Kentucky Retirement Systems Insurance Trust Fund
PensionFiling Date
Global Rank
#1,441
/ 8,609
▼ 6
· as of Mar 2026
Top Industry
Semiconductors
13.1%
3Y Alpha vs SPY
-2.2%
Period ended 4 months ago
Filed May 19, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.7%
SPY
+74.0%
Annualised alpha
-2.2%
Max drawdown
−14.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
488 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
−0.1 pts
Top 5
26.3%
−1.8 pts
Top 10
36.3%
−2.6 pts
HHI
197
Diversified−21
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.5% | $477,027,049 |
| Financial Services | 13.1% | $185,765,616 |
| Healthcare | 10.0% | $142,442,724 |
| Consumer Cyclical | 10.0% | $142,151,799 |
| Industrials | 8.5% | $121,561,470 |
| Communication Services | 8.5% | $121,303,685 |
| Consumer Defensive | 5.4% | $76,807,062 |
| Energy | 4.3% | $60,765,920 |
| Utilities | 2.5% | $36,033,882 |
| Basic Materials | 2.1% | $30,325,268 |
| Real Estate | 2.0% | $27,750,102 |
| Unclassified | 0.1% | $794,368 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | +12,091 | 52,830 | $826,789 | |
| FITB | Fifth Third Bancorp | +6,289 | 23,813 | $1,106,351 | |
| OMC | Omnicom Group Inc. | +3,353 | 8,440 | $635,616 | |
| PANW | Palo Alto Networks Inc | +3,257 | 20,544 | $3,293,614 | |
| NVDA | Nvidia Corp | +1,205 | 616,975 | $107,600,440 | |
| WAT | Waters Corp /De/ | +1,019 | 2,586 | $770,110 | |
| ORCL | Oracle Corp | +798 | 44,375 | $6,528,006 | |
| TMUS | T-Mobile US, Inc. | +752 | 12,703 | $2,668,011 | |
| AAPL | Apple Inc. | +751 | 384,322 | $97,537,080 | |
| MSFT | Microsoft Corp | +382 | 195,510 | $72,371,936 | |
| TSLA | Tesla, Inc. | +376 | 74,382 | $27,651,508 | |
| SCCO | Southern Copper Corp/ | +18 | 2,208 | $376,146 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | −2,667 | 111,372 | $18,895,373 | |
| WFC | Wells Fargo & Company/Mn | −2,003 | 82,868 | $6,597,121 | |
| JPM | Jpmorgan Chase & Co | −1,475 | 71,614 | $21,065,974 | |
| C | Citigroup Inc | −1,268 | 46,784 | $5,305,773 | |
| CVX | Chevron Corp | −1,160 | 49,388 | $10,218,377 | |
| V | Visa Inc. | −448 | 44,376 | $13,412,202 | |
| GS | Goldman Sachs Group Inc | −165 | 7,746 | $6,553,038 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMCR | Amcor plc | 12,130 | $482,167 | |
| No positions match the current search. | ||||
488 positions ·
$1,422,728,945 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 488 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 616,975 | $107,600,440 | 7.56% | |
| AAPL |
Apple Inc.
Technology
|
Added | 384,322 | $97,537,080 | 6.86% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 195,510 | $72,371,936 | 5.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 252,384 | $52,564,015 | 3.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 152,936 | $43,978,276 | 3.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 121,509 | $37,608,250 | 2.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 57,445 | $32,866,007 | 2.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 74,382 | $27,651,508 | 1.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 48,539 | $23,259,888 | 1.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 71,614 | $21,065,974 | 1.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 21,083 | $19,391,510 | 1.36% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 111,372 | $18,895,373 | 1.33% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 63,331 | $15,480,629 | 1.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 114,497 | $14,229,687 | 1.00% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 44,376 | $13,412,202 | 0.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 11,681 | $11,639,298 | 0.82% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 111,530 | $10,723,609 | 0.75% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 21,411 | $10,698,220 | 0.75% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 49,388 | $10,218,377 | 0.72% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 46,622 | $10,139,818 | 0.71% | |
| MU |
Micron Technology Inc
Technology
|
Held | 29,405 | $9,934,185 | 0.70% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 61,815 | $8,928,558 | 0.63% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 177,501 | $8,653,173 | 0.61% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 12,186 | $8,633,293 | 0.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 42,382 | $8,621,770 | 0.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 26,203 | $8,617,904 | 0.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 57,485 | $8,408,905 | 0.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 104,747 | $8,127,319 | 0.57% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 66,309 | $7,976,309 | 0.56% | |
| GE |
General Electric Co
Industrials
|
Held | 27,674 | $7,853,050 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 102,343 | $7,783,185 | 0.55% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 21,108 | $7,214,503 | 0.51% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 33,650 | $7,189,659 | 0.51% | |
| RTX |
RTX Corp
Industrials
|
Held | 35,209 | $6,791,816 | 0.48% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 41,002 | $6,779,270 | 0.48% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 82,868 | $6,597,121 | 0.46% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 7,746 | $6,553,038 | 0.46% | |
| ORCL |
Oracle Corp
Technology
|
Added | 44,375 | $6,528,006 | 0.46% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 23,948 | $6,480,089 | 0.46% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 7,195 | $6,280,515 | 0.44% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 12,358 | $6,126,602 | 0.43% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 24,486 | $5,935,161 | 0.42% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 18,813 | $5,846,892 | 0.41% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 36,063 | $5,600,223 | 0.39% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 111,149 | $5,579,679 | 0.39% | |
| T |
At&T Inc.
Communication Services
|
Held | 184,607 | $5,351,756 | 0.38% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 46,784 | $5,305,773 | 0.37% | |
| INTC |
Intel Corp
Technology
|
Held | 115,006 | $5,075,214 | 0.36% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 54,270 | $5,040,597 | 0.35% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 30,309 | $4,987,952 | 0.35% |