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American Family Investments, Inc.

Q3 2025 · Filed 2025-11-14
Market Value
$1.9B
+4.2%
Holdings
14
New Purchases
0
Added To
4
Closed
5
Reduced
3
Top 10 Concentration
100.0%
Turnover
35.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BHYB 59.94% 46.18% +13.76% $1.1B
SPIB 17.06% 9.73% +7.33% $325M
VOO 5.48% 4.61% +0.87% $105M
LQD 1.60% 1.38% +0.22% $30M
TDW 0.33% 0.30% +0.03% $6M
IWV 0.69% 0.66% +0.02% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYDW 4.49% 13.81% -9.32% $86M
VCSH 0.00% 3.67% -3.67% $0
BOW 6.66% 10.30% -3.64% $127M
VCIT 0.00% 3.05% -3.05% $0
IGIB 0.00% 1.24% -1.24% $0
HYLB 0.00% 0.57% -0.57% $0
IGSB 0.00% 0.53% -0.53% $0
IWP 3.75% 3.96% -0.21% $72M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $105M 5.5%
Large Cap 8 $441M 23.1%
Mid Cap 2 $6M 0.3%
Small Cap 2 $1.3B 66.6%
Micro Cap 1 $86M 4.5%

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 59.94% 20,835,800 $1.1B $54.89 $298M +5,317,000 +34.3%
2 SPIB 17.06% 9,604,000 $325M $33.89 $147M +4,300,000 +81.1%
3 BOW 6.66% 4,700,761 $127M $27.04 -$61M -323,017 -6.4%
4 VOO 5.48% 170,713 $105M $612.38 $20M +22,017 +14.8%
5 HYDW 4.49% 1,813,000 $86M $47.29 -$167M -3,535,000 -66.1%
6 IWP 3.75% 502,798 $72M $142.41 -$967K -20,496 -3.9%
7 LQD 1.60% 273,400 $30M $111.47 $5M +43,400 +18.9%
8 IWV 0.69% 34,518 $13M $378.94 $964K
9 TDW 0.33% 119,817 $6M $53.33 $863K
10 IGIB —% -$23M -425,000 -100.0% SOLD
11 IGSB —% -$10M -185,000 -100.0% SOLD
12 VCIT —% -$56M -673,619 -100.0% SOLD
13 HYLB —% -$11M -284,808 -100.0% SOLD
14 VCSH —% -$67M -845,187 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IGIB —%
IGSB —%
VCIT —%
HYLB —%
VCSH —%
View SEC EDGAR Filings for American Family Investments, Inc. →

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