Kentucky Farm Bureau Mutual Insurance Co

CIK

2131132

Location

Louisville, KY

Portfolio Value

Small $368,779,507

Diversification

Diversified

Filing Date

Global Rank

#4,716 / 8,827 ▼ 124 · as of Jun 2026

Top Industry

Internet Content & Information 8.4%

Period ended 39 days ago

Filed Nov 6, 2026 · 2d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.6%, 15.1 effective positions, active share 62.9% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

10.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.8 quarters (12+), a floor since 77.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.9%; sector active share 22.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

70 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

22.5%

−0.0 pts

Top 5

40.3%

+0.5 pts

Top 10

52.6%

+1.0 pts

HHI

668

Diversified+6

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	22.5%	$83,126,670	1
Technology	14.0%	$51,539,741	9
Financial Services	11.3%	$41,661,683	10
Healthcare	11.0%	$40,484,072	9
Industrials	10.6%	$39,066,366	8
Energy	7.5%	$27,784,328	10
Consumer Defensive	6.8%	$25,146,065	9
Consumer Cyclical	6.8%	$24,966,740	7
Communication Services	6.5%	$24,062,936	2
Utilities	3.0%	$10,940,906	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 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

1 positions

Ticker	Company	Shares	Value	Open
MBGL	Mobility Global Inc.	8,000	$137,200
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $368,779,507 total · filing declares 70 positions · $368,779,517 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Held	109,000	$83,126,670	+2.1%	22.54%
MSFT	Microsoft Corp Technology	Held	39,435	$20,226,211	+37.5%	5.48%
AAPL	Apple Inc. Technology	Held	53,601	$17,850,205	+15.1%	4.84%
GOOGL	Alphabet Inc. Communication Services	Held	43,800	$15,070,704	−3.7%	4.09%
CAT	Caterpillar Inc Industrials	Held	15,000	$12,161,850	−23.9%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Held	45,500	$11,336,325	+4.5%	3.07%
JPM	Jpmorgan Chase & Co Financial Services	Held	33,000	$10,917,390	+1.1%	2.96%
META	Meta Platforms, Inc. Communication Services	Held	12,400	$8,992,232	+28.7%	2.44%
JNJ	Johnson & Johnson Healthcare	Held	30,000	$7,942,200	+4.2%	2.15%
RTX	RTX Corp Industrials	Held	33,348	$6,191,056	−2.2%	1.68%
V	Visa Inc. Financial Services	Held	16,804	$6,038,181	+4.7%	1.64%
MPC	Marathon Petroleum Corp Energy	Held	15,000	$5,931,300	+54.7%	1.61%
DAL	Delta Air Lines, Inc. Industrials	Held	68,492	$5,716,342	−10.9%	1.55%
MA	Mastercard Inc Financial Services	Held	10,207	$5,628,854	+7.4%	1.53%
WMT	Walmart Inc. Consumer Defensive	Held	47,213	$4,906,374	−8.2%	1.33%
UNP	Union Pacific Corp Industrials	Held	18,000	$4,898,340	+0.0%	1.33%
UNH	Unitedhealth Group Inc Healthcare	Held	13,000	$4,772,040	−11.7%	1.29%
PM	Philip Morris International Inc. Consumer Defensive	Held	25,000	$4,770,500	+5.5%	1.29%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	7,000	$4,725,350	+34.6%	1.28%
MRK	Merck & Co., Inc. Healthcare	Held	31,718	$4,608,942	+13.1%	1.25%
KMI	Kinder Morgan, Inc. Energy	Held	148,347	$4,472,662	−5.7%	1.21%
ABT	Abbott Laboratories Healthcare	Held	45,000	$4,447,350	+8.9%	1.21%
ABBV	AbbVie Inc. Healthcare	Held	17,000	$4,447,030	+4.0%	1.21%
AMGN	Amgen Inc Healthcare	Held	10,000	$4,215,100	+16.4%	1.14%
LHX	L3harris Technologies, Inc. Industrials	Held	17,000	$4,025,260	−18.5%	1.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	27,000	$3,922,560	−0.9%	1.06%
CVX	Chevron Corp Energy	Held	19,000	$3,879,990	+23.2%	1.05%
COP	Conocophillips Energy	Held	30,000	$3,754,500	+20.4%	1.02%
CRM	Salesforce, Inc. Technology	Held	16,000	$3,673,120	+46.5%	1.00%
LMT	Lockheed Martin Corp Industrials	Held	7,000	$3,564,750	−0.0%	0.97%
AXP	American Express Co Financial Services	Held	11,713	$3,561,923	−10.1%	0.97%
C	Citigroup Inc Financial Services	Held	25,630	$3,318,572	−7.5%	0.90%
COST	Costco Wholesale Corp Consumer Defensive	Held	3,637	$3,310,906	−2.7%	0.90%
SPGI	S&P Global Inc. Financial Services	Held	8,000	$3,155,760	−3.1%	0.86%
ELV	Elevance Health, Inc. Healthcare	Held	8,000	$3,110,560	+0.5%	0.84%
NEE	Nextera Energy Inc Utilities	Held	40,000	$3,029,600	−13.7%	0.82%
AEP	American Electric Power Co Inc Utilities	Held	25,000	$2,966,000	−13.3%	0.80%
XOM	ExxonMobil Holdings Corp Energy	Held	18,000	$2,929,500	+19.0%	0.79%
TJX	Tjx Companies Inc Consumer Cyclical	Held	21,971	$2,906,983	−12.7%	0.79%
BX	Blackstone Inc. Financial Services	Held	25,000	$2,802,250	−4.7%	0.76%
MCHP	Microchip Technology Inc Technology	Held	36,000	$2,799,720	−14.7%	0.76%
AVGO	Broadcom Inc. Technology	Held	7,505	$2,635,680	−7.0%	0.71%
KO	Coca Cola Co Consumer Defensive	Held	30,000	$2,582,400	+5.9%	0.70%
COF	Capital One Financial Corp Financial Services	Held	12,960	$2,502,187	−3.8%	0.68%
CHDN	Churchill Downs Inc Consumer Cyclical	Held	32,000	$2,421,760	−15.6%	0.66%
FANG	Diamondback Energy, Inc. Energy	Held	12,608	$2,317,476	+4.6%	0.63%
MCD	Mcdonalds Corp Consumer Cyclical	Held	10,000	$2,309,400	−14.6%	0.63%
DHR	Danaher Corp Healthcare	Held	10,000	$2,215,500	+16.3%	0.60%
CARR	CARRIER GLOBAL Corp Industrials	Held	40,000	$2,194,400	−25.2%	0.60%
LOW	Lowes Companies Inc Consumer Cyclical	Held	11,264	$2,075,842	−16.4%	0.56%

Showing the top 50 of 70 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.