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CIK: 0001831944
Total reported value
$1.0M
$1.0M
17 檔
35261.7%
The Q2 2024 SEC filing reveals that Southern Farm Bureau Life Insurance held a total portfolio value of $1.0M, covering 17 public equity positions.
In Q2 2024, Southern Farm Bureau Life Insurance displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 18.48% | +0.17% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.23% | +0.23% | — | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 12.03% | -0.83% | — | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.87% | +0.19% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.97% | +2.54% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.62% | +0.01% | -27.21% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.40% | -0.36% | — | |
| 8 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 5.75% | -0.61% | — | |
| 9 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 5.04% | -0.07% | — | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.90% | +0.06% | — | |
| 11 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 3.55% | +0.16% | — | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.52% | +0.05% | — | |
| 13 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 1.63% | -0.19% | — | |
| 14 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.53% | -0.91% | — | |
| 15 | RF | Regions Financial CORP | Stock-Financials | 0.92% | +0.03% | — | |
| 16 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.79% | — | — | |
| 17 | AMLP | Alerian Mlp ETF | ETF-Other | 0.77% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JIRE | Jpmorgan Int Res Enh Eqty | +2.5% | NEW | New buy |
| 2 | GBDC | Golub Capital Bdc Inc | +0.8% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | — | Unchanged |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | — | Unchanged |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | — | Unchanged |
| 6 | MOTI | Vaneck Mstar Int Moat ETF | 0% | — | Unchanged |
| 7 | AMLP | Alerian Mlp ETF | — | — | Unchanged |
| 8 | RF | Regions Financial CORP | -0.1% | — | Unchanged |
| 9 | TUA | Sim St Treas Fut Strat ETF | -0.1% | — | Unchanged |
| 10 | VCIT | Vanguard Int-term Corporate | -0.1% | — | Unchanged |
| 11 | VYM | Vanguard High Dvd Yield ETF | -0.1% | — | Unchanged |
| 12 | ANGL | Vaneck Fallen Angel High Yld | -0.2% | — | Unchanged |
| 13 | BBJP | Jpmorgan Betabuilders Japan | -0.2% | — | Unchanged |
| 14 | FEZ | State Street Spdr Euro Stoxx | -0.3% | — | Unchanged |
| 15 | RSP | Invesco S&p 500 Equal Weight | -0.3% | — | Unchanged |
| 16 | MOAT | Vaneck Morningstar Wide Moat | -0.5% | — | Unchanged |
| 17 | IEFA | Ishares Core Msci Eafe ETF | -2.8% | -27.21% | Trim |
According to official SEC Form 13F filings, Southern Farm Bureau Life Insurance reported a total U.S. public equity portfolio value of $1.0M across 17 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, MOAT) accounted for 35261.7% of total reported equity market value during Q2 2024.
Top New Position Initiated
JIRE
市值: $15.3M
Top Position Liquidated / Trimmed
IEFA
前期市值: $56.6M
During Q2 2024, Southern Farm Bureau Life Insurance's top holdings by market value included SPY (18.5%)、VOO (14.2%)、MOAT (12.0%). The largest single position, SPY, represented 18.5% of total portfolio value.
In Q2 2024, Southern Farm Bureau Life Insurance made 3 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 1 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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