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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
–
Avg Time Held
27.7 quarters
Top 10 Avg Time Held
16.1 quarters
Top 20 Avg Time Held
16.6 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 40.67%
2 Technology 17.88%
3 Financials 7.44%
4 Healthcare 6.65%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$828B
$67.3M 14.39%
109,000
– –
2018 Q4
26 quarters
QQQ icon
2
Invesco QQQ Trust
QQQ
$504B
$55.2M 11.79%
100,000
– –
2016 Q1
37 quarters
AVGO icon
3
Broadcom
AVGO
$1.72T
$22.1M 4.71%
80,000
– –
2018 Q2
28 quarters
RSP icon
4
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$20M 4.27%
110,000
– –
2020 Q4
18 quarters
MSFT icon
5
Microsoft
MSFT
$3.88T
$14.9M 3.19%
30,000
– –
2016 Q1
37 quarters
META icon
6
Meta Platforms (Facebook)
META
$1.84T
$14.8M 3.15%
20,000
– –
2016 Q1
37 quarters
NVDA icon
7
NVIDIA
NVDA
$5.57T
$11.7M 2.5%
74,000
– –
2022 Q3
11 quarters
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.26T
$11.6M 2.49%
66,000
– –
2018 Q2
28 quarters
AAPL icon
9
Apple
AAPL
$4.97T
$10.3M 2.19%
50,000
– –
2016 Q1
37 quarters
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$129B
$10.1M 2.16%
80,000
– –
2016 Q3
35 quarters
AMZN icon
11
Amazon
AMZN
$2.74T
$9.98M 2.13%
45,500
– –
2018 Q4
26 quarters
PANW icon
12
Palo Alto Networks
PANW
$326B
$9.82M 2.1%
48,000
– –
2020 Q3
19 quarters
JPM icon
13
JPMorgan Chase
JPM
$881B
$9.57M 2.04%
33,000
– –
2016 Q1
37 quarters
V icon
14
Visa
V
$704B
$8.88M 1.9%
25,000
– –
2016 Q1
37 quarters
MA icon
15
Mastercard
MA
$503B
$8.43M 1.8%
15,000
– –
2016 Q1
37 quarters
XLF icon
16
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
$7.33M 1.57%
140,000
– –
2016 Q4
34 quarters
ABT icon
17
Abbott
ABT
$170B
$6.12M 1.31%
45,000
– –
2019 Q1
25 quarters
WMT icon
18
Walmart Inc
WMT
$877B
$5.87M 1.25%
60,000
– –
2020 Q2
20 quarters
HDV
19
iShares Core High Dividend ETF
HDV
$15B
$5.86M 1.25%
250,000
– –
2022 Q3
11 quarters
CAT icon
20
Caterpillar
CAT
$366B
$5.82M 1.24%
15,000
– –
2018 Q1
29 quarters
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$228B
$5.42M 1.16%
95,000
– –
2016 Q4
34 quarters
MPC icon
22
Marathon Petroleum
MPC
$130B
$4.98M 1.06%
30,000
– –
2016 Q1
37 quarters
COST icon
23
Costco
COST
$420B
$4.95M 1.06%
5,000
– –
2016 Q1
37 quarters
RTX icon
24
RTX Corp
RTX
$248B
$4.87M 1.04%
33,348
– –
2020 Q3
19 quarters
TJX icon
25
TJX Companies
TJX
$153B
$4.69M 1%
38,000
– –
2016 Q1
37 quarters
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 Miscellaneous at 41% of assets, up from 40% a quarter earlier, followed by Technology and Financials.

  • 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.