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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

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 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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$74.3M 20.06%
109,000
– –
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$45.7M 12.33%
74,388
-25,612
-26% -$15.7M
AAPL icon
3
Apple
AAPL
$4.62T
$14.6M 3.93%
53,601
+3,601
+7% +$967K
MSFT icon
4
Microsoft
MSFT
$3.6T
$14.5M 3.92%
30,000
– –
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.22T
$13.7M 3.7%
43,800
-22,200
-34% -$6.34M
JPM icon
6
JPMorgan Chase
JPM
$950B
$10.6M 2.87%
33,000
– –
AMZN icon
7
Amazon
AMZN
$2.87T
$10.5M 2.83%
45,500
– –
CAT icon
8
Caterpillar
CAT
$375B
$8.59M 2.32%
15,000
– –
META icon
9
Meta Platforms (Facebook)
META
$1.39T
$8.19M 2.21%
12,400
– –
JNJ icon
10
Johnson & Johnson
JNJ
$659B
$6.21M 1.68%
30,000
– –
RTX icon
11
RTX Corp
RTX
$297B
$6.12M 1.65%
33,348
– –
V icon
12
Visa
V
$682B
$5.89M 1.59%
16,804
– –
MA icon
13
Mastercard
MA
$503B
$5.83M 1.57%
10,207
– –
ABT icon
14
Abbott
ABT
$198B
$5.64M 1.52%
45,000
– –
WMT icon
15
Walmart Inc
WMT
$910B
$5.26M 1.42%
47,213
-12,787
-21% -$1.37M
LHX icon
16
L3Harris
LHX
$51.6B
$4.99M 1.35%
17,000
– –
UNH icon
17
UnitedHealth
UNH
$349B
$4.29M 1.16%
13,000
– –
CRM icon
18
Salesforce
CRM
$169B
$4.24M 1.14%
16,000
– –
SPGI icon
19
S&P Global
SPGI
$126B
$4.18M 1.13%
8,000
– –
UNP icon
20
Union Pacific
UNP
$179B
$4.16M 1.12%
18,000
– –
KMI icon
21
Kinder Morgan
KMI
$71.4B
$4.08M 1.1%
+148,347
New +$4.01M
TMO icon
22
Thermo Fisher Scientific
TMO
$227B
$4.06M 1.09%
7,000
– –
PM icon
23
Philip Morris
PM
$296B
$4.01M 1.08%
25,000
– –
XLE icon
24
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$3.92M 1.06%
+87,662
New +$3.9M
ABBV icon
25
AbbVie
ABBV
$470B
$3.88M 1.05%
17,000
– –
1
2 3

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EFN
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LKIM
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MFA
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MS
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DFG
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BCM
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PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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.