— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

American Family Investments, Inc.

Q2 2025 · Filed 2025-08-15
Market Value
$1.8B
+27.0%
Holdings
14
+3
New Purchases
3
Added To
4
Closed
0
Reduced
1
Top 10 Concentration
97.9%
Turnover
21.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPIB 9.73% 0.00% +9.73% $178M
HYDW 13.81% 9.59% +4.22% $253M
LQD 1.38% 0.00% +1.38% $25M
IWV 0.66% 0.00% +0.66% $12M
VOO 4.61% 4.29% +0.32% $84M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BHYB 46.18% 56.39% -10.21% $845M
BOW 10.30% 13.26% -2.96% $189M
VCSH 3.67% 4.63% -0.96% $67M
IWP 3.96% 4.74% -0.77% $73M
VCIT 3.05% 3.82% -0.77% $56M
IGIB 1.24% 1.55% -0.31% $23M
HYLB 0.57% 0.71% -0.14% $11M
IGSB 0.53% 0.67% -0.14% $10M
TDW 0.30% 0.35% -0.05% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $84M 4.6%
Large Cap 8 $443M 24.2%
Mid Cap 2 $16M 0.9%
Small Cap 2 $1.0B 56.5%
Micro Cap 1 $253M 13.8%

Portfolio Analytics

Avg Market Cap
$133.0B
Median Market Cap
$19.0B
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.72
# Stocks
2
# ETFs / Funds
12

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BHYB 46.18% 15,518,800 $845M $54.48 $33M +340,000 +2.2%
2 HYDW 13.81% 5,348,000 $253M $47.28 $115M +2,370,000 +79.6%
3 BOW 10.30% 5,023,778 $189M $37.53 -$3M +323,017 +6.9%
4 SPIB 9.73% 5,304,000 $178M $33.58 +5,304,000 NEW
5 VOO 4.61% 148,696 $84M $568.03 $23M +28,352 +23.6%
6 IWP 3.96% 523,294 $73M $138.68 $4M -58,000 -10.0%
7 VCSH 3.67% 845,187 $67M $79.50 $473K
8 VCIT 3.05% 673,619 $56M $82.92 $781K
9 LQD 1.38% 230,000 $25M $109.61 +230,000 NEW
10 IGIB 1.24% 425,000 $23M $53.29 $327K
11 IWV 0.66% 34,518 $12M $351.00 +34,518 NEW
12 HYLB 0.57% 284,808 $11M $36.92 $219K
13 IGSB 0.53% 185,000 $10M $52.76 $72K
14 TDW 0.30% 119,817 $6M $46.13 $462K

New Positions

SymbolValue% Port
SPIB $178M 9.73%
LQD $25M 1.38%
IWV $12M 0.66%
View SEC EDGAR Filings for American Family Investments, Inc. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms