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
+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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$67.3M 14.39%
109,000
– –
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$55.2M 11.79%
100,000
– –
AVGO icon
3
Broadcom
AVGO
$1.72T
$22.1M 4.71%
80,000
– –
RSP icon
4
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$20M 4.27%
110,000
– –
MSFT icon
5
Microsoft
MSFT
$3.6T
$14.9M 3.19%
30,000
– –
META icon
6
Meta Platforms (Facebook)
META
$1.39T
$14.8M 3.15%
20,000
– –
NVDA icon
7
NVIDIA
NVDA
$5.27T
$11.7M 2.5%
74,000
– –
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.22T
$11.6M 2.49%
66,000
– –
AAPL icon
9
Apple
AAPL
$4.62T
$10.3M 2.19%
50,000
– –
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$120B
$10.1M 2.16%
80,000
– –
AMZN icon
11
Amazon
AMZN
$2.87T
$9.98M 2.13%
45,500
– –
PANW icon
12
Palo Alto Networks
PANW
$293B
$9.82M 2.1%
48,000
– –
JPM icon
13
JPMorgan Chase
JPM
$950B
$9.57M 2.04%
33,000
– –
V icon
14
Visa
V
$682B
$8.88M 1.9%
25,000
– –
MA icon
15
Mastercard
MA
$503B
$8.43M 1.8%
15,000
– –
XLF icon
16
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$7.33M 1.57%
140,000
– –
ABT icon
17
Abbott
ABT
$198B
$6.12M 1.31%
45,000
– –
WMT icon
18
Walmart Inc
WMT
$910B
$5.87M 1.25%
60,000
– –
HDV
19
iShares Core High Dividend ETF
HDV
$15.3B
$5.86M 1.25%
250,000
– –
CAT icon
20
Caterpillar
CAT
$375B
$5.82M 1.24%
15,000
– –
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$237B
$5.42M 1.16%
95,000
– –
MPC icon
22
Marathon Petroleum
MPC
$101B
$4.98M 1.06%
30,000
– –
COST icon
23
Costco
COST
$424B
$4.95M 1.06%
5,000
– –
RTX icon
24
RTX Corp
RTX
$297B
$4.87M 1.04%
33,348
– –
TJX icon
25
TJX Companies
TJX
$160B
$4.69M 1%
38,000
– –
1
2 3

Similar funds

SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
MFA
Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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.