60
American Water Works
AWK
$25.5B
$1.57M 0.42%
12,000
– –
2016 Q1
39 quarters
SO icon
61
Southern Company
SO
$99.1B
$1.4M 0.38%
+16,000
New +$1.46M
2025 Q4
0 quarters
BF.B icon
62
Brown-Forman Class B
BF.B
$12.2B
$573K 0.15%
22,000
– –
2016 Q1
39 quarters
VLTO icon
63
Veralto
VLTO
$23.5B
$333K 0.09%
3,333
– –
2023 Q4
8 quarters
NVDA icon
64
NVIDIA
NVDA
$5.57T
– –
-74,000
Closed -$13.8M –
PANW icon
65
Palo Alto Networks
PANW
$326B
– –
-24,455
Closed -$4.98M –
VEA icon
66
Vanguard FTSE Developed Markets ETF
VEA
$228B
– –
-95,000
Closed -$5.69M –
1 2
3

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Kentucky Farm Bureau Mutual Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Kentucky Farm Bureau Mutual Insurance held 66 positions worth $371M, down 8.8% from $406M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kentucky Farm Bureau Mutual Insurance withdrew a net $46.9M in Q4 2025, closing 3 positions and reducing 7 holdings. Its most notable exit was NVIDIA, an estimated $13.8M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 33% of assets, down from 34% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Kentucky Farm Bureau Mutual Insurance opened a new position in Kinder Morgan worth $4.08M.

  • Kentucky Farm Bureau Mutual Insurance's largest Q4 2025 buy was Kinder Morgan: 148,347 shares worth $4.08M.
  • Kentucky Farm Bureau Mutual Insurance added most to Apple in Q4 2025, an estimated $967K increase.
  • Kentucky Farm Bureau Mutual Insurance's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $15.7M.
  • Kentucky Farm Bureau Mutual Insurance fully exited NVIDIA in Q4 2025, selling an estimated $13.8M.
  • Kentucky Farm Bureau Mutual Insurance's ten largest holdings make up 56% of its $371M portfolio in Q4 2025.
  • Kentucky Farm Bureau Mutual Insurance opened 8 new positions and closed 3 in Q4 2025.
  • Kentucky Farm Bureau Mutual Insurance's portfolio value fell 8.8% quarter-over-quarter to $371M.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q4 2025, filed 15 May 2026.