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Kentucky Farm Bureau Mutual Insurance Co

Insurance
Location
Louisville, KY
Portfolio Value
Small $360,365,163
Diversification
Diversified
Filing Date
Global Rank
#3,371 / 8,618 ▲ 4
Top Industry
Internet Content & Information 8.1%
3Y Alpha vs SPY
+24.3%
Period ended 50 days ago
Filed Aug 10, 2026 · 9d
26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+205.2%
SPY
+75.8%
Annualised alpha
+24.3%
Max drawdown
−18.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
22.6%
+1.1 pts
Top 5
39.7%
+2.6 pts
Top 10
51.6%
+2.3 pts
HHI
661
Sep 2023 → Jun 2026 · range 491 – 685
Diversified+52

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 22.6% $81,397,930
Industrials 12.6% $45,347,396
Technology 11.8% $42,359,921
Financial Services 11.7% $42,044,969
Healthcare 10.4% $37,588,593
Consumer Cyclical 7.4% $26,624,015
Consumer Defensive 7.2% $25,785,203
Energy 6.7% $24,207,563
Communication Services 6.3% $22,637,602
Utilities 3.4% $12,371,971

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
69 tracked positions · $360,365,163 total · filing declares 69 positions · $360,365,173 · as of Jun 30, 2026
Showing 1–50 of 69 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.