Kentucky Farm Bureau Mutual Insurance Co
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Kentucky Farm Bureau Mutual Insurance Co reported 69 stock positions worth $360.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 22.6% of the portfolio, followed by Caterpillar (CAT, 4.4%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q1 2026, it opened 4 new positions. The biggest buy was a new position in General Motors (GM).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0002131132
- Portfolio Value
- $360.4M (Q2 2026)
- SEC Filing
- 0001104659-26-093449 ↗ filed Aug 10, 2026
Holdings Value
Holdings 69 stocks · $360.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 22.59% | 109,000 | $81.4M | No change |
| CAT Caterpillar Inc. | 4.43% | 15,000 | $16.0M | No change |
| GOOGL Alphabet Inc. Class A | 4.34% | 43,800 | $15.7M | No change |
| AAPL Apple Inc. | 4.30% | 53,601 | $15.5M | No change |
| MSFT Microsoft Corp. | 4.08% | 39,435 | $14.7M | No change |
| AMZN Amazon.com Inc. | 3.01% | 45,500 | $10.8M | No change |
| JPM JPMorgan Chase & Co. | 3.00% | 33,000 | $10.8M | No change |
| JNJ Johnson & Johnson | 2.11% | 30,000 | $7.6M | No change |
| META Meta Platforms Inc. Class A | 1.94% | 12,400 | $7.0M | No change |
| DAL Delta Air Lines Inc. | 1.78% | 68,492 | $6.4M | No change |
| RTX RTX Corp. | 1.76% | 33,348 | $6.3M | No change |
| V Visa Inc. Class A | 1.60% | 16,804 | $5.8M | No change |
| UNH Unitedhealth Group Inc. | 1.50% | 13,000 | $5.4M | No change |
| WMT Walmart Inc. | 1.48% | 47,213 | $5.3M | No change |
| MA Mastercard Inc. Class A | 1.45% | 10,207 | $5.2M | No change |
| LHX L3HARRIS Technologies Inc. | 1.37% | 17,000 | $4.9M | No change |
| UNP Union Pacific Corp. | 1.36% | 18,000 | $4.9M | No change |
| KMI Kinder Morgan Inc. | 1.32% | 148,347 | $4.7M | No change |
| PM Philip Morris International | 1.25% | 25,000 | $4.5M | No change |
| ABBV Abbvie Inc. | 1.19% | 17,000 | $4.3M | No change |
| ABT Abbott Laboratories | 1.13% | 45,000 | $4.1M | No change |
| MRK Merck & Co. Inc. | 1.13% | 31,718 | $4.1M | No change |
| AXP American Express Co. | 1.10% | 11,713 | $4.0M | No change |
| PG The Procter & Gamble Co. | 1.10% | 27,000 | $4.0M | No change |
| MPC Marathon Petroleum Corp. | 1.06% | 15,000 | $3.8M | No change |
| AMGN Amgen Inc. | 1.00% | 10,000 | $3.6M | No change |
| C Citigroup Inc. | 1.00% | 25,630 | $3.6M | No change |
| LMT Lockheed Martin Corp. | 0.99% | 7,000 | $3.6M | No change |
| NEE Nextera Energy Inc. | 0.97% | 40,000 | $3.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.97% | 7,000 | $3.5M | No change |
| AEP American Electric Power | 0.95% | 25,000 | $3.4M | No change |
| COST Costco Wholesale Corp. | 0.94% | 3,637 | $3.4M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 21,971 | $3.3M | No change |
| MCHP Microchip Technology Inc. | 0.91% | 36,000 | $3.3M | No change |
| SPGI S&P Global Inc. | 0.90% | 8,000 | $3.3M | No change |
| CVX Chevron Corp. | 0.87% | 19,000 | $3.1M | No change |
| COP Conocophillips | 0.87% | 30,000 | $3.1M | No change |
| ELV Elevance Health Inc. | 0.86% | 8,000 | $3.1M | No change |
| BX Blackstone Inc. | 0.82% | 25,000 | $2.9M | No change |
| CARR Carrier Global Corp. | 0.81% | 40,000 | $2.9M | No change |
| CHDN Churchill Downs Inc. | 0.80% | 32,000 | $2.9M | No change |
| AVGO Broadcom Inc. | 0.79% | 7,505 | $2.8M | No change |
| MCD McDonald's Corp. | 0.75% | 10,000 | $2.7M | No change |
| COF Capital One Financial Corp. | 0.72% | 12,960 | $2.6M | No change |
| CRM Salesforce Inc. | 0.70% | 16,000 | $2.5M | No change |
| LOW Lowe's Cos Inc. | 0.69% | 11,264 | $2.5M | No change |
| HD Home Depot Inc. | 0.69% | 7,000 | $2.5M | No change |
| XOM Exxon Mobil Corp. | 0.68% | 18,000 | $2.5M | No change |
| KO The Coca-Cola Co. | 0.68% | 30,000 | $2.4M | No change |
| D Dominion Energy Inc. | 0.65% | 34,128 | $2.3M | No change |
| FANG Diamondback Energy Inc. | 0.61% | 12,608 | $2.2M | No change |
| HSY The Hershey Co. | 0.61% | 12,500 | $2.2M | No change |
| BAC Bank of America Corp. | 0.58% | 36,832 | $2.1M | No change |
| PEP Pepsico Inc. | 0.56% | 15,000 | $2.0M | No change |
| GM General Motors Co. | 0.53% | 25,000 | $1.9M | New |
| DHR Danaher Corp. | 0.53% | 10,000 | $1.9M | No change |
| EQT Eqt Corp. | 0.50% | 33,715 | $1.8M | No change |
| WFC Wells Fargo & Co. | 0.50% | 21,634 | $1.8M | No change |
| AWK American Water Works Co. Inc. | 0.44% | 12,000 | $1.6M | No change |
| SO The Southern Co. | 0.42% | 16,000 | $1.5M | No change |
| GIS General Mills Inc. | 0.36% | 37,500 | $1.3M | No change |
| NOW ServiceNow Inc. | 0.34% | 12,500 | $1.2M | No change |
| ADBE Adobe Inc. | 0.34% | 6,000 | $1.2M | No change |
| INTU Intuit Inc. | 0.29% | 4,000 | $1.0M | No change |
| HAL Halliburton Co. | 0.28% | 30,000 | $1.0M | New |
| BKR Baker Hughes Co. | 0.26% | 17,000 | $944K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.26% | 20,000 | $930K | New |
| BF.B Brown-Forman Corp. Class B | 0.16% | 22,000 | $586K | No change |
| VLTO Veralto Corp. | 0.08% | 3,333 | $296K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 69 | $360.4M | SPY, CAT, GOOGL, AAPL, MSFT |
| Q1 2026 | 65 | $329.4M | SPY, MSFT, AAPL, GOOGL, CAT |
| Q4 2025 | 63 | $370.6M | SPY, QQQ, AAPL, MSFT, GOOGL |
| Q3 2025 | 58 | $406.1M | SPY, QQQ, GOOGL, MSFT, AVGO |
| Q2 2025 | 68 | $468.1M | SPY, QQQ, AVGO, RSP, MSFT |
| Q1 2025 | 68 | $425.6M | SPY, QQQ, RSP, AVGO, META |
| Q4 2024 | 68 | $444.8M | SPY, QQQ, RSP, AVGO, MSFT |
| Q3 2024 | 73 | $463.3M | SPY, QQQ, RSP, NVDA, AVGO |
| Q2 2024 | 73 | $439.2M | SPY, QQQ, NVDA, RSP, MSFT |
| Q1 2024 | 73 | $423.1M | SPY, QQQ, RSP, NVDA, MSFT |