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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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$61M 14.33%
109,000
– –
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$46.9M 11.02%
100,000
– –
RSP icon
3
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$19.1M 4.48%
110,000
– –
AVGO icon
4
Broadcom
AVGO
$1.72T
$13.4M 3.15%
80,000
– –
META icon
5
Meta Platforms (Facebook)
META
$1.39T
$11.5M 2.71%
20,000
– –
MSFT icon
6
Microsoft
MSFT
$3.6T
$11.3M 2.65%
30,000
– –
AAPL icon
7
Apple
AAPL
$4.62T
$11.1M 2.61%
50,000
– –
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.22T
$10.2M 2.4%
66,000
– –
V icon
9
Visa
V
$682B
$8.76M 2.06%
25,000
– –
AMZN icon
10
Amazon
AMZN
$2.87T
$8.66M 2.03%
45,500
– –
XLK icon
11
State Street Technology Select Sector SPDR ETF
XLK
$120B
$8.26M 1.94%
80,000
– –
MA icon
12
Mastercard
MA
$503B
$8.22M 1.93%
15,000
– –
PANW icon
13
Palo Alto Networks
PANW
$293B
$8.19M 1.92%
48,000
– –
JPM icon
14
JPMorgan Chase
JPM
$950B
$8.09M 1.9%
33,000
– –
NVDA icon
15
NVIDIA
NVDA
$5.27T
$8.02M 1.88%
74,000
– –
XLF icon
16
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$6.97M 1.64%
140,000
– –
UNH icon
17
UnitedHealth
UNH
$349B
$6.81M 1.6%
13,000
– –
HDV
18
iShares Core High Dividend ETF
HDV
$15.3B
$6.06M 1.42%
250,000
– –
ABT icon
19
Abbott
ABT
$198B
$5.97M 1.4%
45,000
– –
WMT icon
20
Walmart Inc
WMT
$910B
$5.27M 1.24%
60,000
– –
JNJ icon
21
Johnson & Johnson
JNJ
$659B
$4.98M 1.17%
30,000
– –
CAT icon
22
Caterpillar
CAT
$375B
$4.95M 1.16%
15,000
– –
VEA icon
23
Vanguard FTSE Developed Markets ETF
VEA
$237B
$4.83M 1.13%
95,000
– –
COST icon
24
Costco
COST
$424B
$4.73M 1.11%
5,000
– –
TJX icon
25
TJX Companies
TJX
$160B
$4.63M 1.09%
38,000
– –
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.