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American Family Investments, Inc.

Q4 2025 · Filed 2026-02-04
Market Value
$2.8B
+45.6%
Holdings
12
-2
New Purchases
3
Added To
4
Closed
1
Reduced
1
Top 10 Concentration
99.8%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JNK 7.31% 0.00% +7.31% $203M
HYD 5.35% 0.00% +5.35% $149M
VCIT 3.69% 0.00% +3.69% $103M
IWV 3.78% 0.69% +3.10% $105M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPIB 10.58% 17.06% -6.48% $294M
HYDW 0.00% 4.49% -4.49% $0
BHYB 56.15% 59.94% -3.79% $1.6B
BOW 4.83% 6.66% -1.83% $134M
VOO 4.24% 5.48% -1.24% $118M
IWP 2.77% 3.75% -0.98% $77M
LQD 1.08% 1.60% -0.51% $30M
TDW 0.22% 0.33% -0.12% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $118M 4.2%
Large Cap 5 $609M 21.9%
Mid Cap 3 $358M 12.9%
Small Cap 2 $1.7B 61.0%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$148.4B
Median Market Cap
$9.2B
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.77
# Stocks
2
# ETFs / Funds
10

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BHYB 56.15% 28,627,800 $1.6B $54.50 $416M +7,792,000 +37.4%
2 SPIB 10.58% 8,695,000 $294M $33.81 -$32M -909,000 -9.5%
3 JNK 7.31% 2,088,000 $203M $97.21 +2,088,000 NEW
4 HYD 5.35% 2,907,018 $149M $51.12 +2,907,018 NEW
5 BOW 4.83% 4,700,761 $134M $28.54 $7M
6 VOO 4.24% 187,733 $118M $627.13 $13M +17,020 +10.0%
7 IWV 3.78% 271,840 $105M $386.85 $92M +237,322 +687.5%
8 VCIT 3.69% 1,225,000 $103M $83.75 +1,225,000 NEW
9 IWP 2.77% 561,707 $77M $136.94 $5M +58,909 +11.7%
10 LQD 1.08% 273,400 $30M $110.19 -$350K
11 TDW 0.22% 119,817 $6M $50.51 -$338K
12 HYDW —% -$86M -1,813,000 -100.0% SOLD

New Positions

SymbolValue% Port
JNK $203M 7.31%
HYD $149M 5.35%
VCIT $103M 3.69%

Sold Out Positions

SymbolValue% Port
HYDW —%
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