13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001831944
Total reported value
$1.0M
$1.0M
15 檔
37916.1%
As reported in its official Q3 2024 Form 13F filing, Southern Farm Bureau Life Insurance's tracked investment portfolio stood at $1.0M with 15 total positions.
In Q3 2024, Southern Farm Bureau Life Insurance adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 2 holdings to manage risk exposure.
| # | 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 | 18.65% | +0.17% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.36% | +0.23% | — | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 12.88% | -0.83% | — | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.25% | +0.19% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.15% | +2.54% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.82% | +0.01% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.42% | -0.36% | — | |
| 8 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 5.68% | -0.61% | — | |
| 9 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 5.13% | -0.07% | — | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.03% | +0.06% | — | |
| 11 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 3.59% | +0.16% | — | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.55% | +0.05% | — | |
| 13 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 1.74% | -0.19% | — | |
| 14 | RF | Regions Financial CORP | Stock-Financials | 1.02% | +0.03% | — | |
| 15 | AMLP | Alerian Mlp ETF | ETF-Other | 0.72% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | +0.9% | — | Unchanged |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | — | Unchanged |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | — | Unchanged |
| 4 | IEMG | Ishares Core Msci Emerging | +0.2% | — | Unchanged |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | — | Unchanged |
| 6 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | Unchanged |
| 8 | MOTI | Vaneck Mstar Int Moat ETF | +0.1% | — | Unchanged |
| 9 | RF | Regions Financial CORP | +0.1% | — | Unchanged |
| 10 | FEZ | State Street Spdr Euro Stoxx | +0.1% | — | Unchanged |
| 11 | BBJP | Jpmorgan Betabuilders Japan | 0% | — | Unchanged |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | — | Unchanged |
| 13 | VCIT | Vanguard Int-term Corporate | 0% | — | Unchanged |
| 14 | AMLP | Alerian Mlp ETF | -0.1% | — | Unchanged |
| 15 | ANGL | Vaneck Fallen Angel High Yld | -0.1% | — | Unchanged |
| 16 | GBDC | Golub Capital Bdc Inc | -0.8% | EXIT | Sold out |
| 17 | TUA | Sim St Treas Fut Strat ETF | -1.5% | EXIT | Sold out |
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 15 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, MOAT) accounted for 37916.1% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
TUA
前期市值: $9.3M
During Q3 2024, Southern Farm Bureau Life Insurance's top holdings by market value included SPY (18.6%)、VOO (14.4%)、MOAT (12.9%). The largest single position, SPY, represented 18.6% of total portfolio value.
In Q3 2024, Southern Farm Bureau Life Insurance made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.