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☆Kentucky Farm Bureau Mutual Insurance Co

CIK 0002131132 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.525
AUM ($M)
360
Positions
69
Turnover
0.06
Top-10 wt
52%
Herfindahl
0.066
History (qtrs)
42
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 69 positions · portfolio value $360M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 22.6% +1.1% 81.4 109,000 +0 7 —
☆CAT funds › CATERPILLAR INC HOLD — 4.4% +1.2% 16.0 15,000 +0 7 —
☆GOOGL funds › ALPHABET INC HOLD — 4.3% +0.5% 15.7 43,800 +0 7 —
☆AAPL funds › APPLE INC HOLD — 4.3% +0.2% 15.5 53,601 +0 7 —
☆MSFT funds › MICROSOFT CORP HOLD — 4.1% -0.4% 14.7 39,435 +0 7 —
☆AMZN funds › AMAZON COM INC HOLD — 3.0% +0.1% 10.8 45,500 +0 7 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 3.0% +0.1% 10.8 33,000 +0 7 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 2.1% -0.1% 7.6 30,000 +0 7 —
☆META funds › META PLATFORMS INC HOLD — 1.9% -0.2% 7.0 12,400 +0 7 —
☆DAL funds › DELTA AIR LINES INC HOLD — 1.8% +0.4% 6.4 68,492 +0 2 —
☆RTX funds › RTX CORPORATION HOLD — 1.8% -0.2% 6.3 33,348 +0 7 —
☆V funds › VISA INC HOLD — 1.6% +0.1% 5.8 16,804 +0 7 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 1.5% +0.4% 5.4 13,000 +0 7 —
☆WMT funds › WALMART INC HOLD — 1.5% -0.3% 5.3 47,213 +0 7 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 1.5% -0.1% 5.2 10,207 +0 7 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 1.4% -0.4% 4.9 17,000 +0 7 —
☆UNP funds › UNION PAC CORP HOLD — 1.4% +0.0% 4.9 18,000 +0 7 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 1.3% -0.2% 4.7 148,347 +0 3 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 1.3% +0.0% 4.5 25,000 +0 7 —
☆ABBV funds › ABBVIE INC HOLD — 1.2% +0.1% 4.3 17,000 +0 7 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 1.1% -0.3% 4.1 45,000 +0 7 —
☆MRK funds › MERCK & CO INC HOLD — 1.1% -0.0% 4.1 31,718 +0 7 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 1.1% +0.0% 4.0 11,713 +0 2 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 1.1% -0.1% 4.0 27,000 +0 7 —
☆MPC funds › MARATHON PETE CORP HOLD — 1.1% -0.0% 3.8 15,000 +0 7 —
☆AMGN funds › AMGEN INC HOLD — 1.0% -0.1% 3.6 10,000 +0 7 —
☆C funds › CITIGROUP INC HOLD — 1.0% +0.1% 3.6 25,630 +0 2 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 1.0% -0.3% 3.6 7,000 +0 7 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 1.0% -0.2% 3.5 40,000 +0 7 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 1.0% -0.1% 3.5 7,000 +0 7 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.9% -0.0% 3.4 25,000 +0 7 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.9% -0.2% 3.4 3,637 +0 7 —
☆TJX funds › TJX COS INC NEW HOLD — 0.9% -0.1% 3.3 21,971 +0 7 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. HOLD — 0.9% +0.2% 3.3 36,000 +0 7 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.9% -0.1% 3.3 8,000 +0 7 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.9% -0.3% 3.1 19,000 +0 7 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.9% -0.3% 3.1 30,000 +0 7 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.9% +0.1% 3.1 8,000 +0 7 —
☆BX funds › BLACKSTONE INC HOLD — 0.8% -0.1% 2.9 25,000 +0 7 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.8% +0.1% 2.9 40,000 +0 7 —
☆CHDN funds › CHURCHILL DOWNS INC HOLD — 0.8% -0.1% 2.9 32,000 +0 7 —
☆AVGO funds › BROADCOM INC HOLD — 0.8% +0.1% 2.8 7,505 +0 7 —
☆MCD funds › MCDONALDS CORP HOLD — 0.8% -0.2% 2.7 10,000 +0 7 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.7% +0.0% 2.6 12,960 +0 2 —
☆CRM funds › SALESFORCE INC HOLD — 0.7% -0.2% 2.5 16,000 +0 7 —
☆LOW funds › LOWES COS INC HOLD — 0.7% -0.1% 2.5 11,264 +0 7 —
☆HD funds › HOME DEPOT INC HOLD — 0.7% -0.0% 2.5 7,000 +0 7 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.7% -0.2% 2.5 18,000 +0 7 —
☆KO funds › COCA COLA CO HOLD — 0.7% -0.0% 2.4 30,000 +0 7 —
☆D funds › DOMINION ENERGY INC HOLD — 0.6% +0.0% 2.3 34,128 +0 3 —
☆FANG funds › DIAMONDBACK ENERGY INC HOLD — 0.6% -0.1% 2.2 12,608 +0 3 —
☆HSY funds › HERSHEY CO HOLD — 0.6% -0.2% 2.2 12,500 +0 7 —
☆BAC funds › BANK AMERICA CORP HOLD — 0.6% +0.0% 2.1 36,832 +0 3 —
☆PEP funds › PEPSICO INC HOLD — 0.6% -0.1% 2.0 15,000 +0 7 —
☆GM funds › GENERAL MTRS CO NEW — 0.5% +0.5% 1.9 25,000 +25,000 1 —
☆DHR funds › DANAHER CORP DEL HOLD — 0.5% -0.0% 1.9 10,000 +0 7 —
☆EQT funds › EQT CORP HOLD — 0.5% -0.2% 1.8 33,715 +0 3 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.5% -0.0% 1.8 21,634 +0 3 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW HOLD — 0.4% -0.1% 1.6 12,000 +0 7 —
☆SO funds › SOUTHERN CO HOLD — 0.4% -0.0% 1.5 16,000 +0 3 —
☆GIS funds › GENERAL MILLS INC HOLD — 0.4% -0.1% 1.3 37,500 +0 7 —
☆NOW funds › SERVICENOW INC HOLD — 0.3% -0.1% 1.2 12,500 +0 7 —
☆ADBE funds › ADOBE INC HOLD — 0.3% -0.1% 1.2 6,000 +0 7 —
☆INTU funds › INTUIT HOLD — 0.3% -0.2% 1.0 4,000 +0 7 —
☆HAL funds › HALLIBURTON CO NEW — 0.3% +0.3% 1.0 30,000 +30,000 1 —
☆BKR funds › BAKER HUGHES COMPANY NEW — 0.3% +0.3% 0.9 17,000 +17,000 1 —
☆SLB funds › SLB LIMITED NEW — 0.3% +0.3% 0.9 20,000 +20,000 1 —
☆BFB funds › BROWN FORMAN CORP HOLD — 0.2% -0.0% 0.6 22,000 +0 7 —
☆VLTO funds › VERALTO CORP HOLD — 0.1% -0.0% 0.3 3,333 +0 7 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 360 69 0.06 52% 0.066 0.523 — in
2026Q1 329 65 0.15 49% 0.061 0.324 — in
2025Q4 371 63 0.13 56% 0.067 0.387 — in
2025Q3 406 58 0.17 58% 0.066 0.345 — in
2025Q2 468 68 0.05 51% 0.048 0.588 — in
2025Q1 426 68 0.04 47% 0.045 0.574 — in
2024Q4 445 68 0.07 50% 0.047 0.481 — in
2024Q3 463 73 0.03 47% 0.042 0.508 — in
2024Q2 439 73 0.04 48% 0.043 0.524 — in
2024Q1 423 73 0.03 46% 0.041 0.521 — in
2023Q4 388 73 0.03 44% 0.040 0.527 — in
2023Q3 349 72 0.03 43% 0.040 0.429 — in
2023Q2 360 73 0.05 43% 0.040 0.408 — in
2023Q1 335 76 0.09 42% 0.038 0.358 — in
2022Q4 320 78 0.04 41% 0.037 0.484 — in
2022Q3 295 78 0.04 43% 0.039 0.436 — in
2022Q2 306 75 0.05 44% 0.040 0.461 — in
2022Q1 366 77 0.06 45% 0.042 0.432 — in
2021Q4 389 79 0.08 43% 0.040 0.303 — in
2021Q3 367 87 0.04 40% 0.036 0.358 — in
2021Q2 358 87 0.05 39% 0.035 0.328 — in
2021Q1 326 88 0.07 37% 0.036 0.333 — in
2020Q4 314 83 0.06 40% 0.041 0.315 — in
2020Q3 283 84 0.08 39% 0.040 0.258 — in
2020Q2 237 75 0.09 41% 0.042 0.279 — in
2020Q1 209 82 0.07 38% 0.039 0.343 — in
2019Q4 252 81 0.06 38% 0.038 0.272 — in
2019Q3 230 80 0.07 38% 0.038 0.238 — in
2019Q2 238 84 0.04 37% 0.036 0.287 — in
2019Q1 230 86 0.03 37% 0.035 0.306 — in
2018Q4 204 84 0.16 37% 0.035 0.113 — in
2018Q3 199 82 0.13 29% 0.022 0.051 — in
2018Q2 215 82 0.15 37% 0.034 0.042 — in
2018Q1 210 82 0.04 37% 0.034 0.285 — in
2017Q4 209 79 0.05 37% 0.034 0.209 — in
2017Q3 199 81 0.03 36% 0.033 0.303 — in
2017Q2 196 82 0.05 35% 0.032 0.195 — in
2017Q1 192 83 0.04 34% 0.031 0.235 — in
2016Q4 179 82 0.08 35% 0.032 0.200 — in
2016Q3 179 82 0.07 36% 0.033 0.183 — in
2016Q2 183 84 0.04 35% 0.032 0.233 — entered
2016Q1 180 84 0.00 35% 0.031 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status