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CIK: 0002029723
Total reported value
$5.5B
$5.5B
11 檔
42.2%
According to the latest 13F quarterly dataset, American Family Investments, Inc. managed an equity portfolio of $5.5B at the end of Q4 2025, spanning 11 distinct U.S. exchange-listed positions.
In Q4 2025, American Family Investments, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BHYB | Xtrackers US Hy Bb-b Ex Fin | ETF-Other | 56.15% | -2.56% | +37.40% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 10.58% | -0.15% | -9.46% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 7.31% | +0.91% | — | |
| 4 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 5.35% | -3.61% | — | |
| 5 | BOW | Bowhead Specialty Holdings I | Stock-Other | 4.83% | -0.23% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | -0.55% | +9.97% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.78% | +4.30% | +687.53% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.69% | +1.47% | — | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.77% | -0.18% | +11.72% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.08% | -0.47% | — | |
| 11 | TDW | Tidewater Inc | Stock-Energy | 0.22% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +3.1% | +687.53% | Add |
| 2 | TDW | Tidewater Inc | -0.1% | — | Unchanged |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | — | Unchanged |
| 4 | IWP | Ishares Russell Mid-cap Grow | -1% | +11.72% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | -1.2% | +9.97% | Add |
| 6 | BOW | Bowhead Specialty Holdings I | -1.8% | — | Unchanged |
| 7 | BHYB | Xtrackers US Hy Bb-b Ex Fin | -3.8% | +37.40% | Add |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | -6.5% | -9.46% | Trim |
| 9 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 10 | HYD | Vaneck High Yield Muni ETF | — | NEW | New buy |
| 11 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 12 | HYDW | Xtrs Low Beta Hi Yield ETF | — | 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 11 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BHYB, SPIB, JNK) accounted for 42.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
JNK
市值: $203.0M
Top Position Liquidated / Trimmed
HYDW
前期市值: $85.7M
During Q4 2025, American Family Investments, Inc.'s top holdings by market value included BHYB (56.1%)、SPIB (10.6%)、JNK (7.3%). The largest single position, BHYB, represented 56.1% of total portfolio value.
In Q4 2025, American Family Investments, Inc. made 9 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 1 holdings, and fully liquidating 1 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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