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CIK: 0002029723
Total reported value
$5.5B
$5.5B
11 檔
33.2%
As reported in its official Q4 2024 Form 13F filing, American Family Investments, Inc.'s tracked investment portfolio stood at $5.5B with 11 total positions.
During Q4 2024, American Family Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BHYB | Xtrackers US Hy Bb-b Ex Fin | ETF-Other | 38.91% | -2.56% | +25.71% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 19.06% | — | +244.87% | |
| 3 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-Other | 12.64% | — | +59.73% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.41% | +1.47% | +51.93% | |
| 5 | BOW | Bowhead Specialty Holdings I | Stock-Other | 8.09% | -0.23% | -22.47% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.37% | -0.18% | +1.50% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | -0.55% | — | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.87% | — | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.68% | — | — | |
| 10 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.50% | — | — | |
| 11 | TDW | Tidewater Inc | Stock-Energy | 0.32% | -0.12% | — |
According to official SEC Form 13F filings, American Family Investments, Inc. reported a total U.S. public equity portfolio value of $5.5B across 11 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BHYB, VCSH, HYDW) accounted for 33.2% of total reported equity market value during Q4 2024.
During Q4 2024, American Family Investments, Inc.'s top holdings by market value included BHYB (38.9%)、VCSH (19.1%)、HYDW (12.6%). The largest single position, BHYB, represented 38.9% of total portfolio value.
In Q4 2024, American Family Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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