CIK: 0001831944
Total reported value
$968.4M
Reporting period: 2025-12-31 · Number of holdings: 16
Southern Farm Bureau Life Insurance disclosed 16 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $968.4M and a quarterly turnover rate of 13.4%.
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Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add ANGL
+110.1% $39.5M
Add MOAT
+31.1% $30.9M
Add VOO
+21.9% $30.3M
Trim SPY
0.0% $2.5M
Trim TUA
0.0% $30.0K
Trim RSP
0.0% $588.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.72% | +1.33% | +21.93% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 13.64% | -0.42% | +8.30% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 11.85% | +1.97% | +31.12% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.40% | -1.32% | — | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 7.85% | +3.54% | +110.12% | |
| 6 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 6.71% | -0.95% | — | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.50% | -0.85% | — | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.32% | -0.75% | — | |
| 9 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 5.35% | -0.52% | — | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.16% | -0.59% | +0.34% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.96% | -0.37% | — | |
| 12 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 2.61% | -0.42% | — | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.49% | -0.31% | — | |
| 14 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 1.19% | -0.19% | — | |
| 15 | RF | Regions Financial CORP | Stock-Financials | 0.78% | -0.09% | — | |
| 16 | AMLP | Alerian Mlp ETF | ETF-Other | 0.48% | -0.06% | — |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+18.6%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-12-31 | 16 | $968.4M | 13 | |
| 2025-09-30 | 16 | $847.9M | 21 | |
| 2025-06-30 | 16 | $782.2M | 0 | |
| 2025-03-31 | 16 | $681.2M | 100 | |
| 2024-12-31 | 16 | $703.9M | 0 | |
| 2024-09-30 | 15 | $636.4M | 0 | |
| 2024-06-30 | 17 | $608.6M | 0 | |
| 2024-03-31 | 15 | $604.4M | 0 | |
| 2023-12-31 | 15 | $578.0M | 0 | |
| 2023-09-30 | 15 | $564.6M | 0 | |
| 2023-06-30 | 15 | $621.5M | 0 | |
| 2023-03-31 | 15 | $592.5M | 0 | |
| 2022-12-31 | 16 | $623.1M | 0 | |
| 2022-09-30 | 18 | $605.3M | 0 | |
| 2022-06-30 | 30 | $676.6M | 0 | |
| 2022-03-31 | 32 | $713.4M | 0 | |
| 2021-12-31 | 34 | $730.2M | 0 | |
| 2021-09-30 | 35 | $683.0M | 0 | |
| 2021-06-30 | 37 | $727.7M | 90 | |
| 2021-03-31 | 37 | $595.7M | 37 | |
| 2020-12-31 | 34 | $461.7M | 0 |
Southern Farm Bureau Life Insurance's most significant position changes for 2025-12-31: Add: Vaneck Fallen Angel High Yld (ANGL) — shares +110.12%; Add: Vaneck Morningstar Wide Moat (MOAT) — shares +31.12%; Add: Vanguard S&p 500 ETF (VOO) — shares +21.93%; Add: Vanguard Int-term Corporate (VCIT) — shares +0.34%; Add: Ishares Core Msci Emerging (IEMG) — shares +8.30%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANGL | Vaneck Fallen Angel High Yld | +3.5% | +110.12% | Add |
| 2 | MOAT | Vaneck Morningstar Wide Moat | +2% | +31.12% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +1.3% | +21.93% | Add |
| 4 | AMLP | Alerian Mlp ETF | -0.1% | — | Unchanged |
| 5 | RF | Regions Financial CORP | -0.1% | — | Unchanged |
| 6 | MOTI | Vaneck Mstar Int Moat ETF | -0.2% | — | Unchanged |
| 7 | JIRE | Jpmorgan Int Res Enh Eqty | -0.3% | — | Unchanged |
| 8 | VYM | Vanguard High Dvd Yield ETF | -0.4% | — | Unchanged |
| 9 | IEMG | Ishares Core Msci Emerging | -0.4% | +8.30% | Add |
| 10 | BBJP | Jpmorgan Betabuilders Japan | -0.4% | — | Unchanged |
| 11 | FEZ | State Street Spdr Euro Stoxx | -0.5% | — | Unchanged |
| 12 | VCIT | Vanguard Int-term Corporate | -0.6% | +0.34% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | — | Unchanged |
| 14 | RSP | Invesco S&p 500 Equal Weight | -0.9% | — | Unchanged |
| 15 | TUA | Sim St Treas Fut Strat ETF | -1% | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-22 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-18 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-22 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-26 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-24 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-24 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-24 | Amendment | View on EDGAR |
| 2022-09-30 | 2022-10-26 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-01 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-28 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-25 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-27 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-29 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-28 | 13F-HR | View on EDGAR |
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