AF
American Family Investments, Inc. — 13F Filing & Top Stock Positions (Q2 2026)
American Family Investments, Inc.CIK: 0002029723
Concentrated strategySector-focusedMomentum follower
Total reported value
$5.5B
Reporting period: 2026-06-30 · Number of holdings: 13
American Family Investments, Inc. disclosed 13 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $5.5B and a quarterly turnover rate of 42.6%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 42.59
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 26
- Sizing Uniformity
- 83.77
American Family Investments, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.264 — mathematically equivalent to about 4 equally-sized positions, well below its 13 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.62), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 10.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd IWV
+92.9% $381.2M
Trim HYD
-58.1% -$110.8M
Trim BHYB
+37.4% $721.4M
Add VCIT
+81.7% $185.9M
Add JNK
+59.4% $206.4M
Add IGF
+85.2% $77.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BHYB | Xtrackers US Hy Bb-b Ex Fin | ETF-Other | 47.10% | -2.56% | +37.37% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 12.52% | +4.30% | +92.88% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 9.88% | +0.91% | +59.40% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 8.83% | -0.15% | +43.73% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.47% | +1.47% | +81.70% | |
| 6 | IGF | Ishares Global Infrastructur | ETF-Other | 3.05% | +0.63% | +85.17% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.55% | +5.26% | |
| 8 | BOW | Bowhead Specialty Holdings I | Stock-Other | 2.54% | -0.23% | — | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.03% | +0.56% | +86.51% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.91% | -0.18% | +16.65% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.51% | -3.61% | -58.10% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.31% | -0.47% | -43.16% | |
| 13 | TDW | Tidewater Inc | Stock-Energy | 0.14% | -0.12% | — |
Portfolio Performance
Performance for Q3 2026
+1.5%
Performance Last 4 Quarters
+4.8%
- Stdev
- +4.2%
- Beta
- +0.18
- Alpha
- +1.5%
- Max Drawdown
- -2.1%
- Annualized Perf
- +4.6%
- Batting Avg vs S&P
- +37.5%
- Sortino
- +1.95
- Stutzer
- +0.32
- Treynor
- +0.26
- Sterling
- +0.38
- Calmar
- +2.17
- Information Ratio
- -1.18
- Tracking Error
- +10.9%
- Stdev Down
- +2.3%
- Winning Months %
- +62.5%
- Losing Months %
- +37.5%
- Best 12 Months
- +5.2%
- Worst 12 Months
- +1.6%
- Efficiency Ratio
- +0.37
- Sharpe
- +1.1
- Stdev Sectors
- 0%
- Skewness
- -0.33
- Kurtosis
- -0.74
- Upside Potential
- +3.7
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
American Family Investments, Inc.'s most significant position changes for 2026-06-30: Add: Ishares Russell 3000 ETF (IWV) — shares +92.88%; Trim: Vaneck High Yield Muni ETF (HYD) — shares -58.10%; Add: Xtrackers US Hy Bb-b Ex Fin (BHYB) — shares +37.37%; Add: Vanguard Int-term Corporate (VCIT) — shares +81.70%; Add: Ss Spdr Bb High Yield Bond (JNK) — shares +59.40%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +4.3% | +92.88% | Add |
| 2 | VCIT | Vanguard Int-term Corporate | +1.5% | +81.70% | Add |
| 3 | JNK | Ss Spdr Bb High Yield Bond | +0.9% | +59.40% | Add |
| 4 | IGF | Ishares Global Infrastructur | +0.6% | +85.17% | Add |
| 5 | XLRE | Ss Real Estate Select Sector | +0.6% | +86.51% | Add |
| 6 | TDW | Tidewater Inc | -0.1% | — | Unchanged |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | +43.73% | Add |
| 8 | IWP | Ishares Russell Mid-cap Grow | -0.2% | +16.65% | Add |
| 9 | BOW | Bowhead Specialty Holdings I | -0.2% | — | Unchanged |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | -43.16% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | -0.6% | +5.26% | Add |
| 12 | BHYB | Xtrackers US Hy Bb-b Ex Fin | -2.6% | +37.37% | Add |
| 13 | HYD | Vaneck High Yield Muni ETF | -3.6% | -58.10% | Trim |
Filing History
FAQ
What is American Family Investments, Inc. and what type of investor is it?
American Family Investments, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $5.5B, spread across 13 disclosed positions.
What are American Family Investments, Inc.'s largest equity positions?
Based on the latest 13F filing, American Family Investments, Inc.'s top holdings by market value are:
1. Xtrackers US Hy Bb-b Ex Fin (BHYB) — $2.6B (47.1%)
2. Ishares Russell 3000 ETF (IWV) — $693.9M (12.5%)
3. Ss Spdr Bb High Yield Bond (JNK) — $547.6M (9.9%)
4. Ss Spdr P Int C CORP ETF (SPIB) — $489.5M (8.8%)
5. Vanguard Int-term Corporate (VCIT) — $413.9M (7.5%)
What changes did American Family Investments, Inc. make in its most recent portfolio filing?
In the latest reported quarter, American Family Investments, Inc. made 11 notable position adjustments: 0 new positions were initiated, 9 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Ishares Russell 3000 ETF (IWV) — shares +92.88%; Trim: Vaneck High Yield Muni ETF (HYD) — shares -58.10%; Add: Xtrackers US Hy Bb-b Ex Fin (BHYB) — shares +37.37%; Add: Vanguard Int-term Corporate (VCIT) — shares +81.70%; Add: Ss Spdr Bb High Yield Bond (JNK) — shares +59.40%
What sectors does American Family Investments, Inc. focus on?
American Family Investments, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 100.0%
Investment Profile
American Family Investments, Inc. returned an annualized 4.6% over the trailing 24 months — outperforming the S&P 500 by 1.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.18 (less volatile than the market) and a 38% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 100.0% of the portfolio concentrated in Energy.
Its turnover score has risen from 0 to 43 over the past 4 quarters — a shift toward more active trading.
It has added to its BHYB position over the past two quarters (+$1.0B, now $2.6B), while trimming LQD over the same stretch (-$13.2M, still holding $16.9M).
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Developer Access
Access American Family Investments, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/american-family-investments-incCLI
npx alphasmo institutions get american-family-investments-inc