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CIK: 0002029723
Total reported value
$5.5B
$5.5B
9 檔
32.2%
As reported in its official Q3 2025 Form 13F filing, American Family Investments, Inc.'s tracked investment portfolio stood at $5.5B with 9 total positions.
In Q3 2025, American Family Investments, Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BHYB | Xtrackers US Hy Bb-b Ex Fin | ETF-Other | 59.94% | -2.56% | +34.26% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 17.06% | -0.15% | +81.07% | |
| 3 | BOW | Bowhead Specialty Holdings I | Stock-Other | 6.66% | -0.23% | -6.43% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.48% | -0.55% | +14.81% | |
| 5 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-Other | 4.49% | — | -66.10% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.75% | -0.18% | -3.92% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.60% | -0.47% | +18.87% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.69% | +4.30% | — | |
| 9 | TDW | Tidewater Inc | Stock-Energy | 0.33% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BHYB | Xtrackers US Hy Bb-b Ex Fin | +3.6% | +34.26% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | +14.81% | Add |
| 3 | TDW | Tidewater Inc | 0% | — | Unchanged |
| 4 | IWP | Ishares Russell Mid-cap Grow | -1% | -3.92% | Trim |
| 5 | HYDW | Xtrs Low Beta Hi Yield ETF | -5.1% | -66.10% | Trim |
| 6 | BOW | Bowhead Specialty Holdings I | -6.6% | -6.43% | Unchanged |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 9 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | — | EXIT | Sold out |
| 12 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 13 | HYLB | Xtrackers Usd High Yield Cor | — | EXIT | Sold out |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, American Family Investments, Inc. reported a total U.S. public equity portfolio value of $5.5B across 9 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BHYB, SPIB, BOW) accounted for 32.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPIB
市值: $325.5M
Top Position Liquidated / Trimmed
VCSH
前期市值: $66.7M
During Q3 2025, American Family Investments, Inc.'s top holdings by market value included BHYB (59.9%)、SPIB (17.1%)、BOW (6.7%). The largest single position, BHYB, represented 59.9% of total portfolio value.
In Q3 2025, American Family Investments, Inc. made 12 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 5 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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