We are live on
!
Find out more
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
(-8.8%)
Cap. Flow
-$46.9M
Cap. Flow
% of AUM
-12.67%
Top 10 Holdings %
Top 10 Hldgs %
55.84%
Holding
66
New
8
Increased
1
Reduced
7
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kinder Morgan
KMI
|
+$4.01M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$3.9M |
| 3 |
Dominion Energy
D
|
+$2.06M |
| 4 |
Bank of America
BAC
|
+$1.95M |
| 5 |
EQT Corp
EQT
|
+$1.89M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$15.7M |
| 2 |
NVIDIA
NVDA
|
+$13.8M |
| 3 |
Broadcom
AVGO
|
+$13.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$6.34M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.69M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.11% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 9.29% |
| 4 | Industrials | 8.01% |
| 5 | Consumer Discretionary | 6.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Adobe
ADBE
$108B
| $2.1M | 0.57% |
6,000
| – | – |
|
52
Coca-Cola
KO
$389B
| $2.1M | 0.57% |
30,000
| – | – |
|
|
53
Bank of America
BAC
$442B
| $2.03M | 0.55% |
+36,832
| New | +$1.95M |
|
54
Wells Fargo
WFC
$260B
| $2.02M | 0.54% |
+21,634
| New | +$1.88M |
|
|
55
Dominion Energy
D
$60.1B
| $2M | 0.54% |
+34,128
| New | +$2.06M |
|
56
ServiceNow
NOW
$132B
| $1.91M | 0.52% |
12,500
| – | – |
|
57
Diamondback Energy
FANG
$58.4B
| $1.9M | 0.51% |
+12,608
| New | +$1.86M |
|
|
58
EQT Corp
EQT
$33.6B
| $1.81M | 0.49% |
+33,715
| New | +$1.89M |
|
59
General Mills
GIS
$21.4B
| $1.74M | 0.47% |
37,500
| – | – |
|
60
American Water Works
AWK
$27.6B
| $1.57M | 0.42% |
12,000
| – | – |
|
61
Southern Company
SO
$106B
| $1.4M | 0.38% |
+16,000
| New | +$1.46M |
|
62
Brown-Forman Class B
BF.B
$13B
| $573K | 0.15% |
22,000
| – | – |
|
63
Veralto
VLTO
$24.4B
| $333K | 0.09% |
3,333
| – | – |
|
|
64
NVIDIA
NVDA
$5.27T
| – | – |
-74,000
| Closed | -$13.8M |
|
65
Palo Alto Networks
PANW
$293B
| – | – |
-24,455
| Closed | -$4.98M |
|
|
66
Vanguard FTSE Developed Markets ETF
VEA
$237B
| – | – |
-95,000
| Closed | -$5.69M |
|
Similar funds
SAMC
EFN
LKIM
MFA
MS
DFG
BCM
PCA
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 Technology at 12% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.
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.