Kentucky Farm Bureau Mutual Insurance Co — 13F Holdings & Portfolio

CIK 2131132 · latest 13F-HR filed 2026-08-10

Kentucky Farm Bureau Mutual Insurance Co manages $360.4M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (22.59%), CAT (4.43%), GOOGL (4.34%). Quarter over quarter (versus its 2018-12-31 filing) the fund opened 28 new positions, exited 43, added to 34, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
9201 BUNSEN PARKWAY
LOUISVILLE, KY 40220
Phone
(502) 495-5000
Filing Manager
Kentucky Farm Bureau Mutual Insurance Co
LOUISVILLE, KY
Signatory
Jena B. Stone
Vice President, Accounting & Finance
Loading holdings…
AUM

$360.4M

Long-equity book

Holdings

69

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+28 / −43 / ↑34 / ↓5

vs 2018-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$54.4M +201.6%
  • ALPHABET INC$14.3M +1052.3%
  • CATERPILLAR INC$14.1M +738.0%
  • APPLE INC$12.4M +391.6%
  • MICROSOFT CORP$12.2M +479.3%
Show all 34 →

Top Trims

  • BROWN FORMAN CORP-$841.1K -58.9%
  • ADOBE INC-$579.8K -32.0%
  • AMERICAN WTR WKS CO INC NEW-$418.0K -20.9%
  • THERMO FISHER SCIENTIFIC INC-$294.9K -7.8%
  • DANAHER CORP DEL-$157.6K -7.6%
Show all 5 →

New Positions

  • DELTA AIR LINES INC$6.4M
  • RTX CORPORATION$6.3M
  • WALMART INC$5.3M
  • L3HARRIS TECHNOLOGIES INC$4.9M
  • KINDER MORGAN INC DEL$4.7M
Show all 28 →

Exited Positions

  • INVESCO QQQ TR$19.0M
  • BOEING CO$3.9M
  • SELECT SECTOR SPDR T$3.7M
  • VANGUARD TAX MANAGED$2.8M
  • COGNIZANT TECHNOLOGY$2.5M
Show all 43 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $81.4M 22.59% 109,000 SH
2 CATERPILLAR INC CAT 149123101 $16.0M 4.43% 15,000 SH
3 ALPHABET INC GOOGL 02079K305 $15.7M 4.34% 43,800 SH
4 APPLE INC AAPL 037833100 $15.5M 4.30% 53,601 SH
5 MICROSOFT CORP MSFT 594918104 $14.7M 4.08% 39,435 SH
6 AMAZON COM INC AMZN 023135106 $10.8M 3.01% 45,500 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $10.8M 3.00% 33,000 SH
8 JOHNSON & JOHNSON JNJ 478160104 $7.6M 2.11% 30,000 SH
9 META PLATFORMS INC META 30303M102 $7.0M 1.94% 12,400 SH
10 DELTA AIR LINES INC DAL 247361702 $6.4M 1.78% 68,492 SH
11 RTX CORPORATION RTX 75513E101 $6.3M 1.76% 33,348 SH
12 VISA INC V 92826C839 $5.8M 1.60% 16,804 SH
13 UNITEDHEALTH GROUP INC UNH 91324P102 $5.4M 1.50% 13,000 SH
14 WALMART INC WMT 931142103 $5.3M 1.48% 47,213 SH
15 MASTERCARD INCORPORATED MA 57636Q104 $5.2M 1.45% 10,207 SH
16 L3HARRIS TECHNOLOGIES INC LHX 502431109 $4.9M 1.37% 17,000 SH
17 UNION PAC CORP UNP 907818108 $4.9M 1.36% 18,000 SH
18 KINDER MORGAN INC DEL KMI 49456B101 $4.7M 1.32% 148,347 SH
19 PHILIP MORRIS INTL INC PM 718172109 $4.5M 1.26% 25,000 SH
20 ABBVIE INC ABBV 00287Y109 $4.3M 1.19% 17,000 SH
21 ABBOTT LABORATORIES ABT 002824100 $4.1M 1.13% 45,000 SH
22 MERCK & CO INC MRK 58933Y105 $4.1M 1.13% 31,718 SH
23 AMERICAN EXPRESS CO AXP 025816109 $4.0M 1.10% 11,713 SH
24 PROCTER & GAMBLE CO PG 742718109 $4.0M 1.10% 27,000 SH
25 MARATHON PETE CORP MPC 56585A102 $3.8M 1.06% 15,000 SH
26 AMGEN INC AMGN 031162100 $3.6M 1.00% 10,000 SH
27 CITIGROUP INC C 172967424 $3.6M 1.00% 25,630 SH
28 LOCKHEED MARTIN CORP LMT 539830109 $3.6M 0.99% 7,000 SH
29 NEXTERA ENERGY INC NEE 65339F101 $3.5M 0.97% 40,000 SH
30 THERMO FISHER SCIENTIFIC INC TMO 883556102 $3.5M 0.97% 7,000 SH
31 AMERICAN ELEC PWR CO INC AEP 025537101 $3.4M 0.95% 25,000 SH
32 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.4M 0.94% 3,637 SH
33 TJX COS INC NEW TJX 872540109 $3.3M 0.92% 21,971 SH
34 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $3.3M 0.91% 36,000 SH
35 S&P GLOBAL INC SPGI 78409V104 $3.3M 0.90% 8,000 SH
36 CHEVRON CORPORATION CVX 166764100 $3.1M 0.87% 19,000 SH
37 CONOCOPHILLIPS COP 20825C104 $3.1M 0.87% 30,000 SH
38 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $3.1M 0.86% 8,000 SH
39 BLACKSTONE INC BX 09260D107 $2.9M 0.82% 25,000 SH
40 CARRIER GLOBAL CORPORATION CARR 14448C104 $2.9M 0.81% 40,000 SH
41 CHURCHILL DOWNS INC CHDN 171484108 $2.9M 0.80% 32,000 SH
42 BROADCOM INC AVGO 11135F101 $2.8M 0.79% 7,505 SH
43 MCDONALDS CORP MCD 580135101 $2.7M 0.75% 10,000 SH
44 CAPITAL ONE FINL CORP COF 14040H105 $2.6M 0.72% 12,960 SH
45 SALESFORCE INC CRM 79466L302 $2.5M 0.70% 16,000 SH
46 LOWES COS INC LOW 548661107 $2.5M 0.69% 11,264 SH
47 HOME DEPOT INC HD 437076102 $2.5M 0.69% 7,000 SH
48 EXXON MOBIL CORP XOM 30231G102 $2.5M 0.68% 18,000 SH
49 COCA COLA CO KO 191216100 $2.4M 0.68% 30,000 SH
50 DOMINION ENERGY INC D 25746U109 $2.3M 0.65% 34,128 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $360.4M 69 0001104659-26-093449
2019-12-31 2026-05-15 $252.3M 81 0001104659-26-062382
2019-09-30 2026-05-15 $229.9M 80 0001104659-26-062377
2018-12-31 2026-05-27 $204.5M 84 0001104659-26-067026
2018-09-30 2026-05-27 $199.2M 82 0001104659-26-067023